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

iShares U.S. Insurance ETF logo
$127.99 -1.13 (-0.88%)
Closing price 02/21/2025 04:10 PM Eastern
Extended Trading
$128.73 +0.74 (+0.58%)
As of 02/21/2025 04:35 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
108
Total
Institutional Inflows
(last 12 months)
$164.98M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$109.68M
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IAK Institutional Buying and Selling by Quarter

iShares U.S. Insurance ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025 Stonebridge Financial Planning Group LLC16,601$2.10M0.9%+6.2%0.299%
2/18/2025 Castleark Management LLC54,070$6.84M0.2%-12.9%0.974%
2/17/2025 Wolverine Trading LLC1,836$231K0.0%N/A0.033%
2/17/2025 Royal Bank of Canada155,233$19.63M0.0%+1.9%2.797%
2/17/2025 D. E. Shaw & Co. Inc.1,919$243K0.0%+11.6%0.035%
2/17/2025 Cetera Investment Advisers5,810$735K0.0%+8.6%0.105%
2/17/2025 Citadel Advisors LLC3,175$402K0.0%-12.6%0.057%
2/17/2025 Baird Financial Group Inc.1,617$205K0.0%-10.5%0.029%
2/17/2025 Bank of America Corp DE124,730$15.78M0.0%-19.3%2.247%
2/17/2025 Aptus Capital Advisors LLC430$54K0.0%N/A0.008%
2/17/2025 Adapt Wealth Advisors LLC57,384$7.26M3.6%+47.2%1.034%
2/14/2025 Eagle Strategies LLC13,496$1.71M0.3%+2.5%0.243%
2/14/2025 Jane Street Group LLC16,217$2.05M0.0%N/A0.292%
2/14/2025 Comerica Bank1,446$183K0.0%-45.9%0.026%
2/14/2025 Owen LaRue LLC5,358$678K0.4%-43.3%0.097%
2/14/2025 Two Sigma Securities LLC3,005$380K0.1%N/A0.054%
2/14/2025 Syon Capital LLC2,372$300K0.0%N/A0.043%
2/14/2025 Stifel Financial Corp145,734$18.43M0.0%+13.4%2.626%
2/14/2025 Tower Research Capital LLC TRC 5,913$748K0.0%+754.5%0.107%
2/14/2025 MML Investors Services LLC226,048$28.59M0.1%+3.4%4.073%
2/13/2025 NewEdge Advisors LLC23,320$2.95M0.0%+12.8%0.420%
2/13/2025 Belpointe Asset Management LLC3,160$406K0.0%-6.3%0.057%
2/13/2025 Mariner LLC25,102$3.18M0.0%-4.0%0.452%
2/13/2025 Redwood Park Advisors LLC348$44K0.0%N/A0.006%
2/13/2025 Raymond James Financial Inc.64,194$8.12M0.0%N/A1.157%
2/13/2025 Advisory Services Network LLC93,719$11.85M0.2%+17.4%1.689%
2/13/2025 Bank of Montreal Can652$82K0.0%-96.7%0.012%
2/13/2025 Russell Investments Group Ltd.889$112K0.0%+325.4%0.016%
2/13/2025 Wells Fargo & Company MN221,748$28.04M0.0%-10.9%3.995%
2/12/2025 OLD Mission Capital LLC13,860$1.75M0.0%N/A0.250%
2/12/2025 Delos Wealth Advisors LLC7,672$970K0.8%+41.2%0.138%
2/12/2025 Tepp RIA LLC3,687$466K0.7%N/A0.066%
2/11/2025 Lee Danner & Bass Inc.34,495$4.36M0.3%+1.0%0.622%
2/11/2025 TAP Consulting LLC14,363$1.82M0.4%-13.2%0.259%
2/10/2025 Glenview Trust co2,350$297K0.0%N/A0.042%
2/10/2025 Harbour Investments Inc.200$25K0.0%N/A0.004%
2/10/2025 Commonwealth Equity Services LLC5,051$639K0.0%+2.1%0.091%
2/10/2025 Avantax Advisory Services Inc.14,679$1.86M0.0%+392.4%0.264%
2/10/2025 Essential Planning LLC.12,675$1.65M0.0%N/A0.228%
2/10/2025 Chicago Wealth Management Inc.30,775$3.89M2.0%-2.6%0.555%
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2/10/2025 Hollencrest Capital Management36,032$4.56M0.2%N/A0.649%
2/7/2025 PFG Advisors12,171$1.54M0.1%+16.7%0.219%
2/7/2025 HighTower Advisors LLC2,318$293K0.0%-30.0%0.042%
2/7/2025 Moors & Cabot Inc.3,270$414K0.0%-10.8%0.059%
2/7/2025 Wealthfront Advisers LLC33,946$4.55M0.0%N/A0.612%
2/7/2025 Ashton Thomas Private Wealth LLC3,346$423K0.0%N/A0.060%
2/6/2025 Raymond James Financial Inc.64,194$8.12M0.0%N/A1.157%
