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Disclosery

IAT ISHARES TR

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US REGNL BKS ETF (fund)

166 managers (168 13F filers) reported a position in IAT shares at 2026-03-31, 4,864,502 shares in all. 18 filers opened a position and 19 filers sold out during the quarter.

Managers
166
13F filers
168
New
18
Added
40
Reduced
56
Sold out
19
Shares held by filers
4,864,502

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/521,170$28.1M<0.01%+97,51013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN514,386$27.7M0.01%+32,68613F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO384,064$20M<0.01%+11,97213F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY272,311$14.7M<0.01%-1,82913F-HRTimelineGroup
LPL Financial LLC244,324$13.2M<0.01%+4,87313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA193,585$10.4M<0.01%-28,24813F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC190,938$10.3M0.04%new13F-HRTimelineGroup
GW HENSSLER & ASSOCIATES LTD190,835$10.3M0.48%+4,28513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP143,576$7.73M0.01%+32,70313F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\134,592$7.25M0.01%+5,33113F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding116,382$6.27M-24,471Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC112,687$6.07M<0.01%+70613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC107,384$5.78M<0.01%+7,27313F-HRTimelineGroup
Steward Partners Investment Advisory, L…80,323$4.32M0.02%+1,36913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP82,488$4.3M<0.01%+2,20513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC72,200$3.89M<0.01%-5,45213F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC71,281$3.84M0.01%-25,22413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.67,548$3.73M0.02%+18,24113F-HRTimelineGroup
MARTIN & CO INC /TN/64,078$3.45M0.59%+2,65713F-HRTimeline
KCM INVESTMENT ADVISORS LLC58,452$3.15M0.1%+1,37513F-HRTimeline
Independent Advisor Alliance57,854$3.11M0.03%new13F-HRTimeline
Cetera Investment Advisers56,103$3.02M<0.01%-13,80613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.48,911$2.63M<0.01%-64513F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC45,620$2.46M0.01%013F-HRTimelineGroup
Crestwood Advisors Group, LLC45,376$2.44M0.04%-65013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…43,110$2.32M0.06%+5,64913F-HRTimelineGroup
Game Plan Financial Advisors, LLC41,769$2.25M1.01%-1,61013F-HRTimeline
Cambridge Investment Research Advisors,…40,126$2.16M0.01%+24,64613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…35,421$1.91M<0.01%-5,45413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC30,984$1.67M<0.01%-2,49113F-HRTimelineGroup
Westwind Capital28,187$1.52M0.36%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…27,690$1.49M<0.01%-58,58613F-HRTimelineGroup
Beacon Pointe Advisors, LLC27,011$1.45M0.01%-3,44513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…26,535$1.43M<0.01%-33713F-HRTimelineGroup
CARRET ASSET MANAGEMENT, LLC23,710$1.28M0.12%-10013F-HRTimeline
Janney Montgomery Scott LLC22,506$1.21M<0.01%-79413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC22,300$1.2M<0.01%+13,10013F-HRTimeline
Cadent Capital Advisors, LLC21,322$1.15M0.3%-83013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC21,153$1.14M<0.01%-61313F-HRTimelineGroup
SCS Capital Management LLC20,925$1.13M0.01%-13,24813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…20,337$1.09M<0.01%-77613F-HRTimelineGroup
AUGUSTINE ASSET MANAGEMENT INC20,000$1.08M0.24%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…18,995$1.04M<0.01%-7,64713F-HRTimeline
Dakota Wealth Management18,484$995K0.02%013F-HR/ATimeline
