iShares US Regional Banks EtIATETF
13F holders, Q4 2025 (December 31)174holders +9
20new positions
17sold out
4famous investors
$55.17avg. 13F price*
At the end of Q4 2025, 174 institutions reported holding iShares US Regional Banks Et (IAT) in their 13F filings, up 9 from Q3 2025. 20 opened new positions and 17 sold out. The largest holders were Wells Fargo & Company ($26.6M), Bank of America Corp. ($23.4M) and JPMorgan Chase & Co. ($20.5M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Steve Cohen (0.0% of Point72 Asset Management'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $8.4M |
| Exits | 17 | $17.4M |
All 13F filers, Q3 2025 → Q4 2025: 415,821 shares bought and 988,105 shares sold, net −572,284 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 174 holders
| Wells Fargo & Company | 0.01% | Add +3.6% | 481,700 | $26.6M |
| Bank of America Corp. | 0.00% | Add +1.4% | 423,660 | $23.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.0% | 372,092 | $20.5M |
| Morgan Stanley | 0.00% | Reduce -7.1% | 274,140 | $15.1M |
| LPL Financial LLC | 0.00% | Reduce -0.8% | 239,451 | $13.2M |
| Royal Bank of Canada | 0.00% | Reduce -35.3% | 221,833 | $12.2M |
| GW Henssler & Associates Ltd. | 0.49% | Reduce -2.4% | 186,550 | $10.3M |
| UBS Group AG | 0.00% | Add +3.5% | 140,853 | $7.8M |
| US Bancorp \de | 0.01% | Reduce -15.8% | 129,261 | $7.1M |
| Raymond James Financial Inc. | 0.00% | Add +28.6% | 111,981 | $6.2M |
| Truist Financial Corp. | 0.01% | Add +72.2% | 110,873 | $6.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -33.3% | 100,111 | $5.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -4.3% | 96,505 | $5.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.7% | 86,276 | $4.8M |
| Jones Financial Companies LLLP | 0.00% | Add +2.5% | 80,283 | $4.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +0.8% | 78,954 | $4.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -32.9% | 77,652 | $4.3M |
| Cetera Investment Advisers | 0.00% | Add +27.2% | 69,909 | $3.9M |
| Martin & Co. Inc. | 0.58% | Add +2.0% | 61,421 | $3.4M |
| KCM Investment Advisors LLC | 0.10% | Add +1.3% | 57,077 | $3.1M |
| BNP Paribas Financial Markets | 0.00% | Add +23871.3% | 50,100 | $2.8M |
| Osaic Holdings, Inc. | 0.00% | Reduce -75.6% | 49,556 | $2.7M |
| Equitable Holdings, Inc. | 0.02% | New | 49,307 | $2.7M |
| Crestwood Advisors Group, LLC | 0.04% | Reduce -1.8% | 46,026 | $2.5M |
| Pathstone Holdings, LLC | 0.01% | No change | 45,620 | $2.5M |
| Game Plan Financial Advisors, LLC | 1.04% | Add +755.9% | 43,379 | $2.4M |
| Susquehanna International Group, LLP | 0.00% | Add +5.4% | 40,875 | $2.3M |
| Tower Research Capital LLC (TRC) | 0.05% | Add +236.4% | 37,461 | $2.1M |
| SCS Capital Management LLC | 0.02% | Reduce -18.6% | 34,173 | $1.9M |
| Citadel Advisors | 0.00% | Reduce -11.0% | 33,475 | $1.8M |
| Beacon Pointe Advisors, LLC | 0.01% | New | 30,456 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.1% | 26,642 | $1.5M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -21.9% | 26,872 | $1.5M |
| Carret Asset Management, LLC | 0.12% | Reduce -2.1% | 23,810 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -6.7% | 23,300 | $1.3M |
| Cadent Capital Advisors, LLC | 0.32% | Reduce -0.1% | 22,152 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.5% | 21,766 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +6.9% | 21,113 | $1.2M |
| Augustine Asset Management Inc. | 0.22% | No change | 20,000 | $1.1M |
| Fearless Solutions, LLC dba Best Invest | 0.64% | Reduce -7.8% | 19,157 | $1.1M |
| Dakota Wealth Management | 0.02% | No change | 18,484 | $1.0M |
| Heritage Wealth Management, Inc. | 0.27% | No change | 17,850 | $984K |
| Stifel Financial Corp. | 0.00% | Add +1.6% | 15,755 | $869K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -48.9% | 15,480 | $854K |
