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Disclosery

IAT ISHARES TR

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US REGNL BKS ETF (fund)

172 managers (173 13F filers) reported a position in IAT shares at 2026-06-30, 5,039,552 shares in all. 22 filers opened a position and 16 filers sold out during the quarter.

Managers
172
13F filers
173
New
22
Added
50
Reduced
48
Sold out
16
Shares held by filers
5,039,552

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/555,302$34.5M<0.01%+34,13213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN530,533$33M0.01%+16,14713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO394,972$24.7M<0.01%+10,90813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY258,635$16.1M<0.01%-13,67613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA252,179$15.7M<0.01%+58,59413F-HRTimelineGroup
LPL Financial LLC239,501$14.9M<0.01%-4,82313F-HRTimeline
GW HENSSLER & ASSOCIATES LTD192,861$12M0.53%+2,02613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC190,193$11.8M0.04%-74513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC158,274$9.85M<0.01%+45,58713F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS151,000$9.39M<0.01%+150,94513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP147,053$9.15M0.01%+3,47713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\116,841$7.27M0.01%-17,75113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC111,541$6.94M<0.01%+4,15713F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding110,107$6.85M-6,275Timeline
Monument Capital Management92,951$5.78M1.16%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP81,487$5.08M<0.01%-1,00113F-HRTimelineGroup
Steward Partners Investment Advisory, L…81,011$5.04M0.03%+68813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC72,049$4.48M<0.01%-15113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC69,510$4.32M0.01%-1,77113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.67,857$4.22M0.03%+30913F-HRTimelineGroup
MARTIN & CO INC /TN/63,829$3.97M0.62%-24913F-HRTimeline
Cetera Investment Advisers57,305$3.56M<0.01%+1,20213F-HRTimeline
KCM INVESTMENT ADVISORS LLC57,254$3.56M0.11%-1,19813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.49,343$3.07M<0.01%+43213F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC45,620$2.84M0.01%013F-HRTimelineGroup
Game Plan Financial Advisors, LLC42,649$2.65M0.99%+88013F-HRTimeline
Crestwood Advisors Group, LLC42,416$2.64M0.04%-2,96013F-HRTimeline
Cambridge Investment Research Advisors,…42,334$2.63M0.01%+2,20813F-HR/ATimeline
Westwind Capital36,934$2.3M0.54%+8,74713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…27,137$1.69M<0.01%+60213F-HRTimelineGroup
Janney Montgomery Scott LLC24,462$1.52M<0.01%+1,95613F-HRTimeline
Beacon Pointe Advisors, LLC24,035$1.5M0.01%-2,97613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…21,291$1.32M<0.01%+95413F-HRTimelineGroup
Cadent Capital Advisors, LLC20,822$1.3M0.27%-50013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…20,460$1.3M<0.01%+1,46513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC20,678$1.29M<0.01%-47513F-HRTimelineGroup
AUGUSTINE ASSET MANAGEMENT INC20,000$1.24M0.25%013F-HRTimeline
Fearless Solutions, LLC dba Best Invest18,279$1.14M0.6%-713F-HRTimeline
Cutler Capital Management, LLC18,000$1.12M0.29%013F-HRTimeline
Heritage Wealth Management, Inc.17,850$1.11M0.28%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP16,700$1.04M<0.01%-32413F-HRTimelineGroup
Dakota Wealth Management16,600$1.03M0.02%-1,88413F-HRTimeline
Asempa Wealth Advisors15,144$942K0.72%+1813F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC14,500$902K0.06%013F-HRTimeline
Quantinno Capital Management LP14,292$889K<0.01%+4,19813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,163$819K<0.01%-22,25813F-HRTimelineGroup
