ISHARES U.S. INSURANCE ETF (IAK) Institutional Shareholders
ISHARES U.S. INSURANCE ETF (IAK) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $180.18M in IAK holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of IAK tracked by InsiderSet, reporting ownership valued at approximately $17.72M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $20.33M, representing an estimated gain of +14.75% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 51% of the total disclosed IAK value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in ISHARES U.S. INSURANCE ETF (IAK).
This page ranks the largest institutional IAK shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
130
Total Reported Value
$180.18M
Largest Holder
Morgan Stanley
Largest Position
$17.72M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
172
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 138,099 | $17,716,801 | $20,329,554 | +$2,612,753 | +14.75% | |
| Lpl Financial Llc | 0.00% | 102,087 | $13,096,761 | $15,028,227 | +$1,931,466 | +14.75% | |
| Wells Fargo & Company/Mn | 0.00% | 81,610 | $10,469,708 | $12,013,808 | +$1,544,100 | +14.75% | |
| Fiduciary Planning Llc | 2.44% | 66,477 | $9,344,007 | $9,786,079 | +$442,072 | +4.73% | |
| Legend Financial Advisors, Inc. | 4.66% | 58,386 | $8,206,797 | $8,595,003 | +$388,206 | +4.73% | |
| Two Sigma Investments, Lp | 0.01% | 59,100 | $7,581,939 | $8,700,111 | +$1,118,172 | +14.75% | |
| Susquehanna International Group, Llp | 0.01% | 58,383 | $7,489,955 | $8,594,561 | +$1,104,606 | +14.75% | |
| Royal Bank Of Canada | 0.00% | 46,172 | $5,924,000 | $6,796,980 | +$872,980 | +14.74% | |
| Cavalier Investments, Llc | 1.52% | 45,960 | $5,896,208 | $6,765,772 | +$869,564 | +14.75% | |
| Ubs Group Ag | 0.00% | 43,321 | $5,557,651 | $6,377,284 | +$819,633 | +14.75% | |
| Lee Danner & Bass Inc | 0.27% | 33,880 | $4,762,173 | $4,987,475 | +$225,302 | +4.73% | |
| Stifel Financial Corp | 0.00% | 32,214 | $4,133,018 | $4,742,223 | +$609,205 | +14.74% | |
| Rfg Advisory, Llc | 0.06% | 28,550 | $4,012,983 | $4,202,846 | +$189,863 | +4.73% | |
| Martin & Co Inc | 0.64% | 29,156 | $3,740,423 | $4,292,055 | +$551,632 | +14.75% | |
| Raymond James Financial Inc | 0.00% | 28,794 | $3,693,945 | $4,238,765 | +$544,820 | +14.75% | |
| Bank Of America Corp | 0.00% | 28,119 | $3,607,425 | $4,139,398 | +$531,973 | +14.75% | |
| Federation Des Caisses Desjardins Du Quebec | 0.01% | 28,103 | $3,605,334 | $4,137,043 | +$531,709 | +14.75% | |
| Fortis Group Advisors, Llc | 0.56% | 25,025 | $3,517,481 | $3,683,930 | +$166,449 | +4.73% | |
| Cetera Investment Advisers | 0.00% | 20,725 | $2,658,794 | $3,050,927 | +$392,133 | +14.75% | |
| Baird Financial Group, Inc. | 0.00% | 20,444 | $2,622,761 | $3,009,561 | +$386,800 | +14.75% | |
| Sp Asset Management Llc | 0.22% | 19,214 | $2,464,969 | $2,828,493 | +$363,524 | +14.75% | |
| Goldman Sachs Group Inc | 0.00% | 19,180 | $2,460,602 | $2,823,488 | +$362,886 | +14.75% | |
