Who owns IAT?
iShares U.S. Regional Banks ETF · iShares
173 institutions reported holding IAT, worth $316.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IAT
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bank of America Corp. | Charlotte, NC | $34.5M | 555,302 | +34,132 shares |
| Wells Fargo & Company | San Francisco, CA | $33.0M | 530,533 | +16,147 shares |
| JPMorgan Chase & Co | New York, NY | $24.7M | 394,972 | +10,908 shares |
| Morgan Stanley | New York, NY | $16.1M | 258,635 | −13,676 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $15.7M | 252,179 | +58,594 shares |
| LPL Financial LLC | Fort Mill, SC | $14.9M | 239,501 | −4,823 shares |
| GW Henssler & Associates Ltd. | Kennesaw, GA | $12.0M | 192,861 | +2,026 shares |
| Lido Advisors, LLC | Los Angeles, CA | $11.8M | 190,193 | −745 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $9.8M | 158,274 | +45,587 shares |
| BNP Paribas Financial Markets | Paris, France | $9.4M | 151,000 | +150,945 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IAT?
173 institutional managers reported holding IAT in Form 13F filings for June 30, 2026, worth $316.3M in total. The largest reported position was held by Bank of America Corp., at $34.5M.
Did institutions buy or sell IAT last quarter?
Reported 13F value rose 21.2% from March 31, 2026, which includes price moves as well as buying and selling. 26 firms reported a new position and 17 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IAT ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.