iShares U.S. Insurance ETFIAKETF
13F holders, Q2 2025 (June 30)177holders +10
30new positions
24sold out
1famous investor
$134.26avg. 13F price*
At the end of Q2 2025, 177 institutions reported holding iShares U.S. Insurance ETF (IAK) in their 13F filings, up 10 from Q1 2025. 30 opened new positions and 24 sold out. The largest holders were Morgan Stanley ($41.7M), Wells Fargo & Company ($30.6M) and MML Investors Services, LLC ($29.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors'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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $36.6M |
| Exits | 24 | $35.3M |
All 13F filers, Q1 2025 → Q2 2025: 729,751 shares bought and 526,040 shares sold, net +203,711 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 177 holders
| Morgan Stanley | 0.00% | Reduce -12.1% | 309,794 | $41.7M |
| Wells Fargo & Company | 0.01% | Reduce -12.3% | 227,411 | $30.6M |
| MML Investors Services, LLC | 0.09% | Add +48.8% | 218,944 | $29.4M |
| Composition Wealth, LLC | 0.49% | Add +94.1% | 218,926 | $29.4M |
| LPL Financial LLC | 0.01% | Add +15.9% | 185,155 | $24.9M |
| SPC Financial, Inc. | 1.77% | Reduce -4.0% | 157,319 | $21.2M |
| Stifel Financial Corp. | 0.02% | Add +16.5% | 143,014 | $19.2M |
| Royal Bank of Canada | 0.00% | Add +11.6% | 132,205 | $17.8M |
| Osaic Holdings, Inc. | 0.03% | Add +58.6% | 129,238 | $17.4M |
| Bank of America Corp. | 0.00% | Add +6.7% | 123,116 | $16.6M |
| Advisory Services Network, LLC | 0.22% | Add +8.9% | 106,596 | $13.6M |
| Raymond James Financial Inc. | 0.00% | Add +64.0% | 94,246 | $12.7M |
| WESPAC Advisors SoCal, LLC | 2.69% | Add +35.9% | 89,592 | $12.0M |
| Two Sigma Investments, LP | 0.02% | New | 85,600 | $11.5M |
| Prospera Financial Services Inc | 0.18% | Add +7.3% | 71,910 | $9.7M |
| UBS Group AG | 0.00% | Reduce -2.6% | 70,845 | $9.5M |
| MinichMacGregor Wealth Management, LLC | 1.99% | Add +26.2% | 69,142 | $9.3M |
| Adapt Wealth Advisors, LLC | 3.86% | Add +3.3% | 64,165 | $8.6M |
| GGM Financial LLC | 4.96% | Add +3.3% | 63,563 | $8.5M |
| Castleark Management LLC | 0.22% | No change | 54,070 | $7.3M |
| Schorn Wealth LLC | 2.34% | Reduce -7.2% | 52,718 | $7.1M |
| Legend Financial Advisors, Inc. | 4.54% | Reduce -1.4% | 50,879 | $6.8M |
| Federation des caisses Desjardins du Quebec | 0.03% | Add +1.1% | 48,550 | $6.5M |
| Well Done, LLC | 1.06% | Add +11.3% | 41,990 | $5.6M |
| Cadent Capital Advisors, LLC | 1.70% | Add +0.6% | 38,582 | $5.2M |
| Lee Danner & Bass Inc. | 0.40% | Add +13.6% | 38,338 | $5.2M |
| Founders Financial Securities LLC | 0.37% | Add +0.3% | 36,444 | $4.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +20.8% | 33,847 | $4.6M |
| Focus Partners Wealth | 0.01% | New | 31,776 | $4.3M |
| Jmac Enterprises LLC | 0.91% | New | 31,547 | $4.2M |
| Martin & Co. Inc. | 0.67% | Add +0.3% | 27,079 | $3.6M |
| NewEdge Advisors, LLC | 0.02% | Add +9.1% | 26,783 | $3.6M |
| Capital Advisory Group Advisory Services, LLC | 1.28% | Add +1.0% | 26,406 | $3.6M |
| RFG Advisory, LLC | 0.08% | Add +25.6% | 26,354 | $3.5M |
| Peterson Wealth Management | 2.03% | New | 25,478 | $3.4M |
| GTS Securities LLC | 0.15% | Reduce -11.8% | 25,040 | $3.4M |
| Tudor Financial Inc. | 1.81% | Reduce -2.9% | 23,759 | $3.2M |
| Cottonwood Capital Advisors, LLC | 2.13% | Add +1.0% | 23,537 | $3.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +5.9% | 23,175 | $3.1M |
| Mariner, LLC | 0.00% | Add +3.4% | 22,362 | $3.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +60.1% | 22,049 | $3.0M |
| Game Plan Financial Advisors, LLC | 1.16% | Add +77.6% | 19,655 | $2.6M |
| SP Asset Management LLC | 0.22% | Add +0.1% | 19,505 | $2.6M |
| Avantax Advisory Services, Inc. | 0.01% | Add +6.5% | 18,067 | $2.4M |
