Who owns iShares Dow Jones US Reg Banks Ind.?
- Ticker: IAT
- CUSIP Number: 464288778
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Analyze quarterly positions in iShares Dow Jones US Reg Banks Ind. with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares Dow Jones US Reg Banks Ind. stock
Who bought or sold iShares Dow Jones US Reg Banks Ind. this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Bank of America Corporation | 521k | $28M | 100% | Mar 2026 |
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| Wells Fargo & Company | 514k | $28M | 7% | Mar 2026 |
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| Morgan Stanley | 272k | $15M | -1% | Mar 2026 |
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| LPL Financial | 244k | $13M | 2% | Mar 2026 |
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| Royal Bank of Canada | 194k | $11M | -44% | Mar 2026 |
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| Lido Advisors | 191k | $10M | 100% | Mar 2026 |
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| G. W. Henssler & Associates | 191k | $10M | 2% | Mar 2026 |
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| Branch Banking & Trust Company | 144k | $7.7M | 29% | Mar 2026 |
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| Us Bancorp | 129k | $7.1M | -16% | Dec 2025 |
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| UBS Group | 116k | $6.3M | -17% | Mar 2026 |
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| Raymond James Financial | 112k | $6.2M | 29% | Dec 2025 |
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| Goldman Sachs Group | 107k | $5.8M | 7% | Mar 2026 |
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| Susquehanna International | 80k | $4.4M | 12% | Dec 2025 |
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| Steward Partners Investment Advisory | 80k | $4.3M | 2% | Mar 2026 |
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| Jones Financial Companies, L.L | 80k | $4.4M | 2% | Dec 2025 |
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| Ameriprise Financial | 72k | $3.9M | -7% | Mar 2026 |
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| Commonwealth Equity Services | 71k | $3.8M | -26% | Mar 2026 |
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| Equitable Holdings | 68k | $3.7M | 37% | Mar 2026 |
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| Martin & Co | 64k | $3.4M | 4% | Mar 2026 |
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| Citadel Advisors | 64k | $3.4M | -10% | Mar 2026 |
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| KCM Investment Advisors | 59k | $3.1M | 2% | Mar 2026 |
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| Independent Advisor Alliance | 58k | $3.1M | 100% | Mar 2026 |
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| Cetera Investment Advisers | 56k | $3.0M | -20% | Mar 2026 |
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| Advisor Group Holdings | 50k | $2.7M | -76% | Dec 2025 |
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| Pathstone Holdings | 46k | $2.5M | 0% | Mar 2026 |
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| Crestwood Advisors | 45k | $2.4M | -1% | Mar 2026 |
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| Game Plan Financial Advisors | 42k | $2.2M | -4% | Mar 2026 |
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| Cambridge Investment Research Advisors | 40k | $2.2M | 159% | Mar 2026 |
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| Tower Research Capital | 38k | $2.1M | 236% | Dec 2025 |
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| Beacon Pointe Advisors | 31k | $1.7M | 100% | Dec 2025 |
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| Spence Asset Management | 28k | $1.5M | 100% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 28k | $1.5M | -68% | Mar 2026 |
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| Thrivent Financial for Lutherans | 27k | $1.4M | -1% | Mar 2026 |
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| Carret Asset Management | 24k | $1.3M | -2% | Dec 2025 |
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| Janney Montgomery Scott | 23k | $1.2M | -3% | Mar 2026 |
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| Cadent Capital Advisors | 21k | $1.1M | -4% | Mar 2026 |
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| Envestnet Asset Management | 21k | $1.1M | -3% | Mar 2026 |
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| SCS Capital Management | 21k | $1.1M | -39% | Mar 2026 |
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| Rockefeller Capital Management | 20k | $1.1M | -4% | Mar 2026 |
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| Augustine Asset Management | 20k | $1.1M | 0% | Mar 2026 |
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| Oakmont Partners | 19k | $995k | 0% | Mar 2026 |
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| Fearless Solutions, LLC dba Best Invest | 18k | $985k | 100% | Mar 2026 |
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| Cutler Capital Management | 18k | $969k | 29% | Mar 2026 |
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| Stifel Financial | 17k | $917k | 8% | Mar 2026 |
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| Asempa Wealth Advisors | 15k | $824k | -1% | Mar 2026 |
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| Transcend Wealth Collective | 15k | $781k | 0% | Mar 2026 |
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| CWM | 14k | $790k | -4% | Dec 2025 |
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| Jane Street | 14k | $771k | 51% | Mar 2026 |
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| D. E. Shaw & Co | 14k | $743k | -3% | Mar 2026 |
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| Independent Financial Group | 14k | $727k | -21% | Mar 2026 |
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| Sigma Planning | 14k | $724k | -2% | Mar 2026 |
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| Jump Financial | 13k | $711k | 100% | Dec 2025 |
