iShares US Regional Banks EtIATETF
13F holders, Q3 2024 (September 30)157holders +8
23new positions
15sold out
3famous investors
$47.58avg. 13F price*
At the end of Q3 2024, 157 institutions reported holding iShares US Regional Banks Et (IAT) in their 13F filings, up 8 from Q2 2024. 23 opened new positions and 15 sold out. The largest holders were Bank of America Corp. ($23.9M), JPMorgan Chase & Co. ($17.3M) and Morgan Stanley ($13.0M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- iShares US Regional Banks Et
- CUSIP
- 464288778
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $15.4M |
| Exits | 15 | $7.4M |
All 13F filers, Q2 2024 → Q3 2024: 810,587 shares bought and 735,895 shares sold, net +74,692 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 157 holders
| Bank of America Corp. | 0.00% | Add +39.1% | 501,877 | $23.9M |
| JPMorgan Chase & Co. | 0.00% | Add +23.8% | 364,710 | $17.3M |
| Morgan Stanley | 0.00% | Reduce -34.9% | 272,752 | $13.0M |
| Royal Bank of Canada | 0.00% | Reduce -2.3% | 266,986 | $12.7M |
| US Bancorp \de | 0.01% | Reduce -2.9% | 240,879 | $11.5M |
| LPL Financial LLC | 0.00% | Add +3.4% | 193,950 | $9.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -42.0% | 192,256 | $9.1M |
| UBS Group AG | 0.00% | Add +12.1% | 182,576 | $8.7M |
| Ameriprise Financial Inc. | 0.00% | Add +12.1% | 168,942 | $8.0M |
| Wells Fargo & Company | 0.00% | Reduce -42.7% | 149,707 | $7.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.3% | 111,899 | $5.3M |
| Citadel Advisors | 0.01% | Add +144.0% | 104,817 | $5.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +24.7% | 103,159 | $4.9M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -46.4% | 99,084 | $4.7M |
| Gimbal Financial | 2.78% | New | 86,462 | $4.3M |
| Truist Financial Corp. | 0.01% | Add +6.2% | 85,731 | $4.1M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +0.0% | 80,344 | $3.8M |
| Osaic Holdings, Inc. | 0.01% | Add +74.3% | 79,847 | $3.8M |
| Spectrum Wealth Counsel, LLC | 0.37% | New | 65,655 | $3.1M |
| Martin & Co. Inc. | 0.70% | Reduce -0.2% | 63,009 | $3.0M |
| CX Institutional | 0.13% | Reduce -3.1% | 59,804 | $2.8M |
| Crestwood Advisors Group, LLC | 0.05% | Reduce -1.3% | 59,416 | $2.8M |
| Edge Capital Group, LLC | 0.12% | Reduce -4.7% | 56,789 | $2.7M |
| KCM Investment Advisors LLC | 0.08% | Add +4.3% | 51,762 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Add +80.6% | 46,528 | $2.2M |
| Tower Research Capital LLC (TRC) | 0.06% | Add +64.7% | 44,716 | $2.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.0% | 37,331 | $1.8M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Reduce -1.6% | 37,364 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.8% | 36,079 | $1.7M |
| GTS Securities LLC | 0.03% | Add +598.9% | 34,247 | $1.6M |
| Jones Financial Companies LLLP | 0.00% | Add +44.5% | 34,496 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -13.7% | 31,092 | $1.5M |
| Family Firm, Inc. | 0.32% | Reduce -3.2% | 30,928 | $1.5M |
| Cadent Capital Advisors, LLC | 0.48% | New | 29,642 | $1.4M |
| Carret Asset Management, LLC | 0.15% | Reduce -18.5% | 29,115 | $1.4M |
| Cetera Investment Advisers | 0.00% | Reduce -6.8% | 28,433 | $1.4M |
| Millennium Management | 0.00% | New | 26,290 | $1.2M |
| Mariner, LLC | 0.00% | New | 26,015 | $1.2M |
| Stephens Inc. | 0.02% | Reduce -5.4% | 23,926 | $1.1M |
| Marshall Wace, LLP | 0.00% | Add +235.9% | 22,124 | $1.1M |
| Raymond James & Associates | 0.00% | Reduce -25.1% | 22,049 | $1.0M |
| MIdWestOne Financial Group, Inc. | 0.13% | Reduce -41.9% | 20,535 | $976K |
| Sigma Planning Corp | 0.03% | New | 20,293 | $965K |
| Augustine Asset Management Inc. | 0.33% | No change | 20,000 | $951K |
| Independent Financial Group, LLC | 0.03% | Add +10.1% | 19,400 | $922K |
