iShares US Regional Banks EtIATETF
13F holders, Q2 2026 (June 30)173holders +5
20new positions
16sold out
1famous investor
$62.24avg. 13F price*
At the end of Q2 2026, 173 institutions reported holding iShares US Regional Banks Et (IAT) in their 13F filings, up 5 from Q1 2026. 20 opened new positions and 16 sold out. The largest holders were Bank of America Corp. ($34.5M), Wells Fargo & Company ($33.0M) and JPMorgan Chase & Co. ($24.7M). One famous investor held it Cliff Asness (0.0% of AQR Capital 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $10.2M |
| Exits | 16 | $11.7M |
All 13F filers, Q1 2026 → Q2 2026: 526,314 shares bought and 346,290 shares sold, net +180,024 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 173 holders
| Bank of America Corp. | 0.00% | Add +6.5% | 555,302 | $34.5M |
| Wells Fargo & Company | 0.01% | Add +3.1% | 530,533 | $33.0M |
| JPMorgan Chase & Co. | 0.00% | Add +2.8% | 394,972 | $24.7M |
| Morgan Stanley | 0.00% | Reduce -5.0% | 258,635 | $16.1M |
| Royal Bank of Canada | 0.00% | Add +30.3% | 252,179 | $15.7M |
| LPL Financial LLC | 0.00% | Reduce -2.0% | 239,501 | $14.9M |
| GW Henssler & Associates Ltd. | 0.53% | Add +1.1% | 192,861 | $12.0M |
| Lido Advisors, LLC | 0.04% | Reduce -0.4% | 190,193 | $11.8M |
| Raymond James Financial Inc. | 0.00% | Add +40.5% | 158,274 | $9.8M |
| BNP Paribas Financial Markets | 0.01% | Add +274445.5% | 151,000 | $9.4M |
| Truist Financial Corp. | 0.01% | Add +2.4% | 147,053 | $9.1M |
| US Bancorp \de | 0.01% | Reduce -13.2% | 116,841 | $7.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +3.9% | 111,541 | $6.9M |
| UBS Group AG | 0.00% | Reduce -5.4% | 110,075 | $6.8M |
| Monument Capital Management | 1.16% | New | 92,951 | $5.8M |
| Jones Financial Companies LLLP | 0.00% | Reduce -1.2% | 81,487 | $5.1M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +0.9% | 81,011 | $5.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.2% | 72,049 | $4.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.5% | 69,510 | $4.3M |
| Equitable Holdings, Inc. | 0.03% | Add +0.5% | 67,857 | $4.2M |
| Martin & Co. Inc. | 0.62% | Reduce -0.4% | 63,829 | $4.0M |
| Cetera Investment Advisers | 0.00% | Add +2.1% | 57,305 | $3.6M |
| KCM Investment Advisors LLC | 0.11% | Reduce -2.0% | 57,254 | $3.6M |
| Osaic Holdings, Inc. | 0.00% | Add +0.9% | 49,343 | $3.1M |
| Pathstone Holdings, LLC | 0.01% | No change | 45,620 | $2.8M |
| Game Plan Financial Advisors, LLC | 1.06% | Add +2.1% | 42,649 | $2.7M |
| Crestwood Advisors Group, LLC | 0.04% | Reduce -6.5% | 42,416 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +5.5% | 42,334 | $2.6M |
| Westwind Capital | 0.54% | Add +31.0% | 36,934 | $2.3M |
| Thrivent Financial for Lutherans | 0.00% | Add +2.3% | 27,137 | $1.7M |
| Janney Montgomery Scott LLC | 0.00% | Add +8.7% | 24,462 | $1.5M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -11.0% | 24,035 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Add +4.7% | 21,291 | $1.3M |
| Cadent Capital Advisors, LLC | 0.27% | Reduce -2.3% | 20,822 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +7.7% | 20,460 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.3% | 20,678 | $1.3M |
| Augustine Asset Management Inc. | 0.25% | No change | 20,000 | $1.2M |
| Fearless Solutions, LLC dba Best Invest | 0.60% | Reduce -0.0% | 18,279 | $1.1M |
| Cutler Capital Management, LLC | 0.35% | No change | 18,000 | $1.1M |
| Heritage Wealth Management, Inc. | 0.28% | New | 17,850 | $1.1M |
| Stifel Financial Corp. | 0.00% | Reduce -1.9% | 16,700 | $1.0M |
| Dakota Wealth Management | 0.02% | Reduce -10.2% | 16,600 | $1.0M |
| Asempa Wealth Advisors | 0.72% | Add +0.1% | 15,144 | $942K |
| Transcend Capital Advisors, LLC | 0.06% | No change | 14,500 | $902K |
| Quantinno Capital Management LP | 0.00% | Add +41.6% | 14,292 | $889K |
| Susquehanna International Group, LLP | 0.00% | Reduce -62.8% | 13,163 | $819K |
| SCS Capital Management LLC | 0.01% | Reduce -39.7% | 12,623 | $785K |
| Independent Financial Group, LLC | 0.01% | Reduce -8.1% | 12,410 | $772K |
