iShares U.S. Insurance ETFIAKETF
13F holders, Q2 2026 (June 30)146holders +15
31new positions
21sold out
2famous investors
$140.62avg. 13F price*
At the end of Q2 2026, 146 institutions reported holding iShares U.S. Insurance ETF (IAK) in their 13F filings, up 15 from Q1 2026. 31 opened new positions and 21 sold out. The largest holders were Morgan Stanley ($24.9M), LPL Financial LLC ($16.1M) and Wells Fargo & Company ($11.3M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management'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 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $26.5M |
| Exits | 21 | $15.7M |
All 13F filers, Q1 2026 → Q2 2026: 349,263 shares bought and 296,511 shares sold, net +52,752 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 146 holders
| Morgan Stanley | 0.00% | Add +28.4% | 177,253 | $24.9M |
| LPL Financial LLC | 0.00% | Add +12.0% | 114,300 | $16.1M |
| Wells Fargo & Company | 0.00% | Reduce -1.5% | 80,351 | $11.3M |
| Schorn Wealth LLC | 2.44% | Add +6.7% | 66,477 | $9.3M |
| Legend Financial Advisors, Inc. | 4.66% | Add +5.2% | 58,386 | $8.2M |
| BNP Paribas Financial Markets | 0.00% | New | 50,000 | $7.0M |
| Bank of America Corp. | 0.00% | Add +36.1% | 38,276 | $5.4M |
| Citadel Advisors | 0.00% | Add +160.8% | 37,023 | $5.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +84.3% | 35,358 | $5.0M |
| Lee Danner & Bass Inc. | 0.27% | Reduce -2.0% | 33,880 | $4.8M |
| Two Sigma Investments, LP | 0.00% | Reduce -47.4% | 31,100 | $4.4M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -4.1% | 30,351 | $4.3M |
| Cetera Investment Advisers | 0.00% | Add +43.5% | 29,745 | $4.2M |
| Martin & Co. Inc. | 0.64% | Reduce -0.5% | 29,022 | $4.1M |
| Millennium Management | 0.00% | New | 28,998 | $4.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.3% | 28,697 | $4.0M |
| RFG Advisory, LLC | 0.06% | Reduce -18.2% | 28,550 | $4.0M |
| Stifel Financial Corp. | 0.00% | Reduce -16.5% | 26,890 | $3.8M |
| Fortis Group Advisors, LLC | 0.56% | New | 25,025 | $3.5M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -11.2% | 24,964 | $3.5M |
| Baird Financial Group, Inc. | 0.00% | Add +0.4% | 20,523 | $2.9M |
| SP Asset Management LLC | 0.22% | Reduce -0.5% | 19,114 | $2.7M |
| Advisory Services Network, LLC | 0.03% | Reduce -1.4% | 17,345 | $2.4M |
| Hills Bank & Trust Co | 0.10% | Add +0.9% | 17,318 | $2.4M |
| Northstar Financial Companies, Inc. | 1.63% | Add +20.8% | 17,251 | $2.4M |
| UBS Group AG | 0.00% | Reduce -62.0% | 16,441 | $2.3M |
| Royal Bank of Canada | 0.00% | Reduce -66.7% | 15,367 | $2.2M |
| Foundations Investment Advisors, LLC | 0.02% | New | 15,110 | $2.1M |
| J.W. Cole Advisors, Inc. | 0.04% | New | 14,524 | $2.0M |
| PFG Advisors | 0.10% | Reduce -10.8% | 13,490 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Add +24.3% | 13,223 | $1.9M |
| Stonebridge Financial Planning Group, LLC | 0.58% | Reduce -8.8% | 12,899 | $1.8M |
| Anchor Bay Capital, Inc. | 0.93% | — | 11,810 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Add +19.1% | 12,041 | $1.7M |
| Delos Wealth Advisors, LLC | 0.83% | Add +6.3% | 11,471 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -16.0% | 11,342 | $1.6M |
| Cibc World Market Inc. | 0.00% | Add +0.2% | 11,039 | $1.6M |
| Equitable Holdings, Inc. | 0.01% | Add +10.9% | 10,428 | $1.5M |
