Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / US REGNL BKS ETF
-
Total 13F shares
-
205,190
-
Share change
-
-10,757
-
Total reported value
-
$11,384,982
-
Price per share
-
$55.15
-
Number of holders
-
24
-
Value change
-
-$546,703
-
Number of buys
-
7
-
Number of sells
-
8
Institutional Holders of ISHARES TR - US REGNL BKS ETF (IAT) as of Q4 2025
As of 31 Dec 2025,
ISHARES TR - US REGNL BKS ETF (IAT) was held by
24 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
205,190 shares.
The largest 10 holders included
Game Plan Financial Advisors, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Cadent Capital Advisors, LLC, AUGUSTINE ASSET MANAGEMENT INC, Fearless Solutions, LLC dba Best Invest, Dakota Wealth Management, Asempa Wealth Advisors, PARK AVENUE SECURITIES LLC, NEVILLE RODIE & SHAW INC, and Breakwater Capital Group.
This page lists
24
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.