iShares US Regional Banks EtIATETF
13F holders, Q2 2024 (June 30)149holders −8
10new positions
19sold out
1famous investor
$41.48avg. 13F price*
At the end of Q2 2024, 149 institutions reported holding iShares US Regional Banks Et (IAT) in their 13F filings, down 8 from Q1 2024. 10 opened new positions and 19 sold out. The largest holders were Morgan Stanley ($17.4M), Bank of America Corp. ($15.0M) and Northwestern Mutual Wealth Management Co. ($13.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $2.1M |
| Exits | 19 | $16.3M |
All 13F filers, Q1 2024 → Q2 2024: 186,504 shares bought and 1,050,816 shares sold, net −864,312 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 149 holders
| Morgan Stanley | 0.00% | Reduce -27.0% | 418,768 | $17.4M |
| Bank of America Corp. | 0.00% | Reduce -0.2% | 360,671 | $15.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -18.8% | 331,594 | $13.7M |
| JPMorgan Chase & Co. | 0.00% | Add +3.0% | 294,504 | $12.2M |
| Royal Bank of Canada | 0.00% | Add +11.8% | 273,373 | $11.3M |
| Wells Fargo & Company | 0.00% | Reduce -4.1% | 261,278 | $10.8M |
| US Bancorp \de | 0.01% | Reduce -12.7% | 247,954 | $10.3M |
| LPL Financial LLC | 0.00% | Reduce -23.1% | 187,585 | $7.8M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -1.6% | 184,788 | $7.7M |
| UBS Group AG | 0.00% | Reduce -4.2% | 162,853 | $6.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.9% | 150,776 | $6.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -6.8% | 113,334 | $4.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +46.4% | 82,703 | $3.4M |
| Truist Financial Corp. | 0.01% | Reduce -44.1% | 80,767 | $3.3M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +0.0% | 80,333 | $3.3M |
| Martin & Co. Inc. | 0.66% | Reduce -0.4% | 63,153 | $2.6M |
| CX Institutional | 0.12% | Reduce -1.8% | 61,725 | $2.6M |
| Crestwood Advisors Group, LLC | 0.05% | Reduce -6.3% | 60,216 | $2.5M |
| Edge Capital Group, LLC | 0.12% | Reduce -11.2% | 59,584 | $2.5M |
| Jane Street Group, LLC | 0.00% | Add +26.8% | 53,629 | $2.2M |
| KCM Investment Advisors LLC | 0.07% | Add +1.5% | 49,649 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -25.6% | 45,822 | $1.9M |
| Citadel Advisors | 0.00% | Reduce -65.8% | 42,957 | $1.8M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -5.7% | 37,983 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.7% | 37,503 | $1.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.5% | 36,968 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -14.2% | 36,037 | $1.5M |
| Carret Asset Management, LLC | 0.17% | Reduce -6.2% | 35,730 | $1.5M |
| MIdWestOne Financial Group, Inc. | 0.26% | Add +2.5% | 35,357 | $1.5M |
| Family Firm, Inc. | 0.30% | Reduce -2.5% | 31,945 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +3.0% | 30,525 | $1.3M |
| Flow Traders U.S. LLC | 0.06% | Add +11.3% | 29,529 | $1.2M |
| Raymond James & Associates | 0.00% | Reduce -10.7% | 29,448 | $1.2M |
| Two Sigma Investments, LP | 0.00% | New | 29,300 | $1.2M |
| Tower Research Capital LLC (TRC) | 0.02% | Add +171.1% | 27,155 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -51.5% | 25,766 | $1.1M |
| Stephens Inc. | 0.02% | Reduce -5.7% | 25,280 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Add +47.8% | 25,038 | $1.0M |
| Jones Financial Companies LLLP | 0.00% | Add +36.9% | 23,868 | $990K |
| Gsa Capital Partners LLP | 0.07% | Add +153.7% | 23,390 | $970K |
| Augustine Asset Management Inc. | 0.32% | No change | 20,000 | $829K |
