Free Trial

iShares U.S. Insurance ETF (IAK) Institutional Ownership

→ Claim Your Complimentary Bitcoin Reward (From Crypto Swap Profits) (Ad)
Free IAK Stock Alerts
$115.59
-0.06 (-0.05%)
(As of 09:50 AM ET)
Compare
Stock AnalysisChartHeadlinesHoldingsOwnershipRatings

Institutional Ownership Changes (13F Filings) for iShares U.S. Insurance ETF (NYSEARCA:IAK)

Number of
Institutional Buyers
(last 12 months)
68
Total
Institutional Inflows
(last 12 months)
$68.64M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$33.74M
Get IAK Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares U.S. Insurance ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

IAK Institutional Buying and Selling by Quarter

iShares U.S. Insurance ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2024Advisors Preferred LLC2,415$282K0.0%N/A0.045%
5/8/2024Avantax Advisory Services Inc.3,816$448K0.0%N/A0.071%
5/7/2024 Primoris Wealth Advisors LLC19,265$2.26M1.8%+22.7%0.357%
5/7/2024 Oppenheimer & Co. Inc.6,639$779K0.0%N/A0.123%
5/7/2024 PFG Advisors8,463$994K0.1%+55.7%0.157%
5/6/2024 Leuthold Group LLC16,968$1.99M0.2%+87.4%0.314%
5/6/2024 Advisory Services Network LLC84,169$9.88M0.2%-6.2%1.559%
5/4/2024 SPC Financial Inc.181,640$21.32M2.0%-3.2%3.364%
5/4/2024 Geneos Wealth Management Inc.10,823$1.27M0.1%+1,058.8%0.200%
5/3/2024 Larson Financial Group LLC1,575$185K0.0%+24.1%0.029%
5/3/2024 GSA Capital Partners LLP6,412$753K0.1%+45.8%0.119%
5/1/2024 Janney Montgomery Scott LLC23,475$2.76M0.0%+19.7%0.435%
4/30/2024 Private Advisor Group LLC12,712$1.49M0.0%+129.2%0.235%
4/30/2024 J.W. Cole Advisors Inc.13,498$1.58M0.1%+2.5%0.250%
4/30/2024 Fortis Group Advisors LLC55,707$6.54M1.2%N/A1.032%
4/29/2024Commonwealth Equity Services LLC21,684$2.55M0.0%-6.4%0.402%
4/29/2024 Fiduciary Planning LLC44,172$5.19M2.0%+4.7%0.818%
4/26/2024 Cottonwood Capital Advisors LLC10,703$1.18M0.9%+24.8%0.198%
4/25/2024 Cambridge Investment Research Advisors Inc.97,837$11.49M0.0%+568.0%1.812%
4/24/2024 Smith Anglin Financial LLC10,913$1.28M0.1%+8.3%0.202%
4/23/2024 Genesee Capital Advisors LLC7,430$872K0.5%+7.0%0.138%
4/23/2024 Raymond James Financial Services Advisors Inc.43,944$5.16M0.0%+18.2%0.814%
4/17/2024 Founders Financial Securities LLC34,860$4.09M0.4%-0.6%0.861%
4/17/2024 Legend Financial Advisors Inc.55,335$6.50M4.7%-0.9%1.366%
4/15/2024 Brookstone Capital Management2,876$338K0.0%+12.0%0.071%
4/15/2024 Sunbelt Securities Inc.799$94K0.0%-65.7%0.020%
4/15/2024 Kingswood Wealth Advisors LLC3,457$406K0.0%-2.7%0.085%
4/11/2024 Cadent Capital Advisors LLC42,032$4.93M2.0%-2.8%1.038%
3/14/2024 Muirfield Wealth Advisors LLC9,075$909K1.0%N/A0.224%
2/29/2024Tortoise Investment Management LLC314$34K0.0%N/A0.008%
2/14/2024Chicago Wealth Management Inc.31,387$3.14M2.1%+2.2%0.775%
2/14/2024Personal CFO Solutions LLC6,091$610K0.1%+5.7%0.150%
2/12/2024Scotia Capital Inc.7,105$711K0.0%N/A0.175%
2/12/2024Stifel Financial Corp134,142$13.43M0.0%+11.0%3.312%
2/12/2024Steward Partners Investment Advisory LLC5,868$588K0.0%-3.4%0.145%
2/9/2024 Advisory Services Network LLC89,726$8.98M0.2%-1.4%2.215%
2/9/2024 Cambridge Investment Research Advisors Inc.14,646$1.47M0.0%+30.3%0.362%
2/9/2024Wells Fargo & Company MN176,639$17.69M0.0%+7.7%4.361%
2/8/2024Tortoise Investment Management LLC314$34K0.0%N/A0.008%
2/8/2024 MinichMacGregor Wealth Management LLC101,691$10.18M2.9%-5.4%2.511%
This 1 Biotech Stock has been shocking the markets (Ad)

Save the Date: BioStem's 2024 Q1 Call Coming Up!

