iShares US Regional Banks EtIATETF
13F holders, Q2 2025 (June 30)166holders −19
13new positions
32sold out
1famous investor
$49.57avg. 13F price*
At the end of Q2 2025, 166 institutions reported holding iShares US Regional Banks Et (IAT) in their 13F filings, down 19 from Q1 2025. 13 opened new positions and 32 sold out. The largest holders were Employees Provident Fund Board ($49.5M), Morgan Stanley ($23.3M) and Wells Fargo & Company ($23.3M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $4.7M |
| Exits | 32 | $37.8M |
All 13F filers, Q1 2025 → Q2 2025: 1,061,686 shares bought and 1,869,548 shares sold, net −807,862 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 166 holders
| Employees Provident Fund Board | 0.43% | Add +150.0% | 1,000,000 | $49.5M |
| Morgan Stanley | 0.00% | Reduce -35.8% | 471,034 | $23.3M |
| Wells Fargo & Company | 0.01% | Add +119.5% | 469,951 | $23.3M |
| Bank of America Corp. | 0.00% | Reduce -37.0% | 390,505 | $19.3M |
| JPMorgan Chase & Co. | 0.00% | Add +0.5% | 360,619 | $17.9M |
| Royal Bank of Canada | 0.00% | Reduce -15.1% | 244,359 | $12.1M |
| US Bancorp \de | 0.01% | Reduce -7.8% | 212,575 | $10.5M |
| Osaic Holdings, Inc. | 0.02% | Reduce -2.5% | 210,154 | $10.4M |
| LPL Financial LLC | 0.00% | Reduce -2.5% | 208,230 | $10.3M |
| Ameriprise Financial Inc. | 0.00% | Add +2.6% | 174,308 | $8.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -16.4% | 159,565 | $7.9M |
| UBS Group AG | 0.00% | Reduce -42.3% | 143,150 | $7.1M |
| Truist Financial Corp. | 0.01% | Reduce -13.5% | 142,066 | $7.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -15.4% | 108,499 | $5.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -7.9% | 106,403 | $5.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +23.3% | 93,699 | $4.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.1% | 81,688 | $4.0M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -13.6% | 78,783 | $3.9M |
| Two Sigma Investments, LP | 0.01% | Reduce -8.2% | 75,900 | $3.8M |
| Jones Financial Companies LLLP | 0.00% | Add +32.4% | 75,272 | $3.7M |
| Martin & Co. Inc. | 0.55% | Reduce -0.8% | 60,120 | $3.0M |
| Citadel Advisors | 0.00% | Reduce -37.4% | 57,593 | $2.9M |
| Advisory Services Network, LLC | 0.05% | Add +42.8% | 56,828 | $2.8M |
| KCM Investment Advisors LLC | 0.09% | Add +2.6% | 55,555 | $2.8M |
| Cetera Investment Advisers | 0.00% | Reduce -6.6% | 55,508 | $2.8M |
| Crestwood Advisors Group, LLC | 0.05% | Reduce -1.9% | 51,532 | $2.6M |
| SCS Capital Management LLC | 0.03% | Reduce -21.2% | 49,540 | $2.5M |
| Pathstone Holdings, LLC | 0.01% | New | 45,620 | $2.3M |
| Westwind Capital | 0.40% | Add +12.4% | 39,538 | $2.0M |
| Banque Pictet & Cie SA | 0.02% | Reduce -17.9% | 36,947 | $1.8M |
| Marshall Wace, LLP | 0.00% | Add +11.1% | 35,671 | $1.8M |
| Family Firm, Inc. | 0.40% | Add +11.2% | 33,536 | $1.7M |
| BNP Paribas Financial Markets | 0.00% | Reduce -11.8% | 31,100 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -49.8% | 30,663 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.6% | 29,691 | $1.5M |
| Mariner, LLC | 0.00% | Add +17.8% | 27,186 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -19.7% | 25,620 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | Add +24.1% | 25,605 | $1.3M |
| Cubist Systematic Strategies, LLC | 0.01% | Add +15.5% | 25,064 | $1.2M |
| Carret Asset Management, LLC | 0.13% | Reduce -1.2% | 24,920 | $1.2M |
| Cadent Capital Advisors, LLC | 0.37% | Reduce -67.0% | 22,722 | $1.1M |
| Fearless Solutions, LLC dba Best Invest | 0.74% | Reduce -1.2% | 21,387 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.4% | 20,823 | $1.0M |
| Augustine Asset Management Inc. | 0.27% | No change | 20,000 | $991K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -12.4% | 19,505 | $967K |
| Dakota Wealth Management | 0.02% | No change | 18,484 | $916K |
| Independent Financial Group, LLC | 0.03% | Reduce -0.7% | 18,380 | $911K |