| Rockefeller Capital Management L.P. | 0.00% | Add +17.9% | 19,921 | $826K |
| Dakota Wealth Management | 0.02% | No change | 18,484 | $766K |
| Independent Financial Group, LLC | 0.03% | No change | 17,615 | $730K |
| Heritage Wealth Management, Inc. | 0.24% | — | 17,850 | $728K |
| Sweet Financial Partners, LLC | 0.15% | Reduce -1.7% | 16,035 | $665K |
| Dentgroup LLC | 0.53% | Reduce -41.1% | 16,006 | $664K |
| Thrivent Financial for Lutherans | 0.00% | Add +3.0% | 15,585 | $646K |
| Transcend Capital Advisors, LLC | 0.04% | Reduce -0.7% | 14,500 | $601K |
| Stifel Financial Corp. | 0.00% | Add +2.3% | 13,671 | $567K |
| North Star Investment Management Corp. | 0.04% | Reduce -1.1% | 12,530 | $519K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -0.0% | 11,143 | $462K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -84.1% | 10,787 | $447K |
| Bare Financial Services, Inc | 0.23% | Add +2.7% | 8,912 | $429K |
| Creative Planning | 0.00% | No change | 10,221 | $424K |
| Sage Financial Group Inc. | 0.04% | Add +0.7% | 9,774 | $405K |
| Snowden Capital Advisors LLC | 0.01% | Add +13.4% | 9,689 | $402K |
| HighTower Advisors, LLC | 0.00% | Add +1.2% | 9,227 | $380K |
| Patten & Patten Inc. | 0.03% | No change | 8,935 | $370K |
| Bison Wealth, LLC | 0.06% | No change | 7,794 | $338K |
| Viewpoint Capital Management LLC | 0.20% | No change | 7,992 | $331K |
| Aveo Capital Partners, LLC | 0.03% | Reduce -21.9% | 7,205 | $299K |
| High Net Worth Advisory Group LLC | 0.09% | No change | 7,140 | $296K |
| Neville Rodie & Shaw Inc. | 0.02% | No change | 6,975 | $289K |
| Money Concepts Capital Corp. | 0.02% | Reduce -1.4% | 6,900 | $286K |
| Synovus Financial Corp. | 0.00% | Reduce -15.0% | 6,729 | $279K |
| NewEdge Advisors, LLC | 0.00% | Reduce -28.8% | 6,644 | $275K |
| Marshall Wace, LLP | 0.00% | New | 6,586 | $273K |
| Etfidea, LLC | 0.09% | No change | 6,270 | $260K |
| One Capital Management, LLC | 0.01% | Add +22.2% | 6,201 | $257K |
| Silver Oak Securities, Incorporated | 0.04% | Add +0.9% | 6,083 | $252K |
| HRT Financial LP | 0.00% | New | 6,018 | $249K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.9% | 5,057 | $245K |
| Bank of Montreal | 0.00% | Add +15.3% | 5,883 | $244K |
| Two Sigma Securities, LLC | 0.01% | New | 5,656 | $234K |
| Breakwater Capital Group | 0.05% | No change | 5,627 | $233K |
| Sanctuary Advisors, LLC | 0.00% | — | 5,446 | $227K |
| Larson Financial Group LLC | 0.02% | Add +5.7% | 5,437 | $225K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -0.4% | 5,367 | $223K |
| Game Plan Financial Advisors, LLC | 0.12% | Add +6.1% | 5,250 | $218K |
| SOA Wealth Advisors, LLC. | 0.04% | Add +0.0% | 5,244 | $217K |
| Western Wealth Management, LLC | 0.02% | Reduce -3.7% | 5,241 | $217K |
| Joel Isaacson & Co., LLC | 0.01% | Reduce -4.7% | 5,107 | $212K |
| SOL Capital Management CO | 0.02% | Reduce -12.3% | 5,000 | $207K |
| Comerica Bank | 0.00% | Reduce -17.3% | 4,942 | $205K |
| GTS Securities LLC | 0.00% | No change | 4,900 | $203K |
| Creative Financial Designs Inc. | 0.02% | Reduce -9.3% | 4,646 | $193K |
| National Bank of Canada | 0.00% | Reduce -25.0% | 3,893 | $161K |
| Global Retirement Partners, LLC | 0.00% | Reduce -5.5% | 3,545 | $147K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.4% | 3,354 | $139K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 3,147 | $137K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -52.6% | 3,244 | $134K |
| Citigroup Inc. | 0.00% | Add +10.4% | 3,132 | $130K |
