iShares U.S. Insurance ETFIAKETF
13F holders, Q4 2025 (December 31)150holders −9
18new positions
29sold out
1famous investor
$135.22avg. 13F price*
At the end of Q4 2025, 150 institutions reported holding iShares U.S. Insurance ETF (IAK) in their 13F filings, down 9 from Q3 2025. 18 opened new positions and 29 sold out. The largest holders were Morgan Stanley ($29.0M), Wells Fargo & Company ($19.5M) and Two Sigma Investments, LP ($12.2M). One famous investor held it 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $7.3M |
| Exits | 29 | $33.5M |
All 13F filers, Q3 2025 → Q4 2025: 115,407 shares bought and 1,542,483 shares sold, net −1,427,076 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 150 holders
| Morgan Stanley | 0.00% | Reduce -29.7% | 213,025 | $29.0M |
| Wells Fargo & Company | 0.00% | Reduce -5.9% | 143,321 | $19.5M |
| Two Sigma Investments, LP | 0.02% | Add +4.8% | 89,700 | $12.2M |
| LPL Financial LLC | 0.00% | Reduce -3.8% | 86,862 | $11.8M |
| Royal Bank of Canada | 0.00% | Reduce -37.0% | 75,687 | $10.3M |
| GGM Financial LLC | 4.82% | Add +2.2% | 72,781 | $9.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.5% | 68,066 | $9.3M |
| UBS Group AG | 0.00% | Reduce -11.8% | 60,302 | $8.2M |
| Schorn Wealth LLC | 2.32% | Add +3.2% | 56,250 | $7.7M |
| Legend Financial Advisors, Inc. | 4.50% | Add +4.8% | 54,560 | $7.4M |
| Well Done, LLC | 1.07% | Add +15.9% | 52,458 | $7.1M |
| Federation des caisses Desjardins du Quebec | 0.03% | Add +1.1% | 50,194 | $6.8M |
| Stifel Financial Corp. | 0.01% | Reduce -68.6% | 46,666 | $6.4M |
| Bank of America Corp. | 0.00% | Reduce -57.6% | 42,475 | $5.8M |
| Susquehanna International Group, LLP | 0.01% | Add +57.8% | 37,551 | $5.1M |
| Lee Danner & Bass Inc. | 0.34% | Reduce -1.1% | 35,208 | $4.8M |
| Jmac Enterprises LLC | 0.88% | Add +3.6% | 33,969 | $4.6M |
| RFG Advisory, LLC | 0.08% | Add +5.6% | 32,486 | $4.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.1% | 32,446 | $4.4M |
| Advisory Services Network, LLC | 0.06% | Reduce -73.0% | 31,427 | $4.3M |
| Martin & Co. Inc. | 0.65% | Add +3.3% | 27,912 | $3.8M |
| Capital Advisory Group Advisory Services, LLC | 1.06% | Add +0.2% | 26,370 | $3.6M |
| Cottonwood Capital Advisors, LLC | 2.53% | Add +1.5% | 26,117 | $3.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -52.2% | 21,665 | $2.9M |
| Osaic Holdings, Inc. | 0.00% | Reduce -81.9% | 20,538 | $2.8M |
| SP Asset Management LLC | 0.21% | Reduce -2.3% | 19,084 | $2.6M |
| Jane Street Group, LLC | 0.00% | New | 16,066 | $2.2M |
| Stonebridge Financial Planning Group, LLC | 0.78% | Reduce -5.8% | 15,862 | $2.2M |
| Hills Bank & Trust Co | 0.12% | Add +12.9% | 15,392 | $2.1M |
| PFG Advisors | 0.10% | Add +11.3% | 14,927 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -54.9% | 14,733 | $2.0M |
| AlphaCore Capital LLC | 0.04% | Add +326.8% | 13,478 | $1.8M |
| Concentric Capital Strategies, LP | 0.09% | New | 13,423 | $1.8M |
| Outlook Wealth Advisors, LLC | 0.36% | Reduce -2.0% | 11,822 | $1.6M |
| Cibc World Market Inc. | 0.00% | Reduce -0.7% | 11,140 | $1.5M |
| Cetera Investment Advisers | 0.00% | Add +8.6% | 10,359 | $1.4M |
| Mariner, LLC | 0.00% | Add +1.3% | 10,271 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.1% | 10,053 | $1.4M |
| Equitable Holdings, Inc. | 0.01% | Reduce -12.1% | 9,082 | $1.2M |
| Delos Wealth Advisors, LLC | 0.80% | Add +6.6% | 8,875 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -2.9% | 8,844 | $1.2M |
| Jones Financial Companies LLLP | 0.00% | Add +6.5% | 8,180 | $1.1M |
| Genesee Capital Advisors, LLC | 0.44% | Reduce -25.4% | 8,034 | $1.1M |
| Arkadios Wealth Advisors | 0.02% | Add +86.4% | 7,289 | $992K |
