iShares US Regional Banks EtIATETF
13F holders, Q4 2024 (December 31)195holders +38
42new positions
13sold out
4famous investors
$50.36avg. 13F price*
At the end of Q4 2024, 195 institutions reported holding iShares US Regional Banks Et (IAT) in their 13F filings, up 38 from Q3 2024. 42 opened new positions and 13 sold out. The largest holders were Bank of America Corp. ($28.1M), Morgan Stanley ($24.8M) and JPMorgan Chase & Co. ($17.3M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $63.1M |
| Exits | 13 | $5.1M |
All 13F filers, Q3 2024 → Q4 2024: 2,258,568 shares bought and 436,041 shares sold, net +1,822,527 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 195 holders
| Bank of America Corp. | 0.00% | Add +11.3% | 558,641 | $28.1M |
| Morgan Stanley | 0.00% | Add +80.9% | 493,313 | $24.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.1% | 342,559 | $17.3M |
| Royal Bank of Canada | 0.00% | Add +23.6% | 329,872 | $16.6M |
| US Bancorp \de | 0.02% | Reduce -2.4% | 235,082 | $11.8M |
| MML Investors Services, LLC | 0.04% | New | 213,529 | $10.8M |
| Wells Fargo & Company | 0.00% | Add +42.2% | 212,881 | $10.7M |
| LPL Financial LLC | 0.00% | Add +7.7% | 208,878 | $10.5M |
| UBS Group AG | 0.00% | Add +9.6% | 200,161 | $10.1M |
| Osaic Holdings, Inc. | 0.02% | Add +148.9% | 198,781 | $10.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +65.7% | 170,892 | $8.6M |
| Thrivent Financial for Lutherans | 0.02% | Add +885.4% | 154,487 | $7.8M |
| Prospera Financial Services Inc | 0.18% | New | 151,601 | $7.6M |
| MinichMacGregor Wealth Management, LLC | 1.46% | New | 139,490 | $7.0M |
| Raymond James Financial Inc. | 0.00% | — | 126,174 | $6.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.2% | 117,740 | $5.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -30.8% | 116,910 | $5.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -40.8% | 113,815 | $5.7M |
| Truist Financial Corp. | 0.01% | Add +27.6% | 109,413 | $5.5M |
| Adams Wealth Management | 1.00% | New | 103,563 | $5.2M |
| CacheTech Inc. | 0.98% | New | 103,563 | $5.2M |
| Stifel Financial Corp. | 0.00% | Add +495.1% | 91,497 | $4.6M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +11.8% | 89,782 | $4.5M |
| Gimbal Financial | 3.62% | Add +1.6% | 87,825 | $4.4M |
| Citadel Advisors | 0.00% | Reduce -19.5% | 84,416 | $4.3M |
| Cadent Capital Advisors, LLC | 1.23% | Add +136.5% | 70,115 | $3.5M |
| Spectrum Wealth Counsel, LLC | 0.39% | Add +1.1% | 66,349 | $3.3M |
| Independent Advisor Alliance | 0.04% | New | 61,416 | $3.1M |
| Martin & Co. Inc. | 0.75% | Reduce -4.0% | 60,484 | $3.0M |
| Edge Capital Group, LLC | 0.13% | Add +4.8% | 59,528 | $3.0M |
| Crestwood Advisors Group, LLC | 0.06% | Reduce -1.1% | 58,757 | $3.0M |
| KCM Investment Advisors LLC | 0.09% | Add +4.8% | 54,224 | $2.7M |
| CX Institutional | 0.11% | Reduce -9.9% | 53,882 | $2.7M |
| Norris Financial Group, LLC | 1.15% | New | 48,514 | $2.4M |
| Banque Pictet & Cie SA | 0.02% | New | 47,855 | $2.4M |
| Cetera Investment Advisers | 0.00% | Add +51.4% | 43,032 | $2.2M |
| Scotia Capital Inc. | 0.01% | New | 42,975 | $2.2M |
| Advisory Services Network, LLC | 0.04% | New | 41,912 | $2.1M |
| Jones Financial Companies LLLP | 0.00% | Add +19.6% | 41,270 | $2.1M |
| Tudor Financial Inc. | 1.17% | New | 39,727 | $2.0M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +232.2% | 34,007 | $1.7M |
| bLong Financial, LLC | 1.37% | — | 33,127 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -9.0% | 32,824 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.8% | 30,859 | $1.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -19.1% | 30,194 | $1.5M |