| D. E. Shaw & Co. | 0.00% | New | 18,696 | $889K |
| Dakota Wealth Management | 0.02% | No change | 18,484 | $879K |
| Heritage Wealth Management, Inc. | 0.28% | No change | 17,850 | $849K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -10.8% | 17,775 | $845K |
| Dentgroup LLC | 0.56% | Reduce -1.8% | 15,711 | $747K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.6% | 15,678 | $745K |
| Stifel Financial Corp. | 0.00% | Add +12.5% | 15,376 | $731K |
| Sweet Financial Partners, LLC | 0.16% | Reduce -5.8% | 15,100 | $718K |
| Transcend Capital Advisors, LLC | 0.05% | No change | 14,500 | $689K |
| North Star Investment Management Corp. | 0.04% | Reduce -2.0% | 12,280 | $584K |
| AMJ Financial Wealth Management | 0.16% | New | 11,948 | $568K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +1.8% | 11,347 | $539K |
| Bank of Montreal | 0.00% | Add +93.7% | 11,396 | $536K |
| Two Sigma Securities, LLC | 0.04% | Add +81.3% | 10,256 | $488K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -5.1% | 10,238 | $487K |
| Creative Planning | 0.00% | Reduce -0.5% | 10,171 | $484K |
| Snowden Capital Advisors LLC | 0.01% | Add +3.5% | 10,028 | $477K |
| Sage Financial Group Inc. | 0.04% | Add +0.8% | 9,854 | $468K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.3% | 9,204 | $438K |
| Patten & Patten Inc. | 0.03% | No change | 8,935 | $425K |
| Bare Financial Services, Inc | 0.17% | Reduce -1.2% | 8,802 | $418K |
| Viewpoint Capital Management LLC | 0.21% | No change | 7,992 | $376K |
| NewEdge Advisors, LLC | 0.00% | Add +16.0% | 7,707 | $366K |
| High Net Worth Advisory Group LLC | 0.09% | No change | 7,140 | $339K |
| Aveo Capital Partners, LLC | 0.04% | Reduce -2.4% | 7,032 | $334K |
| Neville Rodie & Shaw Inc. | 0.02% | No change | 6,975 | $332K |
| Money Concepts Capital Corp. | 0.02% | No change | 6,900 | $328K |
| Bison Wealth, LLC | 0.05% | Reduce -15.0% | 6,626 | $315K |
| CoreCap Advisors, LLC | 0.01% | New | 6,533 | $311K |
| HRT Financial LP | 0.00% | Add +6.5% | 6,412 | $304K |
| Synovus Financial Corp. | 0.00% | Reduce -7.5% | 6,225 | $296K |
| Etfidea, LLC | 0.09% | Reduce -2.4% | 6,122 | $291K |
| Trexquant Investment LP | 0.00% | New | 6,026 | $286K |
| Larson Financial Group LLC | 0.02% | Add +4.6% | 5,688 | $270K |
| Oppenheimer & Co. Inc. | 0.00% | New | 5,674 | $270K |
| Breakwater Capital Group | 0.05% | No change | 5,627 | $268K |
| One Capital Management, LLC | 0.01% | Reduce -9.4% | 5,616 | $267K |
| First Horizon Advisors, Inc. | 0.01% | No change | 5,367 | $255K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.9% | 5,105 | $253K |
| Game Plan Financial Advisors, LLC | 0.13% | No change | 5,250 | $250K |
| Joel Isaacson & Co., LLC | 0.01% | No change | 5,107 | $243K |
| LRI Investments, LLC | 0.02% | New | 4,450 | $242K |
| Creative Financial Designs Inc. | 0.02% | Add +8.5% | 5,042 | $240K |
| SOL Capital Management CO | 0.03% | No change | 5,000 | $238K |
| SOA Wealth Advisors, LLC. | 0.04% | Reduce -6.0% | 4,931 | $234K |
| Western Wealth Management, LLC | 0.01% | Reduce -7.6% | 4,841 | $230K |
| Pettyjohn, Wood & White, Inc. | 0.04% | New | 4,575 | $217K |
| Comerica Bank | 0.00% | Reduce -12.7% | 4,316 | $205K |
| Cape Cod Five Cents Savings Bank | 0.02% | New | 4,249 | $202K |
| National Bank of Canada | 0.00% | No change | 3,893 | $185K |
| Safe Harbor Fiduciary, LLC | 0.15% | — | 3,292 | $157K |
| Global Retirement Partners, LLC | 0.00% | Reduce -7.3% | 3,287 | $156K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 3,147 | $150K |
| Financial Freedom, LLC | 0.07% | Add +0.9% | 2,941 | $140K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -26.4% | 2,469 | $117K |
"% 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.