iShares US Regional Banks EtIATETF
13F holders, Q1 2024 (March 31)157holders
2famous investors
$43.30avg. 13F price*
At the end of Q1 2024, 157 institutions reported holding iShares US Regional Banks Et (IAT) in their 13F filings. The largest holders were Morgan Stanley ($24.9M), Northwestern Mutual Wealth Management Co. ($17.7M) and Bank of America Corp. ($15.7M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- iShares US Regional Banks Et
- CUSIP
- 464288778
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $5.0M |
| Exits | 29 | $29.7M |
Ownership 157 holders
| Morgan Stanley | 0.00% | Reduce -11.8% | 573,350 | $24.9M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +5.0% | 408,227 | $17.7M |
| Bank of America Corp. | 0.00% | Reduce -40.3% | 361,329 | $15.7M |
| JPMorgan Chase & Co. | 0.00% | Add +23.5% | 286,063 | $12.4M |
| US Bancorp \de | 0.02% | Reduce -25.7% | 284,005 | $12.3M |
| Wells Fargo & Company | 0.00% | Reduce -20.7% | 272,430 | $11.8M |
| Royal Bank of Canada | 0.00% | Reduce -38.2% | 244,518 | $10.6M |
| LPL Financial LLC | 0.01% | Reduce -4.3% | 244,056 | $10.6M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +2.7% | 187,846 | $8.1M |
| UBS Group AG | 0.00% | Add +93.9% | 170,011 | $7.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -10.5% | 163,701 | $7.1M |
| Truist Financial Corp. | 0.01% | Reduce -51.7% | 144,478 | $6.3M |
| Citadel Advisors | 0.01% | Add +144.7% | 125,625 | $5.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -13.4% | 121,600 | $5.3M |
| Abundance Wealth Counselors | 0.99% | Add +8.0% | 99,312 | $4.3M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +23.4% | 80,327 | $3.5M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +188.4% | 67,690 | $2.9M |
| Edge Capital Group, LLC | 0.14% | Add +33.0% | 67,079 | $2.9M |
| Crestwood Advisors Group, LLC | 0.06% | Reduce -22.4% | 64,259 | $2.8M |
| Martin & Co. Inc. | 0.67% | Reduce -2.5% | 63,413 | $2.8M |
| CX Institutional | 0.13% | Reduce -13.8% | 62,862 | $2.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -14.3% | 61,546 | $2.7M |
| Kingsview Wealth Management, LLC | 0.06% | Add +87.5% | 58,423 | $2.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -49.4% | 56,492 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Add +51.7% | 53,160 | $2.3M |
| Chicago Wealth Management, Inc. | 1.27% | New | 49,366 | $2.1M |
| BNP Paribas Financial Markets | 0.00% | Reduce -67.1% | 49,000 | $2.1M |
| KCM Investment Advisors LLC | 0.08% | Add +3.1% | 48,929 | $2.1M |
| Jane Street Group, LLC | 0.00% | Add +197.7% | 42,300 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -36.8% | 41,983 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -80.1% | 39,533 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.9% | 38,547 | $1.7M |
| D. E. Shaw & Co. | 0.00% | Add +216.5% | 38,296 | $1.7M |
| Carret Asset Management, LLC | 0.19% | Reduce -4.7% | 38,085 | $1.7M |
| MIdWestOne Financial Group, Inc. | 0.27% | Add +14.9% | 34,509 | $1.5M |
| Raymond James & Associates | 0.00% | Reduce -20.9% | 32,968 | $1.4M |
| Family Firm, Inc. | 0.35% | Reduce -0.9% | 32,765 | $1.4M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -0.0% | 40,286 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +221.4% | 29,622 | $1.3M |
| Dentgroup LLC | 0.98% | Reduce -4.4% | 27,168 | $1.2M |
| Stephens Inc. | 0.02% | Reduce -42.2% | 26,799 | $1.2M |
| Flow Traders U.S. LLC | 0.06% | New | 26,542 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | Reduce -19.9% | 24,971 | $1.1M |
| Augustine Asset Management Inc. | 0.36% | No change | 20,000 | $868K |
| Dakota Wealth Management | 0.02% | New | 18,484 | $802K |
| Independent Financial Group, LLC | 0.04% | Add +2.9% | 17,615 | $764K |
