iShares US Regional Banks EtIATETF
13F holders, Q1 2026 (March 31)168holders −6
18new positions
19sold out
3famous investors
$53.72avg. 13F price*
At the end of Q1 2026, 168 institutions reported holding iShares US Regional Banks Et (IAT) in their 13F filings, down 6 from Q4 2025. 18 opened new positions and 19 sold out. The largest holders were Bank of America Corp. ($28.1M), Wells Fargo & Company ($27.7M) and JPMorgan Chase & Co. ($20.0M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $17.5M |
| Exits | 19 | $4.8M |
All 13F filers, Q4 2025 → Q1 2026: 605,114 shares bought and 367,525 shares sold, net +237,589 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 168 holders
| Bank of America Corp. | 0.00% | Add +23.0% | 521,170 | $28.1M |
| Wells Fargo & Company | 0.01% | Add +6.8% | 514,386 | $27.7M |
| JPMorgan Chase & Co. | 0.00% | Add +3.2% | 384,064 | $20.0M |
| Morgan Stanley | 0.00% | Reduce -0.7% | 272,311 | $14.7M |
| LPL Financial LLC | 0.00% | Add +2.0% | 244,324 | $13.2M |
| Royal Bank of Canada | 0.00% | Reduce -12.7% | 193,585 | $10.4M |
| Lido Advisors, LLC | 0.04% | New | 190,938 | $10.3M |
| GW Henssler & Associates Ltd. | 0.48% | Add +2.3% | 190,835 | $10.3M |
| Truist Financial Corp. | 0.01% | Add +29.5% | 143,576 | $7.7M |
| US Bancorp \de | 0.01% | Add +4.1% | 134,592 | $7.2M |
| UBS Group AG | 0.00% | Reduce -17.4% | 116,350 | $6.3M |
| Raymond James Financial Inc. | 0.00% | Add +0.6% | 112,687 | $6.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +7.3% | 107,384 | $5.8M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +1.7% | 80,323 | $4.3M |
| Jones Financial Companies LLLP | 0.00% | Add +2.8% | 82,488 | $4.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.0% | 72,200 | $3.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -26.1% | 71,281 | $3.8M |
| Equitable Holdings, Inc. | 0.02% | Add +37.0% | 67,548 | $3.7M |
| Martin & Co. Inc. | 0.59% | Add +4.3% | 64,078 | $3.4M |
| KCM Investment Advisors LLC | 0.10% | Add +2.4% | 58,452 | $3.1M |
| Independent Advisor Alliance | 0.03% | New | 57,854 | $3.1M |
| Cetera Investment Advisers | 0.00% | Reduce -19.8% | 56,103 | $3.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.3% | 48,911 | $2.6M |
| Pathstone Holdings, LLC | 0.01% | No change | 45,620 | $2.5M |
| Crestwood Advisors Group, LLC | 0.04% | Reduce -1.4% | 45,376 | $2.4M |
| Tower Research Capital LLC (TRC) | 0.06% | Add +15.1% | 43,110 | $2.3M |
| Game Plan Financial Advisors, LLC | 1.05% | Reduce -3.7% | 41,769 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +159.2% | 40,126 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -13.3% | 35,421 | $1.9M |
| Citadel Advisors | 0.00% | Reduce -7.4% | 30,984 | $1.7M |
| Westwind Capital | 0.36% | New | 28,187 | $1.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -67.9% | 27,690 | $1.5M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -11.3% | 27,011 | $1.5M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.3% | 26,535 | $1.4M |
| Carret Asset Management, LLC | 0.13% | Reduce -0.4% | 23,710 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.4% | 22,506 | $1.2M |
| Renaissance Technologies | 0.00% | Add +142.4% | 22,300 | $1.2M |
| Cadent Capital Advisors, LLC | 0.30% | Reduce -3.8% | 21,322 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.8% | 21,153 | $1.1M |
| SCS Capital Management LLC | 0.01% | Reduce -38.8% | 20,925 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -3.7% | 20,337 | $1.1M |
| Augustine Asset Management Inc. | 0.24% | No change | 20,000 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -28.7% | 18,995 | $1.0M |
| Dakota Wealth Management | 0.02% | No change | 18,484 | $995K |
| Fearless Solutions, LLC dba Best Invest | 0.59% | Reduce -4.5% | 18,286 | $985K |
| Cutler Capital Management, LLC | 0.33% | Add +28.6% | 18,000 | $969K |
| Stifel Financial Corp. | 0.00% | Add +8.1% | 17,024 | $917K |
