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

iShares U.S. Insurance ETF logo
$147.93 +2.07 (+1.42%)
As of 07/13/2026 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)
112
Total
Institutional Inflows
(last 12 months)
$96.83M
Number of
Institutional Sellers
(last 12 months)
79
Total
Institutional Outflows
(last 12 months)
$186.89M
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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 DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026Bank of America Corp DE28,119$3.61M0.0%-33.8%1.004%
5/19/2026Arkadios Wealth Advisors7,638$980K0.0%+4.8%0.273%
5/18/2026Royal Bank of Canada46,172$5.92M0.0%-39.0%1.649%
5/15/2026Gateway Wealth Partners LLC2,396$307K0.0%N/A0.086%
5/13/2026Cetera Investment Advisers20,725$2.66M0.0%+100.1%0.740%
5/5/2026Wealthfront Advisers LLC1,675$215K0.0%+5.7%0.060%
5/5/2026Northstar Financial Companies Inc.14,286$1.83M1.5%+107.3%0.510%
4/30/2026Sonata Capital Group Inc.3,200$411K0.2%-3.0%0.114%
4/30/2026Kestra Advisory Services LLC1,561$200K0.0%+24.4%0.056%
4/28/2026Lee Danner & Bass Inc.34,578$4.44M0.3%-1.8%1.235%
4/27/2026Turtle Creek Wealth Advisors LLC200$26K0.0%N/A0.007%
4/27/2026Private Advisor Group LLC1,612$207K0.0%-12.1%0.058%
4/22/2026Janney Montgomery Scott LLC31,650$4.06M0.0%-2.5%1.111%
4/20/2026Kestra Private Wealth Services LLC9,457$1.21M0.0%+6.9%0.338%
4/20/2026Blue Trust Inc.406$52K0.0%+3,960.0%0.015%
4/20/2026RFG Advisory LLC34,887$4.48M0.1%+7.4%1.246%
4/17/2026AdvisorNet Financial Inc1,899$244K0.0%+66.3%0.068%
4/17/2026Outlook 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%
2/17/2026MinichMacGregor 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%
2/17/2026Bank Hapoalim BM2,930$399K0.0%-9.0%0.092%
2/16/2026MML 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%
2/13/2026Kestra 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%
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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%
2/12/2026Commonwealth Equity Services LLC2,871$391K0.0%-96.9%0.090%
2/12/2026Steward Partners Investment Advisory LLC1,508$205K0.0%-73.9%0.047%
2/11/2026Outlook Wealth Advisors LLC11,822$1.61M0.4%-2.0%0.369%
2/11/2026LPL Financial LLC86,862$11.83M0.0%-3.8%2.714%
2/11/2026J.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%
2/9/2026Prospera Financial Services Inc2,869$391K0.0%-96.4%0.090%
2/6/2026Advisory Alpha LLC1,504$205K0.0%N/A0.047%
2/6/2026Copia Wealth Management1,009$137K0.1%-11.6%0.032%
2/5/2026Odyssey Capital Advisors Inc.2,269$309K0.3%N/A0.071%
2/5/2026Leuthold Group LLC6,796$925K0.1%-3.5%0.212%
2/5/2026Hills 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%
2/4/2026Tepp RIA LLC4,596$626K0.6%-26.0%0.139%
2/4/2026GGM Financials LLC72,781$9.91M4.8%+2.2%2.205%
2/3/2026International Assets Investment Management LLC225$31K0.0%N/A0.007%
2/3/2026RFG Advisory LLC32,486$4.42M0.1%+5.6%0.984%
2/2/2026WT Wealth Management4,210$573K0.2%+5.8%0.128%
2/2/2026Truist Financial Corp1,556$212K0.0%-10.2%0.047%
2/2/2026Composition Wealth LLC6,901$940K0.0%-97.2%0.209%
1/29/2026Kestra Private Wealth Services LLC8,844$1.20M0.0%-2.9%0.264%
1/29/2026Lee 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%
1/29/2026NBC 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%
1/26/2026Mirae Asset Global Investments Co. Ltd.1,200$163K0.0%N/A0.036%
1/26/2026Sonata Capital Group Inc.3,300$449K0.2%-5.7%0.099%
1/23/2026Legend Financial Advisors Inc.54,560$7.43M4.5%+4.9%1.629%
1/23/2026Transcend Capital Advisors LLC2,794$380K0.0%N/A0.083%
1/22/2026Fiduciary Planning LLC56,250$7.66M2.3%+3.2%1.679%
1/21/2026BIP Wealth LLC2,820$384K0.0%N/A0.084%
1/21/2026ProCore Advisors LLC2,346$319K0.3%N/A0.070%
1/21/2026Winthrop Advisory Group LLC1,692$230K0.0%-31.2%0.051%
1/21/2026Flagship Harbor Advisors LLC250$34K0.0%N/A0.007%
1/21/2026Jmac Enterprises LLC33,969$4.63M0.9%+3.6%1.014%
1/21/2026Access Financial Services Inc.5,449$742K0.3%-10.3%0.163%
1/20/2026Realta Investment Advisors440$60K0.0%-46.0%0.013%
1/16/2026Perigon Wealth Management LLC1,938$264K0.0%-34.0%0.055%
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1/16/2026Genesee Capital Advisors LLC8,034$1.09M0.4%-25.3%0.230%
1/14/2026Nova Wealth Management Inc.1,934$263K0.2%-4.1%0.055%
1/14/2026Spire Wealth Management2,625$357K0.0%-3.4%0.075%
1/14/2026Cottonwood Capital Advisors LLC26,117$3.56M2.5%+1.5%0.746%
1/13/2026Well 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%


IAK Institutional Ownership - Frequently Asked Questions

During the previous two years, 201 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 177 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 720,831 shares in the last 24 months. This purchase volume represents approximately $96.83M in transactions.

Of the 79 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 1,378,892 shares in the last 24 months. This volume of shares sold represents approximately $186.95M in transactions.


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This page (NYSEARCA:IAK) was last updated on 7/14/2026 by MarketBeat.com Staff.
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