| Jones Financial Companies LLLP | 0.00% | Add +123.4% | 17,436 | $756K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -26.1% | 16,942 | $735K |
| Rockefeller Capital Management L.P. | 0.00% | Add +5.9% | 16,896 | $733K |
| Sweet Financial Partners, LLC | 0.16% | No change | 16,315 | $708K |
| Thrivent Financial for Lutherans | 0.00% | Add +5.0% | 15,139 | $657K |
| Transcend Capital Advisors, LLC | 0.05% | Add +0.0% | 14,605 | $634K |
| Stifel Financial Corp. | 0.00% | Add +11.1% | 13,368 | $580K |
| Wealth Management Partners, LLC | 0.28% | Add +0.6% | 12,875 | $559K |
| North Star Investment Management Corp. | 0.04% | Reduce -0.1% | 12,670 | $550K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +2.3% | 11,145 | $483K |
| CoreCap Advisors, LLC | 0.02% | Reduce -15.7% | 10,783 | $468K |
| Creative Planning | 0.00% | Reduce -58.9% | 10,221 | $443K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +279.0% | 10,018 | $435K |
| Sage Financial Group Inc. | 0.04% | Add +0.6% | 9,702 | $421K |
| NewEdge Advisors, LLC | 0.00% | Reduce -7.4% | 9,330 | $405K |
| Gsa Capital Partners LLP | 0.03% | New | 9,220 | $400K |
| HighTower Advisors, LLC | 0.00% | Reduce -43.8% | 9,114 | $395K |
| Aveo Capital Partners, LLC | 0.04% | Reduce -78.1% | 9,229 | $390K |
| Patten & Patten Inc. | 0.03% | Reduce -9.6% | 8,935 | $388K |
| Snowden Capital Advisors LLC | 0.01% | Add +56.6% | 8,542 | $371K |
| Bare Financial Services, Inc | 0.34% | Add +186.8% | 8,680 | $355K |
| Viewpoint Capital Management LLC | 0.22% | No change | 7,992 | $347K |
| Synovus Financial Corp. | 0.00% | Reduce -9.4% | 7,916 | $343K |
| Bison Wealth, LLC | 0.06% | Add +29.7% | 7,794 | $338K |
| Wedbush Securities Inc. | 0.01% | Reduce -30.1% | 7,214 | $313K |
| High Net Worth Advisory Group LLC | 0.10% | No change | 7,140 | $310K |
| Money Concepts Capital Corp. | 0.03% | Reduce -86.3% | 7,000 | $304K |
| Neville Rodie & Shaw Inc. | 0.02% | No change | 6,975 | $303K |
| Qube Research & Technologies Ltd | 0.00% | New | 6,848 | $297K |
| Hilltop Holdings Inc. | 0.03% | Reduce -43.0% | 6,400 | $278K |
| Etfidea, LLC | 0.09% | Add +27.3% | 6,270 | $272K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -35.8% | 6,030 | $262K |
| Comerica Bank | 0.00% | Reduce -12.3% | 5,979 | $259K |
| SOL Capital Management CO | 0.03% | No change | 5,700 | $247K |
| Breakwater Capital Group | 0.06% | No change | 5,627 | $244K |
| Western Wealth Management, LLC | 0.02% | Reduce -9.6% | 5,441 | $236K |
| First Horizon Advisors, Inc. | 0.01% | No change | 5,387 | $234K |
| Joel Isaacson & Co., LLC | 0.01% | No change | 5,357 | $232K |
| SOA Wealth Advisors, LLC. | 0.05% | Add +0.0% | 5,242 | $227K |
| Mariner, LLC | 0.00% | Reduce -14.7% | 5,172 | $224K |
| National Bank of Canada | 0.00% | Reduce -20.1% | 5,193 | $223K |
| Larson Financial Group LLC | 0.02% | Add +6.9% | 5,145 | $223K |
| Cape Cod Five Cents Savings Bank | 0.02% | Reduce -17.5% | 5,125 | $222K |
| Creative Financial Designs Inc. | 0.02% | Reduce -2.6% | 5,121 | $222K |
| Bank of Montreal | 0.00% | Reduce -61.5% | 5,104 | $222K |
| One Capital Management, LLC | 0.01% | Add +2.7% | 5,076 | $220K |
| Game Plan Financial Advisors, LLC | 0.12% | Add +23.8% | 4,950 | $215K |
| GTS Securities LLC | 0.01% | Reduce -15.2% | 4,900 | $213K |
| Pettyjohn, Wood & White, Inc. | 0.04% | Reduce -6.2% | 4,885 | $212K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.7% | 5,013 | $210K |
| Global Retirement Partners, LLC | 0.01% | Add +351.4% | 3,751 | $163K |
| Woodmont Investment Counsel LLC | 0.01% | New | 3,500 | $152K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -13.4% | 3,342 | $145K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 3,147 | $137K |
"% of holder's portfolio" is IAT's weight in each manager's 13F, not the share of iShares US Regional Banks Et the manager owns.