iShares US Regional Banks EtIATETF
13F holders, Q3 2025 (September 30)165holders −1
18new positions
19sold out
2famous investors
$52.57avg. 13F price*
At the end of Q3 2025, 165 institutions reported holding iShares US Regional Banks Et (IAT) in their 13F filings, down 1 from Q2 2025. 18 opened new positions and 19 sold out. The largest holders were Wells Fargo & Company ($24.4M), Bank of America Corp. ($22.0M) and JPMorgan Chase & Co. ($19.7M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $17.9M |
| Exits | 19 | $57.1M |
All 13F filers, Q2 2025 → Q3 2025: 721,469 shares bought and 1,751,840 shares sold, net −1,030,371 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 165 holders
| Wells Fargo & Company | 0.01% | Reduce -1.1% | 464,977 | $24.4M |
| Bank of America Corp. | 0.00% | Add +7.0% | 418,007 | $22.0M |
| JPMorgan Chase & Co. | 0.00% | Add +4.2% | 375,804 | $19.7M |
| Royal Bank of Canada | 0.00% | Add +40.2% | 342,658 | $18.0M |
| Morgan Stanley | 0.00% | Reduce -37.4% | 294,967 | $15.5M |
| LPL Financial LLC | 0.00% | Add +15.9% | 241,301 | $12.7M |
| Osaic Holdings, Inc. | 0.02% | Reduce -3.2% | 203,448 | $11.0M |
| Two Sigma Investments, LP | 0.02% | Add +154.3% | 193,000 | $10.1M |
| GW Henssler & Associates Ltd. | 0.50% | New | 191,117 | $10.0M |
| US Bancorp \de | 0.01% | Reduce -27.8% | 153,490 | $8.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -5.9% | 150,111 | $7.9M |
| UBS Group AG | 0.00% | Reduce -4.9% | 136,136 | $7.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -33.6% | 115,796 | $6.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -5.3% | 100,820 | $5.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -19.7% | 87,080 | $4.6M |
| Advisory Services Network, LLC | 0.07% | Add +52.0% | 86,381 | $4.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.8% | 84,819 | $4.5M |
| Jones Financial Companies LLLP | 0.00% | Add +4.1% | 78,360 | $4.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -0.6% | 78,345 | $4.1M |
| Jain Global LLC | 0.05% | New | 67,469 | $3.5M |
| Truist Financial Corp. | 0.00% | Reduce -54.7% | 64,396 | $3.4M |
| Martin & Co. Inc. | 0.56% | Add +0.2% | 60,239 | $3.2M |
| KCM Investment Advisors LLC | 0.10% | Add +1.4% | 56,335 | $3.0M |
| Cetera Investment Advisers | 0.00% | Reduce -1.0% | 54,957 | $2.9M |
| Crestwood Advisors Group, LLC | 0.04% | Reduce -9.1% | 46,861 | $2.5M |
| Pathstone Holdings, LLC | 0.01% | No change | 45,620 | $2.4M |
| SCS Capital Management LLC | 0.02% | Reduce -15.2% | 42,006 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +26.5% | 38,779 | $2.0M |
| Citadel Advisors | 0.00% | Reduce -34.7% | 37,627 | $2.0M |
| Banque Pictet & Cie SA | 0.02% | No change | 36,947 | $1.9M |
| Thrivent Financial for Lutherans | 0.00% | Add +34.4% | 34,406 | $1.8M |
| Mariner, LLC | 0.00% | Add +12.0% | 30,459 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.1% | 30,316 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +4.1% | 26,663 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Add +19.9% | 24,960 | $1.3M |
| Carret Asset Management, LLC | 0.12% | Reduce -2.5% | 24,310 | $1.3M |
| Cadent Capital Advisors, LLC | 0.31% | Reduce -2.5% | 22,162 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -77.6% | 21,027 | $1.1M |
| Fearless Solutions, LLC dba Best Invest | 0.70% | Reduce -2.9% | 20,768 | $1.1M |
| Augustine Asset Management Inc. | 0.21% | No change | 20,000 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.3% | 19,753 | $1.0M |
| Renaissance Technologies | 0.00% | New | 18,700 | $982K |
| Dakota Wealth Management | 0.02% | No change | 18,484 | $971K |
| Heritage Wealth Management, Inc. | 0.28% | No change | 17,850 | $938K |
| Independent Financial Group, LLC | 0.02% | Reduce -7.2% | 17,050 | $896K |
