iShares U.S. Insurance ETFIAKETF
13F holders, Q4 2024 (December 31)157holders +9
26new positions
19sold out
2famous investors
$126.52avg. 13F price*
At the end of Q4 2024, 157 institutions reported holding iShares U.S. Insurance ETF (IAK) in their 13F filings, up 9 from Q3 2024. 26 opened new positions and 19 sold out. The largest holders were Morgan Stanley ($53.1M), MML Investors Services, LLC ($28.6M) and Wells Fargo & Company ($28.0M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $32.5M |
| Exits | 19 | $8.9M |
All 13F filers, Q3 2024 → Q4 2024: 508,432 shares bought and 406,214 shares sold, net +102,218 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 157 holders
| Morgan Stanley | 0.00% | Reduce -1.9% | 420,178 | $53.1M |
| MML Investors Services, LLC | 0.10% | Add +3.4% | 226,048 | $28.6M |
| Wells Fargo & Company | 0.01% | Reduce -10.9% | 221,748 | $28.0M |
| SPC Financial, Inc. | 1.85% | Add +0.3% | 167,855 | $21.2M |
| Royal Bank of Canada | 0.00% | Add +1.9% | 155,233 | $19.6M |
| Stifel Financial Corp. | 0.02% | Add +13.4% | 145,734 | $18.4M |
| Bank of America Corp. | 0.00% | Reduce -19.3% | 124,730 | $15.8M |
| Osaic Holdings, Inc. | 0.03% | Reduce -25.4% | 113,457 | $14.3M |
| LPL Financial LLC | 0.01% | Reduce -33.0% | 112,097 | $14.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +15.4% | 108,844 | $13.8M |
| Advisory Services Network, LLC | 0.22% | Add +17.4% | 93,719 | $11.9M |
| MinichMacGregor Wealth Management, LLC | 2.35% | Reduce -1.1% | 89,573 | $11.3M |
| UBS Group AG | 0.00% | Reduce -26.1% | 81,716 | $10.3M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +299.1% | 77,179 | $9.8M |
| WESPAC Advisors SoCal, LLC | 2.01% | Add +38.8% | 70,103 | $8.9M |
| Raymond James Financial Inc. | 0.00% | — | 64,194 | $8.1M |
| Prospera Financial Services Inc | 0.18% | Add +26.8% | 62,518 | $7.9M |
| GGM Financial LLC | 8.39% | New | 62,290 | $7.9M |
| Composition Wealth, LLC | 0.16% | New | 61,038 | $7.7M |
| Spectrum Wealth Counsel, LLC | 0.88% | Add +1.0% | 59,232 | $7.5M |
| Adapt Wealth Advisors, LLC | 3.57% | Add +47.2% | 57,384 | $7.3M |
| Castleark Management LLC | 0.24% | Reduce -12.9% | 54,070 | $6.8M |
| Legend Financial Advisors, Inc. | 4.76% | Reduce -1.4% | 53,330 | $6.7M |
| Schorn Wealth LLC | 2.18% | Add +9.0% | 53,142 | $6.7M |
| Private Advisor Group, LLC | 0.03% | Reduce -2.6% | 41,307 | $5.2M |
| Cadent Capital Advisors, LLC | 1.74% | Add +1.3% | 39,408 | $5.0M |
| Well Done, LLC | 0.86% | No change | 36,290 | $4.7M |
| Founders Financial Securities LLC | 0.42% | Reduce -0.4% | 36,477 | $4.6M |
| Hollencrest Capital Management | 0.18% | New | 36,032 | $4.6M |
| Lee Danner & Bass Inc. | 0.35% | Add +1.0% | 34,495 | $4.4M |
| Chicago Wealth Management, Inc. | 2.02% | Reduce -2.6% | 30,775 | $3.9M |
| Martin & Co. Inc. | 0.84% | Reduce -4.8% | 26,941 | $3.4M |
| WT Wealth Management | 1.04% | Add +1.2% | 26,310 | $3.3M |
| Capital Advisory Group Advisory Services, LLC | 1.15% | Add +51.9% | 25,342 | $3.2M |
| Mariner, LLC | 0.01% | Reduce -4.0% | 25,102 | $3.2M |
| Tudor Financial Inc. | 1.81% | Add +2.9% | 24,505 | $3.1M |
| NewEdge Advisors, LLC | 0.02% | Add +12.8% | 23,320 | $2.9M |
| Equitable Holdings, Inc. | 0.03% | Reduce -13.1% | 23,163 | $2.9M |
| Cottonwood Capital Advisors, LLC | 1.90% | Add +11.5% | 20,899 | $2.6M |
| SP Asset Management LLC | 0.21% | Add +0.2% | 20,114 | $2.5M |
| Fortis Group Advisors, LLC | 0.46% | Add +19.0% | 19,730 | $2.5M |
| Leuthold Group, LLC | 0.26% | Reduce -14.0% | 17,100 | $2.2M |
| Stonebridge Financial Planning Group, LLC | 0.94% | Add +6.2% | 16,601 | $2.1M |
| RFG Advisory, LLC | 0.06% | Add +799.5% | 16,497 | $2.1M |
