Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / US REGNL BKS ETF
-
Number of holders
-
148
-
Total 13F shares, excl. options
-
4,666,209
-
Shares change
-
-815,312
-
Total reported value, excl. options
-
$193,565,552
-
Value change
-
-$34,430,520
-
Put/Call ratio
-
51%
-
Number of buys
-
54
-
Number of sells
-
-74
-
Price
-
$41.46
Significant Holders of ISHARES TR - US REGNL BKS ETF (IAT) as of Q2 2024
172 filings reported holding IAT - ISHARES TR - US REGNL BKS ETF as of Q2 2024.
ISHARES TR - US REGNL BKS ETF (IAT) has 148 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4,666,209 shares
.
Largest 10 shareholders include MORGAN STANLEY (418,767 shares), BANK OF AMERICA CORP /DE/ (360,671 shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (331,594 shares), JPMORGAN CHASE & CO (294,504 shares), Royal Bank of Canada (273,373 shares), WELLS FARGO & COMPANY/MN (261,278 shares), US BANCORP \DE\ (247,954 shares), LPL Financial LLC (187,585 shares), Raymond James Financial Services Advisors, Inc. (184,788 shares), and UBS Group AG (162,853 shares).
This table shows the top 148 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.