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

iShares U.S. Insurance ETF logo
$134.11 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
114
Total
Institutional Inflows
(last 12 months)
$97.06M
Number of
Institutional Sellers
(last 12 months)
81
Total
Institutional Outflows
(last 12 months)
$198.25M
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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
5/19/2026 Bank of America Corp DE28,119$3.61M0.0%-33.8%1.004%
5/19/2026 Arkadios Wealth Advisors7,638$980K0.0%+4.8%0.273%
5/18/2026 Royal Bank of Canada46,172$5.92M0.0%-39.0%1.649%
5/15/2026 Gateway Wealth Partners LLC2,396$307K0.0%N/A0.086%
5/13/2026 Cetera Investment Advisers20,725$2.66M0.0%+100.1%0.740%
5/5/2026 Wealthfront Advisers LLC1,675$215K0.0%+5.7%0.060%
5/5/2026 Northstar Financial Companies Inc.14,286$1.83M1.5%+107.3%0.510%
4/30/2026 Sonata Capital Group Inc.3,200$411K0.2%-3.0%0.114%
4/30/2026 Kestra Advisory Services LLC1,561$200K0.0%+24.4%0.056%
4/28/2026 Lee Danner & Bass Inc.34,578$4.44M0.3%-1.8%1.235%
4/27/2026 Turtle Creek Wealth Advisors LLC200$26K0.0%N/A0.007%
4/27/2026 Private Advisor Group LLC1,612$207K0.0%-12.1%0.058%
4/22/2026 Janney Montgomery Scott LLC31,650$4.06M0.0%-2.5%1.111%
4/20/2026 Kestra Private Wealth Services LLC9,457$1.21M0.0%+6.9%0.338%
4/20/2026 Blue Trust Inc.406$52K0.0%+3,960.0%0.015%
4/20/2026 RFG Advisory LLC34,887$4.48M0.1%+7.4%1.246%
4/17/2026 AdvisorNet Financial Inc1,899$244K0.0%+66.3%0.068%
4/17/2026 Outlook Wealth Advisors LLC11,474$1.47M0.4%-2.9%0.410%
3/17/2026 Rockefeller Capital Management L.P.2,329$317K0.0%-42.8%0.073%
3/16/2026 Osbon Capital Management LLC450$61K0.1%N/A0.014%
2/20/2026 Sunbelt Securities Inc.258$35K0.0%-66.1%0.008%
2/18/2026 NewEdge Advisors LLC917$125K0.0%-79.7%0.029%
2/18/2026 KKM Financial LLC3,212$437K0.1%-53.2%0.100%
2/18/2026 Concentric Capital Strategies LP13,423$1.83M0.1%N/A0.419%
2/17/2026 Cetera Investment Advisers10,359$1.41M0.0%+8.6%0.324%
2/17/2026 Equitable Holdings Inc.9,082$1.24M0.0%-12.1%0.284%
2/17/2026 MinichMacGregor Wealth Management LLC1,539$210K0.0%-97.8%0.048%
2/17/2026 Regal Investment Advisors LLC2,055$280K0.0%-67.6%0.064%
2/17/2026 Osaic Holdings Inc.20,538$2.80M0.0%-81.9%0.642%
2/17/2026 Advisory Services Network LLC31,427$4.28M0.1%-73.0%0.982%
2/17/2026 Royal Bank of Canada75,687$10.30M0.0%-37.1%2.365%
2/17/2026 Bank Hapoalim BM2,930$399K0.0%-9.0%0.092%
2/16/2026 MML Investors Services LLC2,248$306K0.0%-99.0%0.070%
2/16/2026 Mariner LLC10,271$1.40M0.0%+1.3%0.321%
2/16/2026 Aptus Capital Advisors LLC2,613$356K0.0%+496.6%0.082%
2/13/2026 Kestra Advisory Services LLC1,255$171K0.0%N/A0.039%
2/13/2026 Marshall Wace LLP1,528$208K0.0%N/A0.048%
2/13/2026 Stifel Financial Corp46,666$6.35M0.0%-68.6%1.458%
2/13/2026 Martin & Co. Inc. TN27,912$3.80M0.7%+3.3%0.872%
2/13/2026 Arkadios Wealth Advisors7,289$992K0.0%+86.4%0.228%
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2/13/2026 Wells Fargo & Company MN143,321$19.51M0.0%-5.9%4.479%
2/12/2026 Jane Street Group LLC16,066$2.19M0.0%N/A0.502%
2/12/2026 Federation des caisses Desjardins du Quebec50,194$6.83M0.0%+1.1%1.569%
2/12/2026 Commonwealth Equity Services LLC2,871$391K0.0%-96.9%0.090%
2/12/2026 Steward Partners Investment Advisory LLC1,508$205K0.0%-73.9%0.047%
2/11/2026 Outlook Wealth Advisors LLC11,822$1.61M0.4%-2.0%0.369%
2/11/2026 LPL Financial LLC86,862$11.83M0.0%-3.8%2.714%
2/11/2026 J.W. Cole Advisors Inc.12,939$1.76M0.0%-1.4%0.404%
2/10/2026 Cibc World Market Inc.11,140$1.52M0.0%-0.7%0.348%
2/10/2026 Goldman Sachs Group Inc.21,665$2.95M0.0%-52.2%0.677%
2/10/2026 Redwood Financial Network Corp3,222$439K0.3%+30.1%0.101%
2/10/2026 Sfmg LLC5,309$723K0.0%-1.6%0.166%
2/10/2026 IFG Advisory LLC4,551$620K0.0%-18.7%0.142%