| Advisory Services Network, Llc | 0.03% | 17,596 | $2,257,350 | $2,590,307 | +$332,957 | +14.75% | |
| Hills Bank & Trust Co | 0.11% | 17,160 | $2,201,457 | $2,526,124 | +$324,667 | +14.75% | |
| J.W. Cole Advisors, Inc. | 0.04% | 14,524 | $2,041,529 | $2,138,078 | +$96,549 | +4.73% | |
| Pfg Advisors | 0.10% | 13,490 | $1,896,158 | $1,985,863 | +$89,705 | +4.73% | |
| Northstar Financial Companies, Inc. | 1.46% | 14,286 | $1,832,751 | $2,103,042 | +$270,291 | +14.75% | |
| Citadel Advisors Llc | 0.00% | 14,194 | $1,820,948 | $2,089,499 | +$268,551 | +14.75% | |
| Stonebridge Financial Planning Group, Llc | 0.58% | 12,899 | $1,813,100 | $1,898,862 | +$85,762 | +4.73% | |
| Cibc World Market Inc. | 0.00% | 11,020 | $1,413,756 | $1,622,254 | +$208,498 | +14.75% | |
| Delos Wealth Advisors, Llc | 0.79% | 10,789 | $1,384,121 | $1,588,249 | +$204,128 | +14.75% | |
| Osaic Holdings, Inc. | 0.00% | 10,641 | $1,365,244 | $1,566,462 | +$201,218 | +14.74% | |
| Kestra Private Wealth Services, Llc | 0.01% | 9,496 | $1,334,810 | $1,397,906 | +$63,096 | +4.73% | |
| Hightower Advisors, Llc | 0.00% | 10,113 | $1,297,506 | $1,488,735 | +$191,229 | +14.74% | |
| Mariner, Llc | 0.00% | 9,991 | $1,281,747 | $1,470,775 | +$189,028 | +14.75% | |
| Equitable Holdings, Inc. | 0.01% | 9,405 | $1,280,325 | $1,384,510 | +$104,185 | +8.14% | |
| Alphacore Capital Llc | 0.03% | 9,715 | $1,246,369 | $1,430,145 | +$183,776 | +14.74% | |
| Belpointe Asset Management Llc | 0.04% | 7,914 | $1,112,436 | $1,165,020 | +$52,584 | +4.73% | |
| Arkadios Wealth Advisors | 0.02% | 7,638 | $979,893 | $1,124,390 | +$144,497 | +14.75% | |
| Genesee Capital Advisors, Llc | 0.40% | 7,499 | $962,032 | $1,103,928 | +$141,896 | +14.75% | |
| &Partners | 0.00% | 6,375 | $816,584 | $938,464 | +$121,880 | +14.93% | |
| Allworth Financial Lp | 0.00% | 6,154 | $789,554 | $905,930 | +$116,376 | +14.74% | |
| Leuthold Group, Llc | 0.08% | 5,786 | $742,286 | $851,757 | +$109,471 | +14.75% | |
| Private Advisor Group, Llc | 0.00% | 5,221 | $733,914 | $768,583 | +$34,669 | +4.72% | |
| Jones Financial Companies Lllp | 0.00% | 5,710 | $716,764 | $840,569 | +$123,805 | +17.27% | |
| Sfmg, Llc | 0.04% | 5,108 | $655,305 | $751,949 | +$96,644 | +14.75% | |
| Retirement Planning Co Of New England, Inc. | 0.22% | 4,325 | $607,971 | $636,683 | +$28,712 | +4.72% | |
| Composition Wealth, Llc | 0.01% | 4,090 | $574,955 | $602,089 | +$27,134 | +4.72% | |
| Us Bancorp \De\ | 0.00% | 4,227 | $542,282 | $622,257 | +$79,975 | +14.75% | |
| Advisornet Financial, Inc | 0.02% | 3,717 | $522,462 | $547,180 | +$24,718 | +4.73% |
Frequently asked questions about IAK
Who owns the most IAK stock?
The largest holders of IAK are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES U.S. INSURANCE ETF (IAK).
Is IAK widely held by superinvestors?
Many widely followed stocks like IAK appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IAK is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.