iShares U.S. Insurance ETFIAKETF
13F holders, Q2 2024 (June 30)133holders +23
30new positions
10sold out
2famous investors
$112.94avg. 13F price*
At the end of Q2 2024, 133 institutions reported holding iShares U.S. Insurance ETF (IAK) in their 13F filings, up 23 from Q1 2024. 30 opened new positions and 10 sold out. The largest holders were Morgan Stanley ($47.9M), Wells Fargo & Company ($25.3M) and MML Investors Services, LLC ($24.3M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $23.4M |
| Exits | 10 | $5.6M |
All 13F filers, Q1 2024 → Q2 2024: 517,146 shares bought and 801,274 shares sold, net −284,128 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 133 holders
| Morgan Stanley | 0.00% | Add +4.8% | 423,753 | $47.9M |
| Wells Fargo & Company | 0.01% | Add +2.6% | 224,069 | $25.3M |
| MML Investors Services, LLC | 0.10% | Add +2.1% | 215,069 | $24.3M |
| LPL Financial LLC | 0.01% | Add +20.7% | 190,249 | $21.5M |
| SPC Financial, Inc. | 1.87% | Reduce -1.7% | 178,586 | $20.2M |
| Bank of America Corp. | 0.00% | Reduce -1.2% | 162,638 | $18.4M |
| Osaic Holdings, Inc. | 0.04% | Reduce -11.8% | 152,679 | $17.2M |
| Stifel Financial Corp. | 0.02% | Add +11.1% | 138,729 | $15.7M |
| Royal Bank of Canada | 0.00% | Add +0.6% | 122,844 | $13.9M |
| MinichMacGregor Wealth Management, LLC | 2.57% | Reduce -3.2% | 93,094 | $10.5M |
| Advisory Services Network, LLC | 0.19% | Reduce -5.2% | 79,809 | $9.0M |
| Fortis Group Advisors, LLC | 1.45% | Add +16.1% | 64,687 | $7.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +7.6% | 63,234 | $7.1M |
| Legend Financial Advisors, Inc. | 4.47% | Add +0.7% | 55,741 | $6.3M |
| Spectrum Wealth Counsel, LLC | 0.77% | Add +12119.3% | 53,765 | $6.1M |
| UBS Group AG | 0.00% | Add +3.0% | 52,272 | $5.9M |
| Private Advisor Group, LLC | 0.04% | Add +299.0% | 50,724 | $5.7M |
| Prospera Financial Services Inc | 0.15% | Add +40.8% | 48,106 | $5.4M |
| Schorn Wealth LLC | 1.91% | Add +7.0% | 47,252 | $5.3M |
| Citadel Advisors | 0.00% | Add +49.0% | 42,989 | $4.9M |
| Cadent Capital Advisors, LLC | 1.90% | Reduce -1.4% | 41,458 | $4.7M |
| Well Done, LLC | 0.94% | No change | 39,981 | $4.5M |
| Founders Financial Securities LLC | 0.38% | Add +2.6% | 35,758 | $4.0M |
| Silverleafe Capital Partners, LLC | 1.40% | New | 35,129 | $4.0M |
| GTS Securities LLC | 0.08% | New | 35,078 | $4.0M |
| Lee Danner & Bass Inc. | 0.30% | — | 34,048 | $3.8M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -24.0% | 33,384 | $3.8M |
| Susquehanna International Group, LLP | 0.01% | Reduce -3.8% | 32,661 | $3.7M |
| Chicago Wealth Management, Inc. | 2.09% | Add +2.8% | 32,184 | $3.6M |
| Martin & Co. Inc. | 0.81% | Reduce -25.0% | 28,422 | $3.2M |
| Equitable Holdings, Inc. | 0.03% | Add +5.1% | 27,048 | $3.1M |
| TAP Consulting, LLC | 0.61% | Add +67.3% | 25,749 | $2.9M |
| Mariner, LLC | 0.01% | Reduce -3.6% | 25,336 | $2.9M |
| Bank of Montreal | 0.00% | Reduce -96.4% | 22,067 | $2.6M |
| D. E. Shaw & Co. | 0.00% | Add +1210.9% | 22,455 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -77.7% | 21,813 | $2.5M |
| WT Wealth Management | 0.82% | New | 21,330 | $2.4M |
