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Disclosery

IAT ISHARES TR

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US REGNL BKS ETF (fund)

197 managers (197 13F filers) reported a position in IAT shares at 2024-12-31, 6,645,340 shares in all. 42 filers opened a position and 13 filers sold out during the quarter.

Managers
197
13F filers
197
New
42
Added
47
Reduced
50
Sold out
13
Shares held by filers
6,645,340

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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/558,641$28.1M<0.01%+56,76413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY493,313$24.8M<0.01%+220,56113F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO342,559$17.3M<0.01%-22,15113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA329,872$16.6M<0.01%+62,88613F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\235,082$11.8M0.02%-5,79713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC213,529$10.8M0.04%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN212,881$10.7M<0.01%+63,17413F-HRTimelineGroup
LPL Financial LLC208,878$10.5M<0.01%+14,92813F-HRTimeline
UBS Group AGin group UBS Group AG200,161$10.1M<0.01%+17,58513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.198,781$10M0.02%+118,93413F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC170,892$8.61M<0.01%+67,73313F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…154,487$7.78M0.02%+138,80913F-HRTimelineGroup
Prospera Financial Services Inc151,601$7.63M0.18%new13F-HRTimeline
MinichMacGregor Wealth Management, LLC139,490$7.02M1.46%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC126,174$6.35M<0.01%13F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC117,740$5.93M0.01%+5,84113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC116,910$5.89M<0.01%-52,03213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…113,815$5.73M<0.01%-78,44113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP109,413$5.51M0.01%+23,68213F-HRTimelineGroup
Adams Wealth Management103,563$5.22M1%new13F-HRTimeline
CacheTech Inc.103,563$5.22M0.98%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP91,497$4.61M<0.01%+76,12113F-HRTimelineGroup
Steward Partners Investment Advisory, L…89,782$4.52M0.04%+9,43813F-HRTimeline
Gimbal Financial87,825$4.42M3.62%+1,36313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC84,416$4.25M<0.01%-20,40113F-HRTimelineGroup
Cadent Capital Advisors, LLC70,115$3.53M1.23%+40,47313F-HRTimeline
Spectrum Wealth Counsel, LLC66,349$3.34M0.39%+69413F-HRTimeline
Independent Advisor Alliance61,416$3.09M0.04%new13F-HRTimeline
MARTIN & CO INC /TN/60,484$3.05M0.75%-2,52513F-HRTimeline
Edge Capital Group, LLC59,528$3M0.15%+2,73913F-HRTimeline
Crestwood Advisors Group, LLC58,757$2.96M0.06%-65913F-HRTimeline
KCM INVESTMENT ADVISORS LLC54,224$2.73M0.09%+2,46213F-HRTimeline
CX Institutional53,882$2.71M0.11%-5,92213F-HRTimeline
Norris Financial Group, LLC48,514$2.44M1.15%new13F-HRTimeline
BANQUE PICTET & CIE SA47,855$2.41M0.02%new13F-HRTimeline
Cetera Investment Advisers43,032$2.17M<0.01%+14,59913F-HRTimeline
SCOTIA CAPITAL INC.42,975$2.16M0.01%new13F-HRTimeline
Advisory Services Network, LLC41,912$2.11M0.04%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP41,270$2.08M<0.01%+6,77413F-HRTimelineGroup
Tudor Financial Inc.39,727$2M1.17%new13F-HRTimeline
Atria Wealth Solutions, Inc.34,007$1.71M0.02%+23,76913F-HRTimeline
bLong Financial, LLC33,127$1.67M1.37%13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…32,824$1.65M<0.01%-3,25513F-HR/ATimeline
Cambridge Investment Research Advisors,…30,859$1.55M0.01%-23313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC30,194$1.52M<0.01%-7,13713F-HRTimelineGroup
Family Firm, Inc.29,230$1.47M0.33%-1,69813F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP28,711$1.45M<0.01%+6,58713F-HRTimelineGroup
CARRET ASSET MANAGEMENT, LLC25,005$1.26M0.14%-4,11013F-HRTimeline
Janney Montgomery Scott LLC24,498$1.23M<0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC23,730$1.2M<0.01%-2,28513F-HRTimelineGroup
Fearless Solutions, LLC dba Best Invest21,955$1.11M0.84%13F-HRTimeline
Westwind Capital21,199$1.07M0.23%new13F-HRTimeline
Atria Investments, Inc20,021$1.01M0.01%new13F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC20,000$1.01M0.26%013F-HRTimeline
