iShares U.S. Insurance ETFIAKETF
13F holders, Q1 2024 (March 31)110holders
2famous investors
$117.37avg. 13F price*
At the end of Q1 2024, 110 institutions reported holding iShares U.S. Insurance ETF (IAK) in their 13F filings. The largest holders were Bank of Montreal ($72.5M), Morgan Stanley ($47.5M) and Wells Fargo & Company ($25.6M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- iShares U.S. Insurance ETF
- CUSIP
- 464288786
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $13.9M |
| Exits | 12 | $3.1M |
Ownership 110 holders
| Bank of Montreal | 0.02% | Add +11553.0% | 617,259 | $72.5M |
| Morgan Stanley | 0.00% | Add +4.1% | 404,243 | $47.5M |
| Wells Fargo & Company | 0.01% | Add +23.6% | 218,395 | $25.6M |
| MML Investors Services, LLC | 0.10% | Add +2.4% | 210,627 | $24.7M |
| SPC Financial, Inc. | 2.00% | Reduce -3.2% | 181,640 | $21.3M |
| Osaic Holdings, Inc. | 0.05% | Add +6.2% | 173,135 | $20.3M |
| Bank of America Corp. | 0.00% | Reduce -10.6% | 164,686 | $19.3M |
| LPL Financial LLC | 0.01% | Add +64.4% | 157,618 | $18.5M |
| Stifel Financial Corp. | 0.02% | Reduce -6.9% | 124,834 | $14.7M |
| Royal Bank of Canada | 0.00% | Reduce -16.2% | 122,157 | $14.3M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +568.0% | 97,837 | $11.5M |
| MinichMacGregor Wealth Management, LLC | 2.87% | Reduce -5.4% | 96,179 | $11.2M |
| Advisory Services Network, LLC | 0.22% | Reduce -6.2% | 84,169 | $9.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -10.3% | 58,778 | $6.9M |
| Fortis Group Advisors, LLC | 1.20% | New | 55,707 | $6.5M |
| Legend Financial Advisors, Inc. | 4.71% | Reduce -0.8% | 55,335 | $6.5M |
| UBS Group AG | 0.00% | Add +11.7% | 50,772 | $6.0M |
| Schorn Wealth LLC | 1.96% | Add +4.7% | 44,172 | $5.2M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +18.2% | 43,944 | $5.2M |
| Cadent Capital Advisors, LLC | 1.97% | Reduce -2.8% | 42,032 | $4.9M |
| Well Done, LLC | 0.92% | Reduce -5.0% | 39,981 | $4.7M |
| Martin & Co. Inc. | 1.09% | Reduce -3.3% | 37,894 | $4.4M |
| Founders Financial Securities LLC | 0.43% | Reduce -0.6% | 34,860 | $4.1M |
| Prospera Financial Services Inc | 0.12% | Add +10.0% | 34,167 | $4.0M |
| Susquehanna International Group, LLP | 0.01% | Add +24.8% | 33,941 | $4.0M |
| Chicago Wealth Management, Inc. | 2.18% | Reduce -0.3% | 31,308 | $3.7M |
| Citadel Advisors | 0.00% | Add +779.4% | 28,861 | $3.4M |
| Mariner, LLC | 0.01% | Reduce -24.0% | 26,290 | $3.1M |
| Equitable Holdings, Inc. | 0.03% | Add +37.8% | 25,733 | $3.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +19.7% | 23,475 | $2.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.4% | 21,684 | $2.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -18.3% | 20,910 | $2.5M |
| Raymond James & Associates | 0.00% | Add +62.5% | 20,324 | $2.4M |
| SP Asset Management LLC | 0.22% | Add +0.1% | 20,016 | $2.3M |
| Primoris Wealth Advisors, LLC | 1.82% | Add +22.7% | 19,265 | $2.3M |
| Leuthold Group, LLC | 0.22% | Add +87.4% | 16,968 | $2.0M |
| Stonebridge Financial Planning Group, LLC | 0.97% | Reduce -6.5% | 15,609 | $1.8M |
| TAP Consulting, LLC | 0.40% | New | 15,390 | $1.8M |
| Hills Bank & Trust Co | 0.15% | Reduce -0.9% | 15,293 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Add +251.7% | 14,093 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +2.5% | 13,498 | $1.6M |
| Private Advisor Group, LLC | 0.01% | Add +129.2% | 12,712 | $1.5M |
| Smith Anglin Financial, LLC | 0.13% | Add +8.3% | 10,913 | $1.3M |
| Geneos Wealth Management Inc. | 0.06% | Add +1058.8% | 10,823 | $1.3M |
| Capital Advisory Group Advisory Services, LLC | 0.60% | Reduce -1.2% | 10,756 | $1.3M |
| Cottonwood Capital Advisors, LLC | 0.94% | Add +24.8% | 10,703 | $1.2M |
| Robinson Value Management, Ltd. | 0.75% | Reduce -0.9% | 9,560 | $1.1M |
| KKM Financial LLC | 0.50% | No change | 8,713 | $1.0M |
| PFG Advisors | 0.07% | Add +55.7% | 8,463 | $994K |