| Stifel Financial Corp. | 0.00% | Reduce -76.6% | 17,945 | $889K |
| Heritage Wealth Management, Inc. | 0.29% | No change | 17,850 | $884K |
| Cwm, LLC | 0.00% | Reduce -18.6% | 16,580 | $822K |
| Transcend Capital Advisors, LLC | 0.06% | No change | 14,500 | $718K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +84.9% | 13,728 | $680K |
| Sigma Planning Corp | 0.02% | Reduce -23.4% | 13,616 | $675K |
| Dentgroup LLC | 0.47% | Reduce -13.8% | 13,593 | $674K |
| Fiduciary Alliance LLC | 0.04% | New | 11,915 | $590K |
| Flow Traders U.S. LLC | 0.02% | Add +104.1% | 11,619 | $576K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +1.0% | 11,256 | $558K |
| Jane Street Group, LLC | 0.00% | Add +9.4% | 11,250 | $557K |
| Lighthouse Investment Partners, LLC | 0.02% | New | 11,210 | $555K |
| Park Avenue Securities LLC | 0.01% | Add +3.8% | 11,209 | $555K |
| Stephens Inc. | 0.01% | Reduce -21.8% | 11,087 | $549K |
| Ballew Advisors, Inc | 0.32% | Add +0.3% | 10,314 | $541K |
| Snowden Capital Advisors LLC | 0.02% | Add +0.4% | 10,847 | $537K |
| Creative Planning | 0.00% | Add +0.4% | 10,307 | $511K |
| Sage Financial Group Inc. | 0.04% | Add +0.7% | 10,042 | $498K |
| North Star Investment Management Corp. | 0.03% | Reduce -21.7% | 9,145 | $453K |
| Bank Pictet & Cie (Europe) AG | 0.01% | No change | 9,000 | $446K |
| Patten & Patten Inc. | 0.03% | Add +0.4% | 8,970 | $444K |
| Bare Financial Services, Inc | 0.15% | Add +4.0% | 8,758 | $434K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -1.6% | 8,207 | $412K |
| Sunbelt Securities, Inc. | 0.04% | Add +169.7% | 8,143 | $410K |
| Viewpoint Capital Management LLC | 0.19% | No change | 7,992 | $396K |
| High Net Worth Advisory Group LLC | 0.09% | No change | 7,140 | $354K |
| HighTower Advisors, LLC | 0.00% | Reduce -18.7% | 6,972 | $345K |
| QTR Family Wealth, LLC | 0.20% | Add +0.2% | 6,624 | $328K |
| Neville Rodie & Shaw Inc. | 0.02% | Reduce -5.6% | 6,490 | $322K |
| Synovus Financial Corp. | 0.00% | Add +0.2% | 6,385 | $317K |
| Larson Financial Group LLC | 0.01% | Add +8.5% | 6,382 | $316K |
| NewEdge Advisors, LLC | 0.00% | Reduce -23.8% | 6,308 | $313K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -15.2% | 6,301 | $312K |
| Ellis Investment Partners, LLC | 0.06% | Add +10.5% | 6,264 | $310K |
| CX Institutional | 0.01% | Reduce -83.2% | 6,129 | $304K |
| Private Advisor Group, LLC | 0.00% | New | 6,007 | $298K |
| One Capital Management, LLC | 0.01% | Add +16.6% | 5,804 | $288K |
| Orrstown Financial Services Inc. | 0.06% | New | 5,595 | $277K |
| Breakwater Capital Group | 0.04% | Reduce -0.9% | 5,548 | $275K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.8% | 5,217 | $273K |
| First Horizon Advisors, Inc. | 0.01% | No change | 5,367 | $266K |
| Game Plan Financial Advisors, LLC | 0.11% | Add +6.1% | 5,068 | $251K |
| SOL Capital Management CO | 0.02% | No change | 5,000 | $248K |
| Cibc World Market Inc. | 0.00% | Add +9.9% | 4,728 | $234K |
| Joel Isaacson & Co., LLC | 0.01% | No change | 4,690 | $232K |
| LRI Investments, LLC | 0.02% | No change | 4,450 | $220K |
| Cerity Partners LLC | 0.00% | New | 4,373 | $217K |
| Pettyjohn, Wood & White, Inc. | 0.04% | New | 4,275 | $212K |
| Sand Hill Global Advisors, LLC | 0.01% | New | 4,090 | $203K |
| Cape Cod Five Cents Savings Bank | 0.02% | No change | 4,249 | $202K |
| Bank of Montreal | 0.00% | Reduce -23.0% | 4,032 | $200K |
| Comerica Bank | 0.00% | Reduce -11.1% | 4,011 | $199K |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.1% | 3,620 | $179K |
| Creative Financial Designs Inc. | 0.01% | Add +0.7% | 3,583 | $178K |
| National Bank of Canada | 0.00% | No change | 3,393 | $168K |
| Medallion Wealth Advisors, LLC | 0.06% | No change | 3,280 | $166K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 3,147 | $156K |
| Safe Harbor Fiduciary, LLC | 0.14% | No change | 3,056 | $151K |