| Asempa Wealth Advisors | 0.72% | Reduce -1.1% | 15,126 | $824K |
| Transcend Capital Advisors, LLC | 0.06% | No change | 14,500 | $781K |
| D. E. Shaw & Co. | 0.00% | Reduce -3.2% | 13,800 | $743K |
| Independent Financial Group, LLC | 0.02% | Reduce -9.8% | 13,510 | $727K |
| Sigma Planning Corp | 0.02% | Reduce -1.7% | 13,452 | $724K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -1.9% | 10,941 | $589K |
| Sage Financial Group Inc. | 0.04% | Add +0.4% | 10,242 | $551K |
| Quantinno Capital Management LP | 0.00% | Add +71.8% | 10,094 | $543K |
| Stephens Inc. | 0.01% | No change | 9,796 | $527K |
| Fifth Third Bancorp | 0.00% | New | 9,729 | $524K |
| Gallagher Capital Advisors, LLC | 0.35% | Add +0.5% | 9,615 | $518K |
| High Net Worth Advisory Group LLC | 0.11% | No change | 9,140 | $492K |
| Park Avenue Securities LLC | 0.00% | Reduce -11.4% | 9,102 | $490K |
| Creative Planning | 0.00% | Reduce -12.4% | 9,070 | $488K |
| Patten & Patten Inc. | 0.03% | No change | 8,970 | $483K |
| North Star Investment Management Corp. | 0.03% | No change | 8,235 | $443K |
| Oppenheimer & Co. Inc. | 0.01% | New | 8,140 | $438K |
| Ellis Investment Partners, LLC | 0.07% | Reduce -10.6% | 7,985 | $430K |
| Pinnacle Financial Partners, Inc. | 0.00% | Reduce -7.7% | 7,935 | $428K |
| Two Sigma Securities, LLC | 0.05% | Add +18.4% | 7,816 | $421K |
| Larson Financial Group LLC | 0.01% | Add +4.9% | 7,799 | $420K |
| Cwm, LLC | 0.00% | Reduce -48.4% | 7,386 | $398K |
| Cordoba Advisory Partners LLC | 0.11% | No change | 7,401 | $396K |
| Viewpoint Capital Management LLC | 0.18% | No change | 7,290 | $392K |
| Fiduciary Alliance LLC | 0.02% | Reduce -9.7% | 6,550 | $378K |
| Jane Street Group, LLC | 0.00% | New | 7,017 | $378K |
| HighTower Advisors, LLC | 0.00% | Reduce -9.9% | 6,931 | $373K |
| Investment Research Partners LLC | 0.15% | No change | 6,846 | $369K |
| Neville Rodie & Shaw Inc. | 0.03% | No change | 6,490 | $349K |
| Thoroughbred Financial Services, LLC | 0.02% | New | 6,410 | $345K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.5% | 5,337 | $311K |
| QTR Family Wealth, LLC | 0.13% | Add +0.1% | 5,322 | $307K |
| Snowden Capital Advisors LLC | 0.01% | No change | 5,430 | $292K |
| First Horizon Corp. | 0.01% | No change | 5,367 | $289K |
| XTX Topco Ltd | 0.00% | New | 5,121 | $276K |
| CX Institutional | 0.01% | Reduce -5.5% | 5,113 | $275K |
| PFG Advisors | 0.01% | Add +0.3% | 5,103 | $275K |
| Breakwater Capital Group | 0.04% | Reduce -10.6% | 4,958 | $267K |
| Joel Isaacson & Co., LLC | 0.01% | No change | 4,580 | $247K |
| LRI Investments, LLC | 0.02% | No change | 4,450 | $240K |
| &partners | 0.00% | Reduce -26.8% | 4,282 | $231K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 4,189 | $226K |
| Avail Investment Partners, LLC | 0.24% | — | 4,184 | $225K |
| Kingsview Wealth Management, LLC | 0.00% | New | 4,143 | $223K |
| Sand Hill Global Advisors, LLC | 0.01% | No change | 4,090 | $220K |
| Pettyjohn, Wood & White, Inc. | 0.03% | No change | 4,075 | $219K |
| FLC Capital Advisors | 0.04% | No change | 3,876 | $209K |
| Cibc World Market Inc. | 0.00% | Reduce -16.1% | 3,862 | $208K |
| Advisory Services Network, LLC | 0.00% | Reduce -5.2% | 3,756 | $202K |
| Gen-Wealth Partners Inc | 0.06% | Reduce -2.8% | 3,590 | $193K |
| Finley Financial, LLC | 0.08% | No change | 3,000 | $162K |
| Medallion Wealth Advisors, LLC | 0.05% | No change | 2,980 | $160K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.1% | 2,491 | $134K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.5% | 2,457 | $132K |
| National Bank of Canada | 0.00% | No change | 2,150 | $116K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -8.2% | 1,939 | $106K |
| NewEdge Advisors, LLC | 0.00% | Add +162.9% | 1,940 | $104K |
| FMR LLC | 0.00% | Reduce -48.7% | 1,871 | $101K |
| International Assets Investment Management, LLC | 0.01% | Add +75.2% | 1,785 | $97K |
