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

$126.02 +1.59 (+1.28%)
(As of 12/20/2024 05:31 PM ET)
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Institutional Ownership Changes (13F Filings) for iShares U.S. Insurance ETF (NYSEARCA:IAK)

Number of
Institutional Buyers
(last 12 months)
85
Total
Institutional Inflows
(last 12 months)
$120.22M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$97.26M
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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
11/25/2024 Sanctuary Advisors LLC5,412$736K0.0%+30.8%0.098%
11/22/2024 Fulcrum Equity Management8,822$1.14M1.0%N/A0.159%
11/21/2024 Tudor Financial Inc.23,820$3.07M1.9%N/A0.429%
11/18/2024 Sunbelt Securities Inc.4,020$519K0.1%+40.7%0.072%
11/15/2024 MML Investors Services LLC218,558$28.21M0.1%+1.6%3.938%
11/15/2024 Delos Wealth Advisors LLC5,432$701K0.6%+36.9%0.098%
11/15/2024 Castleark Management LLC62,070$8.01M0.3%N/A1.118%
11/15/2024 Stifel Financial Corp128,526$16.59M0.0%-7.4%2.316%
11/15/2024 HighTower Advisors LLC3,310$426K0.0%-73.5%0.060%
11/15/2024 Hilltop Holdings Inc.2,789$360K0.0%N/A0.050%
11/14/2024 L.M. Kohn & Company1,934$250K0.1%N/A0.035%
11/13/2024 FMR LLC2,603$336K0.0%+64.5%0.047%
11/13/2024 Bank of Montreal Can19,819$2.55M0.0%-10.2%0.357%
11/12/2024 Centaurus Financial Inc.1,415$183K0.0%-17.7%0.025%
11/12/2024Larson Financial Group LLC1,766$228K0.0%+6.3%0.032%
11/12/2024 WESPAC Advisors LLC10,828$1.40M1.0%+20.6%0.195%
11/12/2024 KKM Financial LLC9,148$1.18M0.6%+2.2%0.165%
11/12/2024 Great Valley Advisor Group Inc.22,793$2.94M0.1%N/A0.411%
11/12/2024 Raymond James Trust N.A.1,718$222K0.0%N/A0.031%
11/8/2024 Moors & Cabot Inc.3,664$473K0.0%+18.9%0.066%
11/8/2024 Stonebridge Financial Planning Group LLC15,628$2.02M1.0%+3.0%0.282%
11/7/2024 Prospera Financial Services Inc49,299$6.36M0.2%+2.5%0.888%
11/6/2024 WESPAC Advisors SoCal LLC50,523$6.52M1.5%+1,097.2%0.910%
11/6/2024 Oppenheimer & Co. Inc.8,821$1.14M0.0%+84.0%0.159%
11/4/2024 Cottonwood Capital Advisors LLC18,748$2.42M1.8%+56.7%0.338%
11/1/2024 Atria Investments Inc8,299$1.07M0.0%+3.7%0.150%
11/1/2024 Sonata Capital Group Inc.3,750$484K0.2%+4.2%0.068%
11/1/2024 Winthrop Advisory Group LLC2,510$324K0.0%+4.1%0.045%
10/31/2024 TFB Advisors LLC3,346$432K0.1%+11.6%0.060%
10/31/2024 Concurrent 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%
10/28/2024 Hills Bank & Trust Co14,691$1.90M0.1%-3.2%0.265%
10/25/2024 Eagle Strategies LLC13,168$1.70M0.3%-5.4%0.237%
10/24/2024 Leuthold Group LLC19,878$2.57M0.3%N/A0.358%
10/24/2024 J.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%
10/23/2024 Mirae Asset Global Investments Co. Ltd.1,400$180K0.0%N/A0.025%
10/23/2024 Legacy Capital Group California Inc.1,846$238K0.1%N/A0.033%
10/23/2024 Fiduciary Planning LLC48,742$6.29M2.1%+3.2%0.878%
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10/22/2024 International Assets Investment Management LLC30,907$3.99M0.0%+12,831.8%0.557%
10/22/2024 Saxony Capital Management LLC3,831$494K0.5%+78.9%0.069%
10/22/2024 Private Advisor Group LLC42,402$5.47M0.0%-16.4%0.764%
10/22/2024 WT Wealth Management26,001$3.47M0.9%+21.9%0.468%
10/21/2024 Fortis Group Advisors LLC16,575$2.14M0.4%-74.4%0.299%
10/21/2024 Genesee Capital Advisors LLC9,212$1.19M0.6%+22.9%0.166%
10/18/2024Cadent Capital Advisors LLC38,915$5.02M1.5%-6.1%0.701%
10/18/2024Raymond James & Associates20,515$2.65M0.0%-0.9%0.370%
10/18/2024Legend Financial Advisors Inc.54,064$6.98M4.8%-3.0%0.974%
10/17/2024Well Done LLC36,290$4.68M0.9%-9.2%0.654%
10/16/2024 SPC Financial Inc.167,421$21.61M1.9%-6.3%3.017%
10/11/2024 Muirfield Wealth Advisors LLC7,639$986K0.8%-8.4%0.138%
