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

$144.02 +0.74 (+0.52%)

Closing price 09/11/2026 04:10 PM Eastern

Extended Trading

$144.00 -0.03 (-0.02%)

As of 09/11/2026 07:30 PM Eastern

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Number of Institutional Buyers (last 12 months): 76
Total Institutional Inflows (last 12 months): $44.32M

Number of Institutional Sellers (last 12 months): 66
Total Institutional Outflows (last 12 months): $178.81M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/9/2026	RFG Advisory LLC	28,550	$4.01M	0.1%	-18.2%	0.782%
9/9/2026	Baird Financial Group Inc.	20,523	$2.89M	0.0%	+0.4%	0.562%
9/8/2026	Allworth Financial LP	5,570	$783K	0.0%	-9.5%	0.153%
8/22/2026	Compass Financial Management LLC	472	$66K	0.0%	N/A	0.013%
8/12/2026	Compass Financial Management LLC	472	$66K	0.0%	N/A	0.013%
8/7/2026	Trust Co. of Vermont	250	$35K	0.0%	N/A	0.007%
5/19/2026	Bank of America Corp DE	28,119	$3.61M	0.0%	-33.8%	1.004%
5/19/2026	Arkadios Wealth Advisors	7,638	$980K	0.0%	+4.8%	0.273%
5/18/2026	Royal Bank of Canada	46,172	$5.92M	0.0%	-39.0%	1.649%
5/15/2026	Gateway Wealth Partners LLC	2,396	$307K	0.0%	N/A	0.086%
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5/13/2026	Cetera Investment Advisers	20,725	$2.66M	0.0%	+100.1%	0.740%
5/5/2026	Wealthfront Advisers LLC	1,675	$215K	0.0%	+5.7%	0.060%
5/5/2026	Northstar Financial Companies Inc.	14,286	$1.83M	1.5%	+107.3%	0.510%
4/30/2026	Sonata Capital Group Inc.	3,200	$411K	0.2%	-3.0%	0.114%
4/30/2026	Kestra Advisory Services LLC	1,561	$200K	0.0%	+24.4%	0.056%
4/28/2026	Lee Danner & Bass Inc.	34,578	$4.44M	0.3%	-1.8%	1.235%
4/27/2026	Turtle Creek Wealth Advisors LLC	200	$26K	0.0%	N/A	0.007%
4/27/2026	Private Advisor Group LLC	1,612	$207K	0.0%	-12.1%	0.058%
4/22/2026	Janney Montgomery Scott LLC	31,650	$4.06M	0.0%	-2.5%	1.111%
4/20/2026	Kestra Private Wealth Services LLC	9,457	$1.21M	0.0%	+6.9%	0.338%
4/20/2026	Blue Trust Inc.	406	$52K	0.0%	+3,960.0%	0.015%
4/20/2026	RFG Advisory LLC	34,887	$4.48M	0.1%	+7.4%	1.246%
4/17/2026	AdvisorNet Financial Inc	1,899	$244K	0.0%	+66.3%	0.068%
4/17/2026	Outlook Wealth Advisors LLC	11,474	$1.47M	0.4%	-2.9%	0.410%
3/17/2026	Rockefeller Capital Management L.P.	2,329	$317K	0.0%	-42.8%	0.073%
3/16/2026	Osbon Capital Management LLC	450	$61K	0.1%	N/A	0.014%
2/20/2026	Sunbelt Securities Inc.	258	$35K	0.0%	-66.1%	0.008%
2/18/2026	NewEdge Advisors LLC	917	$125K	0.0%	-79.7%	0.029%
2/18/2026	KKM Financial LLC	3,212	$437K	0.1%	-53.2%	0.100%
2/18/2026	Concentric Capital Strategies LP	13,423	$1.83M	0.1%	N/A	0.419%
2/17/2026	Cetera Investment Advisers	10,359	$1.41M	0.0%	+8.6%	0.324%
2/17/2026	Equitable Holdings Inc.	9,082	$1.24M	0.0%	-12.1%	0.284%
2/17/2026	MinichMacGregor Wealth Management LLC	1,539	$210K	0.0%	-97.8%	0.048%
2/17/2026	Regal Investment Advisors LLC	2,055	$280K	0.0%	-67.6%	0.064%
2/17/2026	Osaic Holdings Inc.	20,538	$2.80M	0.0%	-81.9%	0.642%
2/17/2026	Advisory Services Network LLC	31,427	$4.28M	0.1%	-73.0%	0.982%
2/17/2026	Royal Bank of Canada	75,687	$10.30M	0.0%	-37.1%	2.365%
2/17/2026	Bank Hapoalim BM	2,930	$399K	0.0%	-9.0%	0.092%
2/16/2026	MML Investors Services LLC	2,248	$306K	0.0%	-99.0%	0.070%
2/16/2026	Mariner LLC	10,271	$1.40M	0.0%	+1.3%	0.321%
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2/16/2026	Aptus Capital Advisors LLC	2,613	$356K	0.0%	+496.6%	0.082%
2/13/2026	Kestra Advisory Services LLC	1,255	$171K	0.0%	N/A	0.039%
2/13/2026	Marshall Wace LLP	1,528	$208K	0.0%	N/A	0.048%
2/13/2026	Stifel Financial Corp	46,666	$6.35M	0.0%	-68.6%	1.458%
2/13/2026	Martin & Co. Inc. TN	27,912	$3.80M	0.7%	+3.3%	0.872%
2/13/2026	Arkadios Wealth Advisors	7,289	$992K	0.0%	+86.4%	0.228%