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| Moneta Group Investment Advisors | 11k | $589k | -2% | Mar 2026 |
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| Sage Financial | 10k | $551k | 0% | Mar 2026 |
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| Quantinno Capital Management | 10k | $544k | 72% | Mar 2026 |
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| Stephens | 9.8k | $527k | 0% | Mar 2026 |
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| Fifth Third Bancorp | 9.7k | $524k | 100% | Mar 2026 |
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| Gallagher Capital Advisors | 9.6k | $518k | 0% | Mar 2026 |
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| Brian McDonald | 9.3k | $513k | 372% | Dec 2025 |
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| Renaissance Technologies | 9.2k | $507k | -51% | Dec 2025 |
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| High Net Worth Advisory Group | 9.1k | $492k | 0% | Mar 2026 |
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| Park Avenue Securities | 9.1k | $490k | -11% | Mar 2026 |
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| Creative Planning | 9.1k | $488k | -12% | Mar 2026 |
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| Patten & Patten | 9.0k | $483k | 0% | Mar 2026 |
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| Pinnacle Financial Partners | 8.6k | $474k | 100% | Dec 2025 |
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| North Star Investment Management | 8.2k | $443k | 0% | Mar 2026 |
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| Oppenheimer & Co | 8.1k | $438k | 100% | Mar 2026 |
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| Dentgroup | 8.1k | $446k | -39% | Dec 2025 |
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| Point72 Asset Management | 8.0k | $431k | -44% | Mar 2026 |
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| Ellis Investment Partners | 8.0k | $430k | -11% | Mar 2026 |
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| Two Sigma Securities | 7.8k | $421k | 18% | Mar 2026 |
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| Larson Financial Group | 7.4k | $410k | 5% | Dec 2025 |
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| Cordoba Advisory Partners | 7.4k | $396k | 0% | Mar 2026 |
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| Viewpoint Capital Management | 7.3k | $393k | 0% | Mar 2026 |
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| HighTower Advisors | 6.9k | $373k | -10% | Mar 2026 |
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| Investment Research Partners | 6.8k | $369k | 0% | Mar 2026 |
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| Fiduciary Alliance | 6.6k | $378k | -10% | Mar 2026 |
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| Neville Rodie & Shaw | 6.5k | $349k | 0% | Mar 2026 |
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| Thoroughbred Financial Services | 6.4k | $345k | 100% | Mar 2026 |
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| Marshall Wace | 6.0k | $330k | 100% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 5.8k | $322k | 100% | Dec 2025 |
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| Snowden Capital Advisors | 5.4k | $300k | -44% | Dec 2025 |
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| First Horizon National Corp | 5.4k | $289k | 0% | Mar 2026 |
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| Chicago Partners Investment | 5.3k | $312k | 0% | Mar 2026 |
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| QTR Family Wealth | 5.3k | $307k | 0% | Mar 2026 |
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| CX Institutional | 5.1k | $275k | -5% | Mar 2026 |
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| PFG Advisors | 5.1k | $275k | 0% | Mar 2026 |
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| Breakwater Capital Group | 5.0k | $267k | -11% | Mar 2026 |
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| Joel Isaacson & Co | 4.6k | $247k | 0% | Mar 2026 |
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| LRI Investments | 4.5k | $240k | 0% | Mar 2026 |
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| Cape Cod Five Cents Savings Bank | 4.2k | $202k | 0% | Dec 2025 |
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| Fifth Third Wealth Advisors | 4.2k | $226k | 100% | Mar 2026 |
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| Avail Investment Partners | 4.2k | $225k | 100% | Mar 2026 |
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| Kingsview Wealth Management | 4.1k | $223k | 100% | Mar 2026 |
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| Sand Hill Advisors | 4.1k | $226k | 0% | Dec 2025 |
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| Pettyjohn | 4.1k | $225k | -5% | Dec 2025 |
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| Advisory Services Network | 4.0k | $219k | -95% | Dec 2025 |
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| FLC Capital Advisors | 3.9k | $209k | 0% | Mar 2026 |
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| CIBC World Markets | 3.9k | $208k | -16% | Mar 2026 |
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| FMR | 3.6k | $201k | 126% | Dec 2025 |
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| Gen-Wealth Partners | 3.6k | $193k | -3% | Mar 2026 |
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| Finley Financial | 3.0k | $162k | 0% | Mar 2026 |
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| Medallion Wealth Advisors | 3.0k | $160k | 0% | Mar 2026 |
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| Pnc Financial Services | 2.5k | $134k | 0% | Mar 2026 |
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| Cardiff Park Advisors | 2.5k | $132k | 0% | Mar 2026 |
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| National Bank Of Canada /fi/ | 2.2k | $119k | -37% | Dec 2025 |
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| Goss Wealth Management | 1.9k | $104k | 163% | Mar 2026 |
