QQQ   423.41 (-0.57%)
AAPL   167.04 (-0.57%)
MSFT   404.27 (-1.84%)
META   501.80 (+1.54%)
GOOGL   156.01 (+0.35%)
AMZN   179.22 (-1.14%)
TSLA   149.93 (-3.55%)
NVDA   846.71 (+0.76%)
AMD   155.08 (+0.69%)
NIO   4.00 (+2.30%)
BABA   68.88 (+0.09%)
T   16.33 (+1.30%)
F   12.06 (+0.17%)
MU   111.93 (-3.78%)
GE   152.94 (-1.75%)
CGC   7.83 (+20.65%)
DIS   112.43 (-0.45%)
AMC   2.92 (-2.01%)
PFE   25.39 (-0.12%)
PYPL   62.10 (-1.83%)
XOM   118.52 (-0.09%)
QQQ   423.41 (-0.57%)
AAPL   167.04 (-0.57%)
MSFT   404.27 (-1.84%)
META   501.80 (+1.54%)
GOOGL   156.01 (+0.35%)
AMZN   179.22 (-1.14%)
TSLA   149.93 (-3.55%)
NVDA   846.71 (+0.76%)
AMD   155.08 (+0.69%)
NIO   4.00 (+2.30%)
BABA   68.88 (+0.09%)
T   16.33 (+1.30%)
F   12.06 (+0.17%)
MU   111.93 (-3.78%)
GE   152.94 (-1.75%)
CGC   7.83 (+20.65%)
DIS   112.43 (-0.45%)
AMC   2.92 (-2.01%)
PFE   25.39 (-0.12%)
PYPL   62.10 (-1.83%)
XOM   118.52 (-0.09%)
QQQ   423.41 (-0.57%)
AAPL   167.04 (-0.57%)
MSFT   404.27 (-1.84%)
META   501.80 (+1.54%)
GOOGL   156.01 (+0.35%)
AMZN   179.22 (-1.14%)
TSLA   149.93 (-3.55%)
NVDA   846.71 (+0.76%)
AMD   155.08 (+0.69%)
NIO   4.00 (+2.30%)
BABA   68.88 (+0.09%)
T   16.33 (+1.30%)
F   12.06 (+0.17%)
MU   111.93 (-3.78%)
GE   152.94 (-1.75%)
CGC   7.83 (+20.65%)
DIS   112.43 (-0.45%)
AMC   2.92 (-2.01%)
PFE   25.39 (-0.12%)
PYPL   62.10 (-1.83%)
XOM   118.52 (-0.09%)
QQQ   423.41 (-0.57%)
AAPL   167.04 (-0.57%)
MSFT   404.27 (-1.84%)
META   501.80 (+1.54%)
GOOGL   156.01 (+0.35%)
AMZN   179.22 (-1.14%)
TSLA   149.93 (-3.55%)
NVDA   846.71 (+0.76%)
AMD   155.08 (+0.69%)
NIO   4.00 (+2.30%)
BABA   68.88 (+0.09%)
T   16.33 (+1.30%)
F   12.06 (+0.17%)
MU   111.93 (-3.78%)
GE   152.94 (-1.75%)
CGC   7.83 (+20.65%)
DIS   112.43 (-0.45%)
AMC   2.92 (-2.01%)
PFE   25.39 (-0.12%)
PYPL   62.10 (-1.83%)
XOM   118.52 (-0.09%)
Free Trial

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

→ Bitcoin Rockets To Record High But Buy THIS Instead (From Paradigm Press) (Ad)
Free IAK Stock Alerts
$110.64
+1.10 (+1.00%)
(As of 03:59 PM ET)
Compare
Stock AnalysisChartHeadlinesHoldingsOwnershipRatings

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

Number of
Institutional Buyers
(last 12 months)
79
Total
Institutional Inflows
(last 12 months)
$64.48M
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$60.58M
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.