2/9/2026 M3 Wealth Management LLC6,798$926K0.7%N/A0.212%
2/9/2026 Prospera Financial Services Inc2,869$391K0.0%-96.4%0.090%
2/6/2026 Advisory Alpha LLC1,504$205K0.0%N/A0.047%
2/6/2026 Copia Wealth Management1,009$137K0.1%-11.6%0.032%
2/5/2026 Odyssey Capital Advisors Inc.2,269$309K0.3%N/A0.071%
2/5/2026 Leuthold Group LLC6,796$925K0.1%-3.5%0.212%
2/5/2026 Hills Bank & Trust Co15,392$2.10M0.1%+12.9%0.481%
2/5/2026 AlphaCore Capital LLC13,478$1.84M0.0%+326.8%0.421%
2/5/2026 Allworth Financial LP6,809$927K0.0%-4.4%0.213%
2/5/2026 Stonebridge Financial Planning Group LLC15,862$2.16M0.8%-5.8%0.496%
2/4/2026 Tepp RIA LLC4,596$626K0.6%-26.0%0.139%
2/4/2026 GGM Financials LLC72,781$9.91M4.8%+2.2%2.205%
2/3/2026 International Assets Investment Management LLC225$31K0.0%N/A0.007%
2/3/2026 RFG Advisory LLC32,486$4.42M0.1%+5.6%0.984%
2/2/2026 WT Wealth Management4,210$573K0.2%+5.8%0.128%
2/2/2026 Truist Financial Corp1,556$212K0.0%-10.2%0.047%
2/2/2026 Composition Wealth LLC6,901$940K0.0%-97.2%0.209%
1/29/2026 Kestra Private Wealth Services LLC8,844$1.20M0.0%-2.9%0.264%
1/29/2026 Lee Danner & Bass Inc.35,208$4.79M0.3%-1.1%1.051%
1/29/2026 UBS Group AG60,302$8.21M0.0%-11.8%1.800%
1/29/2026 NBC Securities Inc.785$107K0.0%-18.7%0.023%
1/28/2026 Geneos Wealth Management Inc.200$27K0.0%-98.0%0.006%
1/28/2026 SP Asset Management LLC19,084$2.60M0.2%-2.3%0.570%
1/27/2026 PFG Advisors14,927$2.03M0.1%+11.4%0.446%
1/26/2026 Mirae Asset Global Investments Co. Ltd.1,200$163K0.0%N/A0.036%
1/26/2026 Sonata Capital Group Inc.3,300$449K0.2%-5.7%0.099%
1/23/2026 Legend Financial Advisors Inc.54,560$7.43M4.5%+4.9%1.629%
1/23/2026 Transcend Capital Advisors LLC2,794$380K0.0%N/A0.083%
1/22/2026 Fiduciary Planning LLC56,250$7.66M2.3%+3.2%1.679%
1/21/2026 BIP Wealth LLC2,820$384K0.0%N/A0.084%
1/21/2026 ProCore Advisors LLC2,346$319K0.3%N/A0.070%
1/21/2026 Winthrop Advisory Group LLC1,692$230K0.0%-31.2%0.051%
1/21/2026 Flagship Harbor Advisors LLC250$34K0.0%N/A0.007%
1/21/2026 Jmac Enterprises LLC33,969$4.63M0.9%+3.6%1.014%
1/21/2026 Access Financial Services Inc.5,449$742K0.3%-10.3%0.163%
1/20/2026 Realta Investment Advisors440$60K0.0%-46.0%0.013%
1/16/2026 Perigon Wealth Management LLC1,938$264K0.0%-34.0%0.055%
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1/16/2026 Genesee Capital Advisors LLC8,034$1.09M0.4%-25.3%0.230%
1/14/2026 Nova Wealth Management Inc.1,934$263K0.2%-4.1%0.055%
1/14/2026 Spire Wealth Management2,625$357K0.0%-3.4%0.075%
1/14/2026 Cottonwood Capital Advisors LLC26,117$3.56M2.5%+1.5%0.746%
1/13/2026 Well Done LLC52,458$7.14M1.1%+15.9%1.499%
1/12/2026 Bulwark Capital Corp923$126K0.1%-56.0%0.026%
1/1/2026 JPMorgan Chase & Co.1,436$192K0.0%+2,772.0%0.029%
12/2/2025 Allworth Financial LP7,119$954K0.0%-11.8%0.145%
11/19/2025 Sunbelt Securities Inc.761$102K0.0%N/A0.016%
11/18/2025 Advisory Services Network LLC116,213$15.58M0.2%+9.0%2.372%


IAK Institutional Ownership - Frequently Asked Questions

During the previous two years, 202 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 178 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 722,525 shares in the last 24 months. This purchase volume represents approximately $97.06M in transactions.

Of the 81 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), Goldman Sachs Group Inc. ($104.49K), Stifel Financial Corp ($102.17K), Osaic Holdings Inc. ($92.93K), Commonwealth Equity Services LLC ($90.51K), and Advisory Services Network LLC ($84.79K).

Institutional investors have sold a total of 1,460,943 shares in the last 24 months. This volume of shares sold represents approximately $198.25M in transactions.



This page (NYSEARCA:IAK) was last updated on 5/25/2026 by MarketBeat.com Staff.
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