Sign Up for the Live Broadcast here
2/8/2024 Janney Montgomery Scott LLC19,611$1.96M0.0%+27.4%0.484%
2/7/2024SP Asset Management LLC19,988$2.00M0.2%+0.8%0.494%
2/6/2024 Private Advisor Group LLC5,547$555K0.0%N/A0.137%
2/6/2024 Leuthold Group LLC9,054$907K0.1%N/A0.224%
2/5/2024Stonebridge Financial Planning Group LLC16,693$1.67M1.0%-34.5%0.412%
2/5/2024 Kestra Private Wealth Services LLC4,425$443K0.0%+46.6%0.109%
2/2/2024Citizens Financial Group Inc. RI6,500$651K0.0%N/A0.160%
2/2/2024Atria Wealth Solutions Inc.9,161$917K0.0%+22.0%0.226%
2/1/2024 Larson Financial Group LLC1,269$127K0.0%+13.0%0.031%
2/1/2024Lee Danner & Bass Inc.40,859$4.09M0.4%+965.4%1.009%
1/31/2024 Legend Financial Advisors Inc.55,812$5.59M4.5%-3.0%1.378%
1/31/2024 J.W. Cole Advisors Inc.13,170$1.32M0.1%N/A0.325%
1/30/2024 Sfmg LLC4,745$475K0.0%N/A0.117%
1/30/2024Capital Analysts LLC648$65K0.0%N/A0.016%
1/29/2024 Genesee Capital Advisors LLC6,943$695K0.4%+1.5%0.171%
1/26/2024 Geneos Wealth Management Inc.934$94K0.0%+367.0%0.023%
1/25/2024 Fiduciary Planning LLC42,198$4.23M1.8%+264.8%1.042%
1/25/2024 International Assets Investment Management LLC28,986$2.90M0.0%N/A0.716%
1/25/2024 WESPAC Advisors SoCal LLC4,180$419K0.1%N/A0.103%
1/24/2024 International Assets Investment Management LLC28,986$2.90M0.0%N/A0.716%
1/24/2024 Commonwealth Retirement Investments LLC2,302$230K0.1%N/A0.057%
1/24/2024 Private Trust Co. NA2,681$268K0.0%N/A0.066%
1/23/2024 DAVENPORT & Co LLC5,510$552K0.0%-13.4%0.136%
1/22/2024 Bank Hapoalim BM3,807$381K0.0%-8.4%0.094%
1/18/2024 TFB Advisors LLC2,997$300K0.2%N/A0.074%
1/18/2024 Well Done LLC42,074$4.21M0.8%-6.9%1.039%
1/18/2024 Planned Solutions Inc.731$73K0.0%N/A0.018%
1/17/2024 IFG Advisory LLC5,761$577K0.0%-6.9%0.142%
1/17/2024 Cadent Capital Advisors LLC43,228$4.33M2.1%+0.2%1.067%
1/16/2024 Kingswood Wealth Advisors LLC3,554$356K0.0%N/A0.088%
1/16/2024 Raymond James Financial Services Advisors Inc.37,179$3.72M0.0%+105.7%0.918%
1/16/2024 Raymond James & Associates12,508$1.25M0.0%-19.0%0.309%
1/12/2024 Apeiron RIA LLC5,798$581K0.2%-2.5%0.143%
1/11/2024 Brookstone Capital Management2,568$257K0.0%N/A0.063%
11/13/2023Stifel Financial Corp120,902$11.08M0.0%+2.7%2.985%
11/13/2023 Retirement Planning Co of New England Inc.3,801$348K0.2%-26.8%0.094%
11/13/2023LPL Financial LLC46,577$4.27M0.0%-19.3%1.150%
11/9/2023 SPC Financial Inc.194,680$17.84M2.0%-3.5%4.807%
11/9/2023UBS Group AG45,842$4.20M0.0%-23.1%1.132%
11/8/2023Aptus Capital Advisors LLC11,332$1.04M0.0%N/A0.280%
11/8/2023 Janney Montgomery Scott LLC15,398$1.41M0.0%+10.7%0.380%
11/8/2023Milestone Advisory Partners3,729$342K0.2%+23.4%0.092%
11/8/2023Atria Wealth Solutions Inc.7,510$692K0.0%N/A0.185%
11/8/2023 Spire Wealth Management3,399$312K0.0%N/A0.084%
11/8/2023 WealthBridge Capital Management LLC4,052$371K0.1%-3.4%0.100%
11/8/2023Stonebridge Financial Planning Group LLC25,498$2.34M1.4%-12.1%0.630%
11/8/2023 Kestra Private Wealth Services LLC3,019$277K0.0%N/A0.075%
11/7/2023Atria Investments Inc13,932$1.28M0.0%-5.0%0.344%
11/6/2023 Cottonwood Capital Advisors LLC7,188$659K0.6%+48.2%0.177%
11/4/2023 Robinson Value Management Ltd.9,646$884K0.7%+7.8%0.238%
90% of the gains for gold come on this ONE day of the week (Ad)

