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Disclosery

IAK ISHARES TR

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U.S. INSRNCE ETF (fund)

146 managers (147 13F filers) reported a position in IAK shares at 2026-06-30, 1,495,587 shares in all. 31 filers opened a position and 21 filers sold out during the quarter.

Managers
146
13F filers
147
New
31
Added
37
Reduced
46
Sold out
21
Shares held by filers
1,495,587

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY177,253$24.9M<0.01%+39,15413F-HRTimelineGroup
LPL Financial LLC114,300$16.1M<0.01%+12,21313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN80,351$11.3M<0.01%-1,25913F-HRTimelineGroup
Schorn Wealth LLC66,477$9.34M2.44%+4,19713F-HRTimeline
Legend Financial Advisors, Inc.58,386$8.21M4.66%+2,87913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS50,000$7.03M<0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/38,276$5.38M<0.01%+10,15713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC37,023$5.2M<0.01%+22,82913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC35,358$4.97M<0.01%+16,17813F-HRTimelineGroup
LEE DANNER & BASS INC33,880$4.76M0.27%-69813F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP31,100$4.37M<0.01%-28,00013F-HRTimelineGroup
Janney Montgomery Scott LLC30,351$4.27M0.01%-1,29913F-HRTimeline
Cetera Investment Advisers29,745$4.18M<0.01%+9,02013F-HRTimeline
MARTIN & CO INC /TN/29,022$4.08M0.64%-13413F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC28,998$4.08M<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC28,697$4.03M<0.01%-9713F-HRTimelineGroup
RFG Advisory, LLC28,550$4.01M0.06%-6,33713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP26,890$3.78M<0.01%-5,32413F-HRTimelineGroup
Fortis Group Advisors, LLC25,025$3.52M0.56%new13F-HRTimeline
Federation des caisses Desjardins du Qu…24,964$3.51M0.01%-3,13913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.20,523$2.88M<0.01%+7913F-HRTimelineGroup
SP Asset Management LLC19,114$2.69M0.22%-10013F-HRTimeline
Advisory Services Network, LLC17,345$2.44M0.03%-25113F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co17,318$2.43M0.1%+15813F-HRTimelineGroup
Northstar Financial Companies, Inc.17,251$2.42M1.63%+2,96513F-HRTimeline
UBS Group AGin group UBS Group AG16,441$2.31M<0.01%-26,88013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA15,367$2.16M<0.01%-30,80513F-HRTimelineGroup
Foundations Investment Advisors, LLC15,110$2.12M0.02%new13F-HRTimeline
J.W. COLE ADVISORS, INC.14,524$2.04M0.04%new13F-HRTimeline
PFG Advisors13,490$1.9M0.1%-1,63113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,223$1.86M<0.01%+2,58213F-HRTimelineGroup
Stonebridge Financial Planning Group, L…12,899$1.81M0.58%-1,23913F-HRTimeline
Anchor Bay Capital, Inc.11,810$1.73M0.93%13F-HRTimeline
HighTower Advisors, LLC12,041$1.69M<0.01%+1,92813F-HRTimeline
Delos Wealth Advisors, LLC11,471$1.61M0.83%+68213F-HRTimeline
Cambridge Investment Research Advisors,…11,342$1.59M<0.01%-2,16213F-HR/ATimeline
CIBC WORLD MARKET INC.11,039$1.55M<0.01%+1913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding10,994$1.55M-24Timeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,428$1.47M0.01%+1,02313F-HRTimelineGroup
Financial Sense Advisors, Inc.10,000$1.41M0.28%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…9,038$1.27M0.03%+6,26313F-HRTimelineGroup
AlphaCore Capital LLC8,881$1.25M0.02%-83413F-HRTimeline
Geneos Wealth Management Inc.8,514$1.2M0.02%+8,31413F-HRTimeline
LEUTHOLD GROUP, LLC8,446$1.19M0.12%+2,66013F-HRTimeline
Belpointe Asset Management LLC7,914$1.11M0.04%-99313F-HRTimeline
Arkadios Wealth Advisors7,851$1.1M0.02%+21313F-HRTimeline
Perigon Wealth Management, LLC7,635$1.07M0.02%+5,69713F-HRTimeline
Genesee Capital Advisors, LLC6,304$886K0.28%-1,19513F-HRTimeline
Mutual Advisors, LLC5,698$801K0.02%new13F-HRTimeline
Allworth Financial LP5,570$783K<0.01%-58413F-HRTimeline
&PARTNERS5,460$768K<0.01%-91513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,295$744K<0.01%-53,08813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,248$742K<0.01%-46213F-HRTimelineGroup
