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Ishares US Regional Banks ET (IAT)

CUSIP: 464288778 | NYSE | 672 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

GW Henssler & Associates LTD193,899
0.5% of portfolio›$11.1M
Lido Advisors, LLC190,293
0.0% of portfolio›$10.9M
Truist Financial Corp153,171
0.0% of portfolio›$8.8M
Commonwealth Equity Services, LLC67,581
0.0% of portfolio›$3.9M
KCM Investment Advisors LLC56,998
0.1% of portfolio›$3.3M
Crestwood Advisors Group, LLC41,616
0.0% of portfolio›$2.4M
Cambridge Investment Research Advisors, Inc.40,081
0.0% of portfolio›$2.3K
Westwind Capital40,076
0.0% of portfolio›$2.3K
Wealth Enhancement Advisory Services, LLC24,259
0.0% of portfolio›$1.4M
Cadent Capital Advisors, LLC20,672
0.3% of portfolio›$1.2M
Augustine Asset Management Inc20,000
0.2% of portfolio›$1.1M
Fearless Solutions, LLC dba Best Invest18,279
0.5% of portfolio›$1.0M
Heritage Wealth Management, Inc.17,850
0.3% of portfolio›$1.0M
Asempa Wealth Advisors15,166
0.7% of portfolio›$867.0K
Independent Financial Group, LLC11,050
0.0% of portfolio›$632.3K
Gallagher Capital Advisors, LLC9,745
0.3% of portfolio›$557.6K
High Net Worth Advisory Group LLC9,140
0.1% of portfolio›$523.0K
Patten & Patten Inc8,970
0.0% of portfolio›$513.3K
Creative Planning8,463
0.0% of portfolio›$484.3K
Sigma Planning Corp8,382
0.0% of portfolio›$479.6K
North Star Investment Management Corp.7,885
0.0% of portfolio›$451.2K
Oppenheimer & Co Inc7,697
0.0% of portfolio›$440.4K
Viewpoint Capital Management LLC7,030
0.2% of portfolio›$402.3K
Neville Rodie & Shaw Inc6,490
0.0% of portfolio›$371
Park Avenue Securities LLC6,308
0.0% of portfolio›$361
Fiduciary Alliance LLC5,950
0.0% of portfolio›$340.5K
Ellis Investment Partners, LLC5,881
0.1% of portfolio›$336.5K
Breakwater Capital Group5,554
0.0% of portfolio›$317.8K
QTR Family Wealth, LLC5,345
0.1% of portfolio›$305.9K
PFG Advisors5,203
0.0% of portfolio›$297.7K
Concurrent Investment Advisors, LLC5,145
0.0% of portfolio›$294.4K
Equity Investment Corp5,074
0.0% of portfolio›$290.3K
Cordoba Advisory Partners LLC4,693
0.0% of portfolio›$268.8K
Investment Research Partners LLC4,392
0.1% of portfolio›$251.3K
Heck Capital Advisors, LLC3,900
0.0% of portfolio›$223.2K
Avail Investment Partners, LLC3,893
0.2% of portfolio›$222.8K
First Horizon Corp3,442
0.0% of portfolio›$197.0K
CX Institutional3,441
0.0% of portfolio›$197
Finley Financial, LLC3,000
0.1% of portfolio›$171.5K
CoreCap Advisors, LLC1,889
0.0% of portfolio›$108.1K
AlphaCore Capital LLC1,734
0.0% of portfolio›$99.2K
Triumph Capital Management1,515
0.0% of portfolio›$86.7K
Parallel Advisors, LLC1,421
0.0% of portfolio›$81.3K
Bare Financial Services, Inc1,376
0.0% of portfolio›$78.7K
Gen-Wealth Partners Inc1,349
0.0% of portfolio›$77.2K
Lanark Financial, Inc.1,290
0.0% of portfolio›$73.8K
Toth Financial Advisory Corp1,280
0.0% of portfolio›$73.2K
Farther Finance Advisors, LLC1,265
0.0% of portfolio›$72.4K
