Free Trial
→ The REAL Reason Trump is Invading Iran (From Banyan Hill Publishing) (Ad)tc pixel Free IAK Stock Alerts

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

iShares U.S. Insurance ETF logo
$131.38 +0.44 (+0.34%)
As of 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
122
Total
Institutional Inflows
(last 12 months)
$132.05M
Number of
Institutional Sellers
(last 12 months)
89
Total
Institutional Outflows
(last 12 months)
$216.59M
Get IAK Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares U.S. Insurance ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

IAK Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Northstar 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%
3/17/2026Rockefeller Capital Management L.P.2,329$317K0.0%-42.8%0.073%
3/16/2026Osbon Capital Management LLC450$61K0.1%N/A0.014%
2/20/2026Sunbelt Securities Inc.258$35K0.0%-66.1%0.008%
2/18/2026NewEdge Advisors LLC917$125K0.0%-79.7%0.029%
2/18/2026KKM Financial LLC3,212$437K0.1%-53.2%0.100%
2/18/2026Concentric Capital Strategies LP13,423$1.83M0.1%N/A0.419%
2/17/2026Cetera Investment Advisers10,359$1.41M0.0%+8.6%0.324%
2/17/2026Equitable 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%
2/17/2026Regal Investment Advisors LLC2,055$280K0.0%-67.6%0.064%
2/17/2026Osaic Holdings Inc.20,538$2.80M0.0%-81.9%0.642%
2/17/2026Advisory Services Network LLC31,427$4.28M0.1%-73.0%0.982%
2/17/2026Royal 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%
2/16/2026Mariner LLC10,271$1.40M0.0%+1.3%0.321%
2/16/2026Aptus Capital Advisors LLC2,613$356K0.0%+496.6%0.082%
2/13/2026 Kestra Advisory Services LLC1,255$171K0.0%N/A0.039%
2/13/2026Marshall Wace LLP1,528$208K0.0%N/A0.048%
2/13/2026Stifel Financial Corp46,666$6.35M0.0%-68.6%1.458%
2/13/2026Martin & Co. Inc. TN27,912$3.80M0.7%+3.3%0.872%
2/13/2026Arkadios Wealth Advisors7,289$992K0.0%+86.4%0.228%
2/13/2026Wells Fargo & Company MN143,321$19.51M0.0%-5.9%4.479%
2/12/2026Jane Street Group LLC16,066$2.19M0.0%N/A0.502%
2/12/2026Federation 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%
2/12/2026Steward 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%
2/11/2026LPL 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%
2/10/2026Cibc World Market Inc.11,140$1.52M0.0%-0.7%0.348%
2/10/2026Goldman Sachs Group Inc.21,665$2.95M0.0%-52.2%0.677%
2/10/2026Redwood Financial Network Corp3,222$439K0.3%+30.1%0.101%
2/10/2026Sfmg LLC5,309$723K0.0%-1.6%0.166%
2/10/2026IFG Advisory LLC4,551$620K0.0%-18.7%0.142%
2/9/2026M3 Wealth Management LLC6,798$926K0.7%N/A0.212%
2/9/2026 Prospera Financial Services Inc2,869$391K0.0%-96.4%0.090%
2/6/2026Advisory 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%
2/5/2026Leuthold Group LLC6,796$925K0.1%-3.5%0.212%
2/5/2026 Hills Bank & Trust Co15,392$2.10M0.1%+12.9%0.481%
2/5/2026AlphaCore Capital LLC13,478$1.84M0.0%+326.8%0.421%
2/5/2026Allworth Financial LP6,809$927K0.0%-4.4%0.213%
2/5/2026Stonebridge 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%
2/4/2026GGM 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%
1/29/2026UBS Group AG60,302$8.21M0.0%-11.8%1.800%
1/29/2026 NBC Securities Inc.785$107K0.0%-18.7%0.023%
1/28/2026Geneos Wealth Management Inc.200$27K0.0%-98.0%0.006%
1/28/2026SP Asset Management LLC19,084$2.60M0.2%-2.3%0.570%
1/27/2026PFG 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%
1/23/2026Transcend 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%
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%
1/1/2026JPMorgan Chase & Co.1,436$192K0.0%+2,772.0%0.029%
12/2/2025Allworth Financial LP7,119$954K0.0%-11.8%0.145%
11/19/2025Sunbelt Securities Inc.761$102K0.0%N/A0.016%
11/18/2025Advisory Services Network LLC116,213$15.58M0.2%+9.0%2.372%
11/18/2025Stonebridge Financial Planning Group LLC16,840$2.26M0.8%-2.0%0.344%
11/17/2025 Kestra Private Wealth Services LLC9,111$1.22M0.0%-2.6%0.186%
11/17/2025NewEdge Advisors LLC4,528$607K0.0%-83.1%0.092%
11/17/2025Susquehanna International Group LLP23,791$3.19M0.0%+60.2%0.486%
11/17/2025Mariner LLC10,139$1.36M0.0%-54.7%0.207%
11/17/2025National Bank of Canada FI260$35K0.0%+61.5%0.005%


IAK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IAK shares?

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), Bank of America Corp DE ($13.42M), WESPAC Advisors SoCal LLC ($12.05M), Beacon Harbor Wealth Advisors Inc. ($11.96M), and LPL Financial LLC ($11.83M).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 179 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).

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

Institutional investors have bought a total of 975,492 shares in the last 24 months. This purchase volume represents approximately $132.05M in transactions.

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

Of the 88 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. ($185.30K), Stifel Financial Corp ($102.17K), Osaic Holdings Inc. ($92.93K), Commonwealth Equity Services LLC ($90.51K), and Advisory Services Network LLC ($84.79K).

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

Institutional investors have sold a total of 1,591,001 shares in the last 24 months. This volume of shares sold represents approximately $216.59M in transactions.


Related Companies

This page (NYSEARCA:IAK) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
The $1.75T "Backdoor" ticker (NOT Starlink)
When the SpaceX IPO launches, most investors will already be too late. The real opportunity isn't the IPO itse...
Behind the Markets | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel