iShares U.S. Insurance ETFIAKETF
13F holders, Q1 2026 (March 31)131holders −19
15new positions
29sold out
2famous investors
$128.35avg. 13F price*
At the end of Q1 2026, 131 institutions reported holding iShares U.S. Insurance ETF (IAK) in their 13F filings, down 19 from Q4 2025. 15 opened new positions and 29 sold out. The largest holders were Morgan Stanley ($17.7M), LPL Financial LLC ($13.1M) and Wells Fargo & Company ($10.5M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $11.4M |
| Exits | 29 | $20.7M |
All 13F filers, Q4 2025 → Q1 2026: 167,924 shares bought and 589,016 shares sold, net −421,092 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 131 holders
| Morgan Stanley | 0.00% | Reduce -35.2% | 138,099 | $17.7M |
| LPL Financial LLC | 0.00% | Add +17.5% | 102,087 | $13.1M |
| Wells Fargo & Company | 0.00% | Reduce -43.1% | 81,610 | $10.5M |
| Schorn Wealth LLC | 2.41% | Add +10.7% | 62,280 | $8.0M |
| Two Sigma Investments, LP | 0.01% | Reduce -34.1% | 59,100 | $7.6M |
| Susquehanna International Group, LLP | 0.01% | Add +55.5% | 58,383 | $7.5M |
| Legend Financial Advisors, Inc. | 4.59% | Add +1.7% | 55,507 | $7.1M |
| Royal Bank of Canada | 0.00% | Reduce -39.0% | 46,172 | $5.9M |
| Cavalier Investments, LLC | 1.52% | New | 45,960 | $5.9M |
| UBS Group AG | 0.00% | Reduce -28.2% | 43,321 | $5.6M |
| Jmac Enterprises LLC | 0.86% | Add +3.1% | 35,039 | $4.5M |
| RFG Advisory, LLC | 0.08% | Add +7.4% | 34,887 | $4.5M |
| Lee Danner & Bass Inc. | 0.28% | Reduce -1.8% | 34,578 | $4.4M |
| Stifel Financial Corp. | 0.00% | Reduce -31.0% | 32,214 | $4.1M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -2.5% | 31,650 | $4.1M |
| Martin & Co. Inc. | 0.64% | Add +4.5% | 29,156 | $3.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -57.7% | 28,794 | $3.7M |
| Bank of America Corp. | 0.00% | Reduce -33.8% | 28,119 | $3.6M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -44.0% | 28,103 | $3.6M |
| Cetera Investment Advisers | 0.00% | Add +100.1% | 20,725 | $2.7M |
| Baird Financial Group, Inc. | 0.00% | New | 20,444 | $2.6M |
| SP Asset Management LLC | 0.22% | Add +0.7% | 19,214 | $2.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -11.5% | 19,180 | $2.5M |
| Advisory Services Network, LLC | 0.03% | Reduce -44.0% | 17,596 | $2.3M |
| Hills Bank & Trust Co | 0.11% | Add +11.5% | 17,160 | $2.2M |
| PFG Advisors | 0.09% | Add +1.3% | 15,121 | $1.9M |
| Northstar Financial Companies, Inc. | 1.46% | Add +107.3% | 14,286 | $1.8M |
| Citadel Advisors | 0.00% | New | 14,194 | $1.8M |
| Stonebridge Financial Planning Group, LLC | 0.67% | Reduce -10.9% | 14,138 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -8.3% | 13,504 | $1.7M |
| Outlook Wealth Advisors, LLC | 0.36% | Reduce -2.9% | 11,474 | $1.5M |
| Cibc World Market Inc. | 0.00% | Reduce -1.1% | 11,020 | $1.4M |
| Delos Wealth Advisors, LLC | 0.79% | Add +21.6% | 10,789 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -48.2% | 10,641 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +0.6% | 10,113 | $1.3M |
| Mariner, LLC | 0.00% | Reduce -2.7% | 9,991 | $1.3M |
| Equitable Holdings, Inc. | 0.01% | Add +3.6% | 9,405 | $1.3M |
| AlphaCore Capital LLC | 0.03% | Reduce -27.9% | 9,715 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +6.9% | 9,457 | $1.2M |
| Belpointe Asset Management LLC | 0.04% | Add +43.6% | 8,907 | $1.1M |
| Arkadios Wealth Advisors | 0.02% | Add +4.8% | 7,638 | $980K |
| Genesee Capital Advisors, LLC | 0.40% | Reduce -6.7% | 7,499 | $962K |
| &partners | 0.00% | Reduce -11.5% | 6,375 | $817K |
| Allworth Financial LP | 0.00% | Reduce -9.6% | 6,154 | $790K |
| Composition Wealth, LLC | 0.01% | Reduce -11.9% | 6,082 | $780K |
| Leuthold Group, LLC | 0.08% | Reduce -14.9% | 5,786 | $742K |
| Jones Financial Companies LLLP | 0.00% | Reduce -30.2% | 5,710 | $717K |
| Sfmg, LLC | 0.04% | Reduce -3.8% | 5,108 | $655K |
| Retirement Planning Co of New England, Inc. | 0.23% | Add +2.2% | 4,396 | $564K |
| US Bancorp \de | 0.00% | No change | 4,227 | $542K |
| Rockefeller Capital Management L.P. | 0.00% | Add +71.9% | 4,004 | $514K |
| Redwood Financial Network Corp | 0.30% | Add +8.9% | 3,510 | $450K |
| Cardiff Park Advisors, LLC | 0.04% | No change | 3,500 | $449K |
| Transcend Capital Advisors, LLC | 0.04% | Add +22.6% | 3,426 | $440K |
| KKM Financial LLC | 0.08% | No change | 3,212 | $437K |
| Stephens Inc. | 0.01% | Reduce -2.0% | 3,342 | $429K |
| Sonata Capital Group Inc. | 0.15% | Reduce -3.0% | 3,200 | $411K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 3,152 | $405K |
| Bank Hapoalim BM | 0.06% | No change | 2,930 | $376K |
| Csenge Advisory Group | 0.02% | Add +0.7% | 2,804 | $360K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -7.6% | 2,775 | $356K |
| BIP Wealth, LLC | 0.01% | Reduce -2.7% | 2,745 | $352K |
| FMR LLC | 0.00% | Reduce -0.2% | 2,571 | $330K |
| Envestnet Asset Management Inc. | 0.00% | Add +4.7% | 2,450 | $314K |
| Gateway Wealth Partners, LLC | 0.01% | New | 2,396 | $307K |
| Spire Wealth Management | 0.01% | Reduce -8.9% | 2,390 | $307K |
| Larson Financial Group LLC | 0.01% | Add +6.2% | 2,383 | $306K |
| Glenview Trust Co | 0.00% | No change | 2,350 | $301K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -18.7% | 2,334 | $299K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -13.6% | 2,258 | $290K |
| Summit Financial, LLC | 0.00% | Reduce -2.9% | 2,248 | $288K |
| D. E. Shaw & Co. | 0.00% | Add +15.6% | 2,219 | $285K |
| Fortis Capital Advisors, LLC | 0.04% | New | 2,210 | $284K |
| Creative Planning | 0.00% | Add +0.9% | 2,129 | $273K |
| Odyssey Capital Advisors, Inc. | 0.24% | Reduce -6.3% | 2,127 | $273K |
| First Horizon Corp. | 0.01% | No change | 2,038 | $261K |
| Ieq Capital, LLC | 0.00% | No change | 2,000 | $257K |
| Prospera Financial Services Inc | 0.00% | Reduce -31.6% | 1,963 | $252K |
| Perigon Wealth Management, LLC | 0.00% | No change | 1,938 | $249K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | No change | 1,905 | $244K |
| AdvisorNet Financial, Inc | 0.01% | Add +66.3% | 1,899 | $244K |
| SG Americas Securities, LLC | 0.00% | No change | 1,881 | $241K |
| Focus Partners Wealth | 0.00% | Reduce -29.9% | 1,777 | $228K |
| Sowell Financial Services LLC | 0.01% | No change | 1,762 | $226K |
| Nova Wealth Management, Inc. | 0.14% | Reduce -12.1% | 1,701 | $218K |
| Wealthfront Advisers LLC | 0.00% | Add +5.7% | 1,675 | $215K |
| Councilmark Asset Management, LLC | 0.12% | No change | 1,625 | $208K |
| Regal Investment Advisors LLC | 0.01% | Reduce -21.0% | 1,623 | $208K |
| Private Advisor Group, LLC | 0.00% | Reduce -12.1% | 1,612 | $207K |
| Kestra Advisory Services, LLC | 0.00% | Add +24.4% | 1,561 | $200K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -1.1% | 1,492 | $191K |
| Russell Investments Group, Ltd. | 0.00% | Add +14.8% | 1,021 | $131K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +14.8% | 992 | $127K |
| Lanark Financial, Inc. | 0.01% | No change | 785 | $101K |
| Harbor Asset Planning, Inc. | 0.08% | Add +1.6% | 749 | $96K |
| Bank of Montreal | 0.00% | Reduce -0.6% | 678 | $87K |
| Vision Retirement, LLC | 0.02% | Add +1.6% | 645 | $83K |
| Y.D. More Investments Ltd | 0.00% | No change | 630 | $81K |
| Bulwark Capital Corp | 0.05% | Reduce -36.6% | 585 | $75K |
| Osbon Capital Management LLC | 0.05% | Add +0.4% | 452 | $58K |
"% 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.