Barrett & Company, Inc.1,111
0.0% of portfolio›$63.6K
City State Bank1,050
0.0% of portfolio›$60.1K
Root Financial Partners, LLC900
0.0% of portfolio›$51.5K
Spire Wealth Management725
0.0% of portfolio›$41.5K
Comprehensive Financial Planning, Inc.670
0.0% of portfolio›$38.4K
Ashton Thomas Private Wealth, LLC557
0.0% of portfolio›$31.9K
Bullock Wealth Management Group515
0.0% of portfolio›$29.5K
Capital Investment Advisory Services, LLC394
0.0% of portfolio›$22.5K
Oakworth Capital, Inc.360
0.0% of portfolio›$20.6K
Wilmington Savings Fund Society, FSB327
0.0% of portfolio›$18.7K
Caldwell Trust Co305
0.0% of portfolio›$17.5K
Register Financial Advisors LLC300
0.0% of portfolio›$17.2K
Golden State Wealth Management, LLC294
0.0% of portfolio›$16.9K
TD Waterhouse Canada Inc.174
0.0% of portfolio›$9.9K
Community Financial Services Group, LLC156
0.0% of portfolio›$8.9K
DiNuzzo Private Wealth, Inc.148
0.0% of portfolio›$8.5K
Allspring Global Investments Holdings, LLC108
0.0% of portfolio›$6.2K
Latitude Advisors, LLC100
0.0% of portfolio›$5.7K
Citigroup Inc81
0.0% of portfolio›$4.6K
Angeles Wealth Management, LLC59
0.0% of portfolio›$3.4K
Compass Financial Management LLC43
0.0% of portfolio›$2.5K
Assetmark, Inc32
0.0% of portfolio›$1.8K
Key FInancial Inc19
0.0% of portfolio›$1.1K
Signaturefd, LLC11
0.0% of portfolio›$629
StyleTurnoverLocationFiled
GW Henssler & Associates LTD
193,899$11.1M0.5%CoreMediumKennesaw, GA2026-10-26
Lido Advisors, LLC
190,293$10.9M0.0%GrowthLowLos Angeles, CA2026-11-04
Truist Financial Corp
153,171$8.8M0.0%CoreLowCharlotte, NC2026-10-30
Commonwealth Equity Services, LLC
67,581$3.9M0.0%ETFLowWaltham, MA2026-11-02
KCM Investment Advisors LLC
56,998$3.3M0.1%CoreVery LowGreenbrae, CA2026-10-27
Crestwood Advisors Group, LLC
41,616$2.4M0.0%GrowthLowBoston, MA2026-10-27
Cambridge Investment Research Advisors, Inc.
40,081$2.3K0.0%ETFLowFairfield, IA2026-11-02
Westwind Capital
40,076$2.3K0.0%MomentumHighLas Cruces, NM2026-10-08
Wealth Enhancement Advisory Services, LLC
24,259$1.4M0.0%CoreLowPlymouth, MN2026-10-13
Cadent Capital Advisors, LLC
20,672$1.2M0.3%ETFHighTulsa, OK2026-10-09
Augustine Asset Management Inc
20,000$1.1M0.2%GrowthVery LowJacksonville, FL2026-10-13
Fearless Solutions, LLC dba Best Invest
18,279$1.0M0.5%ETFLowSan Antonio, TX2026-10-14
Heritage Wealth Management, Inc.
17,850$1.0M0.3%CoreLowCincinnati, OH2026-10-28
Asempa Wealth Advisors
15,166$867.0K0.7%ETFLowBaton Rouge, LA2026-10-07
Independent Financial Group, LLC
11,050$632.3K0.0%GrowthLowSan Diego, CA2026-10-13
Gallagher Capital Advisors, LLC
9,745$557.6K0.3%GrowthHighArgyle, TX2026-10-09
High Net Worth Advisory Group LLC
9,140$523.0K0.1%ETFVery LowNaples, FL2026-10-26
Patten & Patten Inc
8,970$513.3K0.0%CoreLowChattanooga, TN2026-10-26
Creative Planning
8,463$484.3K0.0%IndexVery LowOverland Park, KS2026-11-02
Sigma Planning Corp
8,382$479.6K0.0%GrowthMediumAnn Arbor, MI2026-10-23
North Star Investment Management Corp.
7,885$451.2K0.0%CoreLowChicago, IL2026-10-27
Oppenheimer & Co Inc
7,697$440.4K0.0%CoreLowNew York, NY2026-10-26
Viewpoint Capital Management LLC
7,030$402.3K0.2%CoreVery LowSeattle, WA2026-10-27
Neville Rodie & Shaw Inc
6,490$3710.0%GrowthLowNew York, NY2026-10-05
Park Avenue Securities LLC
6,308$3610.0%ETFMediumNew York, NY2026-10-26
Fiduciary Alliance LLC
5,950$340.5K0.0%CoreMediumGreenville, SC2026-10-13
Ellis Investment Partners, LLC
5,881$336.5K0.1%ETFLowBerwyn, PA2026-10-21
Breakwater Capital Group
5,554$317.8K0.0%ETFLowParamus, NJ2026-10-09
QTR Family Wealth, LLC
5,345$305.9K0.1%GrowthMediumLake Mary, FL2026-11-02
PFG Advisors
5,203$297.7K0.0%ETFMediumPhoenix, AZ2026-10-16
Concurrent Investment Advisors, LLC
5,145$294.4K0.0%GrowthMediumTampa, FL2026-10-16
Equity Investment Corp
5,074$290.3K0.0%YieldMediumAtlanta, GA2026-11-04
Cordoba Advisory Partners LLC
4,693$268.8K0.0%ETFMediumNew York, NY2026-10-19
Investment Research Partners LLC
4,392$251.3K0.1%CoreLowLemont, PA2026-10-19
Heck Capital Advisors, LLC
3,900$223.2K0.0%ETFMediumRhinelander, WI2026-10-14
Avail Investment Partners, LLC
3,893$222.8K0.2%CoreMediumLemont, PA2026-10-16
First Horizon Corp
3,442$197.0K0.0%CoreLowMemphis, TN2026-10-26
CX Institutional
3,441$1970.0%CoreMediumAuburn, IN2026-10-02
Finley Financial, LLC
3,000$171.5K0.1%ETFVery LowLas Vegas, NV2026-10-28
CoreCap Advisors, LLC
1,889$108.1K0.0%ETFMediumSouthfield, MI2026-10-08
AlphaCore Capital LLC
1,734$99.2K0.0%ETFLowLa Jolla, CA2026-11-04
Triumph Capital Management
1,515$86.7K0.0%ETFMediumDenver, CO2026-10-14
Parallel Advisors, LLC
1,421$81.3K0.0%IndexLowSan Francisco, CA2026-11-03
Bare Financial Services, Inc
1,376$78.7K0.0%ETFVery LowGap, PA2026-11-04
Gen-Wealth Partners Inc
1,349$77.2K0.0%CoreLowZeeland, MI2026-11-04
Lanark Financial, Inc.
1,290$73.8K0.0%CoreMediumBirmingham, AL2026-10-26
Toth Financial Advisory Corp
1,280$73.2K0.0%CoreLowLeesburg, VA2026-10-08
Farther Finance Advisors, LLC
1,265$72.4K0.0%IndexLowSan Francisco, CA2026-10-08
Barrett & Company, Inc.
1,111$63.6K0.0%ETFLowProvidence, RI2026-10-22
City State Bank
1,050$60.1K0.0%GrowthVery LowNorwalk, IA2026-10-20
Root Financial Partners, LLC
900$51.5K0.0%ETFMediumEncinitas, CA2026-10-21
Spire Wealth Management
725$41.5K0.0%GrowthMediumMclean, VA2026-10-30
Comprehensive Financial Planning, Inc.
670$38.4K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
Ashton Thomas Private Wealth, LLC
557$31.9K0.0%CoreMediumScottsdale, AZ2026-11-03
Bullock Wealth Management Group
515$29.5K0.0%GrowthLowBloomington, IN2026-10-09
Capital Investment Advisory Services, LLC
394$22.5K0.0%CoreMediumRaleigh, NC2026-10-30
Oakworth Capital, Inc.
360$20.6K0.0%ETFLowBirmingham, AL2026-10-26
Wilmington Savings Fund Society, FSB
327$18.7K0.0%CoreLowWilmington, DE2026-10-23
Caldwell Trust Co
305$17.5K0.0%GrowthLowVenice, FL2026-10-30
Register Financial Advisors LLC
300$17.2K0.0%GARPLowAtlanta, GA2026-10-23
Golden State Wealth Management, LLC
294$16.9K0.0%ETFMediumSanta Ana, CA2026-11-02
TD Waterhouse Canada Inc.
174$9.9K0.0%CoreLowToronto, Australia2026-10-16
Community Financial Services Group, LLC
156$8.9K0.0%GrowthLowNewport, VT2026-10-15
DiNuzzo Private Wealth, Inc.
148$8.5K0.0%ETFLowBeaver, PA2026-10-16
Allspring Global Investments Holdings, LLC
108$6.2K0.0%CoreMediumCharlotte, NC2026-11-04
Latitude Advisors, LLC
100$5.7K0.0%ETFLowYorkville, IL2026-10-27
Citigroup Inc
81$4.6K0.0%CoreMediumNew York, NY2026-11-04
Angeles Wealth Management, LLC
59$3.4K0.0%ETFLowSanta Monica, CA2026-10-26
Compass Financial Management LLC
43$2.5K0.0%CoreN/ATampa, FL2026-10-30
Assetmark, Inc
32$1.8K0.0%ETFLowConcord, CA2026-10-21
Key FInancial Inc
19$1.1K0.0%ETFLowWest Chester, PA2026-11-02
Signaturefd, LLC
11$6290.0%IndexLowAtlanta, GA2026-10-23