| Financial Freedom, LLC | 0.07% | Add +0.9% | 2,914 | $121K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 2,780 | $115K |
| Cwm, LLC | 0.00% | Add +7.9% | 2,653 | $110K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.9% | 2,328 | $97K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -9.0% | 2,076 | $86K |
| CIBC Private Wealth Group LLC | 0.00% | Add +27.6% | 1,907 | $78K |
| Luken Investment Analytics, LLC | 0.04% | No change | 1,750 | $73K |
| Lanark Financial, Inc. | 0.01% | Add +0.1% | 1,746 | $72K |
| Principal Securities, Inc. | 0.00% | Reduce -2.6% | 1,587 | $66K |
| AlphaMark Advisors, LLC | 0.02% | Reduce -6.2% | 1,525 | $63K |
| MGB Wealth Management, LLC | 0.02% | No change | 1,350 | $59K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -17.3% | 1,385 | $57K |
| International Assets Investment Management, LLC | 0.01% | New | 1,357 | $56K |
| Transcendent Capital Group LLC | 0.03% | Add +1.7% | 1,354 | $56K |
| Blair William & Co. | 0.00% | Add +41.7% | 1,281 | $53K |
| Toth Financial Advisory Corp. | 0.01% | No change | 1,280 | $53K |
| City State Bank | 0.02% | No change | 1,150 | $48K |
| FMR LLC | 0.00% | Add +61.2% | 1,141 | $47K |
| Barrett & Company, Inc. | 0.02% | Add +0.9% | 1,052 | $44K |
| Parallel Advisors, LLC | 0.00% | No change | 1,000 | $41K |
| Harbour Investments, Inc. | 0.00% | No change | 950 | $39K |
| Private Trust Co. NA | 0.00% | Reduce -0.1% | 839 | $35K |
| IFP Advisors, Inc | 0.00% | Add +2.7% | 755 | $31K |
| Arrow Financial Corp | 0.00% | No change | 735 | $30K |
| Cultivar Capital, Inc. | 0.03% | New | 723 | $30K |
| Sandy Spring Bank | 0.00% | No change | 708 | $29K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 663 | $27K |
| Fifth Third Bancorp | 0.00% | No change | 623 | $26K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 580 | $24K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -63.5% | 586 | $24K |
| Caldwell Trust Co | 0.00% | No change | 575 | $24K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 557 | $23K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.8% | 523 | $22K |
| Clearstead Advisors, LLC | 0.00% | Reduce -45.7% | 475 | $20K |
| Quent Capital, LLC | 0.00% | No change | 445 | $18K |
| Bogart Wealth, LLC | 0.00% | No change | 351 | $15K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -0.3% | 314 | $13K |
| Kelly Financial Services LLC | 0.00% | No change | 297 | $12K |
| Burkett Financial Services, LLC | 0.01% | Reduce -24.2% | 257 | $11K |
| Arax Advisory Partners | 0.00% | No change | 250 | $10K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +1.0% | 202 | $8K |
| HighMark Wealth Management LLC | 0.01% | New | 200 | $8K |
| Private Capital Management LLC | 0.00% | No change | 200 | $8K |
| Spire Wealth Management | 0.00% | Add +0.6% | 168 | $7K |
| Asset Dedication, LLC | 0.00% | Add +0.7% | 148 | $6K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 106 | $4K |
| Angeles Wealth Management, LLC | 0.00% | No change | 100 | $4K |
| HHM Wealth Advisors, LLC | 0.00% | Add +15.3% | 98 | $4K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 95 | $4K |
| HM Payson & Co. | 0.00% | New | 87 | $4K |
| Key Financial Inc | 0.00% | No change | 78 | $3K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -32.1% | 36 | $1K |
| Logan Capital Management Inc. | 0.00% | No change | 36 | $1K |
| Allworth Financial LP | 0.00% | No change | 27 | $1K |
| Avior Wealth Management, LLC | 0.00% | Reduce -71.1% | 28 | $1K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 16 | $664 |
"% 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.