ISHARES U.S. INSURANCE ETF IAK
$147.25
+2.5% 52w: $122.52 – $147.25
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data122.52134.88147.25
Jun 20, 2025 Jul 2, 2026
Institutional holders
132
-17 QoQ
13F value
$183.3M
-27.6% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
1.4×
$295K calls / $218K puts
Institutional value by quarter
Number of holders
Who owns IAK?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 138.1K | $17.7M | 0.0% | -35.2% |
| LPL Financial LLC | Bank broker | 102.1K | $13.1M | 0.0% | +17.5% |
| WELLS FARGO & COMPANY/MN | Bank broker | 81.6K | $10.5M | 0.0% | -43.1% |
| Fiduciary Planning LLC | Wealth advisor | 62.3K | $8.0M | 2.4% | +10.7% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 59.1K | $7.6M | 0.0% | -34.1% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 58.4K | $7.5M | 0.0% | +55.5% |
| Legend Financial Advisors, Inc. | Wealth advisor | 55.5K | $7.1M | 4.6% | +1.7% |
| ROYAL BANK OF CANADA | Bank broker | 46.2K | $5.9M | 0.0% | -39.0% |
| Cavalier Investments, LLC | Wealth advisor | 46.0K | $5.9M | 1.5% | New |
| UBS Group AG | Bank broker | 43.3K | $5.6M | 0.0% | -28.2% |
| JMAC ENTERPRISES LLC | Wealth advisor | 35.0K | $4.5M | 0.9% | +3.1% |
| RFG Advisory, LLC | Wealth advisor | 34.9K | $4.5M | 0.1% | +7.4% |
| LEE DANNER & BASS INC | Other | 34.6K | $4.4M | 0.3% | -1.8% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 32.2K | $4.1M | 0.0% | -31.0% |
| Janney Montgomery Scott LLC | Diversified mechanical | 31.6K | $4.1M | 0.0% | -2.5% |
| MARTIN & CO INC /TN/ | Wealth advisor | 29.2K | $3.7M | 0.6% | +4.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 28.8K | $3.7M | 0.0% | -57.7% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 28.1K | $3.6M | 0.0% | -33.8% |
| Federation des caisses Desjardins du Quebec | Diversified mechanical | 28.1K | $3.6M | 0.0% | -44.0% |
| Cetera Investment Advisers | Wealth advisor | 20.7K | $2.7M | 0.0% | +100.1% |
| Baird Financial Group, Inc. | Diversified mechanical | 20.4K | $2.6M | 0.0% | New |
| SP Asset Management LLC | Other | 19.2K | $2.5M | 0.2% | +0.7% |
| GOLDMAN SACHS GROUP INC | Bank broker | 19.2K | $2.5M | 0.0% | -11.5% |
| Advisory Services Network, LLC | Diversified mechanical | 17.6K | $2.3M | 0.0% | -44.0% |
| Hills Bank & Trust Co | Wealth advisor | 17.2K | $2.2M | 0.1% | +11.5% |
| PFG Advisors | Wealth advisor | 15.1K | $1.9M | 0.1% | +1.3% |
| Northstar Financial Companies, Inc. | Other | 14.3K | $1.8M | 1.5% | +107.3% |
| CITADEL ADVISORS LLC | Multistrat pod | 14.2K | $1.8M | 0.0% | New |
| Stonebridge Financial Planning Group, LLC | Wealth advisor | 14.1K | $1.8M | 0.7% | -10.9% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 13.5K | $1.7M | 0.0% | -8.3% |
| Outlook Wealth Advisors, LLC | Wealth advisor | 11.5K | $1.5M | 0.4% | -2.9% |
| CIBC WORLD MARKET INC. | Diversified mechanical | 11.0K | $1.4M | 0.0% | -1.1% |
| Delos Wealth Advisors, LLC | Wealth advisor | 10.8K | $1.4M | 0.8% | +21.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 10.6K | $1.4M | 0.0% | -48.2% |
| HighTower Advisors, LLC | Diversified mechanical | 10.1K | $1.3M | 0.0% | +0.6% |
| Mariner, LLC | Diversified mechanical | 10.0K | $1.3M | 0.0% | -2.7% |
| Equitable Holdings, Inc. | Wealth advisor | 9.4K | $1.3M | 0.0% | +3.6% |
| AlphaCore Capital LLC | Wealth advisor | 9.7K | $1.2M | 0.0% | -27.9% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 9.5K | $1.2M | 0.0% | +6.9% |
| Belpointe Asset Management LLC | Wealth advisor | 8.9K | $1.1M | 0.0% | +43.6% |
| Arkadios Wealth Advisors | Wealth advisor | 7.6K | $980K | 0.0% | +4.8% |
| Genesee Capital Advisors, LLC | Wealth advisor | 7.5K | $962K | 0.4% | -6.7% |
| &PARTNERS | Diversified mechanical | 6.4K | $817K | 0.0% | -11.5% |
| Allworth Financial LP | Wealth advisor | 6.2K | $790K | 0.0% | -9.6% |
| Composition Wealth, LLC | Wealth advisor | 6.1K | $780K | 0.0% | -11.9% |
| LEUTHOLD GROUP, LLC | Other | 5.8K | $742K | 0.1% | -14.9% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 5.7K | $717K | 0.0% | -30.2% |
| SFMG, LLC | Wealth advisor | 5.1K | $655K | 0.0% | -3.8% |
| Retirement Planning Co of New England, Inc. | Other | 4.4K | $564K | 0.2% | +2.2% |
| US BANCORP \DE\ | Wealth advisor | 4.2K | $542K | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.