10/10/2024 Silverlake Wealth Management LLC6,236$805K0.3%-8.1%0.112%
10/9/2024 TAP 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%
9/5/2024 Sanctuary Advisors LLC4,138$460K0.0%N/A0.075%
8/21/2024 SPC Financial Inc.178,586$20.17M1.9%-1.7%3.218%
8/21/2024 Truist Financial Corp4,107$464K0.0%N/A0.074%
8/16/2024 Sunbelt Securities Inc.2,858$323K0.0%+257.7%0.051%
8/16/2024 Northwestern Mutual Wealth Management Co.16,831$1.90M0.0%+2,141.1%0.303%
8/16/2024 Chicago Wealth Management Inc.32,184$3.63M2.1%+2.8%0.580%
8/16/2024 Susquehanna International Group LLP32,661$3.69M0.0%-3.8%0.588%
8/14/2024 Bank of Montreal Can22,067$2.55M0.0%-96.4%0.398%
8/14/2024 Delos Wealth Advisors LLC3,969$448K0.4%N/A0.072%
8/9/2024 Moors & Cabot Inc.3,081$348K0.0%N/A0.056%
8/9/2024 Spectrum Wealth Counsel LLC53,765$6.07M0.8%+12,119.3%0.969%
8/8/2024 Envestnet Asset Management Inc.15,679$1.77M0.0%-25.0%0.283%
8/8/2024 Stonebridge Financial Planning Group LLC15,166$1.71M0.9%-2.8%0.273%
8/8/2024 PFG Advisors13,440$1.52M0.1%+58.8%0.242%
8/8/2024 Eagle Strategies LLC13,926$1.57M0.3%+221.9%0.251%
8/7/2024 Fiduciary Planning LLC47,252$5.34M1.9%+7.0%0.851%
8/6/2024 Adapt Wealth Advisors LLC18,552$2.10M1.3%N/A0.334%
8/6/2024 TAP Consulting LLC25,749$2.91M0.6%+67.3%0.464%
8/5/2024 Private Advisor Group LLC50,724$5.73M0.0%+299.0%0.914%
8/2/2024Larson Financial Group LLC1,661$188K0.0%+5.5%0.030%
8/2/2024 Founders Financial Securities LLC35,758$4.04M0.4%+2.6%0.644%
8/1/2024 Primoris Wealth Advisors LLC13,765$1.55M1.2%-28.5%0.248%
8/1/2024 Game 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%
7/31/2024 IFG Advisory LLC5,806$656K0.0%N/A0.105%
7/31/2024 Fortis Group Advisors LLC64,687$7.30M1.5%+16.1%1.166%
7/30/2024 WESPAC Advisors LLC8,978$1.01M0.8%N/A0.162%
7/30/2024 International Assets Investment Management LLC239$27K0.0%N/A0.004%
7/30/2024 Lee Danner & Bass Inc.34,048$3.85M0.3%N/A0.613%
7/29/2024 Sonata Capital Group Inc.3,600$407K0.2%N/A0.065%
7/27/2024Legend Financial Advisors Inc.55,741$6.29M4.5%+0.7%1.004%
7/26/2024 Cambridge Investment Research Advisors Inc.21,813$2.46M0.0%-77.7%0.393%
7/26/2024 Saxony Capital Management LLC2,141$242K0.3%N/A0.039%
7/25/2024 MinichMacGregor Wealth Management LLC93,094$10.51M2.6%-3.2%1.677%
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7/25/2024RPS Advisory Solutions LLC10,639$1.20M1.1%N/A0.192%
7/24/2024 Silverleafe Capital Partners LLC35,129$3.97M1.4%N/A0.633%
7/23/2024 Bank Hapoalim BM3,480$393K0.1%-5.5%0.063%
7/22/2024 Capital Advisory Group Advisory Services LLC12,181$1.38M0.6%+13.2%0.219%
7/20/2024 First Horizon Advisors Inc.3,014$340K0.0%-23.8%0.054%
7/19/2024Raymond James & Associates20,711$2.34M0.0%+1.9%0.373%
7/18/2024 Winthrop Advisory Group LLC2,410$272K0.0%N/A0.043%
7/17/2024 Cottonwood Capital Advisors LLC11,961$1.35M1.0%+11.8%0.216%
7/13/2024 Muirfield Wealth Advisors LLC8,341$942K0.9%+2.5%0.150%
7/11/2024Cadent Capital Advisors LLC41,458$4.68M1.9%-1.4%0.747%
(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, 133 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 ($11.69M).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 2,431,863 shares in the last 24 months. This purchase volume represents approximately $245.83M in transactions.

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

Of the 60 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 ($32.80K), 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 1,233,811 shares in the last 24 months. This volume of shares sold represents approximately $131.46M in transactions.


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This page (NYSEARCA:IAK) was last updated on 12/22/2024 by MarketBeat.com Staff
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