What you’re looking at is the performance of gold each day of the week since the year 2000. As you can see, almost all of those gains hit on ONE day of the week… According to this gold expert, you DON’T want to just buy and hold gold on Fridays. And that’s because there’s a better way to leverage this Friday phenomenon. It’s called the “Weekend Gold Rush” and it’s a way to target $1,000 over the weekend from gold…

Go here to discover the all-new Weekend Gold Rush.
11/3/2023 Larson Financial Group LLC1,123$103K0.0%+17.3%0.028%
11/2/2023Martin & Co. Inc. TN40,795$3.74M1.0%-0.4%1.007%
10/31/2023 Teamwork Financial Advisors LLC20,338$1.86M0.3%+3.7%0.502%
10/30/2023 Perigon Wealth Management LLC2,212$203K0.0%N/A0.055%
10/27/2023Lee Danner & Bass Inc.3,835$351K0.0%N/A0.095%
10/27/2023 First Horizon Advisors Inc.3,955$362K0.0%-4.9%0.098%
10/26/2023 Fiduciary Planning LLC11,568$1.06M0.5%N/A0.286%
10/25/2023 Genesee Capital Advisors LLC6,842$627K0.5%-10.5%0.169%
10/24/2023 Raymond James Financial Services Advisors Inc.18,077$1.66M0.0%-62.6%0.446%
10/24/2023 Raymond James & Associates15,439$1.42M0.0%-3.0%0.381%
(Data available from 1/1/2016 forward)

IAK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IAK shares?

During the previous two years, 121 institutional investors and hedge funds held shares of iShares U.S. Insurance ETF. The most heavily invested institutionals were Bank of America Corp DE ($62.49M), SPC Financial Inc. ($21.32M), Wells Fargo & Company MN ($17.69M), MML Investors Services LLC ($17.57M), Royal Bank of Canada ($14.30M), Stifel Financial Corp ($13.43M), and Cambridge Investment Research Advisors Inc. ($11.49M).Learn more on IAK's institutional investors.

Which institutional investors have been buying iShares U.S. Insurance ETF stock?

Of the 113 institutional investors that purchased iShares U.S. Insurance ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of America Corp DE ($515.75K), Bank of Montreal Can ($245.45K), SPC Financial Inc. ($203.00K), MinichMacGregor Wealth Management LLC ($128.87K), Advisory Services Network LLC ($98.84K), Royal Bank of Canada ($96.89K), and Cambridge Investment Research Advisors Inc. ($94.37K).

How much institutional buying is happening at iShares U.S. Insurance ETF?

Institutional investors have bought a total of 3,044,163 shares in the last 24 months. This purchase volume represents approximately $272.41M in transactions.

Which iShares U.S. Insurance ETF major shareholders have been selling company stock?

Of the 49 institutional investors that sold iShares U.S. Insurance ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($110.64K), Financial Management Professionals Inc. ($51.84K), Raymond James Financial Services Advisors Inc. ($49.61K), MinichMacGregor Wealth Management LLC ($27.18K), Commonwealth Equity Services LLC ($19.94K), Leuthold Group LLC ($17.77K), and Osaic Holdings Inc. ($16.08K).

How much institutional selling is happening at iShares U.S. Insurance ETF?

Institutional investors have sold a total of 455,613 shares in the last 24 months. This volume of shares sold represents approximately $40.88M in transactions.


Related Companies:
This page (NYSEARCA:IAK) was last updated on 5/9/2024 by MarketBeat.com Staff

From Our Partners
Tech GIANT’s Plans to Revolutionize Crypto…
Crypto 101 Media
This 1 Biotech Stock has been shocking the markets
Huge Alerts
The 2024 Gold Rush: Unleashing Market Potential
Priority Gold
He Is Giving Away Bitcoin
Crypto Swap Profits
Dems have chosen Biden replacement?
Paradigm Press
The A.I. story nobody is telling you (Read ASAP)
TradeSmith
Rich Dad Poor Dad Author Shocks Millions With 2024 Crash Warning
American Hartford Gold Group
Urgent Nvidia Warning
Altimetry