iShares U.S. Insurance ETFIAKETF
13F holders, Q3 2025 (September 30)159holders −18
19new positions
33sold out
1famous investor
$133.99avg. 13F price*
At the end of Q3 2025, 159 institutions reported holding iShares U.S. Insurance ETF (IAK) in their 13F filings, down 18 from Q2 2025. 19 opened new positions and 33 sold out. The largest holders were Morgan Stanley ($40.6M), Composition Wealth, LLC ($32.7M) and MML Investors Services, LLC ($31.6M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $7.9M |
| Exits | 33 | $46.0M |
All 13F filers, Q2 2025 → Q3 2025: 301,079 shares bought and 730,466 shares sold, net −429,387 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 159 holders
| Morgan Stanley | 0.00% | Reduce -2.1% | 303,137 | $40.6M |
| Composition Wealth, LLC | 0.49% | Add +11.5% | 244,175 | $32.7M |
| MML Investors Services, LLC | 0.08% | Add +7.7% | 235,840 | $31.6M |
| SPC Financial, Inc. | 1.63% | Reduce -0.9% | 155,943 | $20.9M |
| Wells Fargo & Company | 0.00% | Reduce -33.0% | 152,249 | $20.4M |
| Stifel Financial Corp. | 0.02% | Add +4.1% | 148,831 | $19.9M |
| Royal Bank of Canada | 0.00% | Reduce -9.1% | 120,236 | $16.1M |
| Advisory Services Network, LLC | 0.23% | Add +9.0% | 116,213 | $15.6M |
| Osaic Holdings, Inc. | 0.02% | Reduce -12.2% | 113,463 | $15.1M |
| Bank of America Corp. | 0.00% | Reduce -18.7% | 100,112 | $13.4M |
| Commonwealth Equity Services, LLC | 0.02% | Add +910.0% | 93,380 | $12.5M |
| LPL Financial LLC | 0.00% | Reduce -51.3% | 90,252 | $12.1M |
| WESPAC Advisors SoCal, LLC | 2.44% | Reduce -0.1% | 89,547 | $12.0M |
| Two Sigma Investments, LP | 0.02% | No change | 85,600 | $11.5M |
| Prospera Financial Services Inc | 0.18% | Add +9.4% | 78,663 | $10.5M |
| MinichMacGregor Wealth Management, LLC | 1.87% | Add +3.5% | 71,559 | $9.6M |
| GGM Financial LLC | 4.81% | Add +12.1% | 71,228 | $9.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -25.9% | 69,835 | $9.4M |
| UBS Group AG | 0.00% | Reduce -3.5% | 68,337 | $9.2M |
| Schorn Wealth LLC | 2.23% | Add +3.4% | 54,513 | $7.3M |
| Legend Financial Advisors, Inc. | 4.28% | Add +2.3% | 52,036 | $7.0M |
| Federation des caisses Desjardins du Quebec | 0.03% | Add +2.3% | 49,648 | $6.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +33.9% | 45,332 | $6.1M |
| Well Done, LLC | 1.03% | Add +7.8% | 45,277 | $6.1M |
| Cadent Capital Advisors, LLC | 1.39% | Add +1.4% | 39,104 | $5.2M |
| Lee Danner & Bass Inc. | 0.35% | Reduce -7.1% | 35,608 | $4.8M |
| Jmac Enterprises LLC | 0.87% | Add +4.0% | 32,796 | $4.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +40.8% | 32,630 | $4.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +46.9% | 32,398 | $4.3M |
| RFG Advisory, LLC | 0.09% | Add +16.7% | 30,765 | $4.1M |
| Martin & Co. Inc. | 0.64% | Reduce -0.2% | 27,014 | $3.6M |
| Capital Advisory Group Advisory Services, LLC | 1.10% | Reduce -0.3% | 26,326 | $3.5M |
| Cottonwood Capital Advisors, LLC | 2.51% | Add +9.4% | 25,739 | $3.4M |
| Tudor Financial Inc. | 1.72% | Add +1.6% | 24,135 | $3.2M |
| Susquehanna International Group, LLP | 0.00% | Add +60.2% | 23,791 | $3.2M |
| SP Asset Management LLC | 0.21% | Add +0.1% | 19,535 | $2.6M |
| Stonebridge Financial Planning Group, LLC | 0.85% | Reduce -2.0% | 16,840 | $2.3M |
| Hills Bank & Trust Co | 0.11% | Reduce -0.5% | 13,630 | $1.8M |
| PFG Advisors | 0.07% | New | 13,405 | $1.8M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +2.4% | 13,124 | $1.8M |
| HRT Financial LP | 0.01% | New | 12,279 | $1.6M |
| Outlook Wealth Advisors, LLC | 0.40% | Add +3.3% | 12,058 | $1.6M |
| Citadel Advisors | 0.00% | Add +221.4% | 11,944 | $1.6M |
| Cibc World Market Inc. | 0.00% | Reduce -4.6% | 11,215 | $1.5M |