SCS Capital Management LLC12,623$785K0.01%-8,30213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC12,410$772K0.01%-1,10013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC10,941$681K0.01%013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding9,814$611K-4,104Timeline
STEPHENS INC /AR/in group Stephens Investment Managemen…9,739$606K0.01%-5713F-HRTimelineGroup
Gallagher Capital Advisors, LLC9,677$602K0.34%+6213F-HRTimeline
High Net Worth Advisory Group LLC9,140$569K0.12%013F-HRTimeline
PATTEN & PATTEN INC/TN8,970$558K0.03%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,639$537K<0.01%-19,05113F-HRTimelineGroup
Sigma Planning Corp8,598$535K0.01%-4,85413F-HRTimeline
Creative Planningin group Creative Planning8,431$524K<0.01%-63913F-HRTimelineGroup
Vanguard Capital Wealth Advisors8,419$524K0.35%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Larson Financial Group LLC8,238$512K0.01%+43913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,054$501K<0.01%+1,03713F-HRTimelineGroup
Ellis Investment Partners, LLC8,025$499K0.08%+4013F-HRTimeline
North Star Investment Management Corp.7,985$497K0.03%-25013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …7,956$495K0.01%-18413F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …7,543$469K<0.01%-39213F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,421$462K<0.01%new13F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC7,280$452K0.02%+87013F-HRTimeline
Cordoba Advisory Partners LLC7,076$440K0.09%-32513F-HRTimeline
HighTower Advisors, LLC6,943$432K<0.01%+1213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC6,804$423K<0.01%-2,29813F-HRTimelineGroup
Fiduciary Alliance LLC6,550$407K0.03%013F-HRTimeline
NEVILLE RODIE & SHAW INC6,490$404K0.03%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,028$375K<0.01%new13F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…5,614$349K0.19%+4,95313F-HRTimeline
Breakwater Capital Group5,552$345K0.04%+59413F-HRTimeline
Chicago Partners Investment Group LLC5,371$340K0.01%+3413F-HRTimeline
Snowden Capital Advisors LLC5,430$338K0.01%013F-HRTimeline
QTR Family Wealth, LLC5,333$332K0.12%+1113F-HRTimeline
PFG Advisors5,184$322K0.02%+8113F-HRTimeline
Joel Isaacson & Co., LLC4,820$300K0.01%+24013F-HRTimeline
Viewpoint Capital Management LLC4,590$286K0.15%-2,70013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd4,491$279K<0.01%-63013F-HRTimelineGroup
LRI Investments, LLC4,450$277K0.02%013F-HRTimeline
&PARTNERS4,406$274K<0.01%+12413F-HRTimeline
Investment Research Partners LLC4,392$273K0.09%-2,45413F-HRTimeline
Kingsview Wealth Management, LLC4,126$257K<0.01%-1713F-HRTimeline
Sand Hill Global Advisors, LLC4,090$254K0.01%013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC4,055$252K0.04%-2013F-HRTimeline
Avail Investment Partners, LLC3,893$242K0.19%-29113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC3,880$241K<0.01%new13F-HRTimelineGroup
FLC Capital Advisors3,876$241K0.04%013F-HRTimeline
CIBC WORLD MARKET INC.3,862$240K<0.01%013F-HRTimeline
IFG Advisory, LLC3,815$237K0.01%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC3,583$223K<0.01%new13F-HRTimelineGroup
CX Institutional3,545$221K0.01%-1,56813F-HRTimeline
Merit Financial Group, LLC3,517$219K<0.01%new13F-HR/ATimeline
FIRST HORIZON CORP3,442$214K0.01%-1,92513F-HRTimeline
Gen-Wealth Partners Inc3,394$211K0.06%-19613F-HRTimeline
HRT FINANCIAL LP3,388$210K<0.01%new13F-HRTimeline
Sage Capital Management, LLC3,311$206K0.08%new13F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC3,312$206K0.01%new13F-HRTimeline
Sequoia Financial Advisors, LLC3,276$204K<0.01%new13F-HRTimeline
Advisory Services Network, LLC3,241$202K<0.01%-51513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,232$201K<0.01%new13F-HRTimelineGroup
Finley Financial, LLC3,000$187K0.08%013F-HRTimeline
Arax Advisory Partners2,980$185K<0.01%+2,73013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,569$160K<0.01%+7813F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC2,473$154K0.01%+1613F-HRTimeline