| Moneta Group Investment Advisors LLC | 0.01% | No change | 10,941 | $681K |
| Fifth Third Bancorp | 0.00% | Add +0.9% | 9,814 | $611K |
| Stephens Inc. | 0.01% | Reduce -0.6% | 9,739 | $606K |
| Gallagher Capital Advisors, LLC | 0.35% | Add +0.6% | 9,677 | $602K |
| High Net Worth Advisory Group LLC | 0.12% | No change | 9,140 | $569K |
| Patten & Patten Inc. | 0.03% | No change | 8,970 | $558K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -68.8% | 8,639 | $537K |
| Sigma Planning Corp | 0.01% | Reduce -36.1% | 8,598 | $535K |
| Creative Planning | 0.00% | Reduce -7.0% | 8,431 | $524K |
| Vanguard Capital Wealth Advisors | 0.36% | New | 8,419 | $524K |
| Larson Financial Group LLC | 0.01% | Add +5.6% | 8,238 | $512K |
| Jane Street Group, LLC | 0.00% | Add +14.8% | 8,054 | $501K |
| Ellis Investment Partners, LLC | 0.08% | Add +0.5% | 8,025 | $499K |
| North Star Investment Management Corp. | 0.03% | Reduce -3.0% | 7,985 | $497K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -2.3% | 7,956 | $495K |
| Pinnacle Financial Partners, Inc. | 0.00% | Reduce -4.9% | 7,543 | $469K |
| AQR Capital Management | 0.00% | New | 7,421 | $462K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +13.6% | 7,280 | $452K |
| Cordoba Advisory Partners LLC | 0.09% | Reduce -4.4% | 7,076 | $440K |
| HighTower Advisors, LLC | 0.00% | Add +0.2% | 6,943 | $432K |
| Park Avenue Securities LLC | 0.00% | Reduce -25.3% | 6,804 | $423K |
| Fiduciary Alliance LLC | 0.03% | No change | 6,550 | $407K |
| Neville Rodie & Shaw Inc. | 0.03% | No change | 6,490 | $404K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 6,028 | $375K |
| Comprehensive Financial Planning, Inc. | 0.19% | Add +749.3% | 5,614 | $349K |
| Breakwater Capital Group | 0.04% | Add +12.0% | 5,552 | $345K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.6% | 5,371 | $340K |
| Snowden Capital Advisors LLC | 0.01% | No change | 5,430 | $338K |
| QTR Family Wealth, LLC | 0.12% | Add +0.2% | 5,333 | $332K |
| PFG Advisors | 0.02% | Add +1.6% | 5,184 | $322K |
| Joel Isaacson & Co., LLC | 0.01% | Add +5.2% | 4,820 | $300K |
| Viewpoint Capital Management LLC | 0.15% | Reduce -37.0% | 4,590 | $286K |
| XTX Topco Ltd | 0.00% | Reduce -12.3% | 4,491 | $279K |
| LRI Investments, LLC | 0.02% | No change | 4,450 | $277K |
| &partners | 0.00% | Add +2.9% | 4,406 | $274K |
| Investment Research Partners LLC | 0.09% | Reduce -35.9% | 4,392 | $273K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -0.4% | 4,126 | $257K |
| Sand Hill Global Advisors, LLC | 0.01% | No change | 4,090 | $254K |
| Pettyjohn, Wood & White, Inc. | 0.04% | Reduce -0.5% | 4,055 | $252K |
| Avail Investment Partners, LLC | 0.19% | Reduce -7.0% | 3,893 | $242K |
| Apollon Wealth Management, LLC | 0.00% | New | 3,880 | $241K |
| FLC Capital Advisors | 0.04% | No change | 3,876 | $241K |
| Cibc World Market Inc. | 0.00% | No change | 3,862 | $240K |
| IFG Advisory, LLC | 0.01% | New | 3,815 | $237K |
| Cerity Partners LLC | 0.00% | New | 3,583 | $223K |
| CX Institutional | 0.01% | Reduce -30.7% | 3,545 | $221K |
| Merit Financial Group, LLC | 0.00% | New | 3,517 | $219K |
| First Horizon Corp. | 0.01% | Reduce -35.9% | 3,442 | $214K |
| Gen-Wealth Partners Inc | 0.06% | Reduce -5.5% | 3,394 | $211K |
| HRT Financial LP | 0.00% | New | 3,388 | $210K |
| Sage Capital Management, LLC | 0.08% | New | 3,311 | $206K |
| Woodmont Investment Counsel LLC | 0.01% | New | 3,312 | $206K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 3,276 | $204K |
| Advisory Services Network, LLC | 0.00% | Reduce -13.7% | 3,241 | $202K |
| Wealthcare Advisory Partners LLC | 0.00% | New | 3,232 | $201K |
| Finley Financial, LLC | 0.08% | No change | 3,000 | $187K |
| Arax Advisory Partners | 0.00% | Add +1092.0% | 2,980 | $185K |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.1% | 2,569 | $160K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.7% | 2,473 | $154K |
| NewEdge Advisors, LLC | 0.00% | Add +16.0% | 2,250 | $140K |
| National Bank of Canada | 0.00% | No change | 2,150 | $134K |
