John Overdeck’s iShares US Regional Banks ETF IAT Stock Holding History

John Overdeck’s Portfolio IAT Stock Details IAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-193,000	Closed	-$10.1M	–	4214
2025 Q3	$10.1M	Buy	193,000 +117,100	+154%	+$6.1M	0.02%	956
2025 Q2	$3.76M	Sell	75,900 -6,800	-8%	-$310K	0.01%	1421
2025 Q1	$3.86M	Buy	+82,700	New	+$4.15M	0.01%	1272
2024 Q3	–	Sell	-29,300	Closed	-$1.21M	–	3216
2024 Q2	$1.21M	Buy	+29,300	New	+$1.21M	﹤0.01%	1885

Other funds holding IAT

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

John Overdeck's IAT Position: Q4 2025 in Review

John Overdeck sold out of iShares US Regional Banks ETF (IAT) in Q4 2025, closing a stake of 193,000 shares — an estimated $10.1M sold.

John Overdeck first reported a position in IAT in Q2 2024 and held it in 4 quarters. The position peaked at $10.1M in Q3 2025. 172 funds tracked by Wall St. Rank hold IAT as of Q4 2025.

John Overdeck reported no remaining iShares US Regional Banks ETF position as of Q4 2025 after selling out during the quarter.
John Overdeck sold 193,000 iShares US Regional Banks ETF shares in Q4 2025, an estimated $10.1M.
John Overdeck first reported a position in iShares US Regional Banks ETF in Q2 2024 and held it in 4 quarters.
John Overdeck's iShares US Regional Banks ETF position peaked at $10.1M in Q3 2025.
172 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2025.

Based on Two Sigma Investments's 13F filing for Q4 2025, filed 17 Feb 2026.