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iShares U.S. Insurance ETF (IAK) Institutional Ownership

iShares U.S. Insurance ETF logo
$135.46 +0.89 (+0.66%)
Closing price 04:10 PM Eastern
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$135.22 -0.24 (-0.17%)
As of 07:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares U.S. Insurance ETF (NYSEARCA:IAK)

Number of
Institutional Buyers
(last 12 months)
138
Total
Institutional Inflows
(last 12 months)
$214.55M
Number of
Institutional Sellers
(last 12 months)
79
Total
Institutional Outflows
(last 12 months)
$97.41M
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Skip Chart & View Institutional Buying and Selling Data

IAK Institutional Buying and Selling by Quarter

iShares U.S. Insurance ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/10/2025WT Wealth Management4,158$559K0.2%-6.5%0.073%
9/4/2025Osaic Holdings Inc.129,238$17.38M0.0%+58.6%2.267%
8/25/2025Fulcrum Equity Management6,351$854K0.9%N/A0.111%
8/19/2025B. Riley Wealth Advisors Inc.1,652$222K0.0%N/A0.029%
8/19/2025Advisory Services Network LLC106,596$13.59M0.2%+8.9%1.870%
8/19/2025Delos Wealth Advisors LLC6,999$941K0.7%-9.1%0.123%
8/18/2025Geneos Wealth Management Inc.9,829$1.32M0.0%-54.2%0.172%
8/15/2025Tower Research Capital LLC TRC 9,654$1.30M0.0%+53.5%0.169%
8/15/2025Redwood Financial Network Corp1,657$223K0.2%N/A0.029%
8/15/2025MML Investors Services LLC218,944$29.44M0.1%+48.8%3.841%
8/15/2025Great Valley Advisor Group Inc.12,398$1.67M0.0%+1.2%0.218%
8/15/2025Bank of America Corp DE123,116$16.55M0.0%+6.7%2.160%
8/14/2025Jane Street Group LLC15,224$2.05M0.0%-36.3%0.267%
8/14/2025Raymond James Financial Inc.94,246$12.67M0.0%+64.0%1.653%
8/14/2025Chicago Wealth Management Inc.14,345$1.93M0.9%-52.8%0.252%
8/14/2025NewEdge Advisors LLC26,783$3.60M0.0%+9.1%0.470%
8/14/2025Baker Avenue Asset Management LP1,633$220K0.0%N/A0.029%
8/13/2025Flow Traders U.S. LLC4,991$671K0.0%N/A0.088%
8/13/2025VestGen Advisors LLC15,648$2.10M0.1%+13.6%0.275%
8/13/2025Leuthold Group LLC7,308$983K0.1%+2.7%0.128%
8/13/2025Martin & Co. Inc. TN27,079$3.64M0.7%+0.3%0.475%
8/13/2025Northwestern Mutual Wealth Management Co.865$116K0.0%-9.0%0.015%
8/12/2025J.W. Cole Advisors Inc.12,816$1.72M0.0%N/A0.225%
8/12/2025Steward Partners Investment Advisory LLC5,615$755K0.0%+28.6%0.099%
8/11/2025Outlook Wealth Advisors LLC11,679$1.57M0.4%N/A0.201%
8/8/2025Adapt Wealth Advisors LLC64,165$8.63M3.9%+3.3%1.106%
8/8/2025Avantax Advisory Services Inc.18,067$2.43M0.0%+6.5%0.312%
8/8/2025Woodley Farra Manion Portfolio Management Inc.1,911$257K0.0%+4.7%0.033%
8/8/2025Cetera Investment Advisers6,050$813K0.0%-18.5%0.104%
8/8/2025Creative Planning1,933$260K0.0%+21.5%0.033%
8/8/2025SG Americas Securities LLC1,881$253K0.0%N/A0.032%
8/7/2025Allworth Financial LP8,069$1.09M0.0%-14.7%0.139%
8/7/2025Efficient Advisors LLC4,504$606K0.0%N/A0.078%
8/6/2025Prospera Financial Services Inc71,910$9.67M0.2%+7.3%1.240%
8/6/2025First Horizon Advisors Inc.2,044$275K0.0%-32.2%0.035%
8/6/2025Stonebridge Financial Planning Group LLC17,191$2.31M1.0%-0.6%0.296%
8/5/2025Hills Bank & Trust Co13,694$1.84M0.1%-2.5%0.236%
8/4/2025IFG Advisory LLC5,596$752K0.0%-3.6%0.096%
8/4/2025Atria Investments Inc7,827$1.05M0.0%-5.1%0.135%
8/4/2025Spire Wealth Management2,330$313K0.0%+12.2%0.040%
8/4/2025Arkadios Wealth Advisors4,179$562K0.0%N/A0.072%
8/1/2025GGM Financials LLC63,563$8.55M1.7%+3.2%1.096%
8/1/2025Envestnet Asset Management Inc.3,038$408K0.0%+37.4%0.052%
