IAK institutional holders

iShares U.S. Insurance ETF · 150 reporting institutions · $224.6M reported value

Funds that can replace IAK · IAK return decomposition

Institutional holdings

Institutions reporting IAK, largest first
InstitutionReported positionAdvisors at firmReport period
Morgan Stanley$24.9M23,1852026-06-30
Spc Financial, Inc.$20.9M02025-09-30
Lpl Financial LLC$16.1M23,4582026-06-30
Wells Fargo & Company/mn$11.3M02026-06-30
Schorn Wealth LLC$9.3M52026-06-30
Legend Financial Advisors Inc$8.2M32026-06-30
Bnp Paribas Financial Markets$7M02026-06-30
Bank of America Corp /de$5.4M02026-06-30
Citadel Advisors LLC$5.2M02026-06-30
Goldman Sachs Group Inc$5M02026-06-30
Lee Danner & Bass Inc$4.8M52026-06-30
Two Sigma Investments, LP$4.4M02026-06-30
Cetera Investment Advisers$4.2M10,3702026-06-30
Martin & Co Inc /tn$4.1M62026-06-30
Millennium Management LLC$4.1M02026-06-30
Raymond James Financial Inc$4M02026-06-30
Rfg Advisory, LLC$4M1912026-06-30
Stifel Financial Corp$3.8M02026-06-30
Fortis Group Advisors, LLC$3.5M252026-06-30
Federation Des Caisses Desjardins Du Quebec$3.5M02026-06-30
Baird Financial Group, Inc.$2.9M02026-06-30
SP Asset Management LLC$2.7M32026-06-30
Advisory Services Network$2.4M2532026-06-30
Hills Bank & Trust Co$2.4M02026-06-30
Northstar Financial Companies, Inc.$2.4M92026-06-30
UBS Group AG$2.3M02026-06-30
Royal Bank of Canada$2.2M02026-06-30
Foundations Investment Advisors, LLC$2.1M3022026-06-30
J.W. Cole Advisors, Inc.$2M4992026-06-30
Pfg Advisors$1.9M832026-06-30
Osaic Holdings, Inc.$1.9M02026-06-30
Stonebridge Financial Planning Group, LLC$1.8M52026-06-30
Anchor Bay Capital, Inc.$1.7M62026-06-30
Hightower Advisors, LLC$1.7M1,0462026-06-30
Delos Wealth Advisors, LLC$1.6M62026-06-30
CIBC World Market Inc.$1.6M02026-06-30
Equitable Holdings, Inc.$1.5M02026-06-30
Financial Sense Advisors, Inc.$1.4M82026-06-30
Kestra Private Wealth Services, LLC$1.3M2062026-06-30
Tower Research Capital LLC (trc)$1.3M02026-06-30
Alphacore Capital LLC$1.2M692026-06-30
Geneos Wealth Management, Inc.$1.2M1932026-06-30
Leuthold Weeden Capital Management$1.2M32026-06-30
Belpointe Asset Management LLC$1.1M1702026-06-30
Arkadios Wealth Advisors$1.1M2262026-06-30
Perigon Wealth Management, LLC$1.1M922026-06-30
Genesee Capital Advisors, LLC$886.1K22026-06-30
Mutual Advisors, LLC$800.9K1532026-06-30
Allworth Financial, LP$782.9K3172026-06-30
&partners$767.5K5552026-06-30
Susquehanna International Group, LLP$744.3K02026-06-30
Jones Financial Companies LLLP$742.4K02026-06-30
Private Advisor Group, LLC$733.9K9272026-06-30
Ifg Advisory, LLC$726.2K1102026-06-30
Sfmg, LLC$658.1K162026-06-30
Qube Research & Technologies Ltd$618.5K02026-06-30
Retirement Planning Co of New England, Inc.$608K42026-06-30
US Bancorp$594.1K02026-06-30
Composition Wealth, LLC$575K762026-06-30
Redwood Financial Network Corp$555.9K82026-06-30
Advisornet Wealth Partners$522.5K582026-06-30
Cardiff Park Advisors, LLC$492K12026-06-30
Primoris Wealth Advisors, LLC$470.9K62026-06-30
Stephens Inc /ar$470.8K2432026-06-30
Oppenheimer & Co. Inc.$463.6K1,1662026-06-30
Wealth Enhancement Advisory Services, LLC$460.5K1,0262026-06-30
Kkm Financial LLC$443K12026-06-30
Fmr LLC$439.9K02026-06-30
Gts Securities LLC$429.7K02026-06-30
Sonata Capital Group Inc$428.7K52026-06-30
Bank of Montreal /can$412.1K02026-06-30
Maridea Wealth Management$402.3K382026-06-30
Envestnet Pmc$396.7K602026-06-30
Csenge Advisory Group$391.6K752026-06-30
