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Disclosery

IAT ISHARES TR

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US REGNL BKS ETF (fund)

168 managers (168 13F filers) reported a position in IAT shares at 2025-06-30, 6,254,307 shares in all. 13 filers opened a position and 32 filers sold out during the quarter.

Managers
168
13F filers
168
New
13
Added
52
Reduced
57
Sold out
32
Shares held by filers
6,254,307

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Employees Provident Fund Board1,000,000$49.5M0.43%+600,00013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY471,034$23.3M<0.01%-262,99413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN469,951$23.3M0.01%+255,81013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/390,505$19.3M<0.01%-229,53413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO360,619$17.9M<0.01%+1,94113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA244,359$12.1M<0.01%-43,29913F-HR/ATimelineGroup
US BANCORP \DE\in group US BANCORP \DE\212,575$10.5M0.01%-18,01013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.210,154$10.4M0.02%-5,36813F-HR/ATimelineGroup
LPL Financial LLC208,230$10.3M<0.01%-5,31013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC174,308$8.64M<0.01%+4,48613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC159,565$7.91M<0.01%-31,19713F-HRTimelineGroup
UBS Group AGin group UBS Group AG143,150$7.09M<0.01%-104,82813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP142,066$7.04M0.01%-22,10513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC108,499$5.38M<0.01%-19,76213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC106,403$5.27M0.01%-9,18313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC93,699$4.64M<0.01%+17,68213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…81,688$4.05M<0.01%-3,49313F-HRTimelineGroup
Steward Partners Investment Advisory, L…78,783$3.9M0.03%-12,36913F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP75,900$3.76M0.01%-6,80013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP75,272$3.72M<0.01%+18,41813F-HRTimelineGroup
MARTIN & CO INC /TN/60,120$2.98M0.55%-46813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC57,593$2.85M<0.01%-34,45613F-HRTimelineGroup
Advisory Services Network, LLC56,828$2.85M0.05%+17,03113F-HRTimeline
KCM INVESTMENT ADVISORS LLC55,555$2.75M0.09%+1,42913F-HRTimeline
Cetera Investment Advisers55,508$2.75M<0.01%-3,92613F-HRTimeline
Crestwood Advisors Group, LLC51,532$2.55M0.05%-1,02513F-HRTimeline
SCS Capital Management LLC49,540$2.45M0.03%-13,29513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC45,620$2.26M0.01%new13F-HRTimelineGroup
Westwind Capital39,538$1.96M0.4%+4,37313F-HRTimeline
BANQUE PICTET & CIE SA36,947$1.83M0.02%-8,05013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP35,671$1.77M<0.01%+3,55313F-HRTimelineGroup
Family Firm, Inc.33,536$1.66M0.4%+3,38113F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS31,100$1.54M<0.01%-4,15013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…30,663$1.52M<0.01%-30,46913F-HRTimelineGroup
Cambridge Investment Research Advisors,…29,691$1.47M<0.01%+45913F-HRTimeline
Mariner, LLCin group Mariner, LLC27,186$1.35M<0.01%+4,10613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…25,620$1.34M<0.01%-6,27513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…25,605$1.27M<0.01%+4,97213F-HR/ATimelineGroup
Cubist Systematic Strategies, LLC25,064$1.24M0.01%+3,35813F-HRTimeline
CARRET ASSET MANAGEMENT, LLC24,920$1.23M0.13%-30013F-HRTimeline
Cadent Capital Advisors, LLC22,722$1.13M0.37%-46,18713F-HRTimeline
Fearless Solutions, LLC dba Best Invest21,387$1.06M0.74%-25013F-HRTimeline
Janney Montgomery Scott LLC20,823$1.03M<0.01%-50313F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC20,000$991K0.27%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…19,505$967K<0.01%-2,77213F-HR/ATimelineGroup