| Scotia Capital Inc. | 0.01% | Add +15.2% | 8,185 | $961K |
| Muirfield Wealth Advisors LLC | 0.92% | Reduce -10.4% | 8,134 | $955K |
| Genesee Capital Advisors, LLC | 0.48% | Add +7.0% | 7,430 | $872K |
| Personal Cfo Solutions, LLC | 0.12% | Add +9.4% | 6,666 | $783K |
| Oppenheimer & Co. Inc. | 0.01% | New | 6,639 | $779K |
| Gsa Capital Partners LLP | 0.06% | Add +45.8% | 6,412 | $753K |
| Steward Partners Investment Advisory, LLC | 0.01% | No change | 5,868 | $689K |
| Apeiron RIA LLC | 0.20% | Add +0.4% | 5,819 | $683K |
| DAVENPORT & Co LLC | 0.00% | Add +2.7% | 5,660 | $664K |
| Trek Financial, LLC | 0.05% | New | 5,523 | $648K |
| Sfmg, LLC | 0.05% | Reduce -0.8% | 4,705 | $552K |
| Belpointe Asset Management LLC | 0.04% | New | 4,524 | $531K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.4% | 4,441 | $521K |
| Retirement Planning Co of New England, Inc. | 0.28% | Reduce -0.5% | 4,387 | $515K |
| Eagle Strategies LLC | 0.11% | New | 4,326 | $508K |
| WESPAC Advisors SoCal, LLC | 0.13% | Add +1.0% | 4,220 | $495K |
| Cetera Investment Advisers | 0.00% | New | 4,182 | $491K |
| First Horizon Advisors, Inc. | 0.01% | No change | 3,955 | $464K |
| Avantax Advisory Services, Inc. | 0.00% | New | 3,816 | $448K |
| Stephens Inc. | 0.01% | Reduce -9.7% | 3,734 | $438K |
| Bank Hapoalim BM | 0.06% | Reduce -3.3% | 3,682 | $432K |
| Cardiff Park Advisors, LLC | 0.04% | No change | 3,500 | $411K |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -2.7% | 3,457 | $406K |
| Spire Wealth Management | 0.01% | Add +0.3% | 3,318 | $389K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -64.0% | 3,293 | $387K |
| TFB Advisors LLC | 0.12% | Reduce -0.0% | 2,996 | $338K |
| Brookstone Capital Management | 0.01% | Add +12.0% | 2,876 | $338K |
| IPG Investment Advisors LLC | 0.07% | New | 2,700 | $317K |
| Advisors Preferred, LLC | 0.05% | New | 2,415 | $282K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 2,360 | $277K |
| Ironsides Asset Advisors, LLC | 0.09% | New | 2,335 | $274K |
| Perigon Wealth Management, LLC | 0.01% | No change | 2,205 | $259K |
| AE Wealth Management LLC | 0.00% | New | 2,095 | $246K |
| Ieq Capital, LLC | 0.00% | New | 2,000 | $235K |
| GeoWealth Management, LLC | 0.01% | New | 1,922 | $226K |
| NewEdge Advisors, LLC | 0.00% | Add +141.9% | 1,863 | $219K |
| US Bancorp \de | 0.00% | No change | 1,800 | $211K |
| Raymond James Trust N.A. | 0.00% | New | 1,718 | $202K |
| D. E. Shaw & Co. | 0.00% | New | 1,713 | $201K |
| Centaurus Financial, Inc. | 0.01% | No change | 1,655 | $194K |
| Private Trust Co. NA | 0.02% | Reduce -38.6% | 1,646 | $193K |
| Larson Financial Group LLC | 0.01% | Add +24.1% | 1,575 | $185K |
| Comerica Bank | 0.00% | Add +2.8% | 1,446 | $170K |
| FMR LLC | 0.00% | Reduce -9.7% | 1,209 | $142K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -65.7% | 799 | $94K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +246.1% | 751 | $88K |
| Y.D. More Investments Ltd | 0.01% | No change | 630 | $74K |
| Montag A & Associates Inc. | 0.00% | Add +0.2% | 445 | $52K |
| Spectrum Wealth Counsel, LLC | 0.01% | New | 440 | $52K |
| WASHINGTON TRUST Co | 0.00% | No change | 344 | $40K |
| Tortoise Investment Management, LLC | 0.00% | New | 314 | $37K |
| Global Retirement Partners, LLC | 0.00% | Add +18.8% | 259 | $30K |
| Realta Investment Advisors | 0.00% | New | 191 | $22K |
| Tidemark, LLC | 0.01% | No change | 91 | $11K |
| Lanark Financial, Inc. | 0.00% | New | 60 | $7K |
| Penserra Capital Management LLC | 0.00% | Reduce -8.2% | 67 | $7K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | New | 38 | $4K |
| CIBC Private Wealth Group LLC | 0.00% | New | 33 | $4K |
| Founders Financial Alliance, LLC | 0.00% | New | 25 | $3K |
| Blair William & Co. | 0.00% | No change | 22 | $3K |
| Citigroup Inc. | 0.00% | New | 20 | $2K |
"% of holder's portfolio" is IAK's weight in each manager's 13F, not the share of iShares U.S. Insurance ETF the manager owns.