iShares US Regional Banks EtIATETF
13F holders, Q1 2025 (March 31)185holders −10
16new positions
24sold out
2famous investors
$46.61avg. 13F price*
At the end of Q1 2025, 185 institutions reported holding iShares US Regional Banks Et (IAT) in their 13F filings, down 10 from Q4 2024. 16 opened new positions and 24 sold out. The largest holders were Morgan Stanley ($34.2M), Bank of America Corp. ($28.9M) and Employees Provident Fund Board ($18.7M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $33.4M |
| Exits | 24 | $27.0M |
All 13F filers, Q4 2024 → Q1 2025: 1,459,379 shares bought and 980,583 shares sold, net +478,796 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 185 holders
| Morgan Stanley | 0.00% | Add +48.8% | 734,028 | $34.2M |
| Bank of America Corp. | 0.00% | Add +11.0% | 620,039 | $28.9M |
| Employees Provident Fund Board | 0.21% | New | 400,000 | $18.7M |
| JPMorgan Chase & Co. | 0.00% | Add +4.7% | 358,678 | $16.7M |
| Royal Bank of Canada | 0.00% | Reduce -12.8% | 287,658 | $13.4M |
| UBS Group AG | 0.00% | Add +23.9% | 247,978 | $11.6M |
| US Bancorp \de | 0.01% | Reduce -1.9% | 230,585 | $10.8M |
| Osaic Holdings, Inc. | 0.02% | Add +8.4% | 215,522 | $10.1M |
| Wells Fargo & Company | 0.00% | Add +0.6% | 214,141 | $10.0M |
| LPL Financial LLC | 0.00% | Add +2.2% | 213,540 | $10.0M |
| MML Investors Services, LLC | 0.03% | Reduce -7.0% | 198,527 | $9.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +11.6% | 190,762 | $8.9M |
| Prospera Financial Services Inc | 0.20% | Add +20.5% | 182,742 | $8.5M |
| Ameriprise Financial Inc. | 0.00% | Add +45.3% | 169,822 | $7.9M |
| Truist Financial Corp. | 0.01% | Add +50.0% | 164,171 | $7.7M |
| MinichMacGregor Wealth Management, LLC | 1.53% | Add +4.9% | 146,327 | $6.8M |
| Raymond James Financial Inc. | 0.00% | Add +1.6% | 128,261 | $6.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.8% | 115,586 | $5.4M |
| Citadel Advisors | 0.00% | Add +9.0% | 92,049 | $4.3M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +1.5% | 91,152 | $4.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -25.2% | 85,181 | $4.0M |
| Two Sigma Investments, LP | 0.01% | New | 82,700 | $3.9M |
| Stifel Financial Corp. | 0.00% | Reduce -16.2% | 76,662 | $3.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +151.8% | 76,017 | $3.5M |
| Quadrature Capital Ltd | 0.07% | New | 70,297 | $3.3M |
| Cadent Capital Advisors, LLC | 1.22% | Reduce -1.7% | 68,909 | $3.2M |
| SCS Capital Management LLC | 0.04% | New | 62,835 | $2.9M |
| Susquehanna International Group, LLP | 0.00% | Add +327.2% | 61,132 | $2.9M |
| Martin & Co. Inc. | 0.55% | Add +0.2% | 60,588 | $2.8M |
| Cetera Investment Advisers | 0.01% | Add +38.1% | 59,434 | $2.8M |
| Jones Financial Companies LLLP | 0.00% | Add +37.8% | 56,854 | $2.6M |
| KCM Investment Advisors LLC | 0.09% | Reduce -0.2% | 54,126 | $2.5M |
| Crestwood Advisors Group, LLC | 0.05% | Reduce -10.6% | 52,557 | $2.5M |
| Banque Pictet & Cie SA | 0.02% | Reduce -6.0% | 44,997 | $2.1M |
| Tudor Financial Inc. | 1.14% | Add +2.8% | 40,841 | $1.9M |
| Advisory Services Network, LLC | 0.04% | Reduce -5.0% | 39,797 | $1.9M |
| CX Institutional | 0.06% | Reduce -32.2% | 36,530 | $1.7M |