2/6/2025 SPC Financial Inc.167,855$21.23M1.9%+0.3%3.024%
2/6/2025 Atria Investments Inc8,062$1.02M0.0%-2.9%0.145%
2/6/2025 Steward Partners Investment Advisory LLC5,867$742K0.0%-6.0%0.106%
2/6/2025 Jones Financial Companies Lllp5,522$698K0.0%+108.6%0.099%
2/5/2025 Spectrum Wealth Counsel LLC59,232$7.49M0.9%+1.0%1.067%
2/5/2025 US Bancorp DE4,392$555K0.0%+144.0%0.079%
2/5/2025 Oppenheimer & Co. Inc.6,024$762K0.0%-31.7%0.109%
2/5/2025 WT Wealth Management26,310$3.33M1.0%+1.2%0.474%
2/3/2025 Leuthold Group LLC17,100$2.16M0.3%-14.0%0.308%
2/3/2025 Capital Advisory Group Advisory Services LLC25,342$3.21M1.2%+51.9%0.457%
2/3/2025 Concurrent Investment Advisors LLC1,926$244K0.0%-29.5%0.035%
2/3/2025 Private Advisor Group LLC41,307$5.22M0.0%-2.6%0.744%
1/31/2025 Atria Wealth Solutions Inc.5,181$655K0.0%+11.0%0.093%
1/31/2025 Fortis Group Advisors LLC19,730$2.50M0.5%+19.0%0.355%
1/31/2025 Martin & Co. Inc. TN26,941$3.41M0.8%-4.8%0.485%
1/31/2025 Sanctuary Advisors LLC5,229$681K0.0%-3.4%0.094%
1/31/2025 J.W. Cole Advisors Inc.12,276$1.55M0.1%-8.1%0.221%
1/30/2025 Allworth Financial LP12,735$1.62M0.0%N/A0.229%
1/29/2025 Sonata Capital Group Inc.4,000$506K0.2%+6.7%0.072%
1/29/2025 GGM Financials LLC62,290$7.88M8.4%N/A1.122%
1/28/2025 Kestra Private Wealth Services LLC8,781$1.11M0.0%+121.6%0.158%
1/28/2025 Stephens Inc. AR3,362$425K0.0%-10.3%0.061%
1/27/2025 Stratos Wealth Partners LTD.6,546$828K0.0%-2.2%0.118%
1/27/2025 Silverlake Wealth Management LLC6,648$841K0.3%+6.6%0.120%
1/27/2025 WESPAC 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%
1/24/2025 Spire Wealth Management1,735$219K0.0%+16.7%0.031%
1/23/2025 Saxony Capital Management LLC3,268$413K0.4%-14.7%0.059%
1/22/2025 Genesee Capital Advisors LLC9,554$1.21M0.6%+3.7%0.172%
1/22/2025 Perigon Wealth Management LLC4,883$627K0.0%-43.5%0.088%
1/22/2025 Kingswood Wealth Advisors LLC4,701$595K0.0%+4.1%0.085%
1/21/2025 Geneos Wealth Management Inc.10,069$1.27M0.0%-4.6%0.181%
1/21/2025 Cottonwood 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%
1/17/2025 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%
Nvidia’s CEO: “This Will Be a Multitrillion-Dollar Industry." (Ad)

If you missed out on the big boom in Nvidia… Listen up, because according to Nvidia's own CEO… Elon Musk’s new technology could help launch an entirely new multitrillion-dollar industry.

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%
11/25/2024 Sanctuary 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%
11/18/2024 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%
(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, 161 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 136 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), 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), Fortis Group Advisors LLC ($67.84K), and GGM Financials LLC ($62.29K).

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

Institutional investors have bought a total of 1,856,174 shares in the last 24 months. This purchase volume represents approximately $212.56M 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), 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 1,346,051 shares in the last 24 months. This volume of shares sold represents approximately $145.88M in transactions.



This page (NYSEARCA:IAK) was last updated on 2/22/2025 by MarketBeat.com Staff
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