Skip to content
Disclosery

IAT ISHARES TR

Follow

US REGNL BKS ETF (fund)

174 managers (174 13F filers) reported a position in IAT shares at 2025-12-31, 4,647,829 shares in all. 20 filers opened a position and 17 filers sold out during the quarter.

Managers
174
13F filers
174
New
20
Added
49
Reduced
54
Sold out
17
Shares held by filers
4,647,829

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN481,700$26.6M0.01%+16,72313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/423,660$23.4M<0.01%+5,65313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO372,092$20.5M<0.01%-3,71213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY274,140$15.1M<0.01%-20,82713F-HR/ATimelineGroup
LPL Financial LLC239,451$13.2M<0.01%-1,85013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA221,833$12.2M<0.01%-120,82513F-HRTimelineGroup
GW HENSSLER & ASSOCIATES LTD186,550$10.3M0.5%-4,56713F-HRTimeline
UBS Group AGin group UBS Group AG140,853$7.77M<0.01%+4,71713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\129,261$7.13M0.01%-24,22913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC111,981$6.18M<0.01%+24,90113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP110,873$6.11M0.01%+46,47713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC100,111$5.52M<0.01%-50,00013F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC96,505$5.32M0.01%-4,31513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…86,276$4.76M<0.01%+1,45713F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP80,283$4.43M<0.01%+1,92313F-HRTimelineGroup
Steward Partners Investment Advisory, L…78,954$4.35M0.02%+60913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC77,652$4.28M<0.01%-38,14413F-HRTimelineGroup
Cetera Investment Advisers69,909$3.86M<0.01%+14,95213F-HRTimeline
MARTIN & CO INC /TN/61,421$3.39M0.58%+1,18213F-HRTimeline
KCM INVESTMENT ADVISORS LLC57,077$3.15M0.1%+74213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS50,100$2.76M<0.01%+49,89113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.49,556$2.73M<0.01%-153,89213F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.49,307$2.72M0.02%new13F-HRTimelineGroup
Crestwood Advisors Group, LLC46,026$2.54M0.04%-83513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC45,620$2.52M0.01%013F-HRTimelineGroup
Game Plan Financial Advisors, LLC43,379$2.39M0.96%+38,31113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…40,875$2.25M<0.01%+2,09613F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…37,461$2.07M0.05%+26,32613F-HRTimelineGroup
SCS Capital Management LLC34,173$1.88M0.02%-7,83313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC33,475$1.85M<0.01%-4,15213F-HRTimelineGroup
Beacon Pointe Advisors, LLC30,456$1.68M0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…26,642$1.54M<0.01%-2113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…26,872$1.48M<0.01%-7,53413F-HRTimelineGroup
CARRET ASSET MANAGEMENT, LLC23,810$1.31M0.12%-50013F-HRTimeline
Janney Montgomery Scott LLC23,300$1.28M<0.01%-1,66013F-HRTimeline
Cadent Capital Advisors, LLC22,152$1.22M0.32%-1013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC21,766$1.2M<0.01%+73913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…21,113$1.16M<0.01%+1,36013F-HR/ATimelineGroup
AUGUSTINE ASSET MANAGEMENT INC20,000$1.1M0.22%013F-HRTimeline
Fearless Solutions, LLC dba Best Invest19,157$1.06M0.64%-1,61113F-HRTimeline
Dakota Wealth Management18,484$1.02M0.02%013F-HR/ATimeline
Heritage Wealth Management, Inc.17,850$984K0.27%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP15,755$869K<0.01%+24013F-HRTimelineGroup
Cambridge Investment Research Advisors,…15,480$854K<0.01%-14,83613F-HRTimeline
Asempa Wealth Advisors15,293$843K0.73%13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC14,970$826K0.02%-2,08013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC14,500$800K0.06%013F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.14,349$791K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC14,321$790K<0.01%-53913F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.14,251$786K<0.01%new13F-HRTimelineGroup
