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Disclosery

IAT ISHARES TR

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US REGNL BKS ETF (fund)

187 managers (187 13F filers) reported a position in IAT shares at 2025-03-31, 7,072,054 shares in all. 16 filers opened a position and 24 filers sold out during the quarter.

Managers
187
13F filers
187
New
16
Added
59
Reduced
54
Sold out
24
Shares held by filers
7,072,054

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY734,028$34.2M<0.01%+240,71513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/620,039$28.9M<0.01%+61,39813F-HRTimelineGroup
Employees Provident Fund Board400,000$18.7M0.21%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO358,678$16.7M<0.01%+16,11913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA287,658$13.4M<0.01%-42,21413F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG247,978$11.6M<0.01%+47,81713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\230,585$10.8M0.01%-4,49713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.215,522$10.1M0.02%+16,74113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN214,141$9.99M<0.01%+1,26013F-HRTimelineGroup
LPL Financial LLC213,540$9.96M<0.01%+4,66213F-HRTimeline
MML INVESTORS SERVICES, LLC198,527$9.26M0.03%-15,00213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC190,762$8.9M<0.01%+19,87013F-HR/ATimelineGroup
Prospera Financial Services Inc182,742$8.52M0.2%+31,14113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC169,822$7.92M<0.01%+52,91213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP164,171$7.66M0.01%+54,75813F-HRTimelineGroup
MinichMacGregor Wealth Management, LLC146,327$6.82M1.53%+6,83713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC128,261$5.98M<0.01%+2,08713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC115,586$5.39M0.01%-2,15413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC92,049$4.29M<0.01%+7,63313F-HRTimelineGroup
Steward Partners Investment Advisory, L…91,152$4.25M0.04%+1,37013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…85,181$3.97M<0.01%-28,63413F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP82,700$3.86M0.01%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP76,662$3.57M<0.01%-14,83513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC76,017$3.54M<0.01%+45,82313F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd70,297$3.28M0.07%new13F-HRTimelineGroup
Cadent Capital Advisors, LLC68,909$3.21M1.22%-1,20613F-HRTimeline
SCS Capital Management LLC62,835$2.93M0.04%new13F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…61,132$2.85M<0.01%+46,82213F-HRTimelineGroup
MARTIN & CO INC /TN/60,588$2.83M0.55%+10413F-HRTimeline
Cetera Investment Advisers59,434$2.77M0.01%+16,40213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP56,854$2.62M<0.01%+15,58413F-HR/ATimelineGroup
KCM INVESTMENT ADVISORS LLC54,126$2.52M0.09%-9813F-HRTimeline
Crestwood Advisors Group, LLC52,557$2.45M0.05%-6,20013F-HRTimeline
BANQUE PICTET & CIE SA44,997$2.1M0.02%-2,85813F-HRTimeline
Tudor Financial Inc.40,841$1.9M1.14%+1,11413F-HRTimeline
Advisory Services Network, LLC39,797$1.86M0.04%-2,11513F-HRTimeline
CX Institutional36,530$1.7M0.06%-17,35213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS35,250$1.64M<0.01%new13F-HRTimelineGroup
Westwind Capital35,165$1.64M0.41%+13,96613F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP32,118$1.5M<0.01%+3,40713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…31,895$1.49M<0.01%-92913F-HRTimeline
Family Firm, Inc.30,155$1.41M0.31%+92513F-HRTimeline
Cambridge Investment Research Advisors,…29,232$1.36M<0.01%-1,62713F-HRTimeline
CARRET ASSET MANAGEMENT, LLC25,220$1.18M0.13%+21513F-HRTimeline
Benchmark Financial Wealth Advisors, LLC24,733$1.15M0.44%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC23,080$1.08M<0.01%-65013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…22,277$1.04M<0.01%+4,60713F-HRTimelineGroup
Cubist Systematic Strategies, LLC21,706$1.01M0.01%+9,17813F-HRTimeline
Fearless Solutions, LLC dba Best Invest21,637$1.01M0.78%-31813F-HRTimeline
Janney Montgomery Scott LLC21,326$994K<0.01%-3,17213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…20,633$962K<0.01%-133,85413F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC20,362$949K<0.01%+3,87613F-HRTimelineGroup
