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

iShares U.S. Insurance ETF logo
$129.91 -0.63 (-0.48%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares U.S. Insurance ETF (NYSEARCA:IAK)

Number of
Institutional Buyers
(last 12 months)
111
Total
Institutional Inflows
(last 12 months)
$173.39M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$109.96M
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IAK Institutional Buying and Selling by Quarter

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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
4/15/2025Capital Advisory Group Advisory Services LLC26,150$3.60M1.4%+3.2%0.455%
4/15/2025Focus Financial Network Inc.2,917$402K0.0%N/A0.051%
4/14/2025 Muirfield Wealth Advisors LLC4,771$658K0.6%-33.1%0.083%
4/14/2025 Farther Finance Advisors LLC300$41K0.0%N/A0.005%
4/14/2025 Miracle Mile Advisors LLC112,787$15.54M0.3%+84.8%1.962%
4/11/2025 Fiduciary Planning LLC56,820$7.83M2.6%+6.9%0.988%
4/11/2025 GGM Financials LLC61,565$8.48M5.8%-1.2%1.071%
4/10/2025 Smith Anglin Financial LLC9,545$1.32M0.1%-9.2%0.166%
4/9/2025 RFG Advisory LLC20,984$2.89M0.1%+27.2%0.365%
4/9/2025 NBC Securities Inc.965$132K0.0%N/A0.017%
4/8/2025 Winthrop Advisory Group LLC3,452$476K0.1%+12.6%0.060%
4/7/2025 AdvisorNet Financial Inc837$115K0.0%-13.0%0.014%
3/21/2025Prostatis Group LLC3,051$386K0.1%N/A0.055%
3/12/2025Centaurus Financial Inc.1,109$140K0.0%-21.6%0.020%
2/18/2025Stonebridge Financial Planning Group LLC16,601$2.10M0.9%+6.2%0.299%
2/18/2025Castleark Management LLC54,070$6.84M0.2%-12.9%0.974%
2/17/2025Wolverine Trading LLC1,836$231K0.0%N/A0.033%
2/17/2025Royal Bank of Canada155,233$19.63M0.0%+1.9%2.797%
2/17/2025D. E. Shaw & Co. Inc.1,919$243K0.0%+11.6%0.035%
2/17/2025Cetera Investment Advisers5,810$735K0.0%+8.6%0.105%
2/17/2025Citadel Advisors LLC3,175$402K0.0%-12.6%0.057%
2/17/2025Baird Financial Group Inc.1,617$205K0.0%-10.5%0.029%
2/17/2025Bank of America Corp DE124,730$15.78M0.0%-19.3%2.247%
2/17/2025Aptus Capital Advisors LLC430$54K0.0%N/A0.008%
2/17/2025Adapt Wealth Advisors LLC57,384$7.26M3.6%+47.2%1.034%
2/14/2025Eagle Strategies LLC13,496$1.71M0.3%+2.5%0.243%
2/14/2025Jane Street Group LLC16,217$2.05M0.0%N/A0.292%
2/14/2025Comerica Bank1,446$183K0.0%-45.9%0.026%
2/14/2025Owen LaRue LLC5,358$678K0.4%-43.3%0.097%
2/14/2025Two Sigma Securities LLC3,005$380K0.1%N/A0.054%
2/14/2025Syon Capital LLC2,372$300K0.0%N/A0.043%
2/14/2025Stifel Financial Corp145,734$18.43M0.0%+13.4%2.626%
2/14/2025Tower Research Capital LLC TRC 5,913$748K0.0%+754.5%0.107%
2/14/2025MML Investors Services LLC226,048$28.59M0.1%+3.4%4.073%
2/13/2025NewEdge Advisors LLC23,320$2.95M0.0%+12.8%0.420%
2/13/2025Belpointe Asset Management LLC3,160$406K0.0%-6.3%0.057%
2/13/2025Mariner LLC25,102$3.18M0.0%-4.0%0.452%
2/13/2025Redwood Park Advisors LLC348$44K0.0%N/A0.006%
2/13/2025Raymond James Financial Inc.64,194$8.12M0.0%N/A1.157%
2/13/2025Advisory Services Network LLC93,719$11.85M0.2%+17.4%1.689%
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2/13/2025Bank of Montreal Can652$82K0.0%-96.7%0.012%
2/13/2025Russell Investments Group Ltd.889$112K0.0%+325.4%0.016%
2/13/2025Wells Fargo & Company MN221,748$28.04M0.0%-10.9%3.995%
2/12/2025OLD Mission Capital LLC13,860$1.75M0.0%N/A0.250%
2/12/2025Delos Wealth Advisors LLC7,672$970K0.8%+41.2%0.138%
2/12/2025Tepp RIA LLC3,687$466K0.7%N/A0.066%