1858 WEALTH MANAGEMENT, LLC19,975$1.01M0.8%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC19,325$973K0.03%-7513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC19,300$972K<0.01%new13F-HRTimeline
Sigma Planning Corp18,605$937K0.03%-1,68813F-HRTimeline
Dakota Wealth Management18,484$931K0.02%013F-HRTimeline
CENTAURUS FINANCIAL, INC.18,148$914K0.06%new13F-HRTimeline
Heritage Wealth Management, Inc.17,850$899K0.3%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…17,670$890K<0.01%-10513F-HRTimelineGroup
CWM, LLCin group CWM, LLC16,486$830K<0.01%+15,10013F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC16,457$829K<0.01%-9,83313F-HRTimelineGroup
AMJ Financial Wealth Management15,818$797K0.22%+3,87013F-HRTimeline
Dentgroup LLC15,751$793K0.61%+4013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…14,940$752K0.01%-8,98613F-HRTimelineGroup
Sanctuary Advisors, LLC13,974$747K<0.01%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC14,500$730K0.05%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,310$721K<0.01%-32,21813F-HRTimelineGroup
Cubist Systematic Strategies, LLC12,528$631K0.01%new13F-HRTimeline
Snowden Capital Advisors LLC12,332$621K0.02%+2,30413F-HRTimeline
North Star Investment Management Corp.12,280$618K0.04%013F-HRTimeline
Apeiron RIA LLC11,903$599K0.17%new13F-HRTimeline
DAVENPORT & Co LLC11,730$591K<0.01%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC11,184$563K0.01%-16313F-HRTimeline
Creative Planningin group Creative Planning10,262$517K<0.01%+9113F-HRTimelineGroup
MIdWestOne Financial Group, Inc.10,198$514K0.07%-10,33713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC10,060$507K0.01%new13F-HRTimelineGroup
SAGE FINANCIAL GROUP INC9,923$500K0.04%+6913F-HRTimeline
Gallagher Capital Advisors, LLC9,590$483K0.35%13F-HRTimeline
HighTower Advisors, LLC9,193$463K<0.01%-1113F-HRTimeline
Bank Pictet & Cie (Europe) AG9,000$453K0.01%new13F-HR/ATimeline
Stelac Advisory Services LLC8,994$453K0.18%new13F-HRTimeline
PATTEN & PATTEN INC/TN8,935$450K0.03%013F-HRTimeline
Kingstone Capital Partners Texas, LLC8,684$437K0.36%13F-HRTimeline
Bare Financial Services, Inc8,628$435K0.17%-17413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.8,508$431K<0.01%+6,49513F-HRTimelineGroup
Sunbelt Securities, Inc.8,143$410K0.04%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.8,052$406K0.01%-29,31213F-HRTimeline
Viewpoint Capital Management LLC7,992$402K0.21%013F-HRTimeline
Aveo Capital Partners, LLC7,908$398K0.04%+87613F-HRTimeline
NewEdge Advisors, LLC7,807$393K<0.01%+10013F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC7,262$366K0.3%new13F-HRTimeline
High Net Worth Advisory Group LLC7,140$360K0.1%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.7,001$353K<0.01%-11,69513F-HRTimelineGroup
NEVILLE RODIE & SHAW INC6,975$351K0.03%013F-HRTimeline
Riggs Asset Managment Co. Inc.6,818$343K0.09%new13F-HRTimeline
Bison Wealth, LLC6,638$334K0.07%+1213F-HRTimeline
SYNOVUS FINANCIAL CORP6,264$316K<0.01%+3913F-HRTimeline
Ellis Investment Partners, LLC5,750$290K0.06%new13F-HRTimeline
Larson Financial Group LLC5,657$285K0.01%-3113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …5,639$284K<0.01%-3513F-HRTimelineGroup
Breakwater Capital Group5,597$282K0.06%-3013F-HRTimeline
First Horizon Advisors, Inc.5,367$270K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,237$264K<0.01%-6,15913F-HRTimelineGroup
Game Plan Financial Advisors, LLC5,200$262K0.12%-5013F-HRTimeline
Chicago Partners Investment Group LLC5,146$261K0.01%+4113F-HRTimeline
Joel Isaacson & Co., LLC5,106$257K0.01%-113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,062$255K<0.01%new13F-HRTimelineGroup
SOL Capital Management CO5,000$252K0.03%013F-HRTimeline
One Capital Management, LLC4,976$251K0.01%-64013F-HRTimeline
COMERICA BANK4,911$247K<0.01%+59513F-HR/ATimeline
Trexquant Investment LP4,889$246K<0.01%-1,13713F-HRTimeline
Western Wealth Management, LLC4,806$242K0.02%-3513F-HR/ATimeline
KKM Financial LLC4,788$241K0.1%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp4,633$233K<0.01%new13F-HRTimelineGroup
PETTYJOHN, WOOD & WHITE, INC4,575$230K0.04%013F-HRTimeline
CIBC WORLD MARKET INC.4,520$228K<0.01%new13F-HRTimeline
LRI Investments, LLC4,450$224K0.02%013F-HRTimeline
Sand Hill Global Advisors, LLC4,090$206K0.01%new13F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK4,249$202K0.02%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,891$196K0.02%-1,15113F-HRTimeline
CoreCap Advisors, LLC3,885$196K0.01%-2,64813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,409$172K<0.01%+94013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,393$171K<0.01%-50013F-HRTimelineGroup
Finley Financial, LLC3,000$158K0.08%13F-HRTimeline
Safe Harbor Fiduciary, LLC3,056$154K0.16%-23613F-HRTimeline
Pinnacle Financial Partners Inc3,147$150K<0.01%013F-HRTimeline
Financial Freedom, LLC2,965$149K0.08%+2413F-HRTimeline
Medallion Wealth Advisors, LLC2,863$140K0.07%13F-HRTimeline
SOA Wealth Advisors, LLC.2,547$128K0.02%-2,38413F-HR/ATimeline
Capital Investment Advisory Services, L…2,430$122K0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,369$119K0.01%+1913F-HRTimeline
Global Retirement Partners, LLC1,911$96.2K<0.01%-1,37613F-HRTimeline
Luken Investment Analytics, LLC1,750$88.1K0.04%013F-HRTimeline
FMR LLCin group FMR LLC1,733$87.3K<0.01%-2913F-HRTimelineGroup
AlphaMark Advisors, LLC1,525$77K0.03%013F-HRTimeline
AdvisorNet Financial, Inc1,463$73.7K0.01%+6613F-HRTimeline
MGB Wealth Management, LLC1,350$68K0.02%013F-HRTimeline
Transcendent Capital Group LLC1,297$65.3K0.03%-9213F-HRTimeline
TOTH FINANCIAL ADVISORY CORP1,280$64.5K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL1,277$64.3K<0.01%-50013F-HRTimeline
Qube Research & Technologies Ltd1,225$61.7K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,220$61.4K<0.01%-1713F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1,190$59.9K<0.01%-23913F-HRTimelineGroup
City State Bank1,100$55.4K0.02%-5013F-HRTimeline
BARRETT & COMPANY, INC.1,071$53.9K0.02%+913F-HRTimeline
MAI Capital Management1,000$50.4K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.950$47.8K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA914$46K<0.01%+7713F-HRTimeline
Farther Finance Advisors, LLC820$41.3K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC800$40.3K0.02%new13F-HRTimeline
TD Waterhouse Canada Inc.800$40.2K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC663$33.4K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…623$31.4K<0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…580$29.2K<0.01%013F-HRTimeline
Caldwell Trust Co575$29K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC530$26.7K0.01%+413F-HRTimeline
Bullock Wealth Management Group500$25.2K0.01%+213F-HRTimeline
Comprehensive Financial Planning, Inc./…467$23.5K0.02%13F-HRTimeline
Quent Capital, LLC445$22.4K<0.01%013F-HRTimeline
Crestline Management, L.P.400$20.1K<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC376$19K0.01%+613F-HR/ATimeline
OAKWORTH CAPITAL, INC.360$18.1K<0.01%new13F-HRTimeline
Bogart Wealth, LLC351$17.7K<0.01%013F-HRTimeline
IFP Advisors, Inc322$16.2K<0.01%-63313F-HRTimeline
Geneos Wealth Management Inc.314$15.8K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC280$14.1K<0.01%13F-HRTimeline
Clearstead Advisors, LLC275$13.8K<0.01%013F-HRTimeline
Venturi Wealth Management, LLC260$13.1K<0.01%new13F-HRTimeline
New Republic Capital, LLC255$12.8K0.01%013F-HRTimeline
Arax Advisory Partners250$12.6K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC248$12K<0.01%new13F-HRTimeline
Accredited Wealth Management, LLC220$11.1K0.01%13F-HRTimeline
HighMark Wealth Management LLC200$10.1K0.01%013F-HRTimeline
Transce3nd, LLC200$10.1K<0.01%13F-HRTimeline
Allworth Financial LP166$8.73K<0.01%+13913F-HRTimeline
Asset Dedication, LLC149$7.51K<0.01%+113F-HRTimeline
DiNuzzo Private Wealth, Inc.148$7.44K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…106$5.35K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC100$5.04K<0.01%013F-HRTimelineGroup
Coston, McIsaac & Partners100$5K<0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA101$4.98K<0.01%013F-HRTimelineGroup
Atlantic Edge Private Wealth Management…95$4.79K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC93$4.68K<0.01%-113F-HRTimeline
HM PAYSON & CO87$4.38K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC85$4.28K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management83$4.19K<0.01%013F-HRTimelineGroup
Key Financial Inc78$3.93K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.71$3.58K<0.01%13F-HRTimeline
Atala Financial Inc50$2.52K<0.01%13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC37$1.84K<0.01%+113F-HRTimeline
Prestige Wealth Management Group LLC16$806<0.01%013F-HR/ATimeline
SIGNATUREFD, LLC11$554<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.1$880.01%-1,74613F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.