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 to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2024Founders Financial Securities LLC34,860$4.09M0.4%-0.6%0.861%
4/17/2024Legend Financial Advisors Inc.55,335$6.50M4.7%-0.9%1.366%
4/15/2024Brookstone Capital Management2,876$338K0.0%+12.0%0.071%
4/15/2024Sunbelt Securities Inc.799$94K0.0%-65.7%0.020%
4/15/2024Kingswood Wealth Advisors LLC3,457$406K0.0%-2.7%0.085%
4/11/2024 Cadent Capital Advisors LLC42,032$4.93M2.0%-2.8%1.038%
3/14/2024Muirfield Wealth Advisors LLC9,075$909K1.0%N/A0.224%
2/29/2024Tortoise Investment Management LLC314$34K0.0%N/A0.008%
2/16/2024GSA Capital Partners LLP4,398$440K0.0%N/A0.109%
2/15/2024Primoris Wealth Advisors LLC15,700$1.57M1.5%N/A0.388%
2/15/2024Citadel Advisors LLC3,282$329K0.0%-55.9%0.081%
2/15/2024Comerica Bank1,407$141K0.0%+22.3%0.035%
2/14/2024Royal Bank of Canada145,726$14.59M0.0%+56.6%3.598%
2/14/2024Chicago Wealth Management Inc.31,387$3.14M2.1%+2.2%0.775%
2/14/2024Personal CFO Solutions LLC6,091$610K0.1%+5.7%0.150%
2/13/2024Envestnet Asset Management Inc.25,605$2.56M0.0%-9.6%0.632%
2/13/2024Goldman Sachs Group Inc.65,503$6.56M0.0%+40.6%1.617%
2/12/2024Scotia Capital Inc.7,105$711K0.0%N/A0.175%
2/12/2024Stifel Financial Corp134,142$13.43M0.0%+11.0%3.312%
2/12/2024Steward Partners Investment Advisory LLC5,868$588K0.0%-3.4%0.145%
2/9/2024Advisory Services Network LLC89,726$8.98M0.2%-1.4%2.215%
2/9/2024Cambridge Investment Research Advisors Inc.14,646$1.47M0.0%+30.3%0.362%
2/9/2024Wells Fargo & Company MN176,639$17.69M0.0%+7.7%4.361%
2/9/2024UBS Group AG45,445$4.55M0.0%-0.9%1.122%
2/8/2024Tortoise Investment Management LLC314$34K0.0%N/A0.008%
2/8/2024MinichMacGregor Wealth Management LLC101,691$10.18M2.9%-5.4%2.511%
2/8/2024Janney Montgomery Scott LLC19,611$1.96M0.0%+27.4%0.484%
2/7/2024SP Asset Management LLC19,988$2.00M0.2%+0.8%0.494%
2/6/2024Private Advisor Group LLC5,547$555K0.0%N/A0.137%
2/6/2024Leuthold Group LLC9,054$907K0.1%N/A0.224%
2/5/2024Stonebridge Financial Planning Group LLC16,693$1.67M1.0%-34.5%0.412%
2/5/2024Kestra Private Wealth Services LLC4,425$443K0.0%+46.6%0.109%
2/2/2024Citizens Financial Group Inc. RI6,500$651K0.0%N/A0.160%
2/2/2024Atria Wealth Solutions Inc.9,161$917K0.0%+22.0%0.226%
2/1/2024Larson Financial Group LLC1,269$127K0.0%+13.0%0.031%
2/1/2024Lee Danner & Bass Inc.40,859$4.09M0.4%+965.4%1.009%
1/31/2024Legend Financial Advisors Inc.55,812$5.59M4.5%-3.0%1.378%
1/31/2024J.W. Cole Advisors Inc.13,170$1.32M0.1%N/A0.325%
1/30/2024Sfmg LLC4,745$475K0.0%N/A0.117%
1/30/2024Capital Analysts LLC648$65K0.0%N/A0.016%
This consistently signaled gains of 453%... 610%... and even 1036%... (Ad)

It doesn’t happen often, but occasionally, something completely unique comes across my radar. In this case, I’m talking about legal “Insider Trading”. Traders who have consistently signaled 453% … 610% .. and even 1036%... gains. And until now they have been doing it completely under the radar. In an upcoming interview I am revealing the strategy behind this gold-mine and how you can piggy back their every trade.