Cutler Capital Management, LLC14,000$772K0.23%+5,40013F-HRTimeline
Sigma Planning Corp13,690$755K0.02%+3,52513F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC12,898$711K0.01%new13F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC11,156$615K<0.01%-24713F-HRTimeline
Creative Planningin group Creative Planning10,355$571K<0.01%-1,64713F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC10,269$566K<0.01%-2,10313F-HRTimelineGroup
SAGE FINANCIAL GROUP INC10,198$562K0.04%+9113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…9,796$540K0.01%-1,18713F-HRTimelineGroup
Gallagher Capital Advisors, LLC9,568$528K0.34%+9913F-HRTimeline
COMERICA BANK9,330$515K<0.01%+7,35213F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC9,200$507K<0.01%-9,50013F-HRTimeline
High Net Worth Advisory Group LLC9,140$504K0.12%+2,00013F-HRTimeline
PATTEN & PATTEN INC/TN8,970$495K0.03%013F-HRTimeline
Ellis Investment Partners, LLC8,935$493K0.09%+55413F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …8,596$474K<0.01%13F-HR/ATimelineGroup
North Star Investment Management Corp.8,235$454K0.03%-80013F-HRTimeline
Dentgroup LLC8,089$446K0.31%-5,23513F-HRTimeline
HighTower Advisors, LLC7,689$424K<0.01%+70113F-HRTimeline
Larson Financial Group LLC7,435$410K0.01%+33213F-HRTimeline
Cordoba Advisory Partners LLC7,401$409K0.1%13F-HRTimeline
Viewpoint Capital Management LLC7,290$402K0.17%013F-HRTimeline
Fiduciary Alliance LLC7,250$400K0.03%-5,16513F-HRTimeline
Investment Research Partners LLC6,846$378K0.16%013F-HRTimeline
TWO SIGMA SECURITIES, LLC6,600$364K0.05%+1,84613F-HRTimeline
NEVILLE RODIE & SHAW INC6,490$358K0.03%013F-HRTimeline
BLAIR WILLIAM & CO/IL6,124$338K<0.01%+42213F-HRTimeline
Oakmont Investment Advisors, Inc.6,000$331K0.24%13F-HRTimeline
QTR Family Wealth, LLC5,319$331K0.15%-24813F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP5,980$330K<0.01%new13F-HRTimelineGroup
Quantinno Capital Management LP5,874$324K<0.01%-2,62613F-HRTimeline
&PARTNERS5,846$322K<0.01%new13F-HRTimeline
Breakwater Capital Group5,543$306K0.04%013F-HRTimeline
Chicago Partners Investment Group LLC5,311$303K0.01%+5513F-HRTimeline
Sunbelt Securities, Inc.5,460$301K0.02%new13F-HRTimeline
Snowden Capital Advisors LLC5,430$299K0.01%-4,33213F-HRTimeline
CX Institutional5,410$298K0.01%+3513F-HRTimeline
FIRST HORIZON CORP5,367$296K0.01%013F-HRTimeline
BANQUE PICTET & CIE SA5,213$287K<0.01%-31,73413F-HRTimeline
PFG Advisors5,089$281K0.01%+1713F-HRTimeline
Mariner, LLCin group Mariner, LLC4,776$263K<0.01%-25,68313F-HRTimelineGroup
CIBC WORLD MARKET INC.4,602$254K<0.01%-52613F-HRTimeline
Joel Isaacson & Co., LLC4,580$253K0.01%-11013F-HRTimeline
One Capital Management, LLC4,538$250K0.01%-1,21813F-HRTimeline
LRI Investments, LLC4,450$245K0.02%013F-HRTimeline
Sand Hill Global Advisors, LLC4,090$226K0.01%013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC4,075$225K0.04%-20013F-HRTimeline
Advisory Services Network, LLC3,961$218K<0.01%-82,42013F-HRTimeline
World Investment Advisors3,929$217K<0.01%new13F-HR/ATimeline
FLC Capital Advisors3,876$214K0.04%013F-HRTimeline
Sanctuary Advisors, LLC3,869$213K<0.01%-11113F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC3,735$206K0.04%new13F-HRTimeline
Gen-Wealth Partners Inc3,692$204K0.07%+4813F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK4,249$202K0.02%013F-HRTimeline
FMR LLCin group FMR LLC3,644$201K<0.01%+2,03313F-HRTimelineGroup
Finley Financial, LLC3,000$165K0.08%013F-HRTimeline
Medallion Wealth Advisors, LLC2,980$164K0.06%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,488$137K<0.01%-93113F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC2,445$135K0.01%+2513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,150$119K<0.01%-1,24313F-HRTimelineGroup