Dakota Wealth Management18,484$916K0.02%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC18,380$911K0.03%-12013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP17,945$889K<0.01%-58,71713F-HRTimelineGroup
Heritage Wealth Management, Inc.17,850$884K0.29%013F-HRTimeline
CWM, LLCin group CWM, LLC16,580$822K<0.01%-3,78213F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC14,500$718K0.06%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…13,728$680K0.02%+6,30313F-HRTimelineGroup
Sigma Planning Corp13,616$675K0.02%-4,15613F-HRTimeline
Dentgroup LLC13,593$674K0.47%-2,18113F-HRTimeline
Fiduciary Alliance LLC11,915$590K0.04%new13F-HRTimeline
FLOW TRADERS U.S. LLC11,619$576K0.02%+5,92713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC11,256$558K0.01%+11313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,250$557K<0.01%+96413F-HRTimelineGroup
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…11,210$555K0.02%new13F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC11,209$555K0.01%+40813F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…11,087$549K0.01%-3,09313F-HRTimelineGroup
Ballew Advisors, Inc10,314$541K0.32%+3613F-HRTimeline
Snowden Capital Advisors LLC10,847$537K0.02%+4113F-HRTimeline
Creative Planningin group Creative Planning10,307$511K<0.01%+4513F-HRTimelineGroup
SAGE FINANCIAL GROUP INC10,042$498K0.04%+7113F-HRTimeline
North Star Investment Management Corp.9,145$453K0.03%-2,53513F-HRTimeline
Bank Pictet & Cie (Europe) AG9,000$446K0.01%013F-HRTimeline
PATTEN & PATTEN INC/TN8,970$444K0.03%+3513F-HRTimeline
Bare Financial Services, Inc8,758$434K0.15%+34013F-HRTimeline
Atria Wealth Solutions, Inc.8,207$412K0.01%-13113F-HRTimeline
Sunbelt Securities, Inc.8,143$410K0.04%+5,12413F-HRTimeline
Viewpoint Capital Management LLC7,992$396K0.19%013F-HRTimeline
High Net Worth Advisory Group LLC7,140$354K0.09%013F-HRTimeline
HighTower Advisors, LLC6,972$345K<0.01%-1,59913F-HRTimeline
QTR Family Wealth, LLC6,624$328K0.2%+1413F-HRTimeline
NEVILLE RODIE & SHAW INC6,490$322K0.02%-38513F-HRTimeline
SYNOVUS FINANCIAL CORP6,385$317K<0.01%+1213F-HRTimeline
Larson Financial Group LLC6,382$316K0.01%+50013F-HRTimeline
NewEdge Advisors, LLC6,308$313K<0.01%-1,97413F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC6,301$312K<0.01%-1,13213F-HRTimelineGroup
Ellis Investment Partners, LLC6,264$310K0.06%+59313F-HRTimeline
CX Institutional6,129$304K0.01%-30,40113F-HR/ATimeline
Private Advisor Group, LLC6,007$298K<0.01%new13F-HRTimeline
One Capital Management, LLC5,804$288K0.01%+82813F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC5,595$277K0.06%new13F-HRTimeline
Breakwater Capital Group5,548$275K0.04%-4913F-HRTimeline
Chicago Partners Investment Group LLC5,217$273K0.01%+4213F-HRTimeline
First Horizon Advisors, Inc.5,367$266K0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC5,068$251K0.11%+29313F-HRTimeline
SOL Capital Management CO5,000$248K0.02%013F-HRTimeline
CIBC WORLD MARKET INC.4,728$234K<0.01%+42813F-HRTimeline
Joel Isaacson & Co., LLC4,690$232K0.01%013F-HRTimeline
LRI Investments, LLC4,450$220K0.02%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,373$217K<0.01%new13F-HRTimelineGroup
PETTYJOHN, WOOD & WHITE, INC4,275$212K0.04%new13F-HRTimeline
Sand Hill Global Advisors, LLC4,090$203K0.01%new13F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK4,249$202K0.02%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/4,032$200K<0.01%-1,20513F-HRTimelineGroup
COMERICA BANK4,011$199K<0.01%-50013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,620$179K<0.01%+20813F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV3,583$178K0.01%+2413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,393$168K<0.01%013F-HR/ATimelineGroup
Medallion Wealth Advisors, LLC3,280$166K0.06%013F-HRTimeline
Pinnacle Financial Partners Inc3,147$156K<0.01%013F-HRTimeline