| FMR LLC | 0.00% | Add +12.9% | 2,112 | $131K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.2% | 1,943 | $121K |
| Medallion Wealth Advisors, LLC | 0.04% | Reduce -35.0% | 1,937 | $121K |
| International Assets Investment Management, LLC | 0.01% | Reduce -2.9% | 1,734 | $110K |
| Luken Investment Analytics, LLC | 0.04% | No change | 1,750 | $109K |
| AlphaCore Capital LLC | 0.00% | No change | 1,734 | $108K |
| CoreCap Advisors, LLC | 0.00% | Add +0.3% | 1,704 | $106K |
| Blair William & Co. | 0.00% | No change | 1,567 | $97K |
| Triumph Capital Management | 0.02% | Add +2.9% | 1,511 | $94K |
| Bare Financial Services, Inc | 0.02% | No change | 1,376 | $86K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.6% | 1,316 | $82K |
| Lanark Financial, Inc. | 0.01% | Reduce -13.5% | 1,290 | $80K |
| Toth Financial Advisory Corp. | 0.01% | No change | 1,280 | $80K |
| BlackRock, Inc. | 0.00% | No change | 1,132 | $70K |
| Barrett & Company, Inc. | 0.02% | No change | 1,111 | $69K |
| City State Bank | 0.01% | No change | 1,050 | $65K |
| KERR FINANCIAL PLANNING Corp | 0.07% | No change | 1,000 | $62K |
| Ameriflex Group, Inc. | 0.02% | Add +0.7% | 936 | $58K |
| Allworth Financial LP | 0.00% | Reduce -20.4% | 833 | $52K |
| SHP Wealth Management | 0.00% | No change | 777 | $48K |
| Spire Wealth Management | 0.00% | No change | 725 | $45K |
| Global Retirement Partners, LLC | 0.00% | — | 720 | $45K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 663 | $41K |
| Ashton Thomas Private Wealth, LLC | 0.00% | No change | 557 | $35K |
| Bank of Montreal | 0.00% | No change | 532 | $33K |
| Bullock Wealth Management Group | 0.01% | Add +0.4% | 513 | $33K |
| Quent Capital, LLC | 0.00% | No change | 445 | $28K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -11.8% | 396 | $25K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 394 | $25K |
| Darwin Wealth Management, LLC | 0.01% | Add +0.5% | 392 | $24K |
| Oakworth Capital, Inc. | 0.00% | No change | 360 | $22K |
| Bogart Wealth, LLC | 0.00% | No change | 351 | $22K |
| Kilter Group LLC | 0.01% | Reduce -59.3% | 340 | $21K |
| N.E.W. Advisory Services LLC | 0.00% | Add +108.3% | 327 | $20K |
| Geneos Wealth Management Inc. | 0.00% | No change | 314 | $20K |
| Caldwell Trust Co | 0.00% | No change | 305 | $19K |
| Register Financial Advisors LLC | 0.01% | Reduce -57.1% | 300 | $19K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 300 | $19K |
| Golden State Wealth Management, LLC | 0.00% | Add +0.3% | 292 | $18K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -16.8% | 283 | $18K |
| Clearstead Advisors, LLC | 0.00% | No change | 275 | $17K |
| Wellington-Altus USA Inc. | 0.01% | No change | 300 | $16K |
| HighMark Wealth Management LLC | 0.00% | No change | 200 | $12K |
| Harbour Investments, Inc. | 0.00% | New | 200 | $12K |
| AE Wealth Management LLC | 0.00% | No change | 195 | $12K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 174 | $11K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +0.6% | 166 | $10K |
| Community Financial Services Group, LLC | 0.00% | No change | 156 | $10K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 148 | $9K |
| Fiduciary Financial Advisors | 0.00% | New | 125 | $8K |
| MCF Advisors LLC | 0.00% | No change | 100 | $6K |
| Simplex Trading, LLC | 0.00% | New | 98 | $6K |
| Citigroup Inc. | 0.00% | Reduce -61.6% | 96 | $6K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 85 | $5K |
| Angeles Wealth Management, LLC | 0.00% | No change | 59 | $4K |
| SummitTX Capital, L.P. | 0.00% | New | 59 | $4K |
| Compass Financial Management LLC | 0.00% | — | 43 | $3K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 32 | $2K |
| Assetmark, Inc. | 0.00% | No change | 32 | $2K |
| Key Financial Inc | 0.00% | No change | 19 | $1K |
| Key Capital Management, INC | 0.00% | New | 16 | $995 |
| Signaturefd, LLC | 0.00% | No change | 11 | $684 |
| Russell Investments Group, Ltd. | 0.00% | New | 1 | $62 |
| Logan Capital Management Inc. | 0.00% | — | 1 | $40 |
"% 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.