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| Farther Finance Advisors | 1.9k | $106k | -8% | Mar 2026 |
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| Western Wealth Management | 1.9k | $100k | 100% | Mar 2026 |
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| International Assets Investment Management | 1.8k | $97k | 75% | Mar 2026 |
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| Luken Investment Analytics | 1.8k | $94k | 0% | Mar 2026 |
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| AlphaCore Capital | 1.7k | $93k | 30% | Mar 2026 |
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| CoreCap Advisors | 1.7k | $91k | -6% | Mar 2026 |
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| William Blair $ Company | 1.6k | $84k | -74% | Mar 2026 |
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| Nbc Securities | 1.5k | $80k | 0% | Mar 2026 |
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| Triumph Capital Management | 1.5k | $79k | -4% | Mar 2026 |
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| Global Retirement Partners | 1.4k | $76k | -13% | Dec 2025 |
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| Bare Financial Services | 1.4k | $76k | 0% | Dec 2025 |
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| MGB Wealth Management | 1.4k | $75k | 0% | Dec 2025 |
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| AdvisorNet Financial | 1.3k | $70k | -13% | Mar 2026 |
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| Toth Financial Advisory Corporation | 1.3k | $69k | 0% | Mar 2026 |
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| MAI Wealth Advisors | 1.2k | $65k | 0% | Mar 2026 |
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| BlackRock | 1.1k | $61k | 89% | Mar 2026 |
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| Barrett & Company | 1.1k | $60k | 1% | Mar 2026 |
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| City State Bank | 1.1k | $57k | 0% | Mar 2026 |
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| Hanson McClain Advisors | 1.0k | $57k | -7% | Dec 2025 |
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| KERR FINANCIAL PLANNING Corp | 1.0k | $59k | -17% | Mar 2026 |
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| Kilter Group | 836.00 | $46k | 0% | Dec 2025 |
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| SHP Wealth Management | 777.00 | $42k | 0% | Mar 2026 |
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| Spire Wealth Management | 725.00 | $39k | 0% | Mar 2026 |
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| Register Financial Advisors | 700.00 | $38k | 0% | Mar 2026 |
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| Private Trust Co Na | 700.00 | $38k | 0% | Mar 2026 |
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| Atlantic Trust | 696.00 | $38k | -60% | Dec 2025 |
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| Bartlett & Co. Wealth Management | 663.00 | $38k | 0% | Mar 2026 |
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| Comprehensive Financial Planning | 661.00 | $36k | 37% | Mar 2026 |
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| Ashton Thomas Private Wealth | 557.00 | $30k | 100% | Mar 2026 |
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| Bank Of Montreal | 532.00 | $29k | 100% | Mar 2026 |
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| Group One Trading | 457.00 | $25k | 100% | Mar 2026 |
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| Founders Financial Alliance | 449.00 | $24k | -17% | Mar 2026 |
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| Quent Capital | 445.00 | $24k | 0% | Mar 2026 |
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| Capital Investment Advisory Services | 394.00 | $21k | -8% | Mar 2026 |
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| Harwood Advisory | 390.00 | $21k | 1% | Mar 2026 |
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| Oakworth Capital | 360.00 | $19k | 0% | Mar 2026 |
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| Bogart Wealth | 351.00 | $19k | 0% | Mar 2026 |
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| O'shaughnessy Asset Management | 340.00 | $18k | 21% | Mar 2026 |
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| Geneos Wealth Management | 314.00 | $17k | 0% | Mar 2026 |
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| Caldwell Trust | 305.00 | $16k | 0% | Mar 2026 |
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| Federation des caisses Desjardins du Quebec | 300.00 | $16k | 0% | Mar 2026 |
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| Golden State Wealth Management | 291.00 | $16k | -1% | Mar 2026 |
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| Sound Income Strategies | 290.00 | $16k | 0% | Mar 2026 |
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| AE Wealth Management | 195.00 | $11k | -55% | Mar 2026 |
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| SOA Wealth Advisors | 165.00 | $8.9k | -92% | Mar 2026 |
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| Sunbelt Securities | 102.00 | $5.5k | -98% | Mar 2026 |
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| Bnp Paribas Arbitrage, Snc | 55.00 | $3.0k | -100% | Mar 2026 |
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Who sold out of iShares Dow Jones US Reg Banks Ind.?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 376k | $20M |
| Wealth Enhancement Advisory Services | Dec 2025 | 27k | $1.5M |
| Heritage Wealth Management | Dec 2025 | 18k | $984k |
| Banque Pictet & Cie Sa | Dec 2025 | 5.2k | $288k |
| Mariner Wealth Advisors | Dec 2025 | 4.8k | $263k |
| One Capital Management | Dec 2025 | 4.5k | $250k |
| Pensionmark Financial Group | Dec 2025 | 3.9k | $217k |
| Sanctuary Advisors | Dec 2025 | 3.9k | $213k |
| Magnolia Capital Advisors | Dec 2025 | 3.7k | $206k |
| Centaurus Financial | Dec 2025 | 2.0k | $108k |
| Kestra Advisory Services | Dec 2025 | 746.00 | $41k |
| Safe Harbor Fiduciary | Dec 2025 | 457.00 | $25k |