| BNP Paribas Financial Markets | 0.00% | New | 35,250 | $1.6M |
| Westwind Capital | 0.41% | Add +65.9% | 35,165 | $1.6M |
| Marshall Wace, LLP | 0.00% | Add +11.9% | 32,118 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.8% | 31,895 | $1.5M |
| Family Firm, Inc. | 0.31% | Add +3.2% | 30,155 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.3% | 29,232 | $1.4M |
| Carret Asset Management, LLC | 0.13% | Add +0.9% | 25,220 | $1.2M |
| Benchmark Financial Wealth Advisors, LLC | 0.44% | New | 24,733 | $1.2M |
| Mariner, LLC | 0.00% | Reduce -2.7% | 23,080 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +26.1% | 22,277 | $1.0M |
| Cubist Systematic Strategies, LLC | 0.01% | Add +73.3% | 21,706 | $1.0M |
| Fearless Solutions, LLC dba Best Invest | 0.78% | Reduce -1.4% | 21,637 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -12.9% | 21,326 | $994K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -86.6% | 20,633 | $962K |
| Cwm, LLC | 0.00% | Add +23.5% | 20,362 | $949K |
| Augustine Asset Management Inc. | 0.27% | No change | 20,000 | $933K |
| Independent Financial Group, LLC | 0.03% | Reduce -4.3% | 18,500 | $863K |
| Dakota Wealth Management | 0.02% | No change | 18,484 | $862K |
| Atria Investments, Inc | 0.01% | Reduce -8.8% | 18,262 | $852K |
| Heritage Wealth Management, Inc. | 0.28% | No change | 17,850 | $832K |
| Sigma Planning Corp | 0.03% | Reduce -4.5% | 17,772 | $829K |
| Millennium Management | 0.00% | Add +2.0% | 16,786 | $783K |
| Dentgroup LLC | 0.55% | Add +0.1% | 15,774 | $736K |
| Transcend Capital Advisors, LLC | 0.05% | No change | 14,500 | $676K |
| Stephens Inc. | 0.01% | Reduce -5.1% | 14,180 | $661K |
| Spectrum Wealth Counsel, LLC | 0.07% | Reduce -82.2% | 11,809 | $551K |
| North Star Investment Management Corp. | 0.04% | Reduce -4.9% | 11,680 | $545K |
| Apeiron RIA LLC | 0.16% | Reduce -2.5% | 11,604 | $541K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -17.1% | 11,585 | $540K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -0.4% | 11,143 | $520K |
| Park Avenue Securities LLC | 0.01% | Add +7.4% | 10,801 | $504K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -12.4% | 10,806 | $504K |
| Jane Street Group, LLC | 0.00% | Add +103.2% | 10,286 | $480K |
| Creative Planning | 0.00% | No change | 10,262 | $479K |
| Sage Financial Group Inc. | 0.04% | Add +0.5% | 9,971 | $465K |
| Gallagher Capital Advisors, LLC | 0.33% | Reduce -2.8% | 9,323 | $435K |
| SummitTX Capital, L.P. | 0.02% | — | 9,159 | $427K |
| Bank Pictet & Cie (Europe) AG | 0.01% | No change | 9,000 | $420K |
| Patten & Patten Inc. | 0.03% | No change | 8,935 | $417K |
| Ballew Advisors, Inc | 0.28% | New | 10,278 | $416K |
| HRT Financial LP | 0.00% | New | 8,859 | $413K |
| Kingstone Capital Partners Texas, LLC | 0.33% | Add +0.6% | 8,732 | $407K |
| HighTower Advisors, LLC | 0.00% | Reduce -6.8% | 8,571 | $400K |
| DAVENPORT & Co LLC | 0.00% | Reduce -27.8% | 8,475 | $395K |
| Bare Financial Services, Inc | 0.15% | Reduce -2.4% | 8,418 | $393K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -75.5% | 8,338 | $389K |
| NewEdge Advisors, LLC | 0.00% | Add +6.1% | 8,282 | $386K |
| Viewpoint Capital Management LLC | 0.20% | No change | 7,992 | $373K |