2/11/2025Lee Danner & Bass Inc.34,495$4.36M0.3%+1.0%0.622%
2/11/2025TAP Consulting LLC14,363$1.82M0.4%-13.2%0.259%
2/10/2025Glenview Trust co2,350$297K0.0%N/A0.042%
2/10/2025Harbour Investments Inc.200$25K0.0%N/A0.004%
2/10/2025Commonwealth Equity Services LLC5,051$639K0.0%+2.1%0.091%
2/10/2025Avantax Advisory Services Inc.14,679$1.86M0.0%+392.4%0.264%
2/10/2025Essential Planning LLC.12,675$1.65M0.0%N/A0.228%
2/10/2025Chicago Wealth Management Inc.30,775$3.89M2.0%-2.6%0.555%
2/10/2025Hollencrest Capital Management36,032$4.56M0.2%N/A0.649%
2/7/2025PFG Advisors12,171$1.54M0.1%+16.7%0.219%
2/7/2025HighTower Advisors LLC2,318$293K0.0%-30.0%0.042%
2/7/2025Moors & Cabot Inc.3,270$414K0.0%-10.8%0.059%
2/7/2025Wealthfront Advisers LLC33,946$4.55M0.0%N/A0.612%
2/7/2025Ashton Thomas Private Wealth LLC3,346$423K0.0%N/A0.060%
2/6/2025Raymond James Financial Inc.64,194$8.12M0.0%N/A1.157%
2/6/2025SPC Financial Inc.167,855$21.23M1.9%+0.3%3.024%
2/6/2025Atria Investments Inc8,062$1.02M0.0%-2.9%0.145%
2/6/2025Steward Partners Investment Advisory LLC5,867$742K0.0%-6.0%0.106%
2/6/2025Jones Financial Companies Lllp5,522$698K0.0%+108.6%0.099%
2/5/2025Spectrum Wealth Counsel LLC59,232$7.49M0.9%+1.0%1.067%
2/5/2025US Bancorp DE4,392$555K0.0%+144.0%0.079%
2/5/2025Oppenheimer & Co. Inc.6,024$762K0.0%-31.7%0.109%
2/5/2025WT Wealth Management26,310$3.33M1.0%+1.2%0.474%
2/3/2025Leuthold Group LLC17,100$2.16M0.3%-14.0%0.308%
2/3/2025Capital Advisory Group Advisory Services LLC25,342$3.21M1.2%+51.9%0.457%
2/3/2025Concurrent Investment Advisors LLC1,926$244K0.0%-29.5%0.035%
2/3/2025Private Advisor Group LLC41,307$5.22M0.0%-2.6%0.744%
1/31/2025Atria Wealth Solutions Inc.5,181$655K0.0%+11.0%0.093%
1/31/2025Fortis Group Advisors LLC19,730$2.50M0.5%+19.0%0.355%
1/31/2025Martin & Co. Inc. TN26,941$3.41M0.8%-4.8%0.485%
1/31/2025Sanctuary Advisors LLC5,229$681K0.0%-3.4%0.094%
1/31/2025J.W. Cole Advisors Inc.12,276$1.55M0.1%-8.1%0.221%
1/30/2025Allworth Financial LP12,735$1.62M0.0%N/A0.229%
1/29/2025Sonata Capital Group Inc.4,000$506K0.2%+6.7%0.072%
1/29/2025 GGM Financials LLC62,290$7.88M8.4%N/A1.122%
1/28/2025Kestra Private Wealth Services LLC8,781$1.11M0.0%+121.6%0.158%
1/28/2025Stephens Inc. AR3,362$425K0.0%-10.3%0.061%
1/27/2025Stratos Wealth Partners LTD.6,546$828K0.0%-2.2%0.118%
1/27/2025Silverlake Wealth Management LLC6,648$841K0.3%+6.6%0.120%
1/27/2025WESPAC Advisors SoCal LLC70,103$8.87M2.0%+38.8%1.263%
1/24/2025 Muirfield Wealth Advisors LLC7,136$902K0.7%-6.6%0.129%
1/24/2025 Fiduciary Planning LLC53,142$6.72M2.2%+9.0%0.958%
1/24/2025Spire Wealth Management1,735$219K0.0%+16.7%0.031%
1/23/2025Saxony Capital Management LLC3,268$413K0.4%-14.7%0.059%
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1/22/2025Genesee Capital Advisors LLC9,554$1.21M0.6%+3.7%0.172%
1/22/2025Perigon Wealth Management LLC4,883$627K0.0%-43.5%0.088%
1/22/2025Kingswood Wealth Advisors LLC4,701$595K0.0%+4.1%0.085%
1/21/2025Geneos Wealth Management Inc.10,069$1.27M0.0%-4.6%0.181%
1/21/2025Cottonwood Capital Advisors LLC20,899$2.64M1.9%+11.5%0.377%
1/21/2025 RFG Advisory LLC16,497$2.09M0.1%+799.5%0.297%
1/17/2025MinichMacGregor Wealth Management LLC89,573$11.33M2.4%-1.1%1.614%
1/17/2025Janney Montgomery Scott LLC15,860$2.01M0.0%-21.9%0.286%
1/16/2025Tudor Financial Inc.24,505$3.10M1.8%+2.9%0.442%
1/15/2025 Financial Management Professionals Inc.7,899$999K0.1%+36.9%0.142%
(Data available from 1/1/2016 forward)

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IAK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IAK shares?

During the previous two years, 164 institutional investors and hedge funds held shares of iShares U.S. Insurance ETF. The most heavily invested institutionals were MML Investors Services LLC ($28.59M), Wells Fargo & Company MN ($28.04M), SPC Financial Inc. ($21.23M), Osaic Holdings Inc. ($20.31M), Royal Bank of Canada ($19.63M), Stifel Financial Corp ($18.43M), and Bank of America Corp DE ($15.78M).Learn more on IAK's institutional investors.

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

Of the 139 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: Raymond James Financial Inc. ($128.39K), Miracle Mile Advisors LLC ($112.79K), International Assets Investment Management LLC ($88.88K), Cambridge Investment Research Advisors Inc. ($86.60K), Lee Danner & Bass Inc. ($75.26K), WESPAC Advisors SoCal LLC ($70.06K), and Fortis Group Advisors LLC ($67.84K).

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

Institutional investors have bought a total of 1,918,630 shares in the last 24 months. This purchase volume represents approximately $221.44M in transactions.

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

Of the 79 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: Bank of Montreal Can ($616.61K), LPL Financial LLC ($110.64K), Cambridge Investment Research Advisors Inc. ($79.38K), Fortis Group Advisors LLC ($48.11K), MinichMacGregor Wealth Management LLC ($33.79K), Financial Management Professionals Inc. ($31.03K), and Raymond James Financial Services Advisors Inc. ($30.30K).

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

Institutional investors have sold a total of 1,322,140 shares in the last 24 months. This volume of shares sold represents approximately $144.06M in transactions.


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This page (NYSEARCA:IAK) was last updated on 4/16/2025 by MarketBeat.com Staff
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