| Family Firm, Inc. | 0.33% | Reduce -5.5% | 29,230 | $1.5M |
| Marshall Wace, LLP | 0.00% | Add +29.8% | 28,711 | $1.4M |
| Carret Asset Management, LLC | 0.14% | Reduce -14.1% | 25,005 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | New | 24,498 | $1.2M |
| Mariner, LLC | 0.00% | Reduce -8.8% | 23,730 | $1.2M |
| Fearless Solutions, LLC dba Best Invest | 0.84% | — | 21,955 | $1.1M |
| Westwind Capital | 0.23% | New | 21,199 | $1.1M |
| Atria Investments, Inc | 0.01% | New | 20,021 | $1.0M |
| Augustine Asset Management Inc. | 0.26% | No change | 20,000 | $1.0M |
| 1858 Wealth Management, LLC | 0.80% | New | 19,975 | $1.0M |
| Independent Financial Group, LLC | 0.03% | Reduce -0.4% | 19,325 | $973K |
| Renaissance Technologies | 0.00% | New | 19,300 | $972K |
| Sigma Planning Corp | 0.03% | Reduce -8.3% | 18,605 | $937K |
| Dakota Wealth Management | 0.02% | No change | 18,484 | $931K |
| Centaurus Financial, Inc. | 0.06% | New | 18,148 | $914K |
| Heritage Wealth Management, Inc. | 0.30% | No change | 17,850 | $899K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.6% | 17,670 | $890K |
| Cwm, LLC | 0.00% | Add +1089.5% | 16,486 | $830K |
| Millennium Management | 0.00% | Reduce -37.4% | 16,457 | $829K |
| AMJ Financial Wealth Management | 0.22% | Add +32.4% | 15,818 | $797K |
| Dentgroup LLC | 0.61% | Add +0.3% | 15,751 | $793K |
| Stephens Inc. | 0.01% | Reduce -37.6% | 14,940 | $752K |
| Sanctuary Advisors, LLC | 0.00% | New | 13,974 | $747K |
| Transcend Capital Advisors, LLC | 0.05% | No change | 14,500 | $730K |
| Susquehanna International Group, LLP | 0.00% | Reduce -69.2% | 14,310 | $721K |
| Cubist Systematic Strategies, LLC | 0.01% | New | 12,528 | $631K |
| Snowden Capital Advisors LLC | 0.02% | Add +23.0% | 12,332 | $621K |
| North Star Investment Management Corp. | 0.04% | No change | 12,280 | $618K |
| Apeiron RIA LLC | 0.17% | New | 11,903 | $599K |
| DAVENPORT & Co LLC | 0.00% | New | 11,730 | $591K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -1.4% | 11,184 | $563K |
| Creative Planning | 0.00% | Add +0.9% | 10,262 | $517K |
| MIdWestOne Financial Group, Inc. | 0.07% | Reduce -50.3% | 10,198 | $514K |
| Park Avenue Securities LLC | 0.01% | New | 10,060 | $507K |
| Sage Financial Group Inc. | 0.04% | Add +0.7% | 9,923 | $500K |
| Gallagher Capital Advisors, LLC | 0.35% | — | 9,590 | $483K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.1% | 9,193 | $463K |
| Bank Pictet & Cie (Europe) AG | 0.01% | New | 9,000 | $453K |
| Stelac Advisory Services LLC | 0.18% | New | 8,994 | $453K |
| Patten & Patten Inc. | 0.03% | No change | 8,935 | $450K |
| Kingstone Capital Partners Texas, LLC | 0.36% | — | 8,684 | $437K |
| Bare Financial Services, Inc | 0.17% | Reduce -2.0% | 8,628 | $435K |
| CIBC Private Wealth Group LLC | 0.00% | Add +322.6% | 8,508 | $431K |
| Sunbelt Securities, Inc. | 0.04% | New | 8,143 | $410K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -78.5% | 8,052 | $406K |
| Viewpoint Capital Management LLC | 0.21% | No change | 7,992 | $402K |
| Aveo Capital Partners, LLC | 0.04% | Add +12.5% | 7,908 | $398K |
| NewEdge Advisors, LLC | 0.00% | Add +1.3% | 7,807 | $393K |
| Muirfield Wealth Advisors LLC | 0.30% | New | 7,262 | $366K |
| High Net Worth Advisory Group LLC | 0.10% | No change | 7,140 | $360K |
| D. E. Shaw & Co. | 0.00% | Reduce -62.5% | 7,001 | $353K |
| Neville Rodie & Shaw Inc. | 0.03% | No change | 6,975 | $351K |
| Riggs Asset Managment Co. Inc. | 0.09% | New | 6,818 | $343K |
| Bison Wealth, LLC | 0.07% | Add +0.2% | 6,638 | $334K |
| Synovus Financial Corp. | 0.00% | Add +0.6% | 6,264 | $316K |
"% 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.