| Scotia Capital Inc. | 0.00% | Reduce -81.6% | 7,925 | $370K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 7,433 | $347K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 7,425 | $346K |
| CIBC Private Wealth Group LLC | 0.00% | Add +2.3% | 8,701 | $346K |
| Muirfield Wealth Advisors LLC | 0.29% | Reduce -0.3% | 7,240 | $338K |
| High Net Worth Advisory Group LLC | 0.09% | No change | 7,140 | $333K |
| AMJ Financial Wealth Management | 0.10% | Reduce -55.9% | 6,977 | $325K |
| Riggs Asset Managment Co. Inc. | 0.09% | Add +1.7% | 6,934 | $323K |
| Neville Rodie & Shaw Inc. | 0.03% | Reduce -1.4% | 6,875 | $321K |
| QTR Family Wealth, LLC | 0.23% | — | 6,610 | $308K |
| Synovus Financial Corp. | 0.00% | Add +1.7% | 6,373 | $297K |
| Larson Financial Group LLC | 0.01% | Add +4.0% | 5,882 | $274K |
| Flow Traders U.S. LLC | 0.01% | New | 5,692 | $265K |
| Ellis Investment Partners, LLC | 0.05% | Reduce -1.4% | 5,671 | $264K |
| Breakwater Capital Group | 0.05% | No change | 5,597 | $261K |
| KKM Financial LLC | 0.11% | Add +13.5% | 5,433 | $253K |
| Citigroup Inc. | 0.00% | Add +354.9% | 5,413 | $252K |
| First Horizon Advisors, Inc. | 0.01% | No change | 5,367 | $250K |
| Bank of Montreal | 0.00% | No change | 5,237 | $244K |
| SOL Capital Management CO | 0.03% | No change | 5,000 | $233K |
| One Capital Management, LLC | 0.01% | No change | 4,976 | $232K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.6% | 5,175 | $232K |
| Game Plan Financial Advisors, LLC | 0.13% | Reduce -8.2% | 4,775 | $223K |
| Joel Isaacson & Co., LLC | 0.01% | Reduce -8.2% | 4,690 | $219K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -19.5% | 4,540 | $212K |
| Comerica Bank | 0.00% | Reduce -8.1% | 4,511 | $210K |
| Western Wealth Management, LLC | 0.01% | Reduce -7.3% | 4,456 | $208K |
| LRI Investments, LLC | 0.02% | No change | 4,450 | $208K |
| Trexquant Investment LP | 0.00% | Reduce -10.8% | 4,362 | $203K |
| Cape Cod Five Cents Savings Bank | 0.02% | No change | 4,249 | $202K |
| Cibc World Market Inc. | 0.00% | Reduce -4.9% | 4,300 | $201K |
| Creative Financial Designs Inc. | 0.01% | Reduce -8.5% | 3,559 | $166K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.1% | 3,412 | $159K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 3,147 | $158K |
| National Bank of Canada | 0.00% | No change | 3,393 | $158K |
| CoreCap Advisors, LLC | 0.01% | Reduce -16.1% | 3,260 | $152K |
| Medallion Wealth Advisors, LLC | 0.07% | Add +14.6% | 3,280 | $152K |
| Safe Harbor Fiduciary, LLC | 0.15% | No change | 3,056 | $143K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -62.9% | 3,019 | $141K |
| Financial Freedom, LLC | 0.08% | Add +0.5% | 2,981 | $139K |
| Finley Financial, LLC | 0.07% | No change | 3,000 | $133K |
| SOA Wealth Advisors, LLC. | 0.02% | No change | 2,547 | $119K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.6% | 2,382 | $111K |
| Centaurus Financial, Inc. | 0.01% | Reduce -88.0% | 2,181 | $102K |
| FMR LLC | 0.00% | Add +10.1% | 1,908 | $89K |
| Luken Investment Analytics, LLC | 0.04% | No change | 1,750 | $82K |
| Lanark Financial, Inc. | 0.01% | — | 1,750 | $81K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.5% | 1,470 | $69K |
| Garde Capital, Inc. | 0.00% | New | 1,420 | $66K |