| Luken Investment Analytics, LLC | 0.04% | No change | 1,750 | $94K |
| AlphaCore Capital LLC | 0.00% | Add +30.0% | 1,734 | $93K |
| CoreCap Advisors, LLC | 0.00% | Reduce -5.7% | 1,698 | $91K |
| Blair William & Co. | 0.00% | Reduce -74.4% | 1,567 | $84K |
| Lanark Financial, Inc. | 0.01% | Add +0.1% | 1,492 | $80K |
| Triumph Capital Management | 0.02% | Reduce -3.8% | 1,468 | $79K |
| Bare Financial Services, Inc | 0.02% | No change | 1,376 | $74K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -12.9% | 1,308 | $70K |
| Toth Financial Advisory Corp. | 0.01% | No change | 1,280 | $69K |
| MAI Capital Management | 0.00% | No change | 1,200 | $65K |
| BlackRock, Inc. | 0.00% | Add +88.7% | 1,132 | $61K |
| Barrett & Company, Inc. | 0.02% | Add +0.5% | 1,111 | $60K |
| KERR FINANCIAL PLANNING Corp | 0.04% | Reduce -16.7% | 1,000 | $58K |
| City State Bank | 0.01% | No change | 1,050 | $57K |
| Allworth Financial LP | 0.00% | Add +2.1% | 1,046 | $56K |
| Ameriflex Group, Inc. | 0.03% | New | 930 | $50K |
| Kilter Group LLC | 0.02% | No change | 836 | $45K |
| SHP Wealth Management | 0.00% | No change | 777 | $42K |
| Spire Wealth Management | 0.00% | No change | 725 | $39K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 663 | $38K |
| Register Financial Advisors LLC | 0.01% | No change | 700 | $38K |
| Private Trust Co. NA | 0.00% | No change | 700 | $38K |
| Comprehensive Financial Planning, Inc. | 0.02% | Add +37.1% | 661 | $36K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 557 | $30K |
| Bank of Montreal | 0.00% | No change | 532 | $29K |
| Bullock Wealth Management Group | 0.01% | Add +0.4% | 511 | $28K |
| Group One Trading LLC | 0.00% | New | 457 | $25K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -17.2% | 449 | $24K |
| Quent Capital, LLC | 0.00% | No change | 445 | $24K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -8.4% | 394 | $21K |
| Darwin Wealth Management, LLC | 0.01% | Add +0.5% | 390 | $21K |
| Oakworth Capital, Inc. | 0.00% | No change | 360 | $19K |
| Bogart Wealth, LLC | 0.00% | No change | 351 | $19K |
| Wellington-Altus USA Inc. | 0.01% | No change | 300 | $19K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +21.0% | 340 | $18K |
| Geneos Wealth Management Inc. | 0.00% | No change | 314 | $17K |
| Caldwell Trust Co | 0.00% | No change | 305 | $16K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 300 | $16K |
| Sound Income Strategies, LLC | 0.00% | No change | 290 | $16K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -1.4% | 291 | $16K |
| Clearstead Advisors, LLC | 0.00% | No change | 275 | $15K |
| Arax Advisory Partners | 0.00% | No change | 250 | $13K |
| Citigroup Inc. | 0.00% | Reduce -61.1% | 250 | $13K |
| HighMark Wealth Management LLC | 0.00% | No change | 200 | $11K |
| AE Wealth Management LLC | 0.00% | Reduce -54.9% | 195 | $10K |
| TD Waterhouse Canada Inc. | 0.00% | New | 174 | $9K |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -92.2% | 165 | $9K |
| Community Financial Services Group, LLC | 0.00% | New | 156 | $8K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 157 | $8K |
| Asset Dedication, LLC | 0.00% | No change | 152 | $8K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 148 | $8K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -98.1% | 102 | $5K |
| MCF Advisors LLC | 0.00% | New | 100 | $5K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 85 | $5K |
| Angeles Wealth Management, LLC | 0.00% | No change | 59 | $3K |
| BNP Paribas Financial Markets | 0.00% | Reduce -99.9% | 55 | $3K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 32 | $2K |
| Assetmark, Inc. | 0.00% | No change | 32 | $2K |
| Key Financial Inc | 0.00% | Reduce -75.6% | 19 | $1K |
| Montag A & Associates Inc. | 0.00% | No change | 15 | $808 |
| Signaturefd, LLC | 0.00% | No change | 11 | $592 |
| Eastern Bank | 0.00% | New | 10 | $538 |
"% 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.