iShares U.S. Insurance ETFIAKETF
13F holders, Q3 2024 (September 30)148holders +15
27new positions
14sold out
2famous investors
$128.74avg. 13F price*
At the end of Q3 2024, 148 institutions reported holding iShares U.S. Insurance ETF (IAK) in their 13F filings, up 15 from Q2 2024. 27 opened new positions and 14 sold out. The largest holders were Morgan Stanley ($55.3M), Wells Fargo & Company ($32.1M) and MML Investors Services, LLC ($28.2M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $21.3M |
| Exits | 14 | $10.1M |
All 13F filers, Q2 2024 → Q3 2024: 481,654 shares bought and 370,428 shares sold, net +111,226 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 148 holders
| Morgan Stanley | 0.00% | Add +1.0% | 428,154 | $55.3M |
| Wells Fargo & Company | 0.01% | Add +11.1% | 248,856 | $32.1M |
| MML Investors Services, LLC | 0.10% | Add +1.6% | 218,558 | $28.2M |
| SPC Financial, Inc. | 1.90% | Reduce -6.3% | 167,421 | $21.6M |
| LPL Financial LLC | 0.01% | Reduce -12.0% | 167,347 | $21.6M |
| Bank of America Corp. | 0.00% | Reduce -5.0% | 154,535 | $19.9M |
| Royal Bank of Canada | 0.00% | Add +24.0% | 152,328 | $19.7M |
| Osaic Holdings, Inc. | 0.04% | Reduce -0.5% | 151,985 | $19.6M |
| Stifel Financial Corp. | 0.02% | Reduce -7.3% | 128,526 | $16.6M |
| UBS Group AG | 0.00% | Add +111.5% | 110,528 | $14.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +49.2% | 94,342 | $12.2M |
| MinichMacGregor Wealth Management, LLC | 2.51% | Reduce -2.7% | 90,562 | $11.7M |
| Advisory Services Network, LLC | 0.19% | No change | 79,809 | $9.0M |
| Castleark Management LLC | 0.33% | New | 62,070 | $8.0M |
| Spectrum Wealth Counsel, LLC | 0.89% | Add +9.0% | 58,628 | $7.6M |
| Legend Financial Advisors, Inc. | 4.82% | Reduce -3.0% | 54,064 | $7.0M |
| Susquehanna International Group, LLP | 0.01% | Add +64.4% | 53,709 | $6.9M |
| WESPAC Advisors SoCal, LLC | 1.51% | Add +1097.2% | 50,523 | $6.5M |
| Prospera Financial Services Inc | 0.16% | Add +2.5% | 49,299 | $6.4M |
| Schorn Wealth LLC | 2.13% | Add +3.1% | 48,742 | $6.3M |
| Private Advisor Group, LLC | 0.03% | Reduce -16.4% | 42,402 | $5.5M |
| Adapt Wealth Advisors, LLC | 2.69% | Add +110.1% | 38,983 | $5.0M |
| Cadent Capital Advisors, LLC | 1.71% | Reduce -6.1% | 38,915 | $5.0M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +15.0% | 38,406 | $5.0M |
| Founders Financial Securities LLC | 0.44% | Add +2.4% | 36,607 | $4.7M |
| Well Done, LLC | 0.86% | Reduce -9.2% | 36,290 | $4.7M |
| Lee Danner & Bass Inc. | 0.31% | Add +0.3% | 34,140 | $4.4M |
| Chicago Wealth Management, Inc. | 2.18% | Reduce -1.9% | 31,589 | $4.1M |
| Martin & Co. Inc. | 0.86% | Reduce -0.5% | 28,286 | $3.7M |
| WT Wealth Management | 1.11% | Add +21.9% | 26,001 | $3.5M |
| Equitable Holdings, Inc. | 0.03% | Reduce -1.4% | 26,659 | $3.4M |
| Mariner, LLC | 0.01% | Add +3.2% | 26,141 | $3.4M |
| Tudor Financial Inc. | 1.89% | — | 23,820 | $3.1M |
| Great Valley Advisor Group, Inc. | 0.07% | New | 22,793 | $2.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +32.5% | 22,309 | $2.9M |
| NewEdge Advisors, LLC | 0.02% | Add +176.5% | 20,669 | $2.7M |
| Raymond James & Associates | 0.00% | Reduce -0.9% | 20,515 | $2.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +8.8% | 20,300 | $2.6M |
| SP Asset Management LLC | 0.21% | Add +0.2% | 20,066 | $2.6M |
| Leuthold Group, LLC | 0.29% | New | 19,878 | $2.6M |
| Bank of Montreal | 0.00% | Reduce -10.2% | 19,819 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -11.3% | 19,340 | $2.5M |
| Cottonwood Capital Advisors, LLC | 1.78% | Add +56.7% | 18,748 | $2.4M |
| Capital Advisory Group Advisory Services, LLC | 0.86% | Add +37.0% | 16,686 | $2.2M |
| Fortis Group Advisors, LLC | 0.40% | Reduce -74.4% | 16,575 | $2.1M |