7/31/2025Wealthfront Advisers LLC1,754$236K0.0%+7.7%0.030%
7/31/2025Lee Danner & Bass Inc.38,338$5.16M0.4%+13.6%0.661%
7/30/2025Strategic Blueprint LLC3,138$422K0.0%N/A0.054%
7/30/2025Sonata Capital Group Inc.3,800$511K0.2%-5.0%0.066%
7/30/2025TFB Advisors LLC2,720$366K0.1%-15.3%0.047%
7/30/2025WESPAC Advisors SoCal LLC89,592$12.05M2.7%+35.9%1.545%
7/30/2025Fiduciary Planning LLC52,718$7.09M2.3%-7.2%0.909%
7/29/2025Cottonwood Capital Advisors LLC23,537$3.17M2.1%+1.0%0.406%
7/29/2025Harbor Asset Planning Inc.731$98K0.1%N/A0.013%
7/28/2025Copia Wealth Management1,403$189K0.2%+55.2%0.024%
7/28/2025Interchange Capital Partners LLC801$108K0.1%-63.3%0.014%
7/28/2025RFG Advisory LLC26,354$3.54M0.1%+25.6%0.454%
7/25/2025Genesee Capital Advisors LLC10,568$1.42M0.6%+65.6%0.182%
7/25/2025SPC Financial Inc.157,319$21.15M1.8%-4.0%2.712%
7/25/2025Muirfield Wealth Advisors LLC4,376$588K0.5%-8.3%0.075%
7/25/2025Concurrent Investment Advisors LLC1,704$229K0.0%+9.7%0.029%
7/24/2025Game Plan Financial Advisors LLC19,655$2.64M1.2%+77.6%0.339%
7/24/2025US Bancorp DE4,227$568K0.0%-3.4%0.073%
7/23/2025Eagle Strategies LLC13,972$1.88M0.3%+2.8%0.241%
7/23/2025Dohj LLC2,140$279K0.1%N/A0.037%
7/23/2025WESPAC Advisors LLC1,658$223K0.2%N/A0.029%
7/23/2025Winthrop Advisory Group LLC3,722$500K0.0%+7.8%0.064%
7/23/2025Kingswood Wealth Advisors LLC4,988$671K0.1%+3.1%0.086%
7/23/2025Foresight Capital Management Advisors Inc.2,232$300K0.2%N/A0.038%
7/22/2025Belpointe Asset Management LLC5,041$678K0.0%+7.9%0.087%
7/22/2025DAVENPORT & Co LLC4,615$621K0.0%+12.8%0.080%
7/22/2025Realta Investment Advisors285$38K0.0%N/A0.005%
7/22/2025Elevate Capital Advisors LLC5,125$689K0.5%N/A0.088%
7/21/2025Ameritas Advisory Services LLC306$41K0.0%N/A0.005%
7/21/2025Jmac Enterprises LLC31,547$4.24M0.9%N/A0.544%
7/18/2025Truist Financial Corp1,933$260K0.0%N/A0.033%
7/17/2025Lee Johnson Capital Management LLC9,779$1.32M0.5%N/A0.164%
7/17/2025Janney Montgomery Scott LLC22,049$2.97M0.0%+60.1%0.371%
7/17/2025Smith Anglin Financial LLC8,862$1.19M0.1%-7.2%0.149%
7/16/2025MinichMacGregor Wealth Management LLC69,142$9.30M2.0%+26.2%1.162%
7/16/2025Legend Financial Advisors Inc.50,879$6.84M4.5%-1.4%0.855%
7/16/2025Cadent Capital Advisors LLC38,582$5.19M1.7%+0.6%0.648%
7/16/2025Perigon Wealth Management LLC8,975$1.21M0.0%+88.7%0.151%
7/15/2025Well Done LLC41,990$5.65M1.1%+11.3%0.706%
7/15/2025Financial Management Professionals Inc.7,674$1.03M0.1%N/A0.129%
7/15/2025Tepp RIA LLC15,272$2.05M2.7%-40.6%0.257%
7/14/2025Sowell Financial Services LLC1,762$237K0.0%-18.6%0.029%
7/11/2025Farther Finance Advisors LLC553$74K0.0%+84.3%0.009%
7/10/2025Capital Advisory Group Advisory Services LLC26,406$3.55M1.3%+1.0%0.433%
7/10/2025Focus Financial Network Inc.1,854$249K0.0%-36.4%0.030%
7/9/2025Bulwark Capital Corp1,185$159K0.1%N/A0.019%
6/27/2025Goldman Sachs Group Inc.28,026$3.86M0.0%-74.3%0.459%
5/29/2025Apeiron RIA LLC5,502$758K0.2%-3.0%0.089%
5/21/2025Geneos Wealth Management Inc.21,484$2.96M0.1%+113.4%0.384%
5/20/2025Belpointe Asset Management LLC4,674$644K0.0%+47.9%0.083%
5/19/2025Jane Street Group LLC23,906$3.29M0.0%+47.4%0.427%
5/19/2025Advisory Alpha LLC1,473$203K0.0%N/A0.026%
5/19/2025Game Plan Financial Advisors LLC11,065$1.53M0.7%+17.0%0.198%
5/16/2025Prostatis Group LLC2,075$286K0.1%-32.0%0.037%
5/16/2025Ashton Thomas Private Wealth LLC3,832$528K0.0%+14.5%0.068%
5/16/2025Goldman Sachs Group Inc.28,026$3.86M0.0%-74.3%0.500%
5/16/2025Jones Financial Companies Lllp24,340$3.35M0.0%+340.8%0.435%
(Data available from 1/1/2016 forward)

