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

iShares U.S. Insurance ETF logo
$136.59 -1.04 (-0.76%)
As of 05/20/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares U.S. Insurance ETF (NYSEARCA:IAK)

Number of
Institutional Buyers
(last 12 months)
121
Total
Institutional Inflows
(last 12 months)
$194.13M
Number of
Institutional Sellers
(last 12 months)
71
Total
Institutional Outflows
(last 12 months)
$155.28M
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IAK Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2025Belpointe 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%
5/15/2025 Royal Bank of Canada118,446$16.32M0.0%-23.7%2.115%
5/15/2025 OLD Mission Capital LLC3,432$473K0.0%-75.2%0.061%
5/14/2025 Comerica Bank2,492$343K0.0%+72.3%0.045%
5/14/2025 Legend Financial Advisors Inc.51,624$7.11M5.2%-3.2%0.922%
5/14/2025 Northwestern Mutual Wealth Management Co.951$131K0.0%-48.5%0.017%
5/14/2025 Chicago Wealth Management Inc.30,410$4.19M2.2%-1.2%0.543%
5/14/2025 Summit Financial LLC5,298$730K0.0%N/A0.095%
5/14/2025 TFB Advisors LLC3,212$443K0.1%-4.5%0.057%
5/13/2025 Raymond James Financial Inc.57,460$7.92M0.0%-10.5%1.026%
5/13/2025 HighTower Advisors LLC3,171$437K0.0%+36.8%0.057%
5/12/2025 AlphaCore Capital LLC3,158$435K0.0%N/A0.056%
5/12/2025 Beacon Harbor Wealth Advisors Inc.86,768$11.96M2.8%N/A1.549%
5/9/2025 Atria Wealth Solutions Inc.1,687$232K0.0%-67.4%0.030%
5/9/2025 L & S Advisors Inc2,058$284K0.0%N/A0.037%
5/8/2025 SPC Financial Inc.163,839$22.58M2.0%-2.4%2.926%
5/8/2025 Moors & Cabot Inc.3,089$426K0.0%-5.5%0.055%
5/8/2025 Woodley Farra Manion Portfolio Management Inc.1,826$252K0.0%N/A0.033%
5/8/2025 Geneos Wealth Management Inc.21,484$2.96M0.1%+113.4%0.384%
5/7/2025 Ironsides Asset Advisors LLC1,535$212K0.1%N/A0.027%
5/7/2025 LPL Financial LLC159,813$22.02M0.0%+37.7%2.854%
5/7/2025 Spectrum Wealth Counsel LLC71,539$9.86M1.2%+20.8%1.277%
5/6/2025 Cetera Investment Advisers7,423$1.02M0.0%+27.8%0.133%
5/6/2025 Avantax Advisory Services Inc.16,972$2.34M0.0%+15.6%0.303%
5/6/2025 AE Wealth Management LLC217$30K0.0%-81.1%0.004%
5/6/2025 WESPAC Advisors SoCal LLC65,907$9.08M2.4%-6.0%1.177%
5/6/2025 PFG Advisors11,783$1.62M0.1%-3.2%0.210%
5/6/2025 WT Wealth Management4,445$613K0.2%-83.1%0.079%
5/5/2025 Kestra Private Wealth Services LLC9,337$1.29M0.0%+6.3%0.167%
5/5/2025 Private Advisor Group LLC26,252$3.62M0.0%-36.4%0.469%
5/5/2025 Hollencrest Capital Management34,455$4.75M0.2%-4.4%0.615%
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5/2/2025 Fortis Group Advisors LLC9,797$1.35M0.3%-50.3%0.175%
5/2/2025 Wealthfront Advisers LLC1,628$224K0.0%-95.2%0.029%
4/30/2025 Allworth Financial LP9,461$1.24M0.0%-25.7%0.169%
4/30/2025 Adapt Wealth Advisors LLC62,104$8.56M4.2%+8.2%1.109%
4/30/2025 Bank Hapoalim BM3,210$442K0.1%-5.3%0.057%
4/30/2025 Interchange Capital Partners LLC2,180$297K0.1%N/A0.039%
4/29/2025 Jackson Wealth Management LLC36,428$5.02M0.6%N/A0.634%
4/29/2025 Lee Danner & Bass Inc.33,745$4.65M0.4%-2.2%0.587%
4/29/2025 Concurrent Investment Advisors LLC1,553$214K0.0%-19.4%0.027%
4/28/2025 Private Trust Co. NA748$103K0.0%N/A0.013%
4/28/2025 DAVENPORT & Co LLC4,090$564K0.0%-30.6%0.071%
4/25/2025 Hills Bank & Trust Co14,050$1.94M0.1%-4.4%0.244%
4/24/2025 Sunbelt 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%
4/23/2025 Cottonwood 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%
4/23/2025 Spire Wealth Management2,076$286K0.0%+19.7%0.036%
4/23/2025 Eagle Strategies LLC13,593$1.87M0.3%+0.7%0.236%