| Jane Street Group, LLC | 0.00% | Add +44.0% | 16,204 | $851K |
| Stifel Financial Corp. | 0.00% | Reduce -13.5% | 15,515 | $815K |
| Cwm, LLC | 0.00% | Reduce -10.4% | 14,860 | $781K |
| Transcend Capital Advisors, LLC | 0.05% | No change | 14,500 | $762K |
| Dentgroup LLC | 0.45% | Reduce -2.0% | 13,324 | $700K |
| Fiduciary Alliance LLC | 0.04% | Add +4.2% | 12,415 | $652K |
| Park Avenue Securities LLC | 0.01% | Add +10.4% | 12,372 | $650K |
| Creative Planning | 0.00% | Add +16.4% | 12,002 | $630K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +1.3% | 11,403 | $599K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -18.9% | 11,135 | $585K |
| Stephens Inc. | 0.01% | Reduce -0.9% | 10,983 | $577K |
| Sigma Planning Corp | 0.02% | Reduce -25.4% | 10,165 | $534K |
| Sage Financial Group Inc. | 0.04% | Add +0.7% | 10,107 | $531K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -10.0% | 9,762 | $513K |
| North Star Investment Management Corp. | 0.03% | Reduce -1.2% | 9,035 | $475K |
| Bank Pictet & Cie (Europe) AG | 0.01% | Reduce -0.2% | 8,979 | $472K |
| Patten & Patten Inc. | 0.03% | No change | 8,970 | $471K |
| Gallagher Capital Advisors, LLC | 0.27% | New | 9,469 | $463K |
| Synovus Financial Corp. | 0.01% | Add +37.3% | 8,765 | $461K |
| Cutler Capital Management, LLC | 0.18% | New | 8,600 | $452K |
| Invested Advisors | 0.65% | — | 8,866 | $449K |
| Quantinno Capital Management LP | 0.00% | New | 8,500 | $447K |
| Ellis Investment Partners, LLC | 0.08% | Add +33.8% | 8,381 | $440K |
| Farther Finance Advisors, LLC | 0.01% | Add +390.2% | 7,500 | $394K |
| Viewpoint Capital Management LLC | 0.17% | Reduce -8.8% | 7,290 | $383K |
| High Net Worth Advisory Group LLC | 0.09% | No change | 7,140 | $375K |
| Larson Financial Group LLC | 0.01% | Add +11.3% | 7,103 | $373K |
| HighTower Advisors, LLC | 0.00% | Add +0.2% | 6,988 | $367K |
| HRT Financial LP | 0.00% | New | 6,726 | $353K |
| Neville Rodie & Shaw Inc. | 0.02% | No change | 6,490 | $341K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +1.8% | 6,411 | $337K |
| Investment Research Partners LLC | 0.15% | — | 6,846 | $336K |
| Private Advisor Group, LLC | 0.00% | Add +0.3% | 6,023 | $316K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | New | 6,000 | $315K |
| NewEdge Advisors, LLC | 0.00% | Reduce -5.3% | 5,973 | $314K |
| One Capital Management, LLC | 0.01% | Reduce -0.8% | 5,756 | $302K |
| Blair William & Co. | 0.00% | Add +263.9% | 5,702 | $300K |
| QTR Family Wealth, LLC | 0.14% | Reduce -16.0% | 5,567 | $292K |
| Ballew Advisors, Inc | 0.16% | Reduce -44.8% | 5,694 | $292K |
| Breakwater Capital Group | 0.04% | Reduce -0.1% | 5,543 | $291K |
| CX Institutional | 0.01% | Reduce -12.3% | 5,375 | $282K |
| First Horizon Corp. | 0.01% | — | 5,367 | $282K |
| Cibc World Market Inc. | 0.00% | Add +8.5% | 5,128 | $269K |
| PFG Advisors | 0.01% | New | 5,072 | $266K |
| Game Plan Financial Advisors, LLC | 0.12% | No change | 5,068 | $266K |
| SOL Capital Management CO | 0.02% | No change | 5,000 | $263K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.8% | 5,256 | $261K |
| Two Sigma Securities, LLC | 0.04% | New | 4,754 | $250K |
| Joel Isaacson & Co., LLC | 0.01% | No change | 4,690 | $246K |
| LRI Investments, LLC | 0.02% | No change | 4,450 | $234K |
| Pettyjohn, Wood & White, Inc. | 0.04% | No change | 4,275 | $225K |
| Sand Hill Global Advisors, LLC | 0.01% | No change | 4,090 | $215K |
| Bank of Montreal | 0.00% | No change | 4,032 | $212K |
| Sanctuary Advisors, LLC | 0.00% | New | 3,980 | $209K |
| FLC Capital Advisors | 0.04% | New | 3,876 | $204K |
| Cape Cod Five Cents Savings Bank | 0.02% | No change | 4,249 | $202K |
| Gen-Wealth Partners Inc | 0.06% | New | 3,644 | $191K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.5% | 3,419 | $180K |
