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Disclosery

IAT ISHARES TR

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US REGNL BKS ETF (fund)

166 managers (166 13F filers) reported a position in IAT shares at 2025-09-30, 5,196,051 shares in all. 18 filers opened a position and 19 filers sold out during the quarter.

Managers
166
13F filers
166
New
18
Added
49
Reduced
48
Sold out
19
Shares held by filers
5,196,051

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN464,977$24.4M<0.01%-4,97413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/418,007$22M<0.01%+27,50213F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO375,804$19.7M<0.01%+15,18513F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA342,658$18M<0.01%+98,29913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY294,967$15.5M<0.01%-176,06713F-HR/ATimelineGroup
LPL Financial LLC241,301$12.7M<0.01%+33,07113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.203,448$11M0.02%-6,70613F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP193,000$10.1M0.02%+117,10013F-HRTimelineGroup
GW HENSSLER & ASSOCIATES LTD191,117$10M0.5%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\153,490$8.06M0.01%-59,08513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC150,111$7.89M<0.01%-9,45413F-HRTimelineGroup
UBS Group AGin group UBS Group AG136,136$7.15M<0.01%-7,01413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC115,796$6.08M<0.01%-58,51213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC100,820$5.3M0.01%-5,58313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC87,080$4.57M<0.01%-21,41913F-HRTimelineGroup
Advisory Services Network, LLC86,381$4.54M0.07%+29,55313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…84,819$4.46M<0.01%+3,13113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP78,360$4.16M<0.01%+3,08813F-HRTimelineGroup
Steward Partners Investment Advisory, L…78,345$4.12M0.02%-43813F-HRTimeline
Jain Global LLC67,469$3.54M0.05%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP64,396$3.38M<0.01%-77,67013F-HRTimelineGroup
MARTIN & CO INC /TN/60,239$3.16M0.56%+11913F-HRTimeline
KCM INVESTMENT ADVISORS LLC56,335$2.96M0.1%+78013F-HRTimeline
Cetera Investment Advisers54,957$2.89M<0.01%-55113F-HRTimeline
Crestwood Advisors Group, LLC46,861$2.46M0.04%-4,67113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC45,620$2.4M0.01%013F-HRTimelineGroup
SCS Capital Management LLC42,006$2.21M0.02%-7,53413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…38,779$2.04M<0.01%+8,11613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC37,627$1.98M<0.01%-19,96613F-HRTimelineGroup
BANQUE PICTET & CIE SA36,947$1.94M0.02%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…34,406$1.81M<0.01%+8,80113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC30,459$1.6M<0.01%+3,27313F-HRTimelineGroup
Cambridge Investment Research Advisors,…30,316$1.59M<0.01%+62513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…26,663$1.38M<0.01%+1,04313F-HRTimeline
Janney Montgomery Scott LLC24,960$1.31M<0.01%+4,13713F-HRTimeline
CARRET ASSET MANAGEMENT, LLC24,310$1.28M0.12%-61013F-HRTimeline
Cadent Capital Advisors, LLC22,162$1.16M0.31%-56013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC21,027$1.1M<0.01%-72,67213F-HRTimelineGroup
Fearless Solutions, LLC dba Best Invest20,768$1.09M0.7%-61913F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC20,000$1.05M0.21%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…19,753$1.04M<0.01%+24813F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC18,700$982K<0.01%new13F-HRTimeline
Dakota Wealth Management18,484$971K0.02%013F-HR/ATimeline
