ISHARES TR

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IAT·464288778·US·ETF·Unknown - Unknown

IAT (ISHARES TR) is held by 60 institutional investors as of Q1 2026. Largest holders: BANK OF AMERICA CORP /DE/ ($28.1M), WELLS FARGO & COMPANY/MN ($27.7M), JPMORGAN CHASE & CO ($20M). Net institutional sentiment: Mixed.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (60)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Increased	521,170(+23.0%)	$28.1M	0.0%	+26.32%	35
WELLS FARGO & COMPANY/MN	Increased	514,386(+6.8%)	$27.7M	0.0%	+42.69%	31
JPMORGAN CHASE & CO	Increased	384,064(+3.2%)	$20M	0.0%	+29.33%	29
MORGAN STANLEY	Decreased	272,311(-0.7%)	$14.7M	0.0%	+43.83%	0
LPL Financial LLC	Increased	244,324(+2.0%)	$13.2M	0.0%	+55.14%	29
ROYAL BANK OF CANADA	Decreased	193,585(-12.7%)	$10.4M	0.0%	+27.29%	0
Lido Advisors, LLC	New	190,938	$10.3M	0.0%	+12.53%	38
TRUIST FINANCIAL CORP	Increased	143,576(+29.5%)	$7.7M	0.0%	+27.92%	34
US BANCORP \DE\	Increased	134,592(+4.1%)	$7.2M	0.0%	+77.95%	28
UBS Group AG	Decreased	116,350(-17.4%)	$6.3M	0.0%	+51.44%	0
RAYMOND JAMES FINANCIAL INC	Increased	112,687(+0.6%)	$6.1M	0.0%	+25.92%	27
GOLDMAN SACHS GROUP INC	Increased	107,384(+7.3%)	$5.8M	0.0%	+29.53%	29
Steward Partners Investment Advisory, LLC	Increased	80,323(+1.7%)	$4.3M	0.0%	+77.01%	27
JONES FINANCIAL COMPANIES LLLP	Increased	82,488(+2.8%)	$4.3M	0.0%	+39.28%	27
AMERIPRISE FINANCIAL INC	Decreased	72,200(-7.0%)	$3.9M	0.0%	+55.37%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	71,281(-26.1%)	$3.8M	0.0%	+81.40%	0
Equitable Holdings, Inc.	Increased	67,548(+37.0%)	$3.7M	0.0%	+13.40%	35
Cetera Investment Advisers	Decreased	56,103(-19.8%)	$3M	0.0%	+36.89%	0
OSAIC HOLDINGS, INC.	Decreased	48,911(-1.3%)	$2.6M	0.0%	+36.22%	0
Pathstone Holdings, LLC	Unchanged	45,620	$2.5M	0.0%	+30.51%	0

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer