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

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

Number of
Institutional Buyers
(last 12 months)
87
Total
Institutional Inflows
(last 12 months)
$127.67M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$97.45M
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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
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%
1/21/2025RFG Advisory LLC16,497$2.09M0.1%+799.5%0.297%
1/17/2025 MinichMacGregor Wealth Management LLC89,573$11.33M2.4%-1.1%1.614%
1/17/2025 Janney Montgomery Scott LLC15,860$2.01M0.0%-21.9%0.286%
1/16/2025 Tudor 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%
1/14/2025 Smith Anglin Financial LLC10,515$1.33M0.1%-1.4%0.189%
1/13/2025 AdvisorNet Financial Inc962$122K0.0%+21.0%0.017%
1/13/2025 Miracle Mile Advisors LLC61,038$7.72M0.2%N/A1.100%
1/13/2025 Cadent Capital Advisors LLC39,408$4.98M1.7%+1.3%0.710%
1/13/2025 Winthrop Advisory Group LLC3,066$388K0.0%+22.2%0.055%
1/7/2025 Legend Financial Advisors Inc.53,330$6.75M4.8%-1.4%0.961%
11/25/2024Sanctuary Advisors LLC5,412$736K0.0%+30.8%0.098%
11/22/2024Fulcrum Equity Management8,822$1.14M1.0%N/A0.159%
11/21/2024 Tudor Financial Inc.23,820$3.07M1.9%N/A0.429%
11/18/2024Sunbelt Securities Inc.4,020$519K0.1%+40.7%0.072%
11/15/2024MML Investors Services LLC218,558$28.21M0.1%+1.6%3.938%
11/15/2024Delos Wealth Advisors LLC5,432$701K0.6%+36.9%0.098%
11/15/2024Castleark Management LLC62,070$8.01M0.3%N/A1.118%
11/15/2024Stifel Financial Corp128,526$16.59M0.0%-7.4%2.316%
11/15/2024HighTower Advisors LLC3,310$426K0.0%-73.5%0.060%
11/15/2024Hilltop Holdings Inc.2,789$360K0.0%N/A0.050%
11/14/2024L.M. Kohn & Company1,934$250K0.1%N/A0.035%
11/13/2024FMR LLC2,603$336K0.0%+64.5%0.047%
11/13/2024Bank of Montreal Can19,819$2.55M0.0%-10.2%0.357%
11/12/2024Centaurus Financial Inc.1,415$183K0.0%-17.7%0.025%
11/12/2024Larson Financial Group LLC1,766$228K0.0%+6.3%0.032%
11/12/2024WESPAC Advisors LLC10,828$1.40M1.0%+20.6%0.195%
11/12/2024KKM Financial LLC9,148$1.18M0.6%+2.2%0.165%
11/12/2024Great Valley Advisor Group Inc.22,793$2.94M0.1%N/A0.411%
11/12/2024Raymond James Trust N.A.1,718$222K0.0%N/A0.031%
11/8/2024Moors & Cabot Inc.3,664$473K0.0%+18.9%0.066%
11/8/2024Stonebridge Financial Planning Group LLC15,628$2.02M1.0%+3.0%0.282%
11/7/2024Prospera Financial Services Inc49,299$6.36M0.2%+2.5%0.888%
11/6/2024WESPAC Advisors SoCal LLC50,523$6.52M1.5%+1,097.2%0.910%
11/6/2024Oppenheimer & Co. Inc.8,821$1.14M0.0%+84.0%0.159%
11/4/2024Cottonwood Capital Advisors LLC18,748$2.42M1.8%+56.7%0.338%
11/1/2024Atria Investments Inc8,299$1.07M0.0%+3.7%0.150%
11/1/2024Sonata Capital Group Inc.3,750$484K0.2%+4.2%0.068%
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11/1/2024 Winthrop Advisory Group LLC2,510$324K0.0%+4.1%0.045%
10/31/2024TFB Advisors LLC3,346$432K0.1%+11.6%0.060%
10/31/2024Concurrent Investment Advisors LLC2,731$352K0.0%N/A0.049%
10/30/2024 MinichMacGregor Wealth Management LLC90,562$11.69M2.5%-2.7%1.632%
10/29/2024 Janney Montgomery Scott LLC20,300$2.62M0.0%+8.8%0.366%
10/28/2024Hills Bank & Trust Co14,691$1.90M0.1%-3.2%0.265%
10/25/2024Eagle Strategies LLC13,168$1.70M0.3%-5.4%0.237%
10/24/2024Leuthold Group LLC19,878$2.57M0.3%N/A0.358%
10/24/2024J.W. Cole Advisors Inc.13,352$1.72M0.1%-1.3%0.241%
10/24/2024 Financial Management Professionals Inc.5,771$745K0.1%N/A0.104%
10/23/2024Mirae Asset Global Investments Co. Ltd.1,400$180K0.0%N/A0.025%
10/23/2024Legacy Capital Group California Inc.1,846$238K0.1%N/A0.033%
10/23/2024Fiduciary Planning LLC48,742$6.29M2.1%+3.2%0.878%
10/22/2024 International Assets Investment Management LLC30,907$3.99M0.0%+12,831.8%0.557%
10/22/2024Saxony Capital Management LLC3,831$494K0.5%+78.9%0.069%
10/22/2024Private Advisor Group LLC42,402$5.47M0.0%-16.4%0.764%
10/22/2024WT Wealth Management26,001$3.47M0.9%+21.9%0.468%
10/21/2024Fortis Group Advisors LLC16,575$2.14M0.4%-74.4%0.299%
10/21/2024Genesee Capital Advisors LLC9,212$1.19M0.6%+22.9%0.166%
10/18/2024 Cadent Capital Advisors LLC38,915$5.02M1.5%-6.1%0.701%
10/18/2024Raymond James & Associates20,515$2.65M0.0%-0.9%0.370%
10/18/2024 Legend Financial Advisors Inc.54,064$6.98M4.8%-3.0%0.974%