2/13/2026	Wells Fargo & Company MN	143,321	$19.51M	0.0%	-5.9%	4.479%
2/12/2026	Jane Street Group LLC	16,066	$2.19M	0.0%	N/A	0.502%
2/12/2026	Federation des caisses Desjardins du Quebec	50,194	$6.83M	0.0%	+1.1%	1.569%
2/12/2026	Commonwealth Equity Services LLC	2,871	$391K	0.0%	-96.9%	0.090%
2/12/2026	Steward Partners Investment Advisory LLC	1,508	$205K	0.0%	-73.9%	0.047%
2/11/2026	Outlook Wealth Advisors LLC	11,822	$1.61M	0.4%	-2.0%	0.369%
2/11/2026	LPL Financial LLC	86,862	$11.83M	0.0%	-3.8%	2.714%
2/11/2026	J.W. Cole Advisors Inc.	12,939	$1.76M	0.0%	-1.4%	0.404%
2/10/2026	Cibc World Market Inc.	11,140	$1.52M	0.0%	-0.7%	0.348%
2/10/2026	Goldman Sachs Group Inc.	21,665	$2.95M	0.0%	-52.2%	0.677%
2/10/2026	Redwood Financial Network Corp	3,222	$439K	0.3%	+30.1%	0.101%
2/10/2026	Sfmg LLC	5,309	$723K	0.0%	-1.6%	0.166%
2/10/2026	IFG Advisory LLC	4,551	$620K	0.0%	-18.7%	0.142%
2/9/2026	M3 Wealth Management LLC	6,798	$926K	0.7%	N/A	0.212%
2/9/2026	Prospera Financial Services Inc	2,869	$391K	0.0%	-96.4%	0.090%
2/6/2026	Advisory Alpha LLC	1,504	$205K	0.0%	N/A	0.047%
2/6/2026	Copia Wealth Management	1,009	$137K	0.1%	-11.6%	0.032%
2/5/2026	Odyssey Capital Advisors Inc.	2,269	$309K	0.3%	N/A	0.071%
2/5/2026	Leuthold Group LLC	6,796	$925K	0.1%	-3.5%	0.212%
2/5/2026	Hills Bank & Trust Co	15,392	$2.10M	0.1%	+12.9%	0.481%
2/5/2026	AlphaCore Capital LLC	13,478	$1.84M	0.0%	+326.8%	0.421%
2/5/2026	Allworth Financial LP	6,809	$927K	0.0%	-4.4%	0.213%
2/5/2026	Stonebridge Financial Planning Group LLC	15,862	$2.16M	0.8%	-5.8%	0.496%
2/4/2026	Tepp RIA LLC	4,596	$626K	0.6%	-26.0%	0.139%
2/4/2026	GGM Financials LLC	72,781	$9.91M	4.8%	+2.2%	2.205%
2/3/2026	International Assets Investment Management LLC	225	$31K	0.0%	N/A	0.007%
2/3/2026	RFG Advisory LLC	32,486	$4.42M	0.1%	+5.6%	0.984%
2/2/2026	WT Wealth Management	4,210	$573K	0.2%	+5.8%	0.128%
2/2/2026	Truist Financial Corp	1,556	$212K	0.0%	-10.2%	0.047%
2/2/2026	Composition Wealth LLC	6,901	$940K	0.0%	-97.2%	0.209%
1/29/2026	Kestra Private Wealth Services LLC	8,844	$1.20M	0.0%	-2.9%	0.264%
1/29/2026	Lee Danner & Bass Inc.	35,208	$4.79M	0.3%	-1.1%	1.051%
1/29/2026	UBS Group AG	60,302	$8.21M	0.0%	-11.8%	1.800%
1/29/2026	NBC Securities Inc.	785	$107K	0.0%	-18.7%	0.023%
1/28/2026	Geneos Wealth Management Inc.	200	$27K	0.0%	-98.0%	0.006%
1/28/2026	SP Asset Management LLC	19,084	$2.60M	0.2%	-2.3%	0.570%
1/27/2026	PFG Advisors	14,927	$2.03M	0.1%	+11.4%	0.446%
1/26/2026	Mirae Asset Global Investments Co. Ltd.	1,200	$163K	0.0%	N/A	0.036%
1/26/2026	Sonata Capital Group Inc.	3,300	$449K	0.2%	-5.7%	0.099%
1/23/2026	Legend Financial Advisors Inc.	54,560	$7.43M	4.5%	+4.9%	1.629%
1/23/2026	Transcend Capital Advisors LLC	2,794	$380K	0.0%	N/A	0.083%
1/22/2026	Fiduciary Planning LLC	56,250	$7.66M	2.3%	+3.2%	1.679%
1/21/2026	BIP Wealth LLC	2,820	$384K	0.0%	N/A	0.084%
1/21/2026	ProCore Advisors LLC	2,346	$319K	0.3%	N/A	0.070%
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1/21/2026	Winthrop Advisory Group LLC	1,692	$230K	0.0%	-31.2%	0.051%
1/21/2026	Flagship Harbor Advisors LLC	250	$34K	0.0%	N/A	0.007%
1/21/2026	Jmac Enterprises LLC	33,969	$4.63M	0.9%	+3.6%	1.014%
1/21/2026	Access Financial Services Inc.	5,449	$742K	0.3%	-10.3%	0.163%
1/20/2026	Realta Investment Advisors	440	$60K	0.0%	-46.0%	0.013%
1/16/2026	Perigon Wealth Management LLC	1,938	$264K	0.0%	-34.0%	0.055%
1/16/2026	Genesee Capital Advisors LLC	8,034	$1.09M	0.4%	-25.3%	0.230%
1/14/2026	Nova Wealth Management Inc.	1,934	$263K	0.2%	-4.1%	0.055%
1/14/2026	Spire Wealth Management	2,625	$357K	0.0%	-3.4%	0.075%
1/14/2026	Cottonwood Capital Advisors LLC	26,117	$3.56M	2.5%	+1.5%	0.746%