| Genesee Capital Advisors, LLC | 0.63% | Add +1.8% | 10,762 | $1.4M |
| Equitable Holdings, Inc. | 0.01% | Reduce -33.3% | 10,331 | $1.4M |
| Mariner, LLC | 0.00% | Reduce -54.7% | 10,139 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +11.0% | 10,060 | $1.3M |
| Citigroup Inc. | 0.00% | New | 9,917 | $1.3M |
| Geneos Wealth Management Inc. | 0.03% | No change | 9,829 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +57.6% | 9,535 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -2.6% | 9,111 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -27.0% | 9,045 | $1.2M |
| Delos Wealth Advisors, LLC | 0.75% | Add +18.9% | 8,323 | $1.1M |
| Atria Investments, Inc | 0.01% | Reduce -0.2% | 7,808 | $1.0M |
| Jones Financial Companies LLLP | 0.00% | Add +9.3% | 7,681 | $1.0M |
| &partners | 0.01% | Add +8.5% | 7,172 | $961K |
| Allworth Financial LP | 0.00% | Reduce -11.8% | 7,119 | $954K |
| Leuthold Group, LLC | 0.10% | Reduce -3.6% | 7,043 | $944K |
| KKM Financial LLC | 0.29% | Reduce -24.3% | 6,858 | $919K |
| Regal Investment Advisors LLC | 0.06% | New | 6,336 | $849K |
| Tepp RIA, LLC | 0.94% | Reduce -59.3% | 6,209 | $832K |
| Access Financial Services, Inc. | 0.29% | New | 6,075 | $814K |
| Belpointe Asset Management LLC | 0.03% | Add +15.4% | 5,816 | $780K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2.9% | 5,777 | $774K |
| Apeiron RIA LLC | 0.17% | Add +6.5% | 5,802 | $765K |
| IFG Advisory, LLC | 0.03% | No change | 5,596 | $750K |
| Sfmg, LLC | 0.05% | Add +14.7% | 5,395 | $723K |
| Old Mission Capital LLC | 0.02% | Add +73.3% | 4,935 | $661K |
| DAVENPORT & Co LLC | 0.00% | Add +6.2% | 4,900 | $657K |
| Kingswood Wealth Advisors, LLC | 0.04% | Reduce -2.4% | 4,870 | $653K |
| Private Advisor Group, LLC | 0.00% | Add +4.3% | 4,654 | $624K |
| NewEdge Advisors, LLC | 0.00% | Reduce -83.1% | 4,528 | $607K |
| Sanctuary Advisors, LLC | 0.00% | Add +1.4% | 4,461 | $598K |
| Muirfield Wealth Advisors LLC | 0.44% | Add +0.4% | 4,393 | $589K |
| Retirement Planning Co of New England, Inc. | 0.23% | Reduce -0.4% | 4,284 | $574K |
| US Bancorp \de | 0.00% | No change | 4,227 | $567K |
| Rockefeller Capital Management L.P. | 0.00% | New | 4,071 | $546K |
| WT Wealth Management | 0.15% | Reduce -4.3% | 3,978 | $533K |
| Arkadios Wealth Advisors | 0.01% | Reduce -6.4% | 3,911 | $524K |
| Cardiff Park Advisors, LLC | 0.04% | No change | 3,500 | $469K |
| Sonata Capital Group Inc. | 0.17% | Reduce -7.9% | 3,500 | $469K |
| Stephens Inc. | 0.01% | Add +0.3% | 3,396 | $455K |
| Creative Planning | 0.00% | Add +69.8% | 3,283 | $440K |
| Bank Hapoalim BM | 0.06% | Reduce -1.2% | 3,220 | $432K |
| AlphaCore Capital LLC | 0.01% | No change | 3,158 | $423K |
| GTS Securities LLC | 0.02% | Reduce -87.8% | 3,052 | $409K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -67.3% | 2,938 | $394K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.8% | 2,833 | $380K |
| Strategic Blueprint, LLC | 0.02% | Reduce -11.2% | 2,787 | $374K |
| Csenge Advisory Group | 0.02% | No change | 2,784 | $373K |
| Spire Wealth Management | 0.01% | Add +16.6% | 2,717 | $364K |
| TFB Advisors LLC | 0.10% | Reduce -7.2% | 2,525 | $338K |
| Innovative Advisory Group, LLC | 0.22% | Reduce -0.1% | 2,489 | $334K |
| Redwood Financial Network Corp | 0.21% | Add +49.5% | 2,477 | $332K |
| Winthrop Advisory Group LLC | 0.03% | Reduce -33.9% | 2,459 | $330K |
| Focus Partners Wealth | 0.00% | Reduce -92.3% | 2,431 | $326K |
| Glenview Trust Co | 0.01% | No change | 2,350 | $315K |
| Summit Financial, LLC | 0.00% | Reduce -31.9% | 2,347 | $315K |
| Belvedere Trading LLC | 0.02% | New | 2,236 | $300K |
| Larson Financial Group LLC | 0.01% | Add +12.8% | 2,228 | $299K |