| Jane Street Group, LLC | 0.00% | New | 16,217 | $2.1M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -21.9% | 15,860 | $2.0M |
| Hills Bank & Trust Co | 0.14% | Reduce -0.0% | 14,689 | $1.9M |
| Avantax Advisory Services, Inc. | 0.01% | Add +392.4% | 14,679 | $1.9M |
| TAP Consulting, LLC | 0.37% | Reduce -13.2% | 14,363 | $1.8M |
| Old Mission Capital LLC | 0.04% | New | 13,860 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.6% | 13,820 | $1.7M |
| Eagle Strategies LLC | 0.30% | Add +2.5% | 13,496 | $1.7M |
| Essential Planning, LLC. | 0.01% | New | 12,675 | $1.7M |
| Allworth Financial LP | 0.01% | New | 12,735 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.06% | Reduce -8.1% | 12,276 | $1.6M |
| PFG Advisors | 0.09% | Add +16.7% | 12,171 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -47.1% | 12,063 | $1.5M |
| Cibc World Market Inc. | 0.00% | Add +278.4% | 11,540 | $1.5M |
| Fig Financial Advisory Services Inc. | 0.93% | — | 10,808 | $1.4M |
| Smith Anglin Financial, LLC | 0.12% | Reduce -1.4% | 10,515 | $1.3M |
| Geneos Wealth Management Inc. | 0.04% | Reduce -4.5% | 10,069 | $1.3M |
| Genesee Capital Advisors, LLC | 0.56% | Add +3.7% | 9,554 | $1.2M |
| Game Plan Financial Advisors, LLC | 0.63% | No change | 9,455 | $1.2M |
| KKM Financial LLC | 0.48% | Reduce -0.5% | 9,099 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +121.6% | 8,781 | $1.1M |
| Atria Investments, Inc | 0.01% | Reduce -2.9% | 8,062 | $1.0M |
| Financial Management Professionals, Inc. | 0.13% | Add +36.9% | 7,899 | $999K |
| Delos Wealth Advisors, LLC | 0.77% | Add +41.2% | 7,672 | $970K |
| Muirfield Wealth Advisors LLC | 0.74% | Reduce -6.6% | 7,136 | $902K |
| &partners | 0.01% | New | 6,891 | $870K |
| Silverlake Wealth Management LLC | 0.33% | Add +6.6% | 6,648 | $841K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -2.2% | 6,546 | $828K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -31.7% | 6,024 | $762K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +754.5% | 5,913 | $748K |
| DAVENPORT & Co LLC | 0.00% | Reduce -0.6% | 5,895 | $746K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -6.0% | 5,867 | $742K |
| Cetera Investment Advisers | 0.00% | Add +8.6% | 5,810 | $735K |
| IFG Advisory, LLC | 0.04% | New | 5,807 | $734K |
| Apeiron RIA LLC | 0.20% | Reduce -1.1% | 5,672 | $717K |
| Jones Financial Companies LLLP | 0.00% | Add +108.6% | 5,522 | $698K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -3.4% | 5,229 | $681K |
| Flow Traders U.S. LLC | 0.03% | New | 5,358 | $678K |
| Owen LaRue, LLC | 0.35% | Reduce -43.3% | 5,358 | $678K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +11.0% | 5,181 | $655K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.1% | 5,051 | $639K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -43.5% | 4,883 | $627K |
| Sfmg, LLC | 0.05% | No change | 4,705 | $595K |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +4.1% | 4,701 | $595K |
| US Bancorp \de | 0.00% | Add +144.0% | 4,392 | $555K |
| Retirement Planning Co of New England, Inc. | 0.26% | Add +0.7% | 4,313 | $546K |
| Sonata Capital Group Inc. | 0.21% | Add +6.7% | 4,000 | $506K |
| Tepp RIA, LLC | 0.69% | — | 3,687 | $466K |
| Cardiff Park Advisors, LLC | 0.04% | No change | 3,500 | $443K |
| Bank Hapoalim BM | 0.07% | Reduce -0.4% | 3,390 | $429K |
| TFB Advisors LLC | 0.12% | Add +0.5% | 3,363 | $425K |
| Stephens Inc. | 0.01% | Reduce -10.3% | 3,362 | $425K |
| Ashton Thomas Private Wealth, LLC | 0.02% | New | 3,346 | $423K |
| Moors & Cabot, Inc. | 0.02% | Reduce -10.8% | 3,270 | $414K |
| Saxony Capital Management, LLC | 0.36% | Reduce -14.7% | 3,268 | $413K |
| Belpointe Asset Management LLC | 0.02% | Reduce -6.3% | 3,160 | $406K |
"% 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.