| TAP Consulting, LLC | 0.42% | Reduce -35.8% | 16,545 | $2.1M |
| Stonebridge Financial Planning Group, LLC | 0.96% | Add +3.0% | 15,628 | $2.0M |
| Hills Bank & Trust Co | 0.14% | Reduce -3.2% | 14,691 | $1.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -11.4% | 13,896 | $1.8M |
| J.W. Cole Advisors, Inc. | 0.07% | Reduce -1.3% | 13,352 | $1.7M |
| Eagle Strategies LLC | 0.31% | Reduce -5.4% | 13,168 | $1.7M |
| Two Sigma Investments, LP | 0.00% | New | 12,300 | $1.6M |
| WESPAC Advisors, LLC | 1.03% | Add +20.6% | 10,828 | $1.4M |
| Smith Anglin Financial, LLC | 0.13% | Reduce -0.8% | 10,665 | $1.4M |
| Geneos Wealth Management Inc. | 0.05% | Add +0.1% | 10,549 | $1.4M |
| PFG Advisors | 0.08% | Reduce -22.4% | 10,432 | $1.3M |
| Game Plan Financial Advisors, LLC | 0.65% | Reduce -2.9% | 9,455 | $1.2M |
| Owen LaRue, LLC | 0.65% | New | 9,455 | $1.2M |
| RPS Advisory Solutions LLC | 0.87% | Reduce -11.4% | 9,430 | $1.2M |
| Genesee Capital Advisors, LLC | 0.57% | Add +22.9% | 9,212 | $1.2M |
| KKM Financial LLC | 0.58% | Add +2.2% | 9,148 | $1.2M |
| Fulcrum Equity Management | 0.96% | New | 8,822 | $1.1M |
| Oppenheimer & Co. Inc. | 0.02% | Add +84.0% | 8,821 | $1.1M |
| Perigon Wealth Management, LLC | 0.03% | Add +46.4% | 8,648 | $1.1M |
| Atria Investments, Inc | 0.01% | Add +3.7% | 8,299 | $1.1M |
| Muirfield Wealth Advisors LLC | 0.84% | Reduce -8.4% | 7,639 | $986K |
| Personal Cfo Solutions, LLC | 0.13% | Add +2.4% | 7,288 | $941K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.4% | 6,692 | $864K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +6.0% | 6,244 | $806K |
| Silverlake Wealth Management LLC | 0.31% | Reduce -8.1% | 6,236 | $805K |
| DAVENPORT & Co LLC | 0.00% | Add +1.4% | 5,930 | $765K |
| Financial Management Professionals, Inc. | 0.09% | New | 5,771 | $745K |
| Apeiron RIA LLC | 0.21% | Reduce -1.4% | 5,736 | $740K |
| Sanctuary Advisors, LLC | 0.00% | Add +30.8% | 5,412 | $736K |
| Delos Wealth Advisors, LLC | 0.61% | Add +36.9% | 5,432 | $701K |
| Cetera Investment Advisers | 0.00% | Add +16.5% | 5,351 | $691K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -75.4% | 4,947 | $638K |
| Sfmg, LLC | 0.05% | No change | 4,705 | $607K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +40.0% | 4,666 | $602K |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +3.3% | 4,515 | $583K |
| Advisors Preferred, LLC | 0.09% | Reduce -16.4% | 4,428 | $573K |
| Retirement Planning Co of New England, Inc. | 0.28% | Reduce -2.1% | 4,285 | $553K |
| Sunbelt Securities, Inc. | 0.05% | Add +40.7% | 4,020 | $519K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -10.8% | 3,962 | $511K |
| Saxony Capital Management, LLC | 0.45% | Add +78.9% | 3,831 | $494K |
| Sonata Capital Group Inc. | 0.20% | Add +4.2% | 3,750 | $484K |
| Stephens Inc. | 0.01% | Add +0.3% | 3,750 | $484K |
| Moors & Cabot, Inc. | 0.02% | Add +18.9% | 3,664 | $473K |
| Citadel Advisors | 0.00% | Reduce -91.5% | 3,634 | $469K |
| Cardiff Park Advisors, LLC | 0.04% | No change | 3,500 | $452K |
| Bank Hapoalim BM | 0.07% | Reduce -2.2% | 3,404 | $439K |
| Belpointe Asset Management LLC | 0.03% | Add +13.5% | 3,373 | $435K |
| TFB Advisors LLC | 0.13% | Add +11.6% | 3,346 | $432K |
| HighTower Advisors, LLC | 0.00% | Reduce -73.5% | 3,310 | $426K |
| Cibc World Market Inc. | 0.00% | New | 3,050 | $394K |
| First Horizon Advisors, Inc. | 0.01% | No change | 3,014 | $389K |
| Brookstone Capital Management | 0.01% | New | 3,003 | $388K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -9.2% | 2,981 | $385K |
| Csenge Advisory Group | 0.02% | Add +25.8% | 2,782 | $363K |
| Hilltop Holdings Inc. | 0.02% | New | 2,789 | $360K |
"% 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.