| Financial Sense Advisors, Inc. | 0.31% | New | 10,000 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.4% | 9,496 | $1.3M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +225.7% | 9,038 | $1.3M |
| AlphaCore Capital LLC | 0.02% | Reduce -8.6% | 8,881 | $1.2M |
| Geneos Wealth Management Inc. | 0.02% | Add +4157.0% | 8,514 | $1.2M |
| Leuthold Group, LLC | 0.12% | Add +46.0% | 8,446 | $1.2M |
| Belpointe Asset Management LLC | 0.04% | Reduce -11.2% | 7,914 | $1.1M |
| Arkadios Wealth Advisors | 0.02% | Add +2.8% | 7,851 | $1.1M |
| Perigon Wealth Management, LLC | 0.02% | Add +294.0% | 7,635 | $1.1M |
| Genesee Capital Advisors, LLC | 0.28% | Reduce -15.9% | 6,304 | $886K |
| Mutual Advisors, LLC | 0.02% | New | 5,698 | $801K |
| Allworth Financial LP | 0.00% | Reduce -9.5% | 5,570 | $783K |
| &partners | 0.00% | Reduce -14.3% | 5,460 | $768K |
| Susquehanna International Group, LLP | 0.00% | Reduce -90.9% | 5,295 | $744K |
| Jones Financial Companies LLLP | 0.00% | Reduce -8.1% | 5,248 | $742K |
| Private Advisor Group, LLC | 0.00% | Add +223.9% | 5,221 | $734K |
| IFG Advisory, LLC | 0.03% | New | 5,167 | $726K |
| Sfmg, LLC | 0.04% | Reduce -8.3% | 4,682 | $658K |
| Qube Research & Technologies Ltd | 0.00% | New | 4,400 | $618K |
| Retirement Planning Co of New England, Inc. | 0.22% | Reduce -1.6% | 4,325 | $608K |
| US Bancorp \de | 0.00% | No change | 4,227 | $594K |
| Composition Wealth, LLC | 0.01% | Reduce -32.8% | 4,090 | $575K |
| Redwood Financial Network Corp | 0.31% | Add +12.7% | 3,955 | $556K |
| AdvisorNet Financial, Inc | 0.02% | Add +95.7% | 3,717 | $522K |
| Cardiff Park Advisors, LLC | 0.04% | No change | 3,500 | $492K |
| Primoris Wealth Advisors, LLC | 0.21% | New | 3,350 | $471K |
| Stephens Inc. | 0.01% | Add +0.2% | 3,350 | $471K |
| Oppenheimer & Co. Inc. | 0.01% | New | 3,298 | $464K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.2% | 3,157 | $460K |
| KKM Financial LLC | 0.06% | Reduce -1.9% | 3,152 | $443K |
| FMR LLC | 0.00% | Add +21.7% | 3,130 | $440K |
| GTS Securities LLC | 0.01% | New | 3,057 | $430K |
| Sonata Capital Group Inc. | 0.14% | Reduce -4.7% | 3,050 | $429K |
| Bank of Montreal | 0.00% | Add +332.4% | 2,932 | $412K |
| Maridea Wealth Management LLC | 0.04% | New | 2,862 | $402K |
| Envestnet Asset Management Inc. | 0.00% | Add +15.2% | 2,823 | $397K |
| Csenge Advisory Group | 0.02% | Reduce -0.6% | 2,786 | $392K |
| Larson Financial Group LLC | 0.01% | Add +8.7% | 2,590 | $364K |
| Spire Wealth Management | 0.01% | Add +7.7% | 2,574 | $362K |
| Jane Street Group, LLC | 0.00% | New | 2,563 | $360K |
| Bank Hapoalim BM | 0.02% | Reduce -14.0% | 2,520 | $354K |
| Bramshill Investments, LLC | 0.03% | New | 2,500 | $351K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -40.9% | 2,367 | $333K |
| Glenview Trust Co | 0.00% | No change | 2,350 | $330K |
| Summit Financial, LLC | 0.00% | Reduce -2.5% | 2,192 | $308K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -3.2% | 2,186 | $307K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.2% | 2,165 | $304K |
| XTX Topco Ltd | 0.00% | New | 2,158 | $303K |
| Creative Planning | 0.00% | Reduce -0.1% | 2,127 | $299K |
| First Horizon Corp. | 0.01% | No change | 2,038 | $286K |
| Lido Advisors, LLC | 0.00% | New | 2,006 | $282K |
| Ieq Capital, LLC | 0.00% | No change | 2,000 | $281K |
| Focus Partners Wealth | 0.00% | Add +7.2% | 1,905 | $268K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | No change | 1,905 | $268K |