| Woodley Farra Manion Portfolio Management Inc. | 0.01% | Add +12.3% | 2,147 | $288K |
| Bulwark Capital Corp | 0.22% | Add +77.0% | 2,097 | $281K |
| Interchange Capital Partners, LLC | 0.05% | Reduce -4.3% | 2,057 | $276K |
| First Horizon Corp. | 0.01% | — | 2,038 | $273K |
| Nova Wealth Management, Inc. | 0.19% | Reduce -2.0% | 2,017 | $270K |
| Ieq Capital, LLC | 0.00% | No change | 2,000 | $268K |
| FMR LLC | 0.00% | Add +2.8% | 1,959 | $263K |
| Accredited Investors Inc. | 0.01% | New | 1,910 | $256K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | Reduce -19.3% | 1,905 | $255K |
| SG Americas Securities, LLC | 0.00% | No change | 1,881 | $252K |
| Sowell Financial Services LLC | 0.01% | No change | 1,762 | $236K |
| Truist Financial Corp. | 0.00% | Reduce -10.3% | 1,733 | $232K |
| WESPAC Advisors, LLC | 0.13% | Reduce -0.1% | 1,656 | $222K |
| Councilmark Asset Management, LLC | 0.12% | No change | 1,625 | $218K |
| Wealthfront Advisers LLC | 0.00% | Reduce -8.3% | 1,608 | $216K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -11.6% | 1,506 | $202K |
| JPMorgan Chase & Co. | 0.00% | Add +2772.0% | 1,436 | $192K |
| Copia Wealth Management | 0.11% | Reduce -18.7% | 1,141 | $153K |
| Lanark Financial, Inc. | 0.01% | No change | 965 | $129K |
| Ameritas Advisory Services, LLC | 0.01% | Add +210.5% | 950 | $127K |
| Russell Investments Group, Ltd. | 0.00% | No change | 889 | $119K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.3% | 862 | $116K |
| Realta Investment Advisors | 0.04% | Add +186.0% | 815 | $109K |
| Sunbelt Securities, Inc. | 0.01% | New | 761 | $102K |
| Harbor Asset Planning, Inc. | 0.09% | Add +0.4% | 734 | $98K |
| Bank of Montreal | 0.00% | Add +1.9% | 680 | $91K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -93.1% | 666 | $89K |
| Y.D. More Investments Ltd | 0.00% | No change | 630 | $84K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -24.9% | 602 | $81K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -13.0% | 481 | $64K |
| Aptus Capital Advisors, LLC | 0.00% | New | 438 | $59K |
| Redwood Park Advisors LLC | 0.04% | Add +0.3% | 350 | $47K |
| Tortoise Investment Management, LLC | 0.00% | No change | 314 | $42K |
| National Bank of Canada | 0.00% | Add +61.5% | 260 | $35K |
| Financial Consulate, Inc. | 0.00% | New | 259 | $35K |
| Trust Co. of Vermont | 0.00% | New | 250 | $34K |
| MAI Capital Management | 0.00% | New | 235 | $31K |
| Wealthspire Advisors, LLC | 0.00% | New | 209 | $28K |
| Global Retirement Partners, LLC | 0.00% | Reduce -3.8% | 204 | $27K |
| Blair William & Co. | 0.00% | No change | 177 | $24K |
| Elevation Wealth Partners, LLC | 0.01% | Add +0.7% | 155 | $21K |
| Founders Financial Alliance, LLC | 0.00% | New | 153 | $21K |
| NFSG Corp | 0.00% | No change | 149 | $20K |
| Chilton Capital Management LLC | 0.00% | Reduce -16.7% | 140 | $19K |
| Creative Financial Designs Inc. | 0.00% | No change | 100 | $13K |
| Tidemark, LLC | 0.00% | No change | 91 | $12K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 55 | $7K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 53 | $7K |
| Clayton Financial Group LLC | 0.00% | New | 50 | $7K |
| ORG Partners LLC | 0.00% | Reduce -69.8% | 45 | $6K |
| IFP Advisors, Inc | 0.00% | Add +59.1% | 35 | $5K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +146.2% | 32 | $4K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -92.3% | 29 | $4K |
| AE Wealth Management LLC | 0.00% | Reduce -87.6% | 27 | $4K |
| Valley National Advisers Inc. | 0.00% | New | 29 | $3K |
| Guerra Advisors Inc | 0.00% | New | 19 | $3K |
| High Note Wealth, LLC | 0.00% | No change | 15 | $2K |
| Principal Securities, Inc. | 0.00% | No change | 8 | $1K |
"% 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.