Larson Financial Group LLC$364.1K672026-06-30
Spire Wealth Management$361.8K32026-06-30
Jane Street Group, LLC$360.3K02026-06-30
Bramshill Investments, LLC$351.4K02026-06-30
Rockefeller Capital Management LP$332.8K3462026-06-30
Glenview Trust Co$330.3K02026-06-30
Summit Financial, LLC$308.1K2292026-06-30
Aptus Capital Advisors, LLC$307.3K212026-06-30
Commonwealth Equity Services, LLC$304.3K2,8632026-06-30
Xtx Topco Ltd$303.3K02026-06-30
Creative Planning$299K1,1712026-06-30
First Horizon Corp$286.5K02026-06-30
Lido Advisors, LLC$282K3202026-06-30
Ieq Capital, LLC$281.1K1972026-06-30
Focus Partners Wealth$267.9K1,0482026-06-30
Ferguson Wellman Capital Management, Inc$267.8K272026-06-30
MML Investors Services, LLC$249.4K5,1202026-06-30
Sowell Financial Services LLC$247.6K1082026-06-30
Councilmark Asset Management, LLC$228.4K02026-06-30
Jpmorgan Chase & Co$228.2K02026-06-30
Prospera Financial Services, Inc.$225.1K2702026-06-30
Griffin Asset Management, Inc.$212.5K42026-06-30
Kestra Advisory Services, LLC$210.6K1,4792026-06-30
Intellus Advisors LLC$200.3K92026-06-30
Steward Partners Investment Advisory, LLC$197.1K4812026-06-30
Russell Investments Group, Ltd.$139.9K02026-06-30
Northwestern Mutual Wealth Management Co$138.6K02026-06-30
Ep Wealth Advisors, LLC$126.8K3382026-06-30
Lanark Financial, Inc.$110.3K692026-06-30
Regatta Research & Money Management LLC$108.6K62026-06-30
Harbor Asset Planning, Inc.$105.6K22026-06-30
Private Trust Co NA$102.5K02026-06-30
Parallel Advisors, LLC$101.3K752026-06-30
Y.D. More Investments Ltd$88.6K02026-06-30
Rothschild Investment LLC$84.5K182026-06-30
Vision Retirement, LLC$70.9K72026-06-30
Compass Financial Management LLC$66.3K462026-06-30
Blue Trust, Inc.$57.3K02026-06-30
National Bank of Canada /fi$57.2K02026-06-30
Osbon Capital Management LLC$49.7K22026-06-30
Farther Finance Advisors, LLC$46.8K3342026-06-30
Copia Wealth Management$46.7K42026-06-30
Redwood Park Advisors LLC$45.4K22026-06-30
Institute for Wealth Management, Llc.$39K132026-06-30
Financial Consulate, Inc$37.3K132026-06-30
Trust Co of Vermont$35.1K02026-06-30
Sunbelt Securities, Inc.$33.1K632026-03-31
International Assets Investment Management, LLC$32.1K1222026-06-30
Elevation Wealth Partners, LLC$22.2K02026-06-30
Founders Financial Alliance, LLC$22.1K322026-06-30
Global Retirement Partners LLC$17.2K4912026-06-30
Creative Financial Designs Inc /adv$14.1K02026-06-30
Highline Wealth Partners LLC$14.1K172026-06-30
Org Partners LLC$9K02025-12-31
Ae Wealth Management LLC$8.6K4712026-06-30
O'Shaughnessy Asset Management, LLC$7.7K582026-06-30
Duncker Streett & Co.$7.5K22026-06-30
Fiduciary Financial Advisors$6.7K512026-06-30
Ifp Advisors, Inc$6K3182026-06-30
Princeton Global Asset Management LLC$5.6K172026-06-30
Bulwark Capital Corp$5.5K22026-06-30
Nfsg Corp$5.2K752026-06-30
Newedge Advisors$5K6012026-06-30
Janney Montgomery Scott LLC$4.3K1,3422026-06-30
High Note Wealth, LLC$3.7K42026-06-30
Howe & Rusling Inc$3.5K102026-06-30
Blair William & Co/il$3.1K3292026-06-30
Guerra Advisors Inc$2.5K172025-09-30
Corecap Advisors, LLC$2.4K1182026-06-30
Cambridge Investment Research Advisors, Inc.$1.7K3,9402026-03-31
Ameriflex Group, Inc.$1.4K2122026-06-30
Bank Hapoalim Bm$35402026-06-30
Hhm Wealth Advisors, LLC$282122026-06-30
Sg Americas Securities, LLC$26402026-06-30
Kingdom Financial Group Llc.$31152026-06-30
Tsfg, LLC$162026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30