| Raymond James & Associates | 0.00% | Add +1.9% | 20,711 | $2.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.1% | 20,144 | $2.3M |
| SP Asset Management LLC | 0.21% | Add +0.1% | 20,034 | $2.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -20.5% | 18,664 | $2.1M |
| Adapt Wealth Advisors, LLC | 1.31% | New | 18,552 | $2.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2141.2% | 16,831 | $1.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -25.0% | 15,679 | $1.8M |
| Hills Bank & Trust Co | 0.14% | Reduce -0.7% | 15,183 | $1.7M |
| Stonebridge Financial Planning Group, LLC | 0.86% | Reduce -2.8% | 15,166 | $1.7M |
| Eagle Strategies LLC | 0.30% | Add +221.9% | 13,926 | $1.6M |
| Primoris Wealth Advisors, LLC | 1.24% | Reduce -28.6% | 13,765 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.07% | Add +0.2% | 13,525 | $1.5M |
| PFG Advisors | 0.10% | Add +58.8% | 13,440 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -11.2% | 12,511 | $1.4M |
| Capital Advisory Group Advisory Services, LLC | 0.59% | Add +13.3% | 12,181 | $1.4M |
| Cottonwood Capital Advisors, LLC | 1.05% | Add +11.8% | 11,961 | $1.3M |
| Smith Anglin Financial, LLC | 0.12% | Reduce -1.5% | 10,752 | $1.2M |
| RPS Advisory Solutions LLC | 1.11% | — | 10,639 | $1.2M |
| Geneos Wealth Management Inc. | 0.05% | Reduce -2.6% | 10,542 | $1.2M |
| Game Plan Financial Advisors, LLC | 0.61% | New | 9,735 | $1.1M |
| GeoWealth Management, LLC | 0.04% | Add +376.0% | 9,149 | $1.0M |
| WESPAC Advisors, LLC | 0.79% | New | 8,978 | $1.0M |
| KKM Financial LLC | 0.48% | Add +2.7% | 8,951 | $1.0M |
| Baird Financial Group, Inc. | 0.00% | New | 8,908 | $1.0M |
| Muirfield Wealth Advisors LLC | 0.88% | Add +2.5% | 8,341 | $942K |
| Scotia Capital Inc. | 0.01% | Add +1.3% | 8,294 | $937K |
| Atria Investments, Inc | 0.01% | New | 8,002 | $904K |
| Genesee Capital Advisors, LLC | 0.42% | Add +0.9% | 7,497 | $847K |
| NewEdge Advisors, LLC | 0.01% | Add +301.3% | 7,476 | $844K |
| Personal Cfo Solutions, LLC | 0.12% | Add +6.8% | 7,119 | $804K |
| Silverlake Wealth Management LLC | 0.31% | New | 6,786 | $766K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 6,667 | $753K |
| Perigon Wealth Management, LLC | 0.02% | Add +168.0% | 5,909 | $667K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.4% | 5,893 | $665K |
| DAVENPORT & Co LLC | 0.00% | Add +3.4% | 5,850 | $661K |
| Apeiron RIA LLC | 0.20% | No change | 5,819 | $657K |
| IFG Advisory, LLC | 0.04% | New | 5,806 | $656K |
| Advisors Preferred, LLC | 0.10% | Add +119.3% | 5,295 | $599K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -27.8% | 4,794 | $541K |
| HRT Financial LP | 0.00% | New | 4,762 | $537K |
| Sfmg, LLC | 0.05% | No change | 4,705 | $531K |
| Cetera Investment Advisers | 0.00% | Add +9.8% | 4,594 | $519K |
| Kestra Private Wealth Services, LLC | 0.01% | No change | 4,441 | $501K |
| Old Mission Capital LLC | 0.01% | New | 4,376 | $494K |
| Retirement Planning Co of New England, Inc. | 0.27% | Reduce -0.3% | 4,375 | $494K |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +26.4% | 4,369 | $493K |
