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

iShares U.S. Insurance ETF logo
$132.71 +0.29 (+0.22%)
Closing price 04:10 PM Eastern
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$132.68 -0.03 (-0.02%)
As of 04:20 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)
137
Total
Institutional Inflows
(last 12 months)
$208.60M
Number of
Institutional Sellers
(last 12 months)
79
Total
Institutional Outflows
(last 12 months)
$97.38M
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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
8/25/2025 Fulcrum Equity Management6,351$854K0.9%N/A0.111%
8/19/2025 B. Riley Wealth Advisors Inc.1,652$222K0.0%N/A0.029%
8/19/2025 Advisory Services Network LLC106,596$13.59M0.2%+8.9%1.870%
8/19/2025 Delos Wealth Advisors LLC6,999$941K0.7%-9.1%0.123%
8/18/2025 Geneos Wealth Management Inc.9,829$1.32M0.0%-54.2%0.172%
8/15/2025 Tower Research Capital LLC TRC 9,654$1.30M0.0%+53.5%0.169%
8/15/2025 Redwood Financial Network Corp1,657$223K0.2%N/A0.029%
8/15/2025 MML Investors Services LLC218,944$29.44M0.1%+48.8%3.841%
8/15/2025 Great Valley Advisor Group Inc.12,398$1.67M0.0%+1.2%0.218%
8/15/2025 Bank of America Corp DE123,116$16.55M0.0%+6.7%2.160%
8/14/2025 Jane Street Group LLC15,224$2.05M0.0%-36.3%0.267%
8/14/2025 Raymond James Financial Inc.94,246$12.67M0.0%+64.0%1.653%
8/14/2025 Chicago Wealth Management Inc.14,345$1.93M0.9%-52.8%0.252%
8/14/2025 NewEdge Advisors LLC26,783$3.60M0.0%+9.1%0.470%
8/14/2025 Baker Avenue Asset Management LP1,633$220K0.0%N/A0.029%
8/13/2025 Flow Traders U.S. LLC4,991$671K0.0%N/A0.088%
8/13/2025 VestGen Advisors LLC15,648$2.10M0.1%+13.6%0.275%
8/13/2025 Leuthold Group LLC7,308$983K0.1%+2.7%0.128%
8/13/2025 Martin & Co. Inc. TN27,079$3.64M0.7%+0.3%0.475%
8/13/2025 Northwestern Mutual Wealth Management Co.865$116K0.0%-9.0%0.015%
8/12/2025 J.W. Cole Advisors Inc.12,816$1.72M0.0%N/A0.225%
8/12/2025 Steward Partners Investment Advisory LLC5,615$755K0.0%+28.6%0.099%
8/11/2025 Outlook Wealth Advisors LLC11,679$1.57M0.4%N/A0.201%
8/8/2025 Adapt Wealth Advisors LLC64,165$8.63M3.9%+3.3%1.106%
8/8/2025 Avantax Advisory Services Inc.18,067$2.43M0.0%+6.5%0.312%
8/8/2025 Woodley Farra Manion Portfolio Management Inc.1,911$257K0.0%+4.7%0.033%
8/8/2025 Cetera Investment Advisers6,050$813K0.0%-18.5%0.104%
8/8/2025 Creative Planning1,933$260K0.0%+21.5%0.033%
8/8/2025 SG Americas Securities LLC1,881$253K0.0%N/A0.032%
8/7/2025 Allworth Financial LP8,069$1.09M0.0%-14.7%0.139%
8/7/2025 Efficient Advisors LLC4,504$606K0.0%N/A0.078%
8/6/2025 Prospera Financial Services Inc71,910$9.67M0.2%+7.3%1.240%
8/6/2025 First Horizon Advisors Inc.2,044$275K0.0%-32.2%0.035%
8/6/2025 Stonebridge Financial Planning Group LLC17,191$2.31M1.0%-0.6%0.296%
8/5/2025 Hills Bank & Trust Co13,694$1.84M0.1%-2.5%0.236%
8/4/2025 IFG Advisory LLC5,596$752K0.0%-3.6%0.096%
8/4/2025 Atria Investments Inc7,827$1.05M0.0%-5.1%0.135%
8/4/2025 Spire Wealth Management2,330$313K0.0%+12.2%0.040%
8/4/2025 Arkadios Wealth Advisors4,179$562K0.0%N/A0.072%
8/1/2025 GGM Financials LLC63,563$8.55M1.7%+3.2%1.096%
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8/1/2025 Envestnet Asset Management Inc.3,038$408K0.0%+37.4%0.052%
7/31/2025 Wealthfront Advisers LLC1,754$236K0.0%+7.7%0.030%
7/31/2025 Lee Danner & Bass Inc.38,338$5.16M0.4%+13.6%0.661%
7/30/2025 Strategic Blueprint LLC3,138$422K0.0%N/A0.054%
7/30/2025 Sonata Capital Group Inc.3,800$511K0.2%-5.0%0.066%
7/30/2025 TFB Advisors LLC2,720$366K0.1%-15.3%0.047%
7/30/2025 WESPAC Advisors SoCal LLC89,592$12.05M2.7%+35.9%1.545%
7/30/2025 Fiduciary Planning LLC52,718$7.09M2.3%-7.2%0.909%
7/29/2025 Cottonwood Capital Advisors LLC23,537$3.17M2.1%+1.0%0.406%
7/29/2025 Harbor Asset Planning Inc.731$98K0.1%N/A0.013%
7/28/2025 Copia Wealth Management1,403$189K0.2%+55.2%0.024%