4/23/2025 Oppenheimer & Co. Inc.1,929$266K0.0%-68.0%0.034%
4/22/2025 Cambridge Investment Research Advisors Inc.21,883$3.02M0.0%-71.6%0.381%
4/22/2025 Genesee 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%
4/21/2025 Kingswood Wealth Advisors LLC4,838$667K0.0%+2.9%0.084%
4/17/2025 Copia Wealth Management904$125K0.1%N/A0.016%
4/17/2025 Sowell Financial Services LLC2,164$298K0.0%N/A0.038%
4/17/2025 Janney 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%
4/14/2025 Muirfield Wealth Advisors LLC4,771$658K0.6%-33.1%0.083%
4/14/2025 Farther Finance Advisors LLC300$41K0.0%N/A0.005%
4/14/2025 Miracle Mile Advisors LLC112,787$15.54M0.3%+84.8%1.962%
4/11/2025 Fiduciary Planning LLC56,820$7.83M2.6%+6.9%0.988%
4/11/2025 GGM Financials LLC61,565$8.48M5.8%-1.2%1.071%
4/10/2025 Smith Anglin Financial LLC9,545$1.32M0.1%-9.2%0.166%
4/9/2025 RFG Advisory LLC20,984$2.89M0.1%+27.2%0.365%
4/9/2025 NBC Securities Inc.965$132K0.0%N/A0.017%
4/8/2025 Winthrop Advisory Group LLC3,452$476K0.1%+12.6%0.060%
4/7/2025 AdvisorNet Financial Inc837$115K0.0%-13.0%0.014%
3/21/2025 Prostatis Group LLC3,051$386K0.1%N/A0.055%
3/12/2025 Centaurus Financial Inc.1,109$140K0.0%-21.6%0.020%
2/18/2025 Stonebridge Financial Planning Group LLC16,601$2.10M0.9%+6.2%0.299%
2/18/2025 Castleark Management LLC54,070$6.84M0.2%-12.9%0.974%
2/17/2025 Wolverine Trading LLC1,836$231K0.0%N/A0.033%
2/17/2025 Royal Bank of Canada155,233$19.63M0.0%+1.9%2.797%
2/17/2025 D. E. Shaw & Co. Inc.1,919$243K0.0%+11.6%0.035%
2/17/2025 Cetera Investment Advisers5,810$735K0.0%+8.6%0.105%
2/17/2025 Citadel Advisors LLC3,175$402K0.0%-12.6%0.057%
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2/17/2025 Baird Financial Group Inc.1,617$205K0.0%-10.5%0.029%
2/17/2025 Bank of America Corp DE124,730$15.78M0.0%-19.3%2.247%
2/17/2025 Aptus Capital Advisors LLC430$54K0.0%N/A0.008%
2/17/2025 Adapt Wealth Advisors LLC57,384$7.26M3.6%+47.2%1.034%
2/14/2025 Eagle Strategies LLC13,496$1.71M0.3%+2.5%0.243%
2/14/2025 Jane Street Group LLC16,217$2.05M0.0%N/A0.292%
2/14/2025 Comerica Bank1,446$183K0.0%-45.9%0.026%
2/14/2025 Owen LaRue LLC5,358$678K0.4%-43.3%0.097%
2/14/2025 Two Sigma Securities LLC3,005$380K0.1%N/A0.054%
2/14/2025 Syon Capital LLC2,372$300K0.0%N/A0.043%
(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, 172 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 IAK's institutional investors.

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

Of the 150 institutional investors that purchased iShares U.S. Insurance ETF 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 2,133,494 shares in the last 24 months. This purchase volume represents approximately $257.22M in transactions.

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

Of the 90 institutional investors that sold iShares U.S. Insurance ETF 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), Cambridge Investment Research Advisors Inc. ($134.67K), LPL Financial LLC ($110.64K), Goldman Sachs Group Inc. ($80.82K), MinichMacGregor Wealth Management LLC ($60.40K), Fortis Group Advisors LLC ($58.05K), and Royal Bank of Canada ($36.79K).

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

Institutional investors have sold a total of 1,631,188 shares in the last 24 months. This volume of shares sold represents approximately $188.29M in transactions.



This page (NYSEARCA:IAK) was last updated on 5/21/2025 by MarketBeat.com Staff
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