Safe Harbor Fiduciary, LLC3,056$151K0.14%013F-HRTimeline
Financial Freedom, LLC3,006$149K0.08%+2513F-HRTimeline
Finley Financial, LLC3,000$149K0.07%013F-HRTimeline
CoreCap Advisors, LLC2,466$122K<0.01%-79413F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,402$119K0.01%+2013F-HRTimeline
SOA Wealth Advisors, LLC.2,311$114K0.02%-23613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,940$96.1K<0.01%-3,47313F-HRTimelineGroup
Global Retirement Partners, LLC1,922$95.3K<0.01%13F-HRTimeline
Luken Investment Analytics, LLC1,750$86.7K0.04%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,747$86.6K<0.01%-6,95413F-HRTimelineGroup
BLAIR WILLIAM & CO/IL1,567$77.6K<0.01%+29013F-HRTimeline
Farther Finance Advisors, LLC1,530$75.8K<0.01%+66013F-HRTimeline
AdvisorNet Financial, Inc1,480$73.3K<0.01%+1013F-HRTimeline
LANARK FINANCIAL, INC.1,488$73K0.01%-26213F-HRTimeline
Garde Capital, Inc.1,420$70.4K<0.01%013F-HRTimeline
MGB Wealth Management, LLC1,350$66.9K0.02%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,332$66K<0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,294$64.1K<0.01%+7413F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP1,280$63.4K0.01%013F-HRTimeline
City State Bank1,100$54.5K0.02%013F-HRTimeline
Allworth Financial LP1,095$54.3K<0.01%+92913F-HRTimeline
BARRETT & COMPANY, INC.1,086$53.8K0.02%+913F-HRTimeline
MAI Capital Management1,000$49.5K<0.01%-21613F-HRTimeline
FMR LLCin group FMR LLC982$48.7K<0.01%-92613F-HRTimelineGroup
Kilter Group LLC836$41.4K0.02%new13F-HRTimeline
TD Waterhouse Canada Inc.800$40.8K<0.01%013F-HRTimeline
Riggs Asset Managment Co. Inc.755$37.4K0.01%-6,17913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management725$35.9K<0.01%-38413F-HRTimelineGroup
PRIVATE TRUST CO NA700$34.7K<0.01%-7313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC663$32.9K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…623$30.9K<0.01%013F-HRTimelineGroup
AlphaCore Capital LLC591$29.3K<0.01%+30013F-HRTimeline
Federation des caisses Desjardins du Qu…580$28.7K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC535$26.5K0.01%+313F-HRTimeline
Bullock Wealth Management Group504$25.7K0.01%+213F-HRTimeline
Headlands Technologies LLC500$24.8K<0.01%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…474$23.5K0.02%+513F-HRTimeline
Capital Investment Advisory Services, L…430$21.3K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC381$18.9K0.01%+513F-HRTimeline
OAKWORTH CAPITAL, INC.360$17.8K<0.01%013F-HRTimeline
Bogart Wealth, LLC351$17.4K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…334$16.6K<0.01%+22813F-HRTimeline
Geneos Wealth Management Inc.314$15.6K<0.01%013F-HRTimeline
Caldwell Trust Co305$15.1K<0.01%-27013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC288$14.3K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.285$14.1K<0.01%-66513F-HRTimeline
Golden State Wealth Management, LLC284$14.1K<0.01%+213F-HRTimeline
Clearstead Advisors, LLC275$13.6K<0.01%013F-HRTimeline
Arax Advisory Partners250$12.4K<0.01%013F-HRTimeline
HighMark Wealth Management LLC200$9.91K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC157$7.78K<0.01%013F-HRTimeline
Asset Dedication, LLC150$7.44K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.148$7.33K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC95$5K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC85$4.21K<0.01%013F-HRTimeline
Key Financial Inc78$3.87K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC59$2.92K<0.01%-4113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC32$1.59K<0.01%013F-HRTimelineGroup
Prestige Wealth Management Group LLC16$793<0.01%013F-HR/ATimeline
MONTAG A & ASSOCIATES INC15$744<0.01%new13F-HRTimeline
SIGNATUREFD, LLC11$545<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC1$32<0.01%013F-HRTimeline
Smithfield Trust Co10$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.