Marshall Wace
IAT icon

Marshall Wace’s iShares US Regional Banks ETF IAT Stock Holding History

Marshall Wace’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
2026
Q1 		– Sell
-5,980
Closed -$330K – 3435
2025
Q4 		$330K Buy
+5,980
New +$311K ﹤0.01% 2417
2025
Q3 		– Sell
-35,671
Closed -$1.77M – 3110
2025
Q2 		$1.77M Buy
35,671
+3,553
+11% +$162K ﹤0.01% 1615
2025
Q1 		$1.5M Buy
32,118
+3,407
+12% +$171K ﹤0.01% 1600
2024
Q4 		$1.45M Buy
28,711
+6,587
+30% +$340K ﹤0.01% 1566
2024
Q3 		$1.05M Buy
22,124
+15,538
+236% +$715K ﹤0.01% 1632
2024
Q2 		$273K Buy
+6,586
New +$272K ﹤0.01% 2189
2023
Q2 		– Sell
-23,300
Closed -$834K – 2703
2023
Q1 		$834K Buy
23,300
+500
+2% +$23.4K ﹤0.01% 1898
2022
Q4 		$1.09M Buy
22,800
+16,600
+268% +$815K ﹤0.01% 2050
2022
Q3 		$296K Buy
+6,200
New +$322K ﹤0.01% 2957
2022
Q2 		– Sell
-26,039
Closed -$1.53M – 3660
2022
Q1 		$1.53M Buy
+26,039
New +$1.65M ﹤0.01% 2211
2019
Q2 		– Sell
-4,377
Closed -$190K – 1561
2019
Q1 		$190K Buy
+4,377
New +$197K ﹤0.01% 1340

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return