IAK Institutional Ownership & Shareholders
ISHARES U.S. INSURANCE ETF (IAK) is currently held by 141 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $206.65M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $26.38M, representing an estimated gain of +5.88% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 47% 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
141
Total Reported Value
$206.65M
Largest Holder
Morgan Stanley
Largest Position
$24.91M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
99
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 | $26,380,564 | +$1,465,729 | +5.88% | |
| Lpl Financial Llc | 0.00% | 114,300 | $16,066,068 | $17,011,269 | +$945,201 | +5.88% | |
| Wells Fargo & Company/Mn | 0.00% | 80,351 | $11,294,193 | $11,958,639 | +$664,446 | +5.88% | |
| Fiduciary Planning Llc | 2.45% | 70,116 | $9,505,622 | $10,435,364 | +$929,742 | +9.78% | |
| Legend Financial Advisors, Inc. | 4.66% | 58,386 | $8,206,797 | $8,689,588 | +$482,791 | +5.88% | |
| Bnp Paribas Financial Markets | 0.00% | 50,000 | $7,028,000 | $7,441,500 | +$413,500 | +5.88% | |
| Bank Of America Corp | 0.00% | 38,276 | $5,380,095 | $5,696,617 | +$316,522 | +5.88% | |
| Citadel Advisors Llc | 0.00% | 37,023 | $5,203,953 | $5,510,133 | +$306,180 | +5.88% | |
| Goldman Sachs Group Inc | 0.00% | 35,358 | $4,969,920 | $5,262,331 | +$292,411 | +5.88% | |
| Lee Danner & Bass Inc | 0.26% | 33,175 | $4,497,535 | $4,937,435 | +$439,900 | +9.78% | |
| Two Sigma Investments, Lp | 0.00% | 31,100 | $4,371,416 | $4,628,613 | +$257,197 | +5.88% | |
| Janney Montgomery Scott Llc | 0.01% | 30,351 | $4,266,000 | $4,517,139 | +$251,139 | +5.89% | |
| Cetera Investment Advisers | 0.00% | 29,745 | $4,180,914 | $4,426,948 | +$246,034 | +5.88% | |
| Martin & Co Inc | 0.64% | 29,022 | $4,079,332 | $4,319,344 | +$240,012 | +5.88% | |
| Millennium Management Llc | 0.00% | 28,998 | $4,075,959 | $4,315,772 | +$239,813 | +5.88% | |
| Raymond James Financial Inc | 0.00% | 28,697 | $4,033,670 | $4,270,975 | +$237,305 | +5.88% | |
| Rfg Advisory, Llc | 0.06% | 28,550 | $4,012,983 | $4,249,097 | +$236,114 | +5.88% | |
| Stifel Financial Corp | 0.00% | 26,890 | $3,779,384 | $4,002,039 | +$222,655 | +5.89% | |
| Fortis Group Advisors, Llc | 0.56% | 25,025 | $3,517,481 | $3,724,471 | +$206,990 | +5.88% | |
| Federation Des Caisses Desjardins Du Quebec | 0.01% | 24,964 | $3,508,940 | $3,715,392 | +$206,452 | +5.88% | |
| Baird Financial Group, Inc. | 0.00% | 20,523 | $2,884,713 | $3,054,438 | +$169,725 | +5.88% | |
| Sp Asset Management Llc | 0.22% | 19,114 | $2,686,626 | $2,844,737 | +$158,111 | +5.89% | |
| Advisory Services Network, Llc | 0.03% | 17,345 | $2,437,987 | $2,581,456 | +$143,469 | +5.88% | |
| Northstar Financial Companies, Inc. | 1.63% | 17,251 | $2,424,801 | $2,567,466 | +$142,665 | +5.88% | |
| Ubs Group Ag | 0.00% | 16,441 | $2,310,947 | $2,446,914 | +$135,967 | +5.88% | |
| Hills Bank & Trust Co | 0.11% | 17,160 | $2,201,457 | $2,553,923 | +$352,466 | +16.01% | |
| Royal Bank Of Canada | 0.00% | 15,367 | $2,160,000 | $2,287,071 | +$127,071 | +5.88% | |
| Foundations Investment Advisors, Llc | 0.02% | 15,110 | $2,123,862 | $2,248,821 | +$124,959 | +5.88% | |
| J.W. Cole Advisors, Inc. | 0.04% | 14,524 | $2,041,529 | $2,161,607 | +$120,078 | +5.88% | |
| Osaic Holdings, Inc. | 0.00% | 13,223 | $1,858,809 | $1,967,979 | +$109,170 | +5.87% | |
