Who Owns ISHARES DJ REGIONAL BANKS (IAT)? -- Institutional Holders (2026-06-30)

191 institutions reported holding $318.2M of ISHARES DJ REGIONAL BANKS (IAT) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($34.5M), WELLS FARGO & COMPANY/MN ($33.0M), JPMORGAN CHASE & CO ($24.7M), MORGAN STANLEY ($16.1M), Royal Bank of Canada ($15.7M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	BANK OF AMERICA CORP /DE/	$34.5M	555,302	Added
2	WELLS FARGO & COMPANY/MN	$33.0M	530,533	Added
3	JPMORGAN CHASE & CO	$24.7M	394,972	Added
4	MORGAN STANLEY	$16.1M	258,635	Trimmed
5	Royal Bank of Canada	$15.7M	252,179	Added
6	LPL Financial LLC	$14.9M	239,501	Trimmed
7	GW HENSSLER & ASSOCIATES LTD	$12.0M	192,861	Added
8	Lido Advisors, LLC	$11.8M	190,193	Trimmed
9	RAYMOND JAMES FINANCIAL INC	$9.8M	158,274	Added
10	BNP PARIBAS FINANCIAL MARKETS	$9.4M	151,000	Added
11	TRUIST FINANCIAL CORP	$9.1M	147,053	Added
12	US BANCORP \DE\	$7.3M	116,841	Trimmed
13	GOLDMAN SACHS GROUP INC	$6.9M	111,541	Added
14	UBS Group AG	$6.8M	110,075	Trimmed
15	Monument Capital Management	$5.8M	92,951	New
16	JONES FINANCIAL COMPANIES LLLP	$5.1M	81,487	Trimmed
17	Steward Partners Investment Advisory, LLC	$5.0M	81,011	Added
18	AMERIPRISE FINANCIAL INC	$4.5M	72,049	Trimmed
19	COMMONWEALTH EQUITY SERVICES, LLC	$4.3M	69,510	Trimmed
20	Equitable Holdings, Inc.	$4.2M	67,857	Added
21	MARTIN & CO INC /TN/	$4.0M	63,829	Trimmed
22	Cetera Investment Advisers	$3.6M	57,305	Added
23	KCM INVESTMENT ADVISORS LLC	$3.6M	57,254	Trimmed
24	OSAIC HOLDINGS, INC.	$3.1M	49,343	Added
25	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$3.1M	49,263	Trimmed

Source: SEC Form 13F filings · as of 2026-06-30