Fearless Solutions, LLC dba Best Invest18,286$985K0.59%-87113F-HRTimeline
Cutler Capital Management, LLC18,000$969K0.27%+4,00013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP17,024$917K<0.01%+1,26913F-HRTimelineGroup
Asempa Wealth Advisors15,126$824K0.72%-16713F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC14,500$781K0.06%013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding13,918$749KnewTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.13,800$743K<0.01%-45113F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC13,510$727K0.02%-1,46013F-HR/ATimeline
Sigma Planning Corp13,452$724K0.02%-23813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC10,941$589K<0.01%-21513F-HRTimeline
SAGE FINANCIAL GROUP INC10,242$551K0.04%+4413F-HRTimeline
Quantinno Capital Management LP10,094$543K<0.01%+4,22013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…9,796$527K0.01%013F-HRTimelineGroup
Gallagher Capital Advisors, LLC9,615$518K0.35%+4713F-HRTimeline
High Net Worth Advisory Group LLC9,140$492K0.11%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC9,102$490K<0.01%-1,16713F-HRTimelineGroup
Creative Planningin group Creative Planning9,070$488K<0.01%-1,28513F-HRTimelineGroup
PATTEN & PATTEN INC/TN8,970$483K0.03%013F-HRTimeline
North Star Investment Management Corp.8,235$443K0.03%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …8,140$438K0.01%new13F-HRTimelineGroup
Ellis Investment Partners, LLC7,985$430K0.07%-95013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …7,935$428K<0.01%-66113F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC7,816$421K0.05%+1,21613F-HRTimeline
Larson Financial Group LLC7,799$420K0.01%+36413F-HRTimeline
CWM, LLCin group CWM, LLC7,386$398K<0.01%-6,93513F-HRTimelineGroup
Cordoba Advisory Partners LLC7,401$396K0.11%013F-HRTimeline
Viewpoint Capital Management LLC7,290$392K0.18%013F-HRTimeline
Fiduciary Alliance LLC6,550$378K0.02%-70013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,017$378K<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC6,931$373K<0.01%-75813F-HRTimeline
Investment Research Partners LLC6,846$369K0.15%013F-HRTimeline
NEVILLE RODIE & SHAW INC6,490$349K0.03%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC6,410$345K0.02%new13F-HRTimeline
Chicago Partners Investment Group LLC5,337$311K0.01%+2613F-HRTimeline
QTR Family Wealth, LLC5,322$307K0.13%+313F-HRTimeline
Snowden Capital Advisors LLC5,430$292K0.01%013F-HRTimeline
FIRST HORIZON CORP5,367$289K0.01%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd5,121$276K<0.01%new13F-HRTimelineGroup
CX Institutional5,113$275K0.01%-29713F-HRTimeline
PFG Advisors5,103$275K0.01%+1413F-HRTimeline
Breakwater Capital Group4,958$267K0.04%-58513F-HRTimeline
Joel Isaacson & Co., LLC4,580$247K0.01%013F-HRTimeline
LRI Investments, LLC4,450$240K0.02%013F-HRTimeline
&PARTNERS4,282$231K<0.01%-1,56413F-HRTimeline
Avail Investment Partners, LLC4,184$225K0.24%13F-HRTimeline
Kingsview Wealth Management, LLC4,143$223K<0.01%new13F-HRTimeline
Sand Hill Global Advisors, LLC4,090$220K0.01%013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC4,075$219K0.03%013F-HRTimeline
FLC Capital Advisors3,876$209K0.04%013F-HRTimeline
CIBC WORLD MARKET INC.3,862$208K<0.01%-74013F-HRTimeline
Advisory Services Network, LLC3,756$202K<0.01%-20513F-HRTimeline
Gen-Wealth Partners Inc3,590$193K0.06%-10213F-HRTimeline
Finley Financial, LLC3,000$162K0.08%013F-HRTimeline
Medallion Wealth Advisors, LLC2,980$160K0.05%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,491$134K<0.01%+313F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC2,457$132K0.01%+1213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,150$116K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC1,939$106K<0.01%-17213F-HRTimeline
NewEdge Advisors, LLC1,940$104K<0.01%+1,20213F-HR/ATimeline