| Stonebridge Financial Planning Group, LLC | 0.97% | Reduce -0.6% | 17,191 | $2.3M |
| VestGen Advisors, LLC | 0.08% | Add +13.6% | 15,648 | $2.1M |
| Equitable Holdings, Inc. | 0.02% | Reduce -3.1% | 15,477 | $2.1M |
| Tepp RIA, LLC | 2.65% | Reduce -40.6% | 15,272 | $2.1M |
| Jane Street Group, LLC | 0.00% | Reduce -36.3% | 15,224 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -11.3% | 14,854 | $2.0M |
| Chicago Wealth Management, Inc. | 0.92% | Reduce -52.8% | 14,345 | $1.9M |
| Eagle Strategies LLC | 0.29% | Add +2.8% | 13,972 | $1.9M |
| Hills Bank & Trust Co | 0.12% | Reduce -2.5% | 13,694 | $1.8M |
| J.W. Cole Advisors, Inc. | 0.04% | New | 12,816 | $1.7M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +1.2% | 12,398 | $1.7M |
| Cibc World Market Inc. | 0.00% | Add +1.9% | 11,755 | $1.6M |
| Outlook Wealth Advisors, LLC | 0.40% | New | 11,679 | $1.6M |
| Genesee Capital Advisors, LLC | 0.64% | Add +65.6% | 10,568 | $1.4M |
| Fig Financial Advisory Services Inc. | 0.92% | Add +1.6% | 10,223 | $1.4M |
| Geneos Wealth Management Inc. | 0.03% | Reduce -54.3% | 9,829 | $1.3M |
| Lee Johnson Capital Management, LLC | 0.45% | New | 9,779 | $1.3M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +53.5% | 9,654 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +0.1% | 9,350 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -86.6% | 9,246 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Add +185.9% | 9,065 | $1.2M |
| KKM Financial LLC | 0.42% | No change | 9,061 | $1.2M |
| Perigon Wealth Management, LLC | 0.03% | Add +88.7% | 8,975 | $1.2M |
| Smith Anglin Financial, LLC | 0.11% | Reduce -7.2% | 8,862 | $1.2M |
| Allworth Financial LP | 0.01% | Reduce -14.7% | 8,069 | $1.1M |
| Atria Investments, Inc | 0.01% | Reduce -5.1% | 7,827 | $1.1M |
| Financial Management Professionals, Inc. | 0.12% | New | 7,674 | $1.0M |
| Bramshill Investments, LLC | 0.11% | New | 7,500 | $1.0M |
| Leuthold Group, LLC | 0.12% | Add +2.6% | 7,308 | $983K |
| Delos Wealth Advisors, LLC | 0.73% | Reduce -9.1% | 6,999 | $941K |
| Jones Financial Companies LLLP | 0.00% | Add +35.0% | 7,027 | $934K |
| &partners | 0.01% | Reduce -7.1% | 6,608 | $889K |
| Fulcrum Equity Management | 0.88% | New | 6,351 | $854K |
| Cetera Investment Advisers | 0.00% | Reduce -18.5% | 6,050 | $813K |
| Fortis Group Advisors, LLC | 0.14% | Reduce -39.1% | 5,962 | $760K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +28.6% | 5,615 | $755K |
| IFG Advisory, LLC | 0.04% | Reduce -3.6% | 5,596 | $752K |
| Apeiron RIA LLC | 0.19% | Reduce -1.0% | 5,446 | $732K |
| Elevate Capital Advisors, LLC | 0.55% | New | 5,125 | $689K |
| Belpointe Asset Management LLC | 0.03% | Add +7.8% | 5,041 | $678K |
| Flow Traders U.S. LLC | 0.02% | New | 4,991 | $671K |
| Kingswood Wealth Advisors, LLC | 0.05% | Add +3.1% | 4,988 | $671K |
| Sfmg, LLC | 0.05% | No change | 4,705 | $633K |
| DAVENPORT & Co LLC | 0.00% | Add +12.8% | 4,615 | $621K |
| Efficient Advisors, LLC | 0.04% | New | 4,504 | $606K |
| Private Advisor Group, LLC | 0.00% | Reduce -83.0% | 4,461 | $600K |
| Sanctuary Advisors, LLC | 0.00% | Add +1.9% | 4,398 | $591K |
| Muirfield Wealth Advisors LLC | 0.47% | Reduce -8.3% | 4,376 | $588K |
| Retirement Planning Co of New England, Inc. | 0.26% | Reduce -0.8% | 4,303 | $579K |
| US Bancorp \de | 0.00% | Reduce -3.4% | 4,227 | $568K |
| CoreCap Advisors, LLC | 0.02% | New | 4,185 | $563K |
| Arkadios Wealth Advisors | 0.02% | New | 4,179 | $562K |
| WT Wealth Management | 0.17% | Reduce -6.5% | 4,158 | $559K |
| GeoWealth Management, LLC | 0.02% | Reduce -69.1% | 3,909 | $526K |
| Sonata Capital Group Inc. | 0.20% | Reduce -5.0% | 3,800 | $511K |
| Winthrop Advisory Group LLC | 0.05% | Add +7.8% | 3,722 | $500K |
"% 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.