7/28/2025 Interchange Capital Partners LLC801$108K0.1%-63.3%0.014%
7/28/2025 RFG Advisory LLC26,354$3.54M0.1%+25.6%0.454%
7/25/2025 Genesee Capital Advisors LLC10,568$1.42M0.6%+65.6%0.182%
7/25/2025 SPC Financial Inc.157,319$21.15M1.8%-4.0%2.712%
7/25/2025 Muirfield Wealth Advisors LLC4,376$588K0.5%-8.3%0.075%
7/25/2025 Concurrent Investment Advisors LLC1,704$229K0.0%+9.7%0.029%
7/24/2025 Game Plan Financial Advisors LLC19,655$2.64M1.2%+77.6%0.339%
7/24/2025 US Bancorp DE4,227$568K0.0%-3.4%0.073%
7/23/2025 Eagle Strategies LLC13,972$1.88M0.3%+2.8%0.241%
7/23/2025 Dohj LLC2,140$279K0.1%N/A0.037%
7/23/2025 WESPAC Advisors LLC1,658$223K0.2%N/A0.029%
7/23/2025 Winthrop Advisory Group LLC3,722$500K0.0%+7.8%0.064%
7/23/2025 Kingswood Wealth Advisors LLC4,988$671K0.1%+3.1%0.086%
7/23/2025 Foresight Capital Management Advisors Inc.2,232$300K0.2%N/A0.038%
7/22/2025 Belpointe Asset Management LLC5,041$678K0.0%+7.9%0.087%
7/22/2025 DAVENPORT & Co LLC4,615$621K0.0%+12.8%0.080%
7/22/2025 Realta Investment Advisors285$38K0.0%N/A0.005%
7/22/2025 Elevate Capital Advisors LLC5,125$689K0.5%N/A0.088%
7/21/2025 Ameritas Advisory Services LLC306$41K0.0%N/A0.005%
7/21/2025 Jmac Enterprises LLC31,547$4.24M0.9%N/A0.544%
7/18/2025 Truist Financial Corp1,933$260K0.0%N/A0.033%
7/17/2025 Lee Johnson Capital Management LLC9,779$1.32M0.5%N/A0.164%
7/17/2025 Janney Montgomery Scott LLC22,049$2.97M0.0%+60.1%0.371%
7/17/2025 Smith Anglin Financial LLC8,862$1.19M0.1%-7.2%0.149%
7/16/2025 MinichMacGregor Wealth Management LLC69,142$9.30M2.0%+26.2%1.162%
7/16/2025 Legend Financial Advisors Inc.50,879$6.84M4.5%-1.4%0.855%
7/16/2025 Cadent Capital Advisors LLC38,582$5.19M1.7%+0.6%0.648%
7/16/2025 Perigon Wealth Management LLC8,975$1.21M0.0%+88.7%0.151%
7/15/2025 Well Done LLC41,990$5.65M1.1%+11.3%0.706%
7/15/2025 Financial Management Professionals Inc.7,674$1.03M0.1%N/A0.129%
7/15/2025 Tepp RIA LLC15,272$2.05M2.7%-40.6%0.257%
7/14/2025 Sowell Financial Services LLC1,762$237K0.0%-18.6%0.029%
7/11/2025 Farther Finance Advisors LLC553$74K0.0%+84.3%0.009%
7/10/2025 Capital Advisory Group Advisory Services LLC26,406$3.55M1.3%+1.0%0.433%
7/10/2025 Focus Financial Network Inc.1,854$249K0.0%-36.4%0.030%
7/9/2025 Bulwark Capital Corp1,185$159K0.1%N/A0.019%
6/27/2025 Goldman Sachs Group Inc.28,026$3.86M0.0%-74.3%0.459%
5/29/2025 Apeiron RIA LLC5,502$758K0.2%-3.0%0.089%
5/21/2025 Geneos Wealth Management Inc.21,484$2.96M0.1%+113.4%0.384%
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5/20/2025 Belpointe Asset Management LLC4,674$644K0.0%+47.9%0.083%
5/19/2025 Jane Street Group LLC23,906$3.29M0.0%+47.4%0.427%
5/19/2025 Advisory Alpha LLC1,473$203K0.0%N/A0.026%
5/19/2025 Game Plan Financial Advisors LLC11,065$1.53M0.7%+17.0%0.198%
5/16/2025 Prostatis Group LLC2,075$286K0.1%-32.0%0.037%
5/16/2025 Ashton Thomas Private Wealth LLC3,832$528K0.0%+14.5%0.068%
5/16/2025 Goldman Sachs Group Inc.28,026$3.86M0.0%-74.3%0.500%
5/16/2025 Jones Financial Companies Lllp24,340$3.35M0.0%+340.8%0.435%
5/16/2025 NewEdge Advisors LLC24,553$3.38M0.0%+5.3%0.438%
5/15/2025 Federation des caisses Desjardins du Quebec48,044$6.62M0.0%N/A0.858%
(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), Osaic Holdings Inc. ($20.31M), Stifel Financial Corp ($18.43M), 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 1,585,695 shares in the last 24 months. This purchase volume represents approximately $208.60M 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 725,201 shares in the last 24 months. This volume of shares sold represents approximately $97.38M in transactions.


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This page (NYSEARCA:IAK) was last updated on 8/27/2025 by MarketBeat.com Staff
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