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

iShares U.S. Insurance ETF logo
$128.96 +0.72 (+0.56%)
Closing price 04:10 PM Eastern
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$129.03 +0.07 (+0.05%)
As of 07:02 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)
123
Total
Institutional Inflows
(last 12 months)
$201.98M
Number of
Institutional Sellers
(last 12 months)
75
Total
Institutional Outflows
(last 12 months)
$168.15M
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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
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%
7/16/2025 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%
6/27/2025Goldman 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%
5/16/2025NewEdge Advisors LLC24,553$3.38M0.0%+5.3%0.438%
5/15/2025Federation des caisses Desjardins du Quebec48,044$6.62M0.0%N/A0.858%
5/15/2025Royal Bank of Canada118,446$16.32M0.0%-23.7%2.115%
5/15/2025OLD Mission Capital LLC3,432$473K0.0%-75.2%0.061%
5/14/2025Comerica Bank2,492$343K0.0%+72.3%0.045%
5/14/2025 Legend Financial Advisors Inc.51,624$7.11M5.2%-3.2%0.922%
5/14/2025Northwestern Mutual Wealth Management Co.951$131K0.0%-48.5%0.017%
5/14/2025Chicago Wealth Management Inc.30,410$4.19M2.2%-1.2%0.543%
5/14/2025Summit Financial LLC5,298$730K0.0%N/A0.095%
5/14/2025TFB Advisors LLC3,212$443K0.1%-4.5%0.057%
5/13/2025Raymond James Financial Inc.57,460$7.92M0.0%-10.5%1.026%
5/13/2025HighTower Advisors LLC3,171$437K0.0%+36.8%0.057%
5/12/2025AlphaCore Capital LLC3,158$435K0.0%N/A0.056%
5/12/2025Beacon Harbor Wealth Advisors Inc.86,768$11.96M2.8%N/A1.549%
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5/9/2025Atria Wealth Solutions Inc.1,687$232K0.0%-67.4%0.030%
5/9/2025L & S Advisors Inc2,058$284K0.0%N/A0.037%
5/8/2025SPC Financial Inc.163,839$22.58M2.0%-2.4%2.926%
5/8/2025Moors & Cabot Inc.3,089$426K0.0%-5.5%0.055%
5/8/2025Woodley Farra Manion Portfolio Management Inc.1,826$252K0.0%N/A0.033%
5/8/2025Geneos Wealth Management Inc.21,484$2.96M0.1%+113.4%0.384%
5/7/2025Ironsides Asset Advisors LLC1,535$212K0.1%N/A0.027%
5/7/2025LPL Financial LLC159,813$22.02M0.0%+37.7%2.854%
5/7/2025Spectrum Wealth Counsel LLC71,539$9.86M1.2%+20.8%1.277%
5/6/2025Cetera Investment Advisers7,423$1.02M0.0%+27.8%0.133%
5/6/2025Avantax Advisory Services Inc.16,972$2.34M0.0%+15.6%0.303%
5/6/2025AE Wealth Management LLC217$30K0.0%-81.1%0.004%
5/6/2025WESPAC Advisors SoCal LLC65,907$9.08M2.4%-6.0%1.177%
5/6/2025PFG Advisors11,783$1.62M0.1%-3.2%0.210%
5/6/2025WT Wealth Management4,445$613K0.2%-83.1%0.079%
5/5/2025Kestra Private Wealth Services LLC9,337$1.29M0.0%+6.3%0.167%
5/5/2025Private Advisor Group LLC26,252$3.62M0.0%-36.4%0.469%
5/5/2025Hollencrest Capital Management34,455$4.75M0.2%-4.4%0.615%
5/2/2025Fortis Group Advisors LLC9,797$1.35M0.3%-50.3%0.175%
5/2/2025Wealthfront Advisers LLC1,628$224K0.0%-95.2%0.029%
4/30/2025Allworth Financial LP9,461$1.24M0.0%-25.7%0.169%
4/30/2025Adapt Wealth Advisors LLC62,104$8.56M4.2%+8.2%1.109%
4/30/2025Bank Hapoalim BM3,210$442K0.1%-5.3%0.057%
4/30/2025Interchange Capital Partners LLC2,180$297K0.1%N/A0.039%
4/29/2025Jackson Wealth Management LLC36,428$5.02M0.6%N/A0.634%
4/29/2025Lee Danner & Bass Inc.33,745$4.65M0.4%-2.2%0.587%
4/29/2025Concurrent Investment Advisors LLC1,553$214K0.0%-19.4%0.027%
4/28/2025Private Trust Co. NA748$103K0.0%N/A0.013%
4/28/2025DAVENPORT & Co LLC4,090$564K0.0%-30.6%0.071%
4/25/2025Hills Bank & Trust Co14,050$1.94M0.1%-4.4%0.244%
4/24/2025Sunbelt Securities Inc.2,742$378K0.0%N/A0.048%
4/24/2025 Diversified Trust Co1,600$220K0.0%N/A0.028%
4/24/2025 Tepp RIA LLC25,691$3.54M4.8%+596.8%0.447%
4/23/2025Cottonwood Capital Advisors LLC23,305$3.21M2.4%+11.5%0.405%
4/23/2025 Perigon Wealth Management LLC4,756$655K0.0%-2.6%0.083%
4/23/2025Spire Wealth Management2,076$286K0.0%+19.7%0.036%
4/23/2025Eagle Strategies LLC13,593$1.87M0.3%+0.7%0.236%
4/23/2025Oppenheimer & Co. Inc.1,929$266K0.0%-68.0%0.034%
4/22/2025Cambridge Investment Research Advisors Inc.21,883$3.02M0.0%-71.6%0.381%
4/22/2025Genesee Capital Advisors LLC6,380$879K0.4%-33.2%0.111%
4/22/2025 MinichMacGregor Wealth Management LLC54,787$7.55M1.7%-38.8%0.953%
4/21/2025 Well Done LLC37,727$4.77M0.9%+4.0%0.656%
4/21/2025 Cadent Capital Advisors LLC38,341$5.28M1.9%-2.7%0.667%
4/21/2025Kingswood Wealth Advisors LLC4,838$667K0.0%+2.9%0.084%
4/17/2025Copia Wealth Management904$125K0.1%N/A0.016%
4/17/2025 Sowell Financial Services LLC2,164$298K0.0%N/A0.038%
4/17/2025Janney Montgomery Scott LLC13,775$1.90M0.0%-13.1%0.240%
4/15/2025 Capital Advisory Group Advisory Services LLC26,150$3.60M1.4%+3.2%0.455%
4/15/2025 Focus Financial Network Inc.2,917$402K0.0%N/A0.051%
4/14/2025Muirfield Wealth Advisors LLC4,771$658K0.6%-33.1%0.083%
Google did what!?!? (Ad)