| National Bank of Canada | 0.00% | No change | 3,393 | $178K |
| Financial Freedom, LLC | 0.08% | Add +0.7% | 3,028 | $159K |
| Finley Financial, LLC | 0.07% | No change | 3,000 | $158K |
| Medallion Wealth Advisors, LLC | 0.06% | Reduce -9.2% | 2,980 | $157K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.8% | 2,420 | $127K |
| SOA Wealth Advisors, LLC. | 0.02% | Reduce -8.1% | 2,123 | $112K |
| Centaurus Financial, Inc. | 0.01% | New | 2,036 | $107K |
| Comerica Bank | 0.00% | Reduce -50.7% | 1,978 | $104K |
| CoreCap Advisors, LLC | 0.00% | Reduce -24.5% | 1,861 | $98K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.3% | 1,752 | $92K |
| Luken Investment Analytics, LLC | 0.04% | No change | 1,750 | $92K |
| FMR LLC | 0.00% | Add +64.0% | 1,611 | $85K |
| Global Retirement Partners, LLC | 0.00% | Reduce -17.1% | 1,594 | $84K |
| Lanark Financial, Inc. | 0.01% | Add +0.1% | 1,489 | $78K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.6% | 1,489 | $78K |
| Grey Fox Wealth Advisors, LLC | 0.02% | New | 1,414 | $74K |
| Bare Financial Services, Inc | 0.02% | Reduce -84.3% | 1,376 | $72K |
| Principal Securities, Inc. | 0.00% | Add +5.8% | 1,369 | $72K |
| MGB Wealth Management, LLC | 0.02% | No change | 1,350 | $71K |
| Toth Financial Advisory Corp. | 0.01% | No change | 1,280 | $67K |
| MAI Capital Management | 0.00% | Add +20.0% | 1,200 | $63K |
| KERR FINANCIAL PLANNING Corp | 0.08% | — | 1,200 | $60K |
| Allworth Financial LP | 0.00% | Add +0.6% | 1,101 | $58K |
| Barrett & Company, Inc. | 0.02% | Add +0.7% | 1,094 | $57K |
| City State Bank | 0.02% | Reduce -4.5% | 1,050 | $55K |
| Kilter Group LLC | 0.02% | No change | 836 | $44K |
| Spire Wealth Management | 0.00% | No change | 725 | $38K |
| Private Trust Co. NA | 0.00% | No change | 700 | $37K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 663 | $35K |
| AlphaCore Capital LLC | 0.00% | No change | 591 | $31K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 580 | $30K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.6% | 538 | $28K |
| Comprehensive Financial Planning, Inc. | 0.02% | Add +0.6% | 477 | $25K |
| Citigroup Inc. | 0.00% | Reduce -76.5% | 455 | $24K |
| Quent Capital, LLC | 0.00% | New | 445 | $23K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 430 | $23K |
| Darwin Wealth Management, LLC | 0.01% | Add +0.8% | 384 | $20K |
| Oakworth Capital, Inc. | 0.00% | No change | 360 | $19K |
| Bogart Wealth, LLC | 0.00% | No change | 351 | $18K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -74.5% | 339 | $18K |
| Geneos Wealth Management Inc. | 0.00% | No change | 314 | $16K |
| Caldwell Trust Co | 0.00% | No change | 305 | $16K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 288 | $15K |
| Golden State Wealth Management, LLC | 0.00% | Add +0.7% | 286 | $15K |
| Harbour Investments, Inc. | 0.00% | No change | 285 | $15K |
| Clearstead Advisors, LLC | 0.00% | No change | 275 | $14K |
| BNP Paribas Financial Markets | 0.00% | Reduce -99.3% | 209 | $11K |
| HighMark Wealth Management LLC | 0.00% | No change | 200 | $11K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 157 | $8K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 148 | $8K |
| Asset Dedication, LLC | 0.00% | Add +0.7% | 151 | $8K |
| Wealthspire Advisors, LLC | 0.00% | New | 150 | $8K |
| 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% | No change | 59 | $3K |
| Blue Trust, Inc. | 0.00% | New | 33 | $2K |
| Assetmark, Inc. | 0.00% | No change | 32 | $2K |
| Montag A & Associates Inc. | 0.00% | No change | 15 | $788 |
| Signaturefd, LLC | 0.00% | No change | 11 | $578 |
| Prestige Wealth Management Group LLC | 0.00% | Reduce -62.5% | 6 | $316 |
| Logan Capital Management Inc. | 0.00% | No change | 1 | $33 |
"% 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.