We are live on ! Find out more
IAT icon

iShares US Regional Banks ETF
IAT

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$28.1M +$2.93M +56,764 +11%
Morgan Stanley
2
Morgan Stanley
New York
$24.8M +$11.4M +220,561 +81%
JP Morgan Chase
3
JP Morgan Chase
New York
$17.3M -$1.14M -22,151 -6%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$16.6M +$3.25M +62,886 +24%
US Bancorp
5
US Bancorp
Minnesota
$11.8M -$300K -5,797 -2%
MML Investors Services
6
MML Investors Services
Massachusetts
$10.8M +$11M +213,529 New
Wells Fargo
7
Wells Fargo
California
$10.7M +$3.26M +63,174 +42%
LPL Financial
8
LPL Financial
California
$10.5M +$771K +14,928 +8%
UBS Group
9
UBS Group
Switzerland
$10.1M +$909K +17,585 +10%
Osaic Holdings
10
Osaic Holdings
Arizona
$10M +$6.14M +118,934 +149%
Goldman Sachs
11
Goldman Sachs
New York
$8.61M +$3.5M +67,733 +66%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$7.78M +$7.17M +138,809 +885%
PFS
13
Prospera Financial Services
Texas
$7.63M +$7.83M +151,601 New
MWM
14
MinichMacGregor Wealth Management
New York
$7.02M +$7.21M +139,490 New
Raymond James Financial
15
Raymond James Financial
Florida
$6.35M +$6.52M +126,174 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$5.93M +$302K +5,841 +5%
Ameriprise
17
Ameriprise
Minnesota
$5.89M -$2.69M -52,032 -31%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$5.73M -$4.05M -78,441 -41%
Truist Financial
19
Truist Financial
North Carolina
$5.51M +$1.22M +23,682 +28%
AWM
20
Adams Wealth Management
Utah
$5.22M +$5.35M +103,563 New
CI
21
CacheTech Inc
Utah
$5.22M +$5.35M +103,563 New
Stifel Financial
22
Stifel Financial
Missouri
$4.61M +$3.93M +76,121 +495%
SPIA
23
Steward Partners Investment Advisory
New York
$4.52M +$488K +9,438 +12%
GF
24
Gimbal Financial
Indiana
$4.42M +$70.4K +1,363 +2%
Citadel Advisors
25
Citadel Advisors
Florida
$4.25M -$1.05M -20,401 -19%
1
2 3 4 5