FMR LLCin group FMR LLC1,871$101K<0.01%-1,77313F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,785$97.2K0.01%+76613F-HRTimeline
Luken Investment Analytics, LLC1,750$94.2K0.04%013F-HRTimeline
AlphaCore Capital LLC1,734$93.4K<0.01%+40013F-HRTimeline
CoreCap Advisors, LLC1,698$91.4K<0.01%-10313F-HRTimeline
BLAIR WILLIAM & CO/IL1,567$84.4K<0.01%-4,55713F-HRTimeline
LANARK FINANCIAL, INC.1,492$80.4K0.01%+113F-HRTimeline
Triumph Capital Management1,468$79K0.02%-5813F-HRTimeline
Bare Financial Services, Inc1,376$74.1K0.02%013F-HRTimeline
AdvisorNet Financial, Inc1,308$70.4K<0.01%-19413F-HRTimeline
TOTH FINANCIAL ADVISORY CORP1,280$68.9K0.01%013F-HRTimeline
MAI Capital Management1,200$64.6K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,132$60.9K<0.01%+53213F-HRTimelineGroup
BARRETT & COMPANY, INC.1,111$59.8K0.02%+613F-HRTimeline
KERR FINANCIAL PLANNING Corp1,000$58.5K0.04%-20013F-HR/ATimeline
City State Bank1,050$56.5K0.01%013F-HRTimeline
Allworth Financial LP1,046$56.3K<0.01%+2213F-HRTimeline
AMERIFLEX GROUP, INC.930$50.1K0.03%new13F-HRTimeline
Kilter Group LLC836$45K0.02%013F-HRTimeline
SHP Wealth Management777$41.8K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management725$39K<0.01%013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC663$38.1K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA700$37.7K<0.01%013F-HRTimeline
Register Financial Advisors LLC700$37.7K0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…661$35.6K0.02%+17913F-HRTimeline
Ashton Thomas Private Wealth, LLC557$30K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/532$28.6K<0.01%013F-HRTimelineGroup
Bullock Wealth Management Group511$27.8K0.01%+213F-HRTimeline
GROUP ONE TRADING LLC457$24.6K<0.01%new13F-HRTimeline
Founders Financial Alliance, LLC449$24.2K<0.01%-9313F-HRTimeline
Quent Capital, LLC445$24K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…394$21.2K<0.01%-3613F-HRTimeline
Darwin Wealth Management, LLC390$21K0.01%+213F-HRTimeline
OAKWORTH CAPITAL, INC.360$19.4K<0.01%013F-HRTimeline
Bogart Wealth, LLC351$18.9K<0.01%013F-HRTimeline
WELLINGTON-ALTUS USA INC.300$18.7K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC340$18.3K<0.01%+5913F-HRTimeline
Geneos Wealth Management Inc.314$16.9K<0.01%013F-HRTimeline
Caldwell Trust Co305$16.4K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…300$16.2K<0.01%013F-HRTimeline
Sound Income Strategies, LLC290$15.8K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC291$15.7K<0.01%-413F-HRTimeline
Clearstead Advisors, LLC275$14.8K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC250$13.5K<0.01%-39313F-HRTimelineGroup
Arax Advisory Partners250$13.5K<0.01%013F-HRTimeline
HighMark Wealth Management LLC200$10.8K<0.01%013F-HRTimeline
AE Wealth Management LLC195$10.5K<0.01%-23713F-HRTimeline
TD Waterhouse Canada Inc.174$9.48K<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.165$8.9K<0.01%-1,96013F-HRTimeline
Community Financial Services Group, LLC156$8.5K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC157$8.45K<0.01%013F-HRTimeline
Asset Dedication, LLC152$8.18K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.148$7.96K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.102$5.49K<0.01%-5,35813F-HRTimeline
MCF Advisors LLC100$5.38K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC85$4.58K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC59$3.18K<0.01%013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS55$2.96K<0.01%-50,04513F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC32$1.72K<0.01%013F-HRTimelineGroup
Key Financial Inc19$1.02K<0.01%-5913F-HRTimeline
MONTAG A & ASSOCIATES INC15$808<0.01%013F-HRTimeline
SIGNATUREFD, LLC11$592<0.01%013F-HRTimeline
EASTERN BANK10$538<0.01%new13F-HRTimeline