| Asempa Wealth Advisors | 0.73% | — | 15,293 | $843K |
| Independent Financial Group, LLC | 0.02% | Reduce -12.2% | 14,970 | $826K |
| Transcend Capital Advisors, LLC | 0.06% | No change | 14,500 | $800K |
| Point72 Asset Management | 0.00% | New | 14,349 | $791K |
| Cwm, LLC | 0.00% | Reduce -3.6% | 14,321 | $790K |
| D. E. Shaw & Co. | 0.00% | New | 14,251 | $786K |
| Cutler Capital Management, LLC | 0.29% | Add +62.8% | 14,000 | $772K |
| Sigma Planning Corp | 0.02% | Add +34.7% | 13,690 | $755K |
| Jump Financial, LLC | 0.01% | New | 12,898 | $711K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -2.2% | 11,156 | $615K |
| Creative Planning | 0.00% | Reduce -13.7% | 10,355 | $571K |
| Park Avenue Securities LLC | 0.00% | Reduce -17.0% | 10,269 | $566K |
| Sage Financial Group Inc. | 0.04% | Add +0.9% | 10,198 | $562K |
| Stephens Inc. | 0.01% | Reduce -10.8% | 9,796 | $540K |
| Gallagher Capital Advisors, LLC | 0.34% | Add +1.1% | 9,568 | $528K |
| Comerica Bank | 0.00% | Add +371.7% | 9,330 | $515K |
| Renaissance Technologies | 0.00% | Reduce -50.8% | 9,200 | $507K |
| High Net Worth Advisory Group LLC | 0.12% | Add +28.0% | 9,140 | $504K |
| Patten & Patten Inc. | 0.03% | No change | 8,970 | $495K |
| Ellis Investment Partners, LLC | 0.09% | Add +6.6% | 8,935 | $493K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 8,596 | $474K |
| North Star Investment Management Corp. | 0.03% | Reduce -8.8% | 8,235 | $454K |
| Dentgroup LLC | 0.31% | Reduce -39.3% | 8,089 | $446K |
| HighTower Advisors, LLC | 0.00% | Add +10.0% | 7,689 | $424K |
| Larson Financial Group LLC | 0.01% | Add +4.7% | 7,435 | $410K |
| Cordoba Advisory Partners LLC | 0.10% | — | 7,401 | $409K |
| Viewpoint Capital Management LLC | 0.17% | No change | 7,290 | $402K |
| Fiduciary Alliance LLC | 0.03% | Reduce -41.6% | 7,250 | $400K |
| Investment Research Partners LLC | 0.16% | No change | 6,846 | $378K |
| Two Sigma Securities, LLC | 0.05% | Add +38.8% | 6,600 | $364K |
| Neville Rodie & Shaw Inc. | 0.03% | No change | 6,490 | $358K |
| Blair William & Co. | 0.00% | Add +7.4% | 6,124 | $338K |
| Oakmont Investment Advisors, Inc. | 0.24% | — | 6,000 | $331K |
| QTR Family Wealth, LLC | 0.15% | Reduce -4.5% | 5,319 | $331K |
| Marshall Wace, LLP | 0.00% | New | 5,980 | $330K |
| Quantinno Capital Management LP | 0.00% | Reduce -30.9% | 5,874 | $324K |
| &partners | 0.00% | New | 5,846 | $322K |
| Breakwater Capital Group | 0.04% | No change | 5,543 | $306K |
| Chicago Partners Investment Group LLC | 0.01% | Add +1.1% | 5,311 | $303K |
| Sunbelt Securities, Inc. | 0.02% | New | 5,460 | $301K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -44.4% | 5,430 | $299K |
| CX Institutional | 0.01% | Add +0.7% | 5,410 | $298K |
| First Horizon Corp. | 0.01% | No change | 5,367 | $296K |
| Banque Pictet & Cie SA | 0.00% | Reduce -85.9% | 5,213 | $287K |
| PFG Advisors | 0.01% | Add +0.3% | 5,089 | $281K |
| Mariner, LLC | 0.00% | Reduce -84.3% | 4,776 | $263K |
| Cibc World Market Inc. | 0.00% | Reduce -10.3% | 4,602 | $254K |
| Joel Isaacson & Co., LLC | 0.01% | Reduce -2.4% | 4,580 | $253K |
| One Capital Management, LLC | 0.01% | Reduce -21.2% | 4,538 | $250K |
| LRI Investments, LLC | 0.02% | No change | 4,450 | $245K |
| Sand Hill Global Advisors, LLC | 0.01% | No change | 4,090 | $226K |
| Pettyjohn, Wood & White, Inc. | 0.04% | Reduce -4.7% | 4,075 | $225K |
| Advisory Services Network, LLC | 0.00% | Reduce -95.4% | 3,961 | $218K |
| World Investment Advisors | 0.00% | New | 3,929 | $217K |
| FLC Capital Advisors | 0.04% | No change | 3,876 | $214K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -2.8% | 3,869 | $213K |
"% 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.