Heritage Wealth Management, Inc.17,850$938K0.28%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC17,050$896K0.02%-1,33013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC16,204$851K<0.01%+4,95413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP15,515$815K<0.01%-2,43013F-HRTimelineGroup
CWM, LLCin group CWM, LLC14,860$781K<0.01%-1,72013F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC14,500$762K0.05%013F-HRTimeline
Dentgroup LLC13,324$700K0.45%-26913F-HRTimeline
Fiduciary Alliance LLC12,415$652K0.04%+50013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC12,372$650K0.01%+1,16313F-HRTimelineGroup
Creative Planningin group Creative Planning12,002$630K<0.01%+1,69513F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC11,403$599K<0.01%+14713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…11,135$585K0.02%-2,59313F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…10,983$577K0.01%-10413F-HRTimelineGroup
Sigma Planning Corp10,165$534K0.02%-3,45113F-HRTimeline
SAGE FINANCIAL GROUP INC10,107$531K0.04%+6513F-HRTimeline
Snowden Capital Advisors LLC9,762$513K0.01%-1,08513F-HRTimeline
North Star Investment Management Corp.9,035$475K0.03%-11013F-HRTimeline
Bank Pictet & Cie (Europe) AG8,979$472K0.01%-2113F-HRTimeline
PATTEN & PATTEN INC/TN8,970$471K0.03%013F-HRTimeline
Gallagher Capital Advisors, LLC9,469$463K0.27%new13F-HRTimeline
SYNOVUS FINANCIAL CORP8,765$461K0.01%+2,38013F-HRTimeline
Cutler Capital Management, LLC8,600$452K0.14%new13F-HRTimeline
INVESTED ADVISORS8,866$449K0.65%13F-HRTimeline
Quantinno Capital Management LP8,500$447K<0.01%new13F-HRTimeline
Ellis Investment Partners, LLC8,381$440K0.08%+2,11713F-HRTimeline
Farther Finance Advisors, LLC7,500$394K0.01%+5,97013F-HRTimeline
Viewpoint Capital Management LLC7,290$383K0.17%-70213F-HRTimeline
High Net Worth Advisory Group LLC7,140$375K0.09%013F-HRTimeline
Larson Financial Group LLC7,103$373K0.01%+72113F-HRTimeline
HighTower Advisors, LLC6,988$367K<0.01%+1613F-HRTimeline
HRT FINANCIAL LP6,726$353K<0.01%new13F-HRTimeline
NEVILLE RODIE & SHAW INC6,490$341K0.02%013F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC6,411$337K<0.01%+11013F-HRTimelineGroup
Investment Research Partners LLC6,846$336K0.15%13F-HRTimeline
Private Advisor Group, LLC6,023$316K<0.01%+1613F-HRTimeline
Laird Norton Wetherby Wealth Management…6,000$315K0.01%new13F-HRTimeline
NewEdge Advisors, LLC5,973$314K<0.01%-33513F-HRTimeline
One Capital Management, LLC5,756$302K0.01%-4813F-HRTimeline
BLAIR WILLIAM & CO/IL5,702$300K<0.01%+4,13513F-HRTimeline
QTR Family Wealth, LLC5,567$292K0.14%-1,05713F-HRTimeline
Ballew Advisors, Inc5,694$292K0.16%-4,62013F-HRTimeline
Breakwater Capital Group5,543$291K0.04%-513F-HRTimeline
CX Institutional5,375$282K0.01%-75413F-HRTimeline
FIRST HORIZON CORP5,367$282K0.01%13F-HRTimeline
CIBC WORLD MARKET INC.5,128$269K<0.01%+40013F-HRTimeline
PFG Advisors5,072$266K0.01%new13F-HRTimeline
Game Plan Financial Advisors, LLC5,068$266K0.11%013F-HRTimeline
SOL Capital Management CO5,000$263K0.02%013F-HRTimeline
Chicago Partners Investment Group LLC5,256$261K0.01%+3913F-HRTimeline
TWO SIGMA SECURITIES, LLC4,754$250K0.04%new13F-HRTimeline
Joel Isaacson & Co., LLC4,690$246K0.01%013F-HRTimeline
LRI Investments, LLC4,450$234K0.02%013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC4,275$225K0.04%013F-HRTimeline
Sand Hill Global Advisors, LLC4,090$215K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/4,032$212K<0.01%013F-HRTimelineGroup
Sanctuary Advisors, LLC3,980$209K<0.01%new13F-HR/ATimeline
FLC Capital Advisors3,876$204K0.04%new13F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK4,249$202K0.02%013F-HRTimeline
Gen-Wealth Partners Inc3,644$191K0.06%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,419$180K<0.01%-20113F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,393$178K<0.01%013F-HRTimelineGroup