Register for the imminent briefing here.
1/29/2024Genesee Capital Advisors LLC6,943$695K0.4%+1.5%0.171%
1/26/2024Geneos Wealth Management Inc.934$94K0.0%+367.0%0.023%
1/25/2024Fiduciary Planning LLC42,198$4.23M1.8%+264.8%1.042%
1/25/2024 International Assets Investment Management LLC28,986$2.90M0.0%N/A0.716%
1/25/2024WESPAC Advisors SoCal LLC4,180$419K0.1%N/A0.103%
1/24/2024 International Assets Investment Management LLC28,986$2.90M0.0%N/A0.716%
1/24/2024Commonwealth Retirement Investments LLC2,302$230K0.1%N/A0.057%
1/24/2024Private Trust Co. NA2,681$268K0.0%N/A0.066%
1/23/2024DAVENPORT & Co LLC5,510$552K0.0%-13.4%0.136%
1/22/2024Bank Hapoalim BM3,807$381K0.0%-8.4%0.094%
1/18/2024TFB Advisors LLC2,997$300K0.2%N/A0.074%
1/18/2024Well Done LLC42,074$4.21M0.8%-6.9%1.039%
1/18/2024Planned Solutions Inc.731$73K0.0%N/A0.018%
1/17/2024IFG Advisory LLC5,761$577K0.0%-6.9%0.142%
1/17/2024 Cadent Capital Advisors LLC43,228$4.33M2.1%+0.2%1.067%
1/16/2024Kingswood Wealth Advisors LLC3,554$356K0.0%N/A0.088%
1/16/2024Raymond James Financial Services Advisors Inc.37,179$3.72M0.0%+105.7%0.918%
1/16/2024Raymond James & Associates12,508$1.25M0.0%-19.0%0.309%
1/12/2024Apeiron RIA LLC5,798$581K0.2%-2.5%0.143%
1/11/2024Brookstone Capital Management2,568$257K0.0%N/A0.063%
11/21/2023Comerica Bank1,150$105K0.0%N/A0.028%
11/16/2023Morgan Stanley393,401$36.06M0.0%-6.1%9.714%
11/15/2023Royal Bank of Canada93,073$8.53M0.0%-53.5%2.298%
11/14/2023Qube Research & Technologies Ltd3,208$294K0.0%+6,069.2%0.079%
11/13/2023Stifel Financial Corp120,902$11.08M0.0%+2.7%2.985%
11/13/2023Retirement Planning Co of New England Inc.3,801$348K0.2%-26.8%0.094%
11/13/2023LPL Financial LLC46,577$4.27M0.0%-19.3%1.150%
11/13/2023FMR LLC1,598$146K0.0%+7.8%0.039%
11/13/2023Envestnet Asset Management Inc.28,314$2.60M0.0%-20.0%0.699%
11/9/2023SPC Financial Inc.194,680$17.84M2.0%-3.5%4.807%
11/9/2023UBS Group AG45,842$4.20M0.0%-23.1%1.132%
11/8/2023Aptus Capital Advisors LLC11,332$1.04M0.0%N/A0.280%
11/8/2023Janney Montgomery Scott LLC15,398$1.41M0.0%+10.7%0.380%
11/8/2023Milestone Advisory Partners3,729$342K0.2%+23.4%0.092%
11/8/2023Atria Wealth Solutions Inc.7,510$692K0.0%N/A0.185%
11/8/2023Spire Wealth Management3,399$312K0.0%N/A0.084%
11/8/2023WealthBridge Capital Management LLC4,052$371K0.1%-3.4%0.100%
11/8/2023Stonebridge Financial Planning Group LLC25,498$2.34M1.4%-12.1%0.630%
11/8/2023Kestra Private Wealth Services LLC3,019$277K0.0%N/A0.075%
11/7/2023Atria Investments Inc13,932$1.28M0.0%-5.0%0.344%
11/6/2023Cottonwood Capital Advisors LLC7,188$659K0.6%+48.2%0.177%
11/4/2023Robinson Value Management Ltd.9,646$884K0.7%+7.8%0.238%
11/3/2023Larson Financial Group LLC1,123$103K0.0%+17.3%0.028%
11/2/2023Martin & Co. Inc. TN40,795$3.74M1.0%-0.4%1.007%
10/31/2023Teamwork Financial Advisors LLC20,338$1.86M0.3%+3.7%0.502%
10/30/2023Perigon Wealth Management LLC2,212$203K0.0%N/A0.055%
10/27/2023Lee Danner & Bass Inc.3,835$351K0.0%N/A0.095%
10/27/2023First Horizon Advisors Inc.3,955$362K0.0%-4.9%0.098%
10/26/2023Fiduciary Planning LLC11,568$1.06M0.5%N/A0.286%
10/25/2023Genesee Capital Advisors LLC6,842$627K0.5%-10.5%0.169%
[Urgent!] Generational Wealth Gameplan (Ad)