A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bill Gates has backed four companies in this space. The World Economic Forum calls it “the most exciting human discovery since fire.” Whitney Tilson believes this trend could mint a new class of wealthy investors—and he’s sharing one stock to watch now, for free.

Gates and Altman are betting big—see why
4/14/2025 Farther Finance Advisors LLC300$41K0.0%N/A0.005%
4/14/2025Miracle Mile Advisors LLC112,787$15.54M0.3%+84.8%1.962%
4/11/2025Fiduciary Planning LLC56,820$7.83M2.6%+6.9%0.988%
4/11/2025GGM Financials LLC61,565$8.48M5.8%-1.2%1.071%
4/10/2025Smith Anglin Financial LLC9,545$1.32M0.1%-9.2%0.166%
4/9/2025RFG Advisory LLC20,984$2.89M0.1%+27.2%0.365%
4/9/2025 NBC Securities Inc.965$132K0.0%N/A0.017%
4/8/2025Winthrop Advisory Group LLC3,452$476K0.1%+12.6%0.060%
4/7/2025 AdvisorNet Financial Inc837$115K0.0%-13.0%0.014%
3/21/2025Prostatis Group LLC3,051$386K0.1%N/A0.055%
(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, 174 institutional investors and hedge funds held shares of iShares U.S. Insurance ETF. The most heavily invested institutionals were MML Investors Services LLC ($28.59M), Wells Fargo & Company MN ($28.04M), SPC Financial Inc. ($22.58M), LPL Financial LLC ($22.02M), Osaic Holdings Inc. ($20.31M), Stifel Financial Corp ($18.43M), and Royal Bank of Canada ($16.32M).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 153 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. ($128.39K), Miracle Mile Advisors LLC ($112.79K), International Assets Investment Management LLC ($88.88K), Beacon Harbor Wealth Advisors Inc. ($86.77K), Cambridge Investment Research Advisors Inc. ($86.60K), Lee Danner & Bass Inc. ($75.26K), and WESPAC Advisors SoCal LLC ($70.06K).

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

Institutional investors have bought a total of 1,583,387 shares in the last 24 months. This purchase volume represents approximately $201.98M in transactions.

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

Of the 75 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: Bank of Montreal Can ($616.61K), Goldman Sachs Group Inc. ($161.64K), Cambridge Investment Research Advisors Inc. ($131.32K), Fortis Group Advisors LLC ($58.05K), MinichMacGregor Wealth Management LLC ($41.39K), Royal Bank of Canada ($36.79K), and Wealthfront Advisers LLC ($32.32K).

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

Institutional investors have sold a total of 1,362,444 shares in the last 24 months. This volume of shares sold represents approximately $168.15M in transactions.


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This page (NYSEARCA:IAK) was last updated on 7/17/2025 by MarketBeat.com Staff
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