AUGUSTINE ASSET MANAGEMENT INC20,000$933K0.27%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC18,500$863K0.03%-82513F-HRTimeline
Dakota Wealth Management18,484$862K0.02%013F-HRTimeline
Atria Investments, Inc18,262$852K0.01%-1,75913F-HRTimeline
Heritage Wealth Management, Inc.17,850$832K0.28%013F-HRTimeline
Sigma Planning Corp17,772$829K0.03%-83313F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC16,786$783K<0.01%+32913F-HRTimelineGroup
Dentgroup LLC15,774$736K0.55%+2313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC14,500$676K0.05%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…14,180$661K0.01%-76013F-HRTimelineGroup
Spectrum Wealth Counsel, LLC11,809$551K0.07%-54,54013F-HRTimeline
North Star Investment Management Corp.11,680$545K0.04%-60013F-HRTimeline
Apeiron RIA LLC11,604$541K0.16%-29913F-HRTimeline
Sanctuary Advisors, LLC11,585$540K<0.01%-2,38913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC11,143$520K0.01%-4113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC10,801$504K0.01%+74113F-HRTimelineGroup
Snowden Capital Advisors LLC10,806$504K0.02%-1,52613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,286$480K<0.01%+5,22413F-HR/ATimelineGroup
Creative Planningin group Creative Planning10,262$479K<0.01%013F-HRTimelineGroup
SAGE FINANCIAL GROUP INC9,971$465K0.04%+4813F-HRTimeline
Gallagher Capital Advisors, LLC9,323$435K0.33%-26713F-HRTimeline
SummitTX Capital, L.P.9,159$427K0.02%13F-HRTimeline
Bank Pictet & Cie (Europe) AG9,000$420K0.01%013F-HRTimeline
PATTEN & PATTEN INC/TN8,935$417K0.03%013F-HRTimeline
Ballew Advisors, Inc10,278$416K0.28%new13F-HRTimeline
HRT FINANCIAL LP8,859$413K<0.01%new13F-HRTimeline
Kingstone Capital Partners Texas, LLC8,732$407K0.33%+4813F-HRTimeline
HighTower Advisors, LLC8,571$400K<0.01%-62213F-HRTimeline
DAVENPORT & Co LLC8,475$395K<0.01%-3,25513F-HRTimeline
Bare Financial Services, Inc8,418$393K0.15%-21013F-HRTimeline
Atria Wealth Solutions, Inc.8,338$389K<0.01%-25,66913F-HRTimeline
NewEdge Advisors, LLC8,282$386K<0.01%+47513F-HRTimeline
Viewpoint Capital Management LLC7,992$373K0.2%013F-HRTimeline
SCOTIA CAPITAL INC.7,925$370K<0.01%-35,05013F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC7,433$347K0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,425$346K0.01%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.8,701$346K<0.01%+19313F-HRTimelineGroup
MUIRFIELD WEALTH ADVISORS LLC7,240$338K0.29%-2213F-HRTimeline
High Net Worth Advisory Group LLC7,140$333K0.09%013F-HRTimeline
AMJ Financial Wealth Management6,977$325K0.1%-8,84113F-HRTimeline
Riggs Asset Managment Co. Inc.6,934$323K0.09%+11613F-HRTimeline
NEVILLE RODIE & SHAW INC6,875$321K0.03%-10013F-HRTimeline
QTR Family Wealth, LLC6,610$308K0.23%13F-HRTimeline
SYNOVUS FINANCIAL CORP6,373$297K<0.01%+10913F-HRTimeline
Larson Financial Group LLC5,882$274K0.01%+22513F-HRTimeline
FLOW TRADERS U.S. LLC5,692$265K0.01%new13F-HRTimeline
Ellis Investment Partners, LLC5,671$264K0.05%-7913F-HRTimeline
Breakwater Capital Group5,597$261K0.05%013F-HRTimeline
KKM Financial LLC5,433$253K0.11%+64513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC5,413$252K<0.01%+4,22313F-HRTimelineGroup
First Horizon Advisors, Inc.5,367$250K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,237$244K<0.01%013F-HRTimelineGroup
SOL Capital Management CO5,000$233K0.03%013F-HRTimeline
One Capital Management, LLC4,976$232K0.01%013F-HRTimeline
Chicago Partners Investment Group LLC5,175$232K0.01%+2913F-HRTimeline
Game Plan Financial Advisors, LLC4,775$223K0.11%-42513F-HRTimeline
Joel Isaacson & Co., LLC4,690$219K0.01%-41613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,540$212K<0.01%-1,09913F-HRTimelineGroup
COMERICA BANK4,511$210K<0.01%-40013F-HRTimeline
Western Wealth Management, LLC4,456$208K0.01%-35013F-HRTimeline
LRI Investments, LLC4,450$208K0.02%013F-HRTimeline
Trexquant Investment LP4,362$203K<0.01%-52713F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK4,249$202K0.02%013F-HRTimeline
CIBC WORLD MARKET INC.4,300$201K<0.01%-22013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,559$166K0.01%-33213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,412$159K<0.01%+313F-HRTimelineGroup