IAK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IAK shares?

During the previous two years, 187 institutional investors and hedge funds held shares of iShares U.S. Insurance ETF. The most heavily invested institutionals were MML Investors Services LLC ($29.44M), Wells Fargo & Company MN ($28.04M), LPL Financial LLC ($22.02M), SPC Financial Inc. ($21.15M), Stifel Financial Corp ($18.43M), Osaic Holdings Inc. ($17.38M), and Bank of America Corp DE ($16.55M).Learn more on iShares U.S. Insurance ETF's institutional investors.

Which institutional investors have been buying iShares U.S. Insurance ETF's stock?

Of the 170 institutional investors that purchased iShares U.S. Insurance ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($165.17K), Miracle Mile Advisors LLC ($112.79K), WESPAC Advisors SoCal LLC ($93.75K), International Assets Investment Management LLC ($88.88K), Beacon Harbor Wealth Advisors Inc. ($86.77K), Cambridge Investment Research Advisors Inc. ($86.60K), and MML Investors Services LLC ($82.76K).

How much institutional buying is happening at iShares U.S. Insurance ETF?

Institutional investors have bought a total of 1,629,320 shares in the last 24 months. This purchase volume represents approximately $214.55M in transactions.

Which of iShares U.S. Insurance ETF's major shareholders have been selling company stock?

Of the 79 institutional investors that sold iShares U.S. Insurance ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Goldman Sachs Group Inc. ($161.64K), Fortis Group Advisors LLC ($58.05K), Cambridge Investment Research Advisors Inc. ($55.30K), MinichMacGregor Wealth Management LLC ($38.31K), Royal Bank of Canada ($36.79K), Wealthfront Advisers LLC ($32.32K), and Bank of America Corp DE ($29.81K).

How much institutional selling is happening at iShares U.S. Insurance ETF?

Institutional investors have sold a total of 725,401 shares in the last 24 months. This volume of shares sold represents approximately $97.41M in transactions.


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This page (NYSEARCA:IAK) was last updated on 10/7/2025 by MarketBeat.com Staff
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