| SG Americas Securities, LLC | 0.00% | No change | 1,881 | $264K |
| MML Investors Services, LLC | 0.00% | New | 1,774 | $249K |
| Sowell Financial Services LLC | 0.01% | No change | 1,762 | $248K |
| Councilmark Asset Management, LLC | 0.12% | No change | 1,625 | $228K |
| JPMorgan Chase & Co. | 0.00% | Add +3120.0% | 1,610 | $228K |
| Prospera Financial Services Inc | 0.00% | Reduce -18.4% | 1,601 | $225K |
| Griffin Asset Management, Inc. | 0.02% | New | 1,512 | $213K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -4.0% | 1,498 | $211K |
| Intellus Advisors LLC | 0.02% | New | 1,425 | $200K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -6.0% | 1,402 | $197K |
| Nova Wealth Management, Inc. | 0.09% | Reduce -29.0% | 1,207 | $170K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -2.5% | 995 | $140K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.6% | 986 | $139K |
| EP Wealth Advisors, LLC | 0.00% | New | 902 | $127K |
| Lanark Financial, Inc. | 0.01% | No change | 785 | $110K |
| Regatta Research & Money Management | 0.10% | — | 773 | $109K |
| Harbor Asset Planning, Inc. | 0.08% | Add +0.3% | 751 | $106K |
| Private Trust Co. NA | 0.01% | New | 729 | $102K |
| Parallel Advisors, LLC | 0.00% | New | 721 | $101K |
| Y.D. More Investments Ltd | 0.00% | No change | 630 | $89K |
| Rothschild Investment LLC | 0.00% | New | 601 | $85K |
| Vision Retirement, LLC | 0.02% | Reduce -21.9% | 504 | $71K |
| Compass Financial Management LLC | 0.01% | — | 472 | $66K |
| Blue Trust, Inc. | 0.00% | Add +0.3% | 407 | $57K |
| National Bank of Canada | 0.00% | Reduce -7.5% | 407 | $57K |
| Osbon Capital Management LLC | 0.04% | Reduce -21.9% | 353 | $50K |
| Farther Finance Advisors, LLC | 0.00% | No change | 333 | $47K |
| Copia Wealth Management | 0.03% | No change | 332 | $47K |
| Redwood Park Advisors LLC | 0.03% | Add +0.3% | 323 | $45K |
| Institute for Wealth Management, LLC. | 0.00% | New | 278 | $39K |
| Financial Consulate, Inc. | 0.00% | No change | 265 | $37K |
| Trust Co. of Vermont | 0.00% | — | 250 | $35K |
| International Assets Investment Management, LLC | 0.00% | No change | 225 | $32K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 158 | $22K |
| Founders Financial Alliance, LLC | 0.00% | No change | 157 | $22K |
| Global Retirement Partners, LLC | 0.00% | — | 122 | $17K |
| Highline Wealth Partners LLC | 0.00% | New | 100 | $14K |
| Creative Financial Designs Inc. | 0.00% | No change | 100 | $14K |
| AE Wealth Management LLC | 0.00% | No change | 61 | $9K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 55 | $8K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 53 | $7K |
| Fiduciary Financial Advisors | 0.00% | New | 48 | $7K |
| IFP Advisors, Inc | 0.00% | No change | 43 | $6K |
| Princeton Global Asset Management LLC | 0.00% | No change | 40 | $6K |
| Bulwark Capital Corp | 0.00% | Reduce -93.3% | 39 | $5K |
| NFSG Corp | 0.00% | No change | 37 | $5K |
| NewEdge Advisors, LLC | 0.00% | Reduce -57.6% | 36 | $5K |
| High Note Wealth, LLC | 0.00% | No change | 26 | $4K |
| Howe & Rusling Inc. | 0.00% | New | 25 | $4K |
| Blair William & Co. | 0.00% | No change | 22 | $3K |
| CoreCap Advisors, LLC | 0.00% | New | 17 | $2K |
| Ameriflex Group, Inc. | 0.00% | New | 10 | $1K |
| Tsfg, LLC | 0.00% | No change | 8 | $1K |
| HHM Wealth Advisors, LLC | 0.00% | New | 2 | $282 |
"% 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.