IAT ISHARES TR
FollowUS REGNL BKS ETF (fund)
Filings received so far for Q3 2026: 11 13F filers report a position in IAT shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Westwind Capital | 40,076 | $2.29M | 0.54% | +3,142 | 13F-HRTimeline |
| Cadent Capital Advisors, LLC | 20,672 | $1.18M | 0.25% | -150 | 13F-HRTimeline |
| Asempa Wealth Advisors | 15,166 | $867K | 0.68% | +22 | 13F-HRTimeline |
| Gallagher Capital Advisors, LLC | 9,745 | $558K | 0.3% | +68 | 13F-HRTimeline |
| NEVILLE RODIE & SHAW INC | 6,490 | $371K | 0.03% | 0 | 13F-HRTimeline |
| Breakwater Capital Group | 5,554 | $318K | 0.04% | +2 | 13F-HRTimeline |
| CX Institutional | 3,441 | $197K | 0.01% | -104 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 1,889 | $108K | <0.01% | +185 | 13F-HRTimeline |
| TOTH FINANCIAL ADVISORY CORP | 1,280 | $73.2K | 0.01% | 0 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 1,265 | $72.4K | <0.01% | -678 | 13F-HRTimeline |
| Bullock Wealth Management Group | 515 | $29.4K | 0.01% | +2 | 13F-HRTimeline |