10/17/2024 Well Done LLC36,290$4.68M0.9%-9.2%0.654%
10/16/2024SPC Financial Inc.167,421$21.61M1.9%-6.3%3.017%
10/11/2024Muirfield Wealth Advisors LLC7,639$986K0.8%-8.4%0.138%
10/10/2024Silverlake Wealth Management LLC6,236$805K0.3%-8.1%0.112%
10/9/2024TAP Consulting LLC16,545$2.14M0.4%-35.7%0.298%
10/8/2024 Brookstone Capital Management3,003$388K0.0%N/A0.054%
10/7/2024 Smith Anglin Financial LLC10,665$1.38M0.1%-0.8%0.192%
9/5/2024Sanctuary Advisors LLC4,138$460K0.0%N/A0.075%
8/21/2024SPC Financial Inc.178,586$20.17M1.9%-1.7%3.218%
8/21/2024Truist Financial Corp4,107$464K0.0%N/A0.074%
8/16/2024Sunbelt Securities Inc.2,858$323K0.0%+257.7%0.051%
8/16/2024Northwestern Mutual Wealth Management Co.16,831$1.90M0.0%+2,141.1%0.303%
8/16/2024Chicago Wealth Management Inc.32,184$3.63M2.1%+2.8%0.580%
8/16/2024Susquehanna International Group LLP32,661$3.69M0.0%-3.8%0.588%
8/14/2024Bank of Montreal Can22,067$2.55M0.0%-96.4%0.398%
8/14/2024Delos Wealth Advisors LLC3,969$448K0.4%N/A0.072%
8/9/2024Moors & Cabot Inc.3,081$348K0.0%N/A0.056%
8/9/2024Spectrum Wealth Counsel LLC53,765$6.07M0.8%+12,119.3%0.969%
8/8/2024Envestnet Asset Management Inc.15,679$1.77M0.0%-25.0%0.283%
8/8/2024Stonebridge Financial Planning Group LLC15,166$1.71M0.9%-2.8%0.273%
8/8/2024PFG Advisors13,440$1.52M0.1%+58.8%0.242%
8/8/2024Eagle Strategies LLC13,926$1.57M0.3%+221.9%0.251%
8/7/2024Fiduciary Planning LLC47,252$5.34M1.9%+7.0%0.851%
8/6/2024Adapt Wealth Advisors LLC18,552$2.10M1.3%N/A0.334%
8/6/2024TAP Consulting LLC25,749$2.91M0.6%+67.3%0.464%
8/5/2024Private Advisor Group LLC50,724$5.73M0.0%+299.0%0.914%
8/2/2024Larson Financial Group LLC1,661$188K0.0%+5.5%0.030%
8/2/2024Founders Financial Securities LLC35,758$4.04M0.4%+2.6%0.644%
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8/1/2024Primoris Wealth Advisors LLC13,765$1.55M1.2%-28.5%0.248%
8/1/2024Game Plan Financial Advisors LLC9,735$1.10M0.5%N/A0.175%
7/31/2024Commonwealth Equity Services LLC20,144$2.28M0.0%-7.1%0.363%
7/31/2024IFG Advisory LLC5,806$656K0.0%N/A0.105%
7/31/2024Fortis Group Advisors LLC64,687$7.30M1.5%+16.1%1.166%
7/30/2024WESPAC Advisors LLC8,978$1.01M0.8%N/A0.162%
7/30/2024 International Assets Investment Management LLC239$27K0.0%N/A0.004%
7/30/2024Lee Danner & Bass Inc.34,048$3.85M0.3%N/A0.613%
7/29/2024Sonata Capital Group Inc.3,600$407K0.2%N/A0.065%
7/27/2024 Legend Financial Advisors Inc.55,741$6.29M4.5%+0.7%1.004%
(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 ($62.49M), MML Investors Services LLC ($28.21M), SPC Financial Inc. ($21.61M), Osaic Holdings Inc. ($20.31M), Wells Fargo & Company MN ($17.69M), Stifel Financial Corp ($16.59M), and MinichMacGregor Wealth Management LLC ($11.33M).Learn more on IAK's institutional investors.

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

Of the 122 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 ($515.75K), Bank of Montreal Can ($245.45K), Cambridge Investment Research Advisors Inc. ($91.14K), International Assets Investment Management LLC ($88.88K), LPL Financial LLC ($87.17K), Lee Danner & Bass Inc. ($74.91K), and Fortis Group Advisors LLC ($64.69K).

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

Institutional investors have bought a total of 2,384,342 shares in the last 24 months. This purchase volume represents approximately $244.36M in transactions.

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

Of the 61 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 ($597.44K), LPL Financial LLC ($110.64K), Cambridge Investment Research Advisors Inc. ($79.38K), Raymond James Financial Services Advisors Inc. ($49.61K), Fortis Group Advisors LLC ($48.11K), MinichMacGregor Wealth Management LLC ($33.79K), and Financial Management Professionals Inc. ($31.35K).

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

Institutional investors have sold a total of 1,239,794 shares in the last 24 months. This volume of shares sold represents approximately $132.25M in transactions.


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This page (NYSEARCA:IAK) was last updated on 1/21/2025 by MarketBeat.com Staff
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