| MGB Wealth Management, LLC | 0.02% | No change | 1,350 | $63K |
| Principal Securities, Inc. | 0.00% | No change | 1,220 | $61K |
| Toth Financial Advisory Corp. | 0.01% | No change | 1,280 | $60K |
| Blair William & Co. | 0.00% | No change | 1,277 | $60K |
| MAI Capital Management | 0.00% | Add +21.6% | 1,216 | $57K |
| Spire Wealth Management | 0.00% | Add +1236.1% | 1,109 | $52K |
| City State Bank | 0.02% | No change | 1,100 | $51K |
| Barrett & Company, Inc. | 0.02% | Add +0.6% | 1,077 | $50K |
| Harbour Investments, Inc. | 0.00% | No change | 950 | $44K |
| Farther Finance Advisors, LLC | 0.00% | Add +6.1% | 870 | $40K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 800 | $37K |
| Private Trust Co. NA | 0.00% | Reduce -15.4% | 773 | $36K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 663 | $31K |
| Fifth Third Bancorp | 0.00% | No change | 623 | $29K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 580 | $27K |
| Caldwell Trust Co | 0.00% | No change | 575 | $27K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.4% | 532 | $25K |
| Comprehensive Financial Planning, Inc. | 0.02% | Add +0.4% | 469 | $22K |
| Quent Capital, LLC | 0.00% | No change | 445 | $21K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -82.3% | 430 | $20K |
| Darwin Wealth Management, LLC | 0.01% | No change | 376 | $19K |
| Oakworth Capital, Inc. | 0.00% | No change | 360 | $17K |
| Bogart Wealth, LLC | 0.00% | No change | 351 | $16K |
| Geneos Wealth Management Inc. | 0.00% | No change | 314 | $15K |
| AlphaCore Capital LLC | 0.00% | New | 291 | $14K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +209.7% | 288 | $13K |
| Golden State Wealth Management, LLC | 0.00% | Add +0.7% | 282 | $13K |
| Clearstead Advisors, LLC | 0.00% | No change | 275 | $13K |
| Arax Advisory Partners | 0.00% | No change | 250 | $12K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -81.5% | 227 | $11K |
| Accredited Wealth Management, LLC | 0.01% | No change | 220 | $10K |
| HighMark Wealth Management LLC | 0.01% | No change | 200 | $9K |
| N.E.W. Advisory Services LLC | 0.00% | New | 157 | $7K |
| Allworth Financial LP | 0.00% | No change | 166 | $7K |
| Asset Dedication, LLC | 0.00% | Add +0.7% | 150 | $7K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 148 | $7K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 106 | $5K |
| Bokf, NA | 0.00% | No change | 101 | $5K |
| Angeles Wealth Management, LLC | 0.00% | No change | 100 | $5K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 95 | $4K |
| HM Payson & Co. | 0.00% | No change | 87 | $4K |
| Winthrop Capital Management, LLC | 0.00% | Reduce -61.7% | 95 | $4K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 85 | $4K |
| Key Financial Inc | 0.00% | No change | 78 | $4K |
| Addison Advisors LLC | 0.00% | New | 75 | $3K |
| Reyes Financial Architecture, Inc. | 0.00% | No change | 71 | $3K |
| Atala Financial Inc | 0.00% | No change | 50 | $2K |
| Assetmark, Inc. | 0.00% | New | 32 | $1K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 16 | $747 |
| Signaturefd, LLC | 0.00% | No change | 11 | $513 |
| Logan Capital Management Inc. | 0.00% | Reduce -97.3% | 1 | $29 |
"% 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.