| WESPAC Advisors SoCal, LLC | 0.12% | No change | 4,220 | $477K |
| IPG Investment Advisors LLC | 0.10% | Add +55.6% | 4,200 | $474K |
| Truist Financial Corp. | 0.00% | New | 4,107 | $464K |
| Sanctuary Advisors, LLC | 0.00% | — | 4,138 | $460K |
| Delos Wealth Advisors, LLC | 0.43% | New | 3,969 | $448K |
| Sigma Planning Corp | 0.01% | New | 3,848 | $435K |
| Stephens Inc. | 0.01% | Add +0.1% | 3,739 | $422K |
| Sonata Capital Group Inc. | 0.21% | New | 3,600 | $407K |
| Cardiff Park Advisors, LLC | 0.04% | No change | 3,500 | $395K |
| Bank Hapoalim BM | 0.06% | Reduce -5.5% | 3,480 | $393K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +1.2% | 3,333 | $376K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -13.9% | 3,284 | $371K |
| Moors & Cabot, Inc. | 0.02% | New | 3,081 | $348K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -23.8% | 3,014 | $340K |
| TFB Advisors LLC | 0.11% | Add +0.1% | 2,998 | $339K |
| Belpointe Asset Management LLC | 0.02% | Reduce -34.3% | 2,971 | $336K |
| Sunbelt Securities, Inc. | 0.03% | Add +257.7% | 2,858 | $323K |
| Winthrop Advisory Group LLC | 0.04% | New | 2,410 | $272K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 2,360 | $266K |
| Csenge Advisory Group | 0.01% | New | 2,211 | $250K |
| Saxony Capital Management, LLC | 0.27% | New | 2,141 | $242K |
| Comerica Bank | 0.00% | Add +38.9% | 2,008 | $227K |
| Ieq Capital, LLC | 0.00% | No change | 2,000 | $226K |
| Ameriprise Financial Inc. | 0.00% | New | 1,853 | $209K |
| Belvedere Trading LLC | 0.01% | New | 1,804 | $204K |
| US Bancorp \de | 0.00% | No change | 1,800 | $203K |
| Centaurus Financial, Inc. | 0.01% | Add +3.9% | 1,720 | $194K |
| Jones Financial Companies LLLP | 0.00% | New | 1,684 | $190K |
| Larson Financial Group LLC | 0.01% | Add +5.5% | 1,661 | $188K |
| Private Trust Co. NA | 0.02% | Reduce -0.1% | 1,644 | $186K |
| FMR LLC | 0.00% | Add +30.9% | 1,582 | $179K |
| Spire Wealth Management | 0.01% | Reduce -55.3% | 1,483 | $167K |
| Lanark Financial, Inc. | 0.01% | Add +1508.3% | 965 | $108K |
| JPMorgan Chase & Co. | 0.00% | New | 690 | $78K |
| Y.D. More Investments Ltd | 0.01% | No change | 630 | $71K |
| Montag A & Associates Inc. | 0.00% | Add +0.2% | 446 | $50K |
| AdvisorNet Financial, Inc | 0.00% | New | 425 | $48K |
| WASHINGTON TRUST Co | 0.00% | No change | 344 | $39K |
| Qube Research & Technologies Ltd | 0.00% | New | 333 | $38K |
| Tortoise Investment Management, LLC | 0.00% | No change | 314 | $35K |
| International Assets Investment Management, LLC | 0.00% | New | 239 | $27K |
| Global Retirement Partners, LLC | 0.00% | Reduce -19.3% | 209 | $24K |
| Motco | 0.00% | New | 205 | $23K |
| Realta Investment Advisors | 0.00% | No change | 191 | $22K |
| IFP Advisors, Inc | 0.00% | New | 175 | $20K |
| Tidemark, LLC | 0.00% | No change | 91 | $10K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 38 | $4K |
| Founders Financial Alliance, LLC | 0.00% | No change | 25 | $3K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -30.3% | 23 | $3K |
| Blair William & Co. | 0.00% | No change | 22 | $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.