Financial Freedom, LLC3,028$159K0.08%+2213F-HRTimeline
Finley Financial, LLC3,000$158K0.07%013F-HRTimeline
Medallion Wealth Advisors, LLC2,980$157K0.06%-30013F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,420$127K0.01%+1813F-HRTimeline
SOA Wealth Advisors, LLC.2,123$112K0.02%-18813F-HRTimeline
CENTAURUS FINANCIAL, INC.2,036$107K0.01%new13F-HRTimeline
COMERICA BANK1,978$104K<0.01%-2,03313F-HRTimeline
CoreCap Advisors, LLC1,861$97.8K<0.01%-60513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,752$92K<0.01%+513F-HRTimelineGroup
Luken Investment Analytics, LLC1,750$91.9K0.04%013F-HRTimeline
FMR LLCin group FMR LLC1,611$84.6K<0.01%+62913F-HRTimelineGroup
Global Retirement Partners, LLC1,594$83.8K<0.01%-32813F-HRTimeline
LANARK FINANCIAL, INC.1,489$78.3K0.01%+113F-HRTimeline
AdvisorNet Financial, Inc1,489$78.2K<0.01%+913F-HRTimeline
Grey Fox Wealth Advisors, LLC1,414$74.3K0.02%new13F-HRTimeline
Bare Financial Services, Inc1,376$72.3K0.02%-7,38213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,369$71.9K<0.01%+7513F-HRTimelineGroup
MGB Wealth Management, LLC1,350$70.9K0.02%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP1,280$67.2K0.01%013F-HRTimeline
MAI Capital Management1,200$63K<0.01%+20013F-HRTimeline
KERR FINANCIAL PLANNING Corp1,200$59.7K0.08%13F-HR/ATimeline
Allworth Financial LP1,101$57.8K<0.01%+613F-HRTimeline
BARRETT & COMPANY, INC.1,094$57.5K0.02%+813F-HRTimeline
City State Bank1,050$55.2K0.02%-5013F-HRTimeline
Kilter Group LLC836$43.9K0.02%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management725$38.1K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA700$36.8K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC663$34.8K<0.01%013F-HRTimeline
AlphaCore Capital LLC591$31K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…580$30.5K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC538$28.3K0.01%+313F-HRTimeline
Bullock Wealth Management Group506$26.4K0.01%+213F-HRTimeline
Comprehensive Financial Planning, Inc./…477$25.1K0.02%+313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC455$23.9K<0.01%-1,48513F-HRTimelineGroup
Quent Capital, LLC445$23.4K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…430$22.6K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC384$20.2K0.01%+313F-HRTimeline
OAKWORTH CAPITAL, INC.360$18.9K<0.01%013F-HRTimeline
Bogart Wealth, LLC351$18.4K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…339$17.8K<0.01%-99313F-HRTimelineGroup
Geneos Wealth Management Inc.314$16.5K<0.01%013F-HRTimeline
Caldwell Trust Co305$16K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC288$15.1K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC286$15.1K<0.01%+213F-HRTimeline
HARBOUR INVESTMENTS, INC.285$15K<0.01%013F-HRTimeline
Clearstead Advisors, LLC275$14.4K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS209$11K<0.01%-30,89113F-HRTimelineGroup
HighMark Wealth Management LLC200$10.5K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC157$8.25K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.148$8K<0.01%013F-HRTimeline
Asset Dedication, LLC151$7.92K<0.01%+113F-HRTimeline
Wealthspire Advisors, LLC150$7.88K<0.01%new13F-HRTimeline
Winthrop Capital Management, LLC95$5K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC85$4.47K<0.01%013F-HRTimeline
Key Financial Inc78$4.06K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC59$3.1K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.33$1.71K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC32$1.68K<0.01%013F-HRTimelineGroup
MONTAG A & ASSOCIATES INC15$788<0.01%013F-HRTimeline
SIGNATUREFD, LLC11$578<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC6$316<0.01%-1013F-HR/ATimeline
LOGAN CAPITAL MANAGEMENT INC1$33<0.01%013F-HRTimeline