IAK Institutional Ownership - Frequently Asked Questions

During the previous two years, 198 institutional investors and hedge funds held shares of iShares U.S. Insurance ETF. The most heavily invested institutionals were Miracle Mile Advisors LLC ($32.73M), SPC Financial Inc. ($20.90M), Wells Fargo & Company MN ($19.51M), WESPAC Advisors SoCal LLC ($12.05M), Beacon Harbor Wealth Advisors Inc. ($11.96M), LPL Financial LLC ($11.83M), and GGM Financials LLC ($9.91M).Learn more on iShares U.S. Insurance ETF's institutional investors.

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 ($138.04K), WESPAC Advisors SoCal LLC ($89.57K), Beacon Harbor Wealth Advisors Inc. ($86.77K), Commonwealth Equity Services LLC ($84.24K), MML Investors Services LLC ($82.76K), and GGM Financials LLC ($73.51K).

Institutional investors have bought a total of 330,244 shares in the last 24 months. This purchase volume represents approximately $44.32M in transactions.

Of the 66 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: Composition Wealth LLC ($237.27K), MML Investors Services LLC ($233.59K), Stifel Financial Corp ($102.17K), Osaic Holdings Inc. ($92.93K), Commonwealth Equity Services LLC ($90.51K), Advisory Services Network LLC ($84.79K), and Prospera Financial Services Inc ($75.79K).

Institutional investors have sold a total of 1,318,028 shares in the last 24 months. This volume of shares sold represents approximately $178.81M in transactions.

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Institutional ownership data for NYSEARCA:IAK is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.

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

IAK Institutional Buying and Selling by Quarter

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

IAK Institutional Ownership - Frequently Asked Questions

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

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

IAK Institutional Buying and Selling by Quarter

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

IAK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IAK shares?

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

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

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

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

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