Public ownership evidence

iShares U.S. Regional Banks ETF (IAT) Ownership Disclosures

Read IAT insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares U.S. Regional Banks ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Dakota Wealth Management
Report period
2025-09-30
Available
2026-08-27
Reported shares
18,484
Value (USD)
$970,965
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001951757-26-001605
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read IAT fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read IAT fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Dakota Wealth Management2025-09-302026-08-2718,484$970,965None
Dakota Wealth Management2025-12-312026-08-2718,484$1,019,393None
Dakota Wealth Management2026-03-312026-08-2718,484$995,179None
Bullock Wealth Management Group2026-06-302026-08-20513$32,516None
Kingsview Wealth Management, LLC2026-06-302026-08-204,126$256,704None
Beacon Pointe Advisors, LLC2026-06-302026-08-1924,035$1,495,198None
Equitable Holdings, Inc.2026-06-302026-08-1867,857$4,221,409None
Oakmont Investment Advisors, Inc.2025-12-312026-08-156,000$330,900None
AMERIFLEX GROUP, INC.2026-06-302026-08-15936$58,198None
SummitTX Capital, L.P.2026-06-302026-08-1559$3,670None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15300$18,663None
KCM INVESTMENT ADVISORS LLC2026-06-302026-08-1557,254$3,561,770None
XTX Topco Ltd2026-06-302026-08-154,491$279,385None
IFG Advisory, LLC2026-06-302026-08-153,815$237,326None
OSAIC HOLDINGS, INC.2026-06-302026-08-1513,483$838,775None
OSAIC HOLDINGS, INC.2026-06-302026-08-1535,860$2,231,148None
JANE STREET GROUP, LLC2026-06-302026-08-158,054$501,039None
HRT FINANCIAL LP2026-06-302026-08-153,388$210,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1520,100$1,250,421Call
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1516,000$995,360Put
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1513,163$818,870None
Medallion Wealth Advisors, LLC2026-06-302026-08-151,937$120,501None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15125$7,763None
CARDIFF PARK ADVISORS, LLC2026-06-302026-08-152,473$153,817None
Cutler Capital Management, LLC2026-06-302026-08-1518,000$1,119,780None
&PARTNERS2026-06-302026-08-154,406$274,097None
Thrivent Financial for Lutherans2026-06-302026-08-1527,137$1,688,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1581,487$5,083,967None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15280$17,419None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15707$43,982None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1571,062$4,421,203None
Pinnacle Financial Partners, Inc.2026-06-302026-08-155,143$320,007None
Pinnacle Financial Partners, Inc.2026-06-302026-08-152,400$149,304None
Cerity Partners LLC2026-06-302026-08-153,583$222,869None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-157,421$461,660None
ROYAL BANK OF CANADA2026-06-302026-08-15500$31,000None
ROYAL BANK OF CANADA2026-06-302026-08-15843$52,000None
ROYAL BANK OF CANADA2026-06-302026-08-1530,570$1,902,000None
ROYAL BANK OF CANADA2026-06-302026-08-15219,866$13,678,000None
ROYAL BANK OF CANADA2026-06-302026-08-15400$25,000None
LOGAN CAPITAL MANAGEMENT INC2026-06-302026-08-151$40None
MONETA GROUP INVESTMENT ADVISORS LLC2026-06-302026-08-1510,941$680,664None
CITADEL ADVISORS LLC2026-06-302026-08-1526,100$1,623,681Put
CITADEL ADVISORS LLC2026-06-302026-08-155,800$360,818Call
Larson Financial Group LLC2026-06-302026-08-158,238$512,455None
Point72 Asset Management, L.P.2026-06-302026-08-152,300$143,083Put
Point72 Asset Management, L.P.2026-06-302026-08-154,800$298,608Call
GOLDMAN SACHS GROUP INC2026-06-302026-08-15111,541$6,938,966None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1588,236$5,489,151None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1570,038$4,357,041None

90-day public filing window, up to 50 source positions.

Dakota Wealth Management ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Bullock Wealth Management Group ↗Kingsview Wealth Management, LLC ↗Beacon Pointe Advisors, LLC ↗Equitable Holdings, Inc. ↗Oakmont Investment Advisors, Inc. ↗AMERIFLEX GROUP, INC. ↗SummitTX Capital, L.P. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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