ISHARES US REGIONAL BANKS ET (IAT) Top Institutional Shareholders
ISHARES US REGIONAL BANKS ET (IAT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $235.30M in IAT holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of IAT tracked by InsiderSet, reporting ownership valued at approximately $28.06M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $30.94M, representing an estimated gain of +10.25% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed IAT value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Wells Fargo & Company/Mn, Morgan Stanley, and several other long-term asset managers with concentrated positions in ISHARES US REGIONAL BANKS ET (IAT).
This page ranks the largest institutional IAT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
165
Total Reported Value
$235.30M
Largest Holder
Bank Of America Corp
Largest Position
$28.06M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
182
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.00% | 521,170 | $28,059,817 | $30,936,651 | +$2,876,834 | +10.25% | |
| Wells Fargo & Company/Mn | 0.01% | 514,386 | $27,694,537 | $30,533,953 | +$2,839,416 | +10.25% | |
| Morgan Stanley | 0.00% | 272,311 | $14,661,237 | $16,164,381 | +$1,503,144 | +10.25% | |
| Lpl Financial Llc | 0.00% | 244,324 | $13,154,392 | $14,503,073 | +$1,348,681 | +10.25% | |
| Royal Bank Of Canada | 0.00% | 193,585 | $10,423,000 | $11,491,206 | +$1,068,206 | +10.25% | |
| Lido Advisors, Llc | 0.04% | 190,938 | $10,280,131 | $11,334,080 | +$1,053,949 | +10.25% | |
| Gw Henssler & Associates Ltd | 0.48% | 190,835 | $10,274,575 | $11,327,966 | +$1,053,391 | +10.25% | |
| Truist Financial Corp | 0.01% | 143,576 | $7,730,119 | $8,522,671 | +$792,552 | +10.25% | |
| Us Bancorp \De\ | 0.01% | 134,592 | $7,246,433 | $7,989,381 | +$742,948 | +10.25% | |
| Ubs Group Ag | 0.00% | 116,350 | $6,264,284 | $6,906,536 | +$642,252 | +10.25% | |
| Raymond James Financial Inc | 0.00% | 112,687 | $6,067,072 | $6,689,100 | +$622,028 | +10.25% | |
| Goldman Sachs Group Inc | 0.00% | 107,384 | $5,781,555 | $6,374,314 | +$592,759 | +10.25% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 80,323 | $4,324,590 | $4,767,973 | +$443,383 | +10.25% | |
| Jones Financial Companies Lllp | 0.00% | 82,488 | $4,300,093 | $4,896,488 | +$596,395 | +13.87% | |
| Ameriprise Financial Inc | 0.00% | 72,200 | $3,887,348 | $4,285,792 | +$398,444 | +10.25% | |
| Commonwealth Equity Services, Llc | 0.01% | 71,281 | $3,837,750 | $4,231,240 | +$393,490 | +10.25% | |
| Equitable Holdings, Inc. | 0.02% | 67,548 | $3,725,272 | $4,009,649 | +$284,377 | +7.63% | |
| Martin & Co Inc | 0.59% | 64,078 | $3,449,973 | $3,803,670 | +$353,697 | +10.25% | |
| Kcm Investment Advisors Llc | 0.10% | 58,452 | $3,147,075 | $3,469,711 | +$322,636 | +10.25% | |
| Independent Advisor Alliance | 0.03% | 57,854 | $3,114,861 | $3,434,213 | +$319,352 | +10.25% | |
| Cetera Investment Advisers | 0.00% | 56,103 | $3,020,590 | $3,330,274 | +$309,684 | +10.25% | |
| Osaic Holdings, Inc. | 0.00% | 48,911 | $2,633,548 | $2,903,357 | +$269,809 | +10.25% | |