| &partners | 0.01% | Add +0.4% | 7,200 | $980K |
| Composition Wealth, LLC | 0.01% | Reduce -97.2% | 6,901 | $940K |
| Northstar Financial Companies, Inc. | 0.75% | New | 6,893 | $938K |
| Allworth Financial LP | 0.00% | Reduce -4.3% | 6,809 | $927K |
| Leuthold Group, LLC | 0.10% | Reduce -3.5% | 6,796 | $925K |
| Belpointe Asset Management LLC | 0.03% | Add +6.6% | 6,201 | $844K |
| Access Financial Services, Inc. | 0.27% | Reduce -10.3% | 5,449 | $742K |
| Sfmg, LLC | 0.05% | Reduce -1.6% | 5,309 | $723K |
| Tepp RIA, LLC | 0.62% | Reduce -26.0% | 4,596 | $626K |
| IFG Advisory, LLC | 0.03% | Reduce -18.7% | 4,551 | $620K |
| Retirement Planning Co of New England, Inc. | 0.23% | Add +0.4% | 4,303 | $586K |
| US Bancorp \de | 0.00% | No change | 4,227 | $576K |
| WT Wealth Management | 0.16% | Add +5.8% | 4,210 | $573K |
| Cardiff Park Advisors, LLC | 0.04% | No change | 3,500 | $477K |
| Stephens Inc. | 0.01% | Add +0.4% | 3,410 | $464K |
| Sonata Capital Group Inc. | 0.16% | Reduce -5.7% | 3,300 | $449K |
| Flow Traders U.S. LLC | 0.01% | New | 3,241 | $441K |
| Redwood Financial Network Corp | 0.28% | Add +30.1% | 3,222 | $439K |
| KKM Financial LLC | 0.08% | Reduce -53.2% | 3,212 | $437K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +350.8% | 3,002 | $409K |
| Bank Hapoalim BM | 0.04% | Reduce -9.0% | 2,930 | $399K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -96.9% | 2,871 | $391K |
| Prospera Financial Services Inc | 0.01% | Reduce -96.3% | 2,869 | $391K |
| BIP Wealth, LLC | 0.01% | New | 2,820 | $384K |
| Transcend Capital Advisors, LLC | 0.03% | New | 2,794 | $380K |
| Csenge Advisory Group | 0.02% | No change | 2,784 | $379K |
| Spire Wealth Management | 0.01% | Reduce -3.4% | 2,625 | $357K |
| Aptus Capital Advisors, LLC | 0.00% | Add +496.6% | 2,613 | $356K |
| FMR LLC | 0.00% | Add +31.6% | 2,577 | $351K |
| Focus Partners Wealth | 0.00% | Add +4.2% | 2,534 | $345K |
| TFB Advisors LLC | 0.09% | Reduce -2.9% | 2,453 | $334K |
| Innovative Advisory Group, LLC | 0.22% | Reduce -2.4% | 2,429 | $331K |
| Glenview Trust Co | 0.00% | No change | 2,350 | $320K |
| ProCore Advisors, LLC | 0.33% | — | 2,346 | $319K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -17.4% | 2,340 | $319K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -42.8% | 2,329 | $317K |
| Summit Financial, LLC | 0.00% | Reduce -1.4% | 2,315 | $315K |
| Odyssey Capital Advisors, Inc. | 0.27% | — | 2,269 | $309K |
| MML Investors Services, LLC | 0.00% | Reduce -99.0% | 2,248 | $306K |
| Larson Financial Group LLC | 0.01% | Add +0.7% | 2,243 | $305K |
| Creative Planning | 0.00% | Reduce -35.8% | 2,109 | $287K |
| Interchange Capital Partners, LLC | 0.05% | Add +0.1% | 2,060 | $281K |
| Regal Investment Advisors LLC | 0.02% | Reduce -67.6% | 2,055 | $280K |
| First Horizon Corp. | 0.01% | No change | 2,038 | $277K |
| Ieq Capital, LLC | 0.00% | No change | 2,000 | $272K |
| Perigon Wealth Management, LLC | 0.00% | Reduce -34.0% | 1,938 | $264K |
| Nova Wealth Management, Inc. | 0.18% | Reduce -4.1% | 1,934 | $263K |
| D. E. Shaw & Co. | 0.00% | New | 1,919 | $261K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | No change | 1,905 | $259K |
| SG Americas Securities, LLC | 0.00% | No change | 1,881 | $256K |
| Private Advisor Group, LLC | 0.00% | Reduce -60.6% | 1,833 | $250K |
| Sowell Financial Services LLC | 0.01% | No change | 1,762 | $240K |
| Winthrop Advisory Group LLC | 0.02% | Reduce -31.2% | 1,692 | $230K |
| Councilmark Asset Management, LLC | 0.12% | No change | 1,625 | $221K |
| Wealthfront Advisers LLC | 0.00% | Reduce -1.4% | 1,585 | $216K |
| Truist Financial Corp. | 0.00% | Reduce -10.2% | 1,556 | $212K |
"% 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.