Who owns iShares U.S. Regional Banks ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IAT from SEC Form 13F filings across 172 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 172 institutions disclosed 5.0M shares of iShares U.S. Regional Banks ETF worth $313.5M — about 47.7% of shares outstanding; the largest disclosed holder is BANK OF AMERICA CORP /DE/. Source: SEC Form 13F filings, parsed by EvidInvest.
172
13F holders
$313.5M
value, 2026 filers
47.7%
of shares outstanding (5.0M sh)
25
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IAT's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 555,302 | $34.5M | 0.0% | 5.3% | +6.5% |
| 2 | WELLS FARGO & COMPANY/MN | 530,533 | $33.0M | 0.0% | 5% | +3.1% |
| 3 | JPMORGAN CHASE & CO | 394,972 | $24.7M | 0.0% | 3.7% | +2.8% |
| 4 | MORGAN STANLEY | 258,635 | $16.1M | 0.0% | 2.5% | -5.0% |
| 5 | ROYAL BANK OF CANADA | 252,179 | $15.7M | 0.0% | 2.4% | +30.3% |
| 6 | LPL Financial LLC | 239,501 | $14.9M | 0.0% | 2.3% | -2.0% |
| 7 | GW HENSSLER & ASSOCIATES LTD | 192,861 | $12.0M | 0.5% | 1.8% | +1.1% |
| 8 | Lido Advisors, LLC | 190,193 | $11.8M | 0.0% | 1.8% | -0.4% |
| 9 | RAYMOND JAMES FINANCIAL INC | 158,274 | $9.8M | 0.0% | 1.5% | +40.5% |
| 10 | BNP PARIBAS FINANCIAL MARKETS | 151,000 | $9.4M | 0.0% | 1.4% | +274445.5% |
| 11 | TRUIST FINANCIAL CORP | 147,053 | $9.1M | 0.0% | 1.4% | +2.4% |
| 12 | US BANCORP \DE\ | 116,841 | $7.3M | 0.0% | 1.1% | -13.2% |
| 13 | GOLDMAN SACHS GROUP INC | 111,541 | $6.9M | 0.0% | 1.1% | +3.9% |
| 14 | UBS Group AG | 110,075 | $6.8M | 0.0% | 1% | -5.4% |
| 15 | Monument Capital ManagementNEW | 92,951 | $5.8M | 1.2% | 0.9% | new |
| 16 | JONES FINANCIAL COMPANIES LLLP | 81,487 | $5.1M | 0.0% | 0.8% | -1.2% |
| 17 | Steward Partners Investment Advisory, LLC | 81,011 | $5.0M | 0.0% | 0.8% | +0.9% |
| 18 | AMERIPRISE FINANCIAL INC | 72,049 | $4.5M | 0.0% | 0.7% | -0.2% |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 69,510 | $4.3M | 0.0% | 0.7% | -2.5% |
| 20 | Equitable Holdings, Inc. | 67,857 | $4.2M | 0.0% | 0.6% | +0.5% |
| 21 | MARTIN & CO INC /TN/ | 63,829 | $4.0M | 0.6% | 0.6% | -0.4% |
| 22 | Cetera Investment Advisers | 57,305 | $3.6M | 0.0% | 0.5% | +2.1% |
| 23 | KCM INVESTMENT ADVISORS LLC | 57,254 | $3.6M | 0.1% | 0.5% | -2.0% |
| 24 | OSAIC HOLDINGS, INC. | 49,343 | $3.1M | 0.0% | 0.5% | +0.9% |
| 25 | Pathstone Holdings, LLC | 45,620 | $2.8M | 0.0% | 0.4% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.