| Pfg Advisors | 0.09% | 13,416 | $1,818,821 | $1,996,703 | +$177,882 | +9.78% | |
| Stonebridge Financial Planning Group, Llc | 0.58% | 12,899 | $1,813,100 | $1,919,758 | +$106,658 | +5.88% | |
| Delos Wealth Advisors, Llc | 0.83% | 11,471 | $1,612,364 | $1,707,229 | +$94,865 | +5.88% | |
| Truist Financial Corp | 0.00% | 11,690 | $1,584,813 | $1,739,823 | +$155,010 | +9.78% | |
| Cibc World Market Inc. | 0.00% | 11,039 | $1,551,642 | $1,642,934 | +$91,292 | +5.88% | |
| Equitable Holdings, Inc. | 0.01% | 10,428 | $1,465,707 | $1,551,999 | +$86,292 | +5.89% | |
| Financial Sense Advisors, Inc. | 0.28% | 10,000 | $1,405,600 | $1,488,300 | +$82,700 | +5.88% | |
| Tower Research Capital Llc (Trc) | 0.03% | 9,038 | $1,270,381 | $1,345,126 | +$74,745 | +5.88% | |
| Kestra Private Wealth Services, Llc | 0.01% | 9,356 | $1,268,353 | $1,392,453 | +$124,100 | +9.78% | |
| Alphacore Capital Llc | 0.02% | 8,881 | $1,248,313 | $1,321,759 | +$73,446 | +5.88% | |
| Geneos Wealth Management Inc. | 0.02% | 8,514 | $1,196,728 | $1,267,139 | +$70,411 | +5.88% | |
| Leuthold Group, Llc | 0.12% | 8,446 | $1,187,170 | $1,257,018 | +$69,848 | +5.88% | |
| D.A. Davidson & Co. | 0.01% | 8,472 | $1,148,549 | $1,260,888 | +$112,339 | +9.78% | |
| Belpointe Asset Management Llc | 0.04% | 7,914 | $1,112,436 | $1,177,841 | +$65,405 | +5.88% | |
| Arkadios Wealth Advisors | 0.02% | 7,851 | $1,103,587 | $1,168,464 | +$64,877 | +5.88% | |
| Cullen/Frost Bankers, Inc. | 0.01% | 6,165 | $835,789 | $917,537 | +$81,748 | +9.78% | |
| Mutual Advisors, Llc | 0.02% | 5,698 | $800,911 | $848,033 | +$47,122 | +5.88% | |
| Genesee Capital Advisors, Llc | 0.25% | 5,871 | $795,946 | $873,781 | +$77,835 | +9.78% | |
| Allworth Financial Lp | 0.00% | 5,570 | $782,852 | $828,983 | +$46,131 | +5.89% | |
| &Partners | 0.00% | 5,460 | $767,508 | $812,612 | +$45,104 | +5.88% |
Frequently asked questions about IAK
Who are the largest institutional holders of IAK?
The largest institutional holders of IAK reported in the latest SEC Form 13F filings include Morgan Stanley, Lpl Financial Llc, Wells Fargo & Company/Mn, Fiduciary Planning Llc, and Legend Financial Advisors, Inc.. InsiderSet ranks institutional holders by their latest reported IAK position.
What is IAK institutional ownership?
This page tracks IAK positions reported by institutional investment managers through SEC Form 13F. ISHARES U.S. INSURANCE ETF (IAK) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IAK?
InsiderSet currently tracks 141 institutional managers reporting IAK holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IAK shareholders.
How much IAK stock do institutions own?
Institutional investment managers disclosed approximately $206.65M in IAK holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IAK institutional ownership last updated?
The latest IAK institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IAK holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IAK position after the reporting date.
Are institutions buying or selling IAK?
Institutional buying and selling can be analyzed by comparing IAK positions across consecutive 13F reporting periods. InsiderSet's IAK Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IAK ownership changes.
How has IAK institutional ownership changed over time?
InsiderSet tracks IAK institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.