Pinnacle Financial Partners Inc3,147$158K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,393$158K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC3,260$152K0.01%-62513F-HRTimeline
Medallion Wealth Advisors, LLC3,280$152K0.07%+41713F-HRTimeline
Safe Harbor Fiduciary, LLC3,056$143K0.15%013F-HRTimeline
Sunbelt Securities, Inc.3,019$141K0.01%-5,12413F-HRTimeline
Financial Freedom, LLC2,981$139K0.08%+1613F-HRTimeline
Finley Financial, LLC3,000$133K0.07%013F-HRTimeline
SOA Wealth Advisors, LLC.2,547$119K0.02%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,382$111K0.01%+1313F-HRTimeline
CENTAURUS FINANCIAL, INC.2,181$102K0.01%-15,96713F-HRTimeline
FMR LLCin group FMR LLC1,908$88.9K<0.01%+17513F-HRTimelineGroup
Luken Investment Analytics, LLC1,750$81.6K0.04%013F-HRTimeline
LANARK FINANCIAL, INC.1,750$81K0.01%+1,74913F-HRTimeline
AdvisorNet Financial, Inc1,470$68.5K0.01%+713F-HRTimeline
Garde Capital, Inc.1,420$66.2K<0.01%new13F-HRTimeline
MGB Wealth Management, LLC1,350$63K0.02%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,220$61.4K<0.01%013F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP1,280$59.7K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL1,277$59.5K<0.01%013F-HRTimeline
MAI Capital Management1,216$56.7K<0.01%+21613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,109$51.7K<0.01%+1,02613F-HRTimelineGroup
City State Bank1,100$51.3K0.02%013F-HRTimeline
BARRETT & COMPANY, INC.1,077$50.2K0.02%+613F-HRTimeline
HARBOUR INVESTMENTS, INC.950$44.3K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC870$40.2K<0.01%+5013F-HRTimeline
TD Waterhouse Canada Inc.800$37K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA773$36K<0.01%-14113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC663$30.9K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…623$29.1K<0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…580$27K<0.01%013F-HRTimeline
Caldwell Trust Co575$26.8K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC532$24.8K0.01%+213F-HRTimeline
Bullock Wealth Management Group502$23.2K0.01%+213F-HRTimeline
Comprehensive Financial Planning, Inc./…469$21.9K0.02%+213F-HRTimeline
Quent Capital, LLC445$20.8K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…430$20.1K<0.01%-2,00013F-HRTimeline
Darwin Wealth Management, LLC376$19K0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.360$16.8K<0.01%013F-HRTimeline
Bogart Wealth, LLC351$16.4K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.314$14.6K<0.01%013F-HRTimeline
AlphaCore Capital LLC291$13.6K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC288$13.4K<0.01%+19513F-HRTimeline
Golden State Wealth Management, LLC282$13.2K<0.01%+213F-HR/ATimeline
Clearstead Advisors, LLC275$12.8K<0.01%013F-HRTimeline
Arax Advisory Partners250$11.7K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd227$10.6K<0.01%-99813F-HRTimeline
Accredited Wealth Management, LLC220$10.3K0.01%013F-HRTimeline
HighMark Wealth Management LLC200$9.33K0.01%013F-HRTimeline
N.E.W. Advisory Services LLC157$7.32K<0.01%new13F-HRTimeline
Allworth Financial LP166$7.29K<0.01%013F-HRTimeline
Asset Dedication, LLC150$6.97K<0.01%+113F-HRTimeline
DiNuzzo Private Wealth, Inc.148$6.89K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…106$4.96K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA101$4.71K<0.01%013F-HRTimelineGroup
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC100$4.66K<0.01%013F-HRTimelineGroup
Atlantic Edge Private Wealth Management…95$4.43K<0.01%013F-HRTimeline
HM PAYSON & CO87$4.06K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC95$4K<0.01%-15313F-HRTimeline
HHM Wealth Advisors, LLC85$3.96K<0.01%013F-HRTimeline
Key Financial Inc78$3.64K<0.01%013F-HRTimeline
Addison Advisors LLC75$3.5K<0.01%new13F-HRTimeline
Reyes Financial Architecture, Inc.71$3.31K<0.01%013F-HRTimeline
Atala Financial Inc50$2.33K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC32$1.49K<0.01%new13F-HRTimelineGroup
Prestige Wealth Management Group LLC16$747<0.01%013F-HR/ATimeline
SIGNATUREFD, LLC11$513<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC1$29<0.01%-3613F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.