SOA Wealth Advisors, LLC.2,125$117K0.02%+213F-HRTimeline
Farther Finance Advisors, LLC2,111$116K<0.01%-5,38913F-HRTimeline
CENTAURUS FINANCIAL, INC.1,950$108K<0.01%-8613F-HRTimeline
CoreCap Advisors, LLC1,801$99.3K<0.01%-6013F-HRTimeline
Luken Investment Analytics, LLC1,750$96.5K0.04%013F-HRTimeline
Triumph Capital Management1,526$84.2K0.02%new13F-HRTimeline
AdvisorNet Financial, Inc1,502$82.8K<0.01%+1313F-HRTimeline
LANARK FINANCIAL, INC.1,491$82.3K0.01%+213F-HRTimeline
Global Retirement Partners, LLC1,385$76.4K<0.01%-20913F-HRTimeline
Bare Financial Services, Inc1,376$75.9K0.02%013F-HRTimeline
MGB Wealth Management, LLC1,351$74.5K0.02%+113F-HRTimeline
KERR FINANCIAL PLANNING Corp1,200$73.8K0.1%013F-HR/ATimeline
AlphaCore Capital LLC1,334$73.6K<0.01%+74313F-HRTimeline
TOTH FINANCIAL ADVISORY CORP1,280$70.6K0.01%013F-HRTimeline
MAI Capital Management1,200$66.2K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.1,105$60.9K0.02%+1113F-HRTimeline
City State Bank1,050$57.9K0.02%013F-HRTimeline
Allworth Financial LP1,024$56.5K<0.01%-7713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,019$56.2K<0.01%new13F-HRTimeline
Kilter Group LLC836$46.1K0.02%013F-HRTimeline
SHP Wealth Management777$42.9K<0.01%13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding746$41.1K-5,665Timeline
NewEdge Advisors, LLC738$40.7K<0.01%-5,23513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management725$40K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA700$38.6K<0.01%013F-HRTimeline
Register Financial Advisors LLC700$38.6K0.02%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.696$38.4K<0.01%-1,05613F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC663$36.6K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC643$35.5K<0.01%+18813F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.600$33.1K<0.01%new13F-HRTimelineGroup
Founders Financial Alliance, LLC542$29.9K0.01%+413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/532$29.3K<0.01%-3,50013F-HRTimelineGroup
Bullock Wealth Management Group509$28.1K0.01%+313F-HRTimeline
Comprehensive Financial Planning, Inc./…482$26.6K0.02%+513F-HRTimeline
Safe Harbor Fiduciary, LLC457$25.2K0.02%13F-HRTimeline
Quent Capital, LLC445$24.5K<0.01%013F-HRTimeline
AE Wealth Management LLC432$23.8K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…430$23.7K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC388$21.4K0.01%+413F-HRTimeline
OAKWORTH CAPITAL, INC.360$19.9K<0.01%013F-HRTimeline
Bogart Wealth, LLC351$19.4K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.314$17.3K<0.01%013F-HRTimeline
Caldwell Trust Co305$16.8K<0.01%013F-HRTimeline
Sound Income Strategies, LLC290$16.6K<0.01%new13F-HRTimeline
WELLINGTON-ALTUS USA INC.300$16.5K0.01%13F-HRTimeline
Federation des caisses Desjardins du Qu…300$16.5K<0.01%-28013F-HRTimeline
Golden State Wealth Management, LLC295$16.3K<0.01%+913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC281$15.5K<0.01%-713F-HRTimeline
Clearstead Advisors, LLC275$15.2K<0.01%013F-HRTimeline
Arax Advisory Partners250$13.8K<0.01%new13F-HRTimeline
HighMark Wealth Management LLC200$11K<0.01%013F-HRTimeline
Blue Trust, Inc.168$9.27K<0.01%+13513F-HRTimeline
N.E.W. Advisory Services LLC157$8.66K<0.01%013F-HRTimeline
Asset Dedication, LLC152$8.36K<0.01%+113F-HRTimeline
DiNuzzo Private Wealth, Inc.148$8.15K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.85$4.69K<0.01%-20013F-HRTimeline
HHM Wealth Advisors, LLC85$4.69K<0.01%013F-HRTimeline
Key Financial Inc78$4.3K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC59$3.25K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd50$2.76K<0.01%new13F-HRTimeline
Commonwealth Retirement Investments LLC45$2.48K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC32$1.76K<0.01%013F-HRTimelineGroup
MONTAG A & ASSOCIATES INC15$828<0.01%013F-HRTimeline
SIGNATUREFD, LLC11$607<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC6$331<0.01%013F-HRTimeline