NewEdge Advisors, LLC2,250$140K<0.01%+31013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,150$134K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC2,112$131K<0.01%+24113F-HRTimelineGroup
Integrated Wealth Concepts LLC2,050$128K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC1,943$121K<0.01%+413F-HRTimeline
Medallion Wealth Advisors, LLC1,937$121K0.04%-1,04313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,734$110K0.01%-5113F-HRTimeline
Luken Investment Analytics, LLC1,750$109K0.04%013F-HRTimeline
AlphaCore Capital LLC1,734$108K<0.01%013F-HRTimeline
CoreCap Advisors, LLC1,704$106K<0.01%+613F-HRTimeline
BLAIR WILLIAM & CO/IL1,567$97.5K<0.01%013F-HRTimeline
Triumph Capital Management1,511$94K0.02%+4313F-HRTimeline
Bare Financial Services, Inc1,376$85.6K0.02%013F-HRTimeline
AdvisorNet Financial, Inc1,316$81.9K<0.01%+813F-HRTimeline
LANARK FINANCIAL, INC.1,290$80.2K0.01%-20213F-HRTimeline
TOTH FINANCIAL ADVISORY CORP1,280$79.6K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,132$70.4K<0.01%013F-HRTimelineGroup
BARRETT & COMPANY, INC.1,111$69.1K0.02%013F-HRTimeline
City State Bank1,050$65.3K0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp1,000$62.2K0.07%013F-HRTimeline
AMERIFLEX GROUP, INC.936$58.2K0.02%+613F-HRTimeline
Allworth Financial LP833$51.8K<0.01%-21313F-HRTimeline
SHP Wealth Management777$48.3K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management725$45.1K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC720$44.8K<0.01%13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC663$41.2K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC557$34.7K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/532$33.1K<0.01%013F-HRTimelineGroup
Bullock Wealth Management Group513$32.5K0.01%13F-HRTimeline
Quent Capital, LLC445$27.7K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC396$24.6K<0.01%-5313F-HRTimeline
Capital Investment Advisory Services, L…394$24.5K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC392$24.4K0.01%+213F-HRTimeline
OAKWORTH CAPITAL, INC.360$22.4K<0.01%013F-HRTimeline
Bogart Wealth, LLC351$21.8K<0.01%013F-HRTimeline
Kilter Group LLC340$21.2K0.01%-49613F-HRTimeline
N.E.W. Advisory Services LLC327$20.3K<0.01%+17013F-HRTimeline
Geneos Wealth Management Inc.314$19.5K<0.01%013F-HRTimeline
Caldwell Trust Co305$19K<0.01%013F-HRTimeline
Register Financial Advisors LLC300$18.7K0.01%-40013F-HRTimeline
Federation des caisses Desjardins du Qu…300$18.7K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC292$18.2K<0.01%+113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC283$17.6K<0.01%-5713F-HRTimeline
Clearstead Advisors, LLC275$17.1K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.200$12.4K<0.01%new13F-HRTimeline
HighMark Wealth Management LLC200$12.4K<0.01%013F-HRTimeline
AE Wealth Management LLC195$12.1K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.174$11K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.166$10.4K<0.01%+113F-HRTimeline
Community Financial Services Group, LLC156$9.89K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.148$9.2K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS125$7.76K<0.01%new13F-HRTimeline
MCF Advisors LLC100$6.22K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC98$6.1K<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC96$5.97K<0.01%-15413F-HRTimelineGroup
HHM Wealth Advisors, LLC85$5.29K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC59$3.67K<0.01%013F-HRTimelineGroup
SummitTX Capital, L.P.59$3.67K<0.01%new13F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC43$2.67K<0.01%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC32$1.99K<0.01%013F-HRTimelineGroup
Key Financial Inc19$1.18K<0.01%013F-HRTimeline
Key Capital Management, INC16$995<0.01%new13F-HRTimeline
SIGNATUREFD, LLC11$684<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1$62<0.01%new13F-HRTimelineGroup
LOGAN CAPITAL MANAGEMENT INC1$40<0.01%new13F-HRTimeline