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 $204.42M 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 $24.91M in its June 30, 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 $25.45M, representing an estimated gain of +2.15% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 48% 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
139
Total Reported Value
$204.42M
Largest Holder
Morgan Stanley
Largest Position
$24.91M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
127
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% | 177,253 | $24,914,835 | $25,449,986 | +$535,151 | +2.15% | |
| Lpl Financial Llc | 0.00% | 114,300 | $16,066,068 | $16,411,194 | +$345,126 | +2.15% | |
| Wells Fargo & Company/Mn | 0.00% | 80,351 | $11,294,193 | $11,536,797 | +$242,604 | +2.15% | |
| Fiduciary Planning Llc | 2.44% | 66,477 | $9,344,007 | $9,544,768 | +$200,761 | +2.15% | |
| Legend Financial Advisors, Inc. | 4.66% | 58,386 | $8,206,797 | $8,383,062 | +$176,265 | +2.15% | |
| Bnp Paribas Financial Markets | 0.00% | 50,000 | $7,028,000 | $7,179,000 | +$151,000 | +2.15% | |
| Bank Of America Corp | 0.00% | 38,276 | $5,380,095 | $5,495,668 | +$115,573 | +2.15% | |
| Citadel Advisors Llc | 0.00% | 37,023 | $5,203,953 | $5,315,762 | +$111,809 | +2.15% | |
| Goldman Sachs Group Inc | 0.00% | 35,358 | $4,969,920 | $5,076,702 | +$106,782 | +2.15% | |
| Lee Danner & Bass Inc | 0.27% | 33,880 | $4,762,173 | $4,864,490 | +$102,317 | +2.15% | |
| Two Sigma Investments, Lp | 0.00% | 31,100 | $4,371,416 | $4,465,338 | +$93,922 | +2.15% | |
| Janney Montgomery Scott Llc | 0.01% | 30,351 | $4,266,000 | $4,357,797 | +$91,797 | +2.15% | |
| Cetera Investment Advisers | 0.00% | 29,745 | $4,180,914 | $4,270,787 | +$89,873 | +2.15% | |
| Martin & Co Inc | 0.64% | 29,022 | $4,079,332 | $4,166,979 | +$87,647 | +2.15% | |
| Millennium Management Llc | 0.00% | 28,998 | $4,075,959 | $4,163,533 | +$87,574 | +2.15% | |
| Raymond James Financial Inc | 0.00% | 28,697 | $4,033,670 | $4,120,315 | +$86,645 | +2.15% | |
| Rfg Advisory, Llc | 0.06% | 28,550 | $4,012,983 | $4,099,209 | +$86,226 | +2.15% | |
| Stifel Financial Corp | 0.00% | 26,890 | $3,779,384 | $3,860,866 | +$81,482 | +2.16% | |
| Fortis Group Advisors, Llc | 0.56% | 25,025 | $3,517,481 | $3,593,090 | +$75,609 | +2.15% | |
| Federation Des Caisses Desjardins Du Quebec | 0.01% | 24,964 | $3,508,940 | $3,584,331 | +$75,391 | +2.15% | |
| Baird Financial Group, Inc. | 0.00% | 20,523 | $2,884,713 | $2,946,692 | +$61,979 | +2.15% | |
| Sp Asset Management Llc | 0.22% | 19,114 | $2,686,626 | $2,744,388 | +$57,762 | +2.15% | |
| Advisory Services Network, Llc | 0.03% | 17,345 | $2,437,987 | $2,490,395 | +$52,408 | +2.15% | |
| Northstar Financial Companies, Inc. | 1.63% | 17,251 | $2,424,801 | $2,476,899 | +$52,098 | +2.15% | |
| Ubs Group Ag | 0.00% | 16,441 | $2,310,947 | $2,360,599 | +$49,652 | +2.15% | |
| Hills Bank & Trust Co | 0.11% | 17,160 | $2,201,457 | $2,463,833 | +$262,376 | +11.92% | |
| Royal Bank Of Canada | 0.00% | 15,367 | $2,160,000 | $2,206,394 | +$46,394 | +2.15% | |
| Foundations Investment Advisors, Llc | 0.02% | 15,110 | $2,123,862 | $2,169,494 | +$45,632 | +2.15% | |
| J.W. Cole Advisors, Inc. | 0.04% | 14,524 | $2,041,529 | $2,085,356 | +$43,827 | +2.15% | |
| Pfg Advisors | 0.10% | 13,490 | $1,896,158 | $1,936,894 | +$40,736 | +2.15% | |
| Osaic Holdings, Inc. | 0.00% | 13,223 | $1,858,809 | $1,898,558 | +$39,749 | +2.14% | |
| Stonebridge Financial Planning Group, Llc | 0.58% | 12,899 | $1,813,100 | $1,852,038 | +$38,938 | +2.15% | |
| Delos Wealth Advisors, Llc | 0.83% | 11,471 | $1,612,364 | $1,647,006 | +$34,642 | +2.15% | |
| Cibc World Market Inc. | 0.00% | 11,039 | $1,551,642 | $1,584,980 | +$33,338 | +2.15% | |
| Equitable Holdings, Inc. | 0.01% | 10,428 | $1,465,707 | $1,497,252 | +$31,545 | +2.15% | |
| Financial Sense Advisors, Inc. | 0.28% | 10,000 | $1,405,600 | $1,435,800 | +$30,200 | +2.15% | |
| Kestra Private Wealth Services, Llc | 0.01% | 9,496 | $1,334,810 | $1,363,436 | +$28,626 | +2.14% | |
| Tower Research Capital Llc (Trc) | 0.03% | 9,038 | $1,270,381 | $1,297,676 | +$27,295 | +2.15% | |
| Alphacore Capital Llc | 0.02% | 8,881 | $1,248,313 | $1,275,134 | +$26,821 | +2.15% | |
| Geneos Wealth Management Inc. | 0.02% | 8,514 | $1,196,728 | $1,222,440 | +$25,712 | +2.15% | |
| Leuthold Group, Llc | 0.12% | 8,446 | $1,187,170 | $1,212,677 | +$25,507 | +2.15% | |
| Belpointe Asset Management Llc | 0.04% | 7,914 | $1,112,436 | $1,136,292 | +$23,856 | +2.14% | |
| Arkadios Wealth Advisors | 0.02% | 7,851 | $1,103,587 | $1,127,247 | +$23,660 | +2.14% | |
| Perigon Wealth Management, Llc | 0.02% | 7,635 | $1,073,176 | $1,096,233 | +$23,057 | +2.15% | |
| Genesee Capital Advisors, Llc | 0.28% | 6,304 | $886,124 | $905,128 | +$19,004 | +2.14% | |
| Mutual Advisors, Llc | 0.02% | 5,698 | $800,911 | $818,119 | +$17,208 | +2.15% | |
| Allworth Financial Lp | 0.00% | 5,570 | $782,852 | $799,741 | +$16,889 | +2.16% | |
| &Partners | 0.00% | 5,460 | $767,508 | $783,947 | +$16,439 | +2.14% | |
| Susquehanna International Group, Llp | 0.00% | 5,295 | $744,265 | $760,256 | +$15,991 | +2.15% | |
| Jones Financial Companies Lllp | 0.00% | 5,248 | $742,353 | $753,508 | +$11,155 | +1.50% |
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.