A brand-new guide from the host of one of the world's largest cryptocurrency podcasts lays out an action plan that could help you retire quickly and comfortably in today's crypto market.

Click here to get instant access to the guide
10/24/2023Raymond James Financial Services Advisors Inc.18,077$1.66M0.0%-62.6%0.446%
10/24/2023Raymond James & Associates15,439$1.42M0.0%-3.0%0.381%
10/24/2023Bank Hapoalim BM4,157$381K0.1%-69.5%0.103%
10/24/2023Cambridge Investment Research Advisors Inc.11,240$1.03M0.0%-23.0%0.278%
10/23/2023Commonwealth Equity Services LLC31,999$2.93M0.0%-10.7%0.790%
10/18/2023Capital Advisory Group Advisory Services LLC11,300$1.04M0.6%-4.1%0.279%
10/16/2023Well Done LLC45,186$4.14M0.9%-2.1%1.116%
10/16/2023MinichMacGregor Wealth Management LLC107,510$9.85M3.2%-9.0%2.655%
10/11/2023AE Wealth Management LLC20,820$1.91M0.0%+3.8%0.514%
8/21/2023Osaic Holdings Inc.79,689$7.00M0.0%-16.8%1.968%
(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, 134 institutional investors and hedge funds held shares of iShares U.S. Insurance ETF. The most heavily invested institutionals were Bank of America Corp DE ($61.17M), Morgan Stanley ($36.06M), SPC Financial Inc. ($17.84M), Wells Fargo & Company MN ($17.69M), MML Investors Services LLC ($17.57M), Royal Bank of Canada ($14.59M), and Stifel Financial Corp ($13.43M).Learn more on IAK's institutional investors.

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

Of the 124 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: Bank of America Corp DE ($560.22K), Bank of Montreal Can ($245.45K), SPC Financial Inc. ($203.00K), Wells Fargo & Company MN ($176.55K), Royal Bank of Canada ($149.55K), Empowered Funds LLC ($140.59K), and MinichMacGregor Wealth Management LLC ($128.87K).

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

Institutional investors have bought a total of 3,767,031 shares in the last 24 months. This purchase volume represents approximately $331.88M in transactions.

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

Of the 63 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: Royal Bank of Canada ($130.08K), LPL Financial LLC ($110.64K), UBS Group AG ($60.07K), Financial Management Professionals Inc. ($51.84K), Raymond James Financial Services Advisors Inc. ($49.61K), Osaic Holdings Inc. ($32.15K), and Envestnet Asset Management Inc. ($30.40K).

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

Institutional investors have sold a total of 759,395 shares in the last 24 months. This volume of shares sold represents approximately $67.67M in transactions.


Related Companies:
This page (NYSEARCA:IAK) was last updated on 4/18/2024 by MarketBeat.com Staff

From Our Partners
Red Alert: Your Money's Disappearance Act - Banks' Greed Unleashed!
Priority Gold
[Urgent!] Generational Wealth Gameplan
Crypto 101 Media
The Best AI Stock to Own in the World Today is Trading for Just $25
Banyan Hill Publishing
The “Perfect Storm” for Gold
Gold Safe Exchange
Biden’s $374B Giveaway Into This Sector
DTI
Forget Bitcoin. Crypto Millionaire Predicts 8,788% Gains For THIS
Paradigm Press
He Is Giving Away Bitcoin
Crypto Swap Profits
Your Money is Not Safe
American Alternative