| Financial Freedom, LLC | 0.08% | Add +0.8% | 3,006 | $149K |
| Finley Financial, LLC | 0.07% | No change | 3,000 | $149K |
| CoreCap Advisors, LLC | 0.00% | Reduce -24.4% | 2,466 | $122K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.8% | 2,402 | $119K |
| SOA Wealth Advisors, LLC. | 0.02% | Reduce -9.3% | 2,311 | $114K |
| Citigroup Inc. | 0.00% | Reduce -64.2% | 1,940 | $96K |
| Global Retirement Partners, LLC | 0.00% | — | 1,922 | $95K |
| Luken Investment Analytics, LLC | 0.04% | No change | 1,750 | $87K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -79.9% | 1,747 | $87K |
| Blair William & Co. | 0.00% | Add +22.7% | 1,567 | $78K |
| Farther Finance Advisors, LLC | 0.00% | Add +75.9% | 1,530 | $76K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.7% | 1,480 | $73K |
| Lanark Financial, Inc. | 0.01% | Reduce -15.0% | 1,488 | $73K |
| Garde Capital, Inc. | 0.00% | No change | 1,420 | $70K |
| MGB Wealth Management, LLC | 0.02% | No change | 1,350 | $67K |
| Ameritas Advisory Services, LLC | 0.00% | New | 1,332 | $66K |
| Principal Securities, Inc. | 0.00% | Add +6.1% | 1,294 | $64K |
| Toth Financial Advisory Corp. | 0.01% | No change | 1,280 | $63K |
| City State Bank | 0.02% | No change | 1,100 | $55K |
| Allworth Financial LP | 0.00% | Add +559.6% | 1,095 | $54K |
| Barrett & Company, Inc. | 0.02% | Add +0.8% | 1,086 | $54K |
| MAI Capital Management | 0.00% | Reduce -17.8% | 1,000 | $50K |
| FMR LLC | 0.00% | Reduce -48.5% | 982 | $49K |
| Kilter Group LLC | 0.02% | New | 836 | $41K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 800 | $41K |
| Riggs Asset Managment Co. Inc. | 0.01% | Reduce -89.1% | 755 | $37K |
| Spire Wealth Management | 0.00% | Reduce -34.6% | 725 | $36K |
| Private Trust Co. NA | 0.00% | Reduce -9.4% | 700 | $35K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 663 | $33K |
| Fifth Third Bancorp | 0.00% | No change | 623 | $31K |
| AlphaCore Capital LLC | 0.00% | Add +103.1% | 591 | $29K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 580 | $29K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.6% | 535 | $27K |
| Headlands Technologies LLC | 0.00% | New | 500 | $25K |
| Comprehensive Financial Planning, Inc. | 0.02% | Add +1.1% | 474 | $23K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 430 | $21K |
| Darwin Wealth Management, LLC | 0.01% | Add +1.3% | 381 | $19K |
| Oakworth Capital, Inc. | 0.00% | No change | 360 | $18K |
| Bogart Wealth, LLC | 0.00% | No change | 351 | $17K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +215.1% | 334 | $17K |
| Geneos Wealth Management Inc. | 0.00% | No change | 314 | $16K |
| Caldwell Trust Co | 0.00% | Reduce -47.0% | 305 | $15K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 288 | $14K |
| Harbour Investments, Inc. | 0.00% | Reduce -70.0% | 285 | $14K |
| Golden State Wealth Management, LLC | 0.00% | Add +0.7% | 284 | $14K |
| Clearstead Advisors, LLC | 0.00% | No change | 275 | $14K |
| Arax Advisory Partners | 0.00% | No change | 250 | $12K |
| HighMark Wealth Management LLC | 0.00% | No change | 200 | $10K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 157 | $8K |
| Asset Dedication, LLC | 0.00% | No change | 150 | $7K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 148 | $7K |
| Winthrop Capital Management, LLC | 0.00% | No change | 95 | $5K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 85 | $4K |
| Key Financial Inc | 0.00% | No change | 78 | $4K |
| Angeles Wealth Management, LLC | 0.00% | Reduce -41.0% | 59 | $3K |
| Assetmark, Inc. | 0.00% | No change | 32 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 16 | $793 |
| Montag A & Associates Inc. | 0.00% | New | 15 | $744 |
| Signaturefd, LLC | 0.00% | No change | 11 | $545 |
| Logan Capital Management Inc. | 0.00% | No change | 1 | $32 |
| Smithfield Trust Co | 0.00% | New | 10 | $0 |
"% 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.