| Pathstone Holdings, Llc | 0.01% | 45,620 | $2,456,181 | $2,708,003 | +$251,822 | +10.25% | |
| Crestwood Advisors Group, Llc | 0.04% | 45,376 | $2,443,044 | $2,693,519 | +$250,475 | +10.25% | |
| Tower Research Capital Llc (Trc) | 0.06% | 43,110 | $2,321,042 | $2,559,010 | +$237,968 | +10.25% | |
| Game Plan Financial Advisors, Llc | 1.01% | 41,769 | $2,248,843 | $2,479,408 | +$230,565 | +10.25% | |
| Susquehanna International Group, Llp | 0.00% | 35,421 | $1,907,066 | $2,102,591 | +$195,525 | +10.25% | |
| Citadel Advisors Llc | 0.00% | 30,984 | $1,668,179 | $1,839,210 | +$171,031 | +10.25% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 27,690 | $1,490,817 | $1,643,678 | +$152,861 | +10.25% | |
| Beacon Pointe Advisors, Llc | 0.01% | 27,011 | $1,454,283 | $1,603,373 | +$149,090 | +10.25% | |
| Independent Financial Group, Llc | 0.02% | 22,725 | $1,342,124 | $1,348,956 | +$6,832 | +0.51% | |
| Carret Asset Management, Llc | 0.12% | 23,710 | $1,276,546 | $1,407,426 | +$130,880 | +10.25% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 22,300 | $1,200,632 | $1,323,728 | +$123,096 | +10.25% |
| Cadent Capital Advisors, Llc | 0.30% | 21,322 | $1,147,965 | $1,265,674 | +$117,709 | +10.25% | |
| Envestnet Asset Management Inc | 0.00% | 21,153 | $1,138,860 | $1,255,642 | +$116,782 | +10.25% | |
| Scs Capital Management Llc | 0.01% | 20,925 | $1,126,602 | $1,242,108 | +$115,506 | +10.25% | |
| Rockefeller Capital Management L.P. | 0.00% | 20,337 | $1,094,976 | $1,207,204 | +$112,228 | +10.25% | |
| Augustine Asset Management Inc | 0.24% | 20,000 | $1,076,800 | $1,187,200 | +$110,400 | +10.25% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 18,995 | $1,039,777 | $1,127,543 | +$87,766 | +8.44% | |
| Dakota Wealth Management | 0.02% | 18,484 | $995,179 | $1,097,210 | +$102,031 | +10.25% | |
| Fearless Solutions, Llc Dba Best Invest | 0.59% | 18,286 | $984,518 | $1,085,457 | +$100,939 | +10.25% | |
| Cutler Capital Management, Llc | 0.27% | 18,000 | $969,120 | $1,068,480 | +$99,360 | +10.25% | |
| Medallion Wealth Advisors, Llc | 0.07% | 18,363 | $939,484 | $1,090,028 | +$150,544 | +16.02% | |
| Stifel Financial Corp | 0.00% | 17,024 | $916,527 | $1,010,545 | +$94,018 | +10.26% | |
| Asempa Wealth Advisors | 0.72% | 15,126 | $823,891 | $897,879 | +$73,988 | +8.98% | |
| Transcend Capital Advisors, Llc | 0.06% | 14,500 | $780,680 | $860,720 | +$80,040 | +10.25% | |
| D. E. Shaw & Co., Inc. | 0.00% | 13,800 | $742,992 | $819,168 | +$76,176 | +10.25% | |
| Norris Financial Group, Llc | 0.13% | 14,369 | $732,388 | $852,944 | +$120,556 | +16.46% | |
| Sigma Planning Corp | 0.02% | 13,452 | $724,249 | $798,511 | +$74,262 | +10.25% | |
| Moneta Group Investment Advisors Llc | 0.00% | 10,941 | $589,068 | $649,458 | +$60,390 | +10.25% |
Frequently asked questions about IAT
Who owns the most IAT stock?
The largest holders of IAT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES US REGIONAL BANKS ET (IAT).
Is IAT widely held by superinvestors?
Many widely followed stocks like IAT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IAT is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.