Private Advisor Group, LLC5,221$734K<0.01%+3,60913F-HRTimeline
IFG Advisory, LLC5,167$726K0.03%new13F-HRTimeline
SFMG, LLC4,682$658K0.04%-42613F-HRTimeline
Qube Research & Technologies Ltd4,400$618K<0.01%new13F-HRTimeline
Retirement Planning Co of New England, …4,325$608K0.22%-7113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,227$594K<0.01%013F-HRTimelineGroup
Composition Wealth, LLC4,090$575K0.01%-1,99213F-HRTimeline
Redwood Financial Network Corp3,955$556K0.31%+44513F-HRTimeline
AdvisorNet Financial, Inc3,717$522K0.02%+1,81813F-HRTimeline
CARDIFF PARK ADVISORS, LLC3,500$492K0.04%013F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC3,350$471K0.21%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…3,350$471K0.01%+813F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …3,298$464K<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,157$460K<0.01%+513F-HRTimeline
KKM Financial LLC3,152$443K0.06%-6013F-HRTimeline
FMR LLCin group FMR LLC3,130$440K<0.01%+55913F-HRTimelineGroup
GTS SECURITIES LLC3,057$430K0.01%new13F-HRTimeline
SONATA CAPITAL GROUP INC3,050$429K0.14%-15013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,932$412K<0.01%+2,25413F-HRTimelineGroup
Maridea Wealth Management LLC2,862$402K0.04%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,823$397K<0.01%+37313F-HRTimelineGroup
Csenge Advisory Group2,786$392K0.02%-1813F-HRTimeline
Larson Financial Group LLC2,590$364K0.01%+20713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,574$362K0.01%+18413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,563$360K<0.01%new13F-HRTimelineGroup
BANK HAPOALIM BMin group BANK HAPOALIM BM2,520$354K0.02%-41013F-HRTimelineGroup
Bramshill Investments, LLC2,500$351K0.03%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,367$333K<0.01%-1,63713F-HRTimelineGroup
Glenview Trust Co2,350$330K<0.01%013F-HR/ATimeline
Summit Financial, LLC2,192$308K<0.01%-5613F-HRTimeline
Aptus Capital Advisors, LLC2,186$307K<0.01%-7213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC2,165$304K<0.01%-16913F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd2,158$303K<0.01%new13F-HRTimelineGroup
Creative Planningin group Creative Planning2,127$299K<0.01%-213F-HRTimelineGroup
FIRST HORIZON CORP2,038$286K0.01%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC2,006$282K<0.01%new13F-HRTimelineGroup
IEQ CAPITAL, LLC2,000$281K<0.01%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth1,905$268K<0.01%+12813F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC1,905$268K<0.01%013F-HRTimeline
SG Americas Securities, LLC1,881$264K<0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC1,774$249K<0.01%new13F-HRTimeline
Sowell Financial Services LLC1,762$248K0.01%013F-HRTimeline
Councilmark Asset Management, LLC1,625$228K0.12%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,610$228K<0.01%+1,56013F-HRTimelineGroup
Prospera Financial Services Inc1,601$225K<0.01%-36213F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.1,512$213K0.02%new13F-HRTimeline
Intellus Advisors LLC1,425$200K0.02%new13F-HRTimeline
Steward Partners Investment Advisory, L…1,402$197K<0.01%-9013F-HRTimeline
Nova Wealth Management, Inc.1,207$170K0.09%-49413F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…995$140K<0.01%-2613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…986$139K<0.01%-613F-HRTimelineGroup
EP Wealth Advisors, LLC902$127K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.785$110K0.01%013F-HRTimeline
Regatta Research & Money Management773$109K0.1%13F-HRTimeline
Harbor Asset Planning, Inc.751$106K0.08%+213F-HRTimeline
PRIVATE TRUST CO NA729$102K0.01%new13F-HRTimeline
Parallel Advisors, LLC721$101K<0.01%new13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd630$88.6K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC601$84.5K<0.01%new13F-HRTimeline
Vision Retirement, LLC504$70.9K0.02%-14113F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC472$66.3K0.01%13F-HRTimeline
Blue Trust, Inc.407$57.3K<0.01%+113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/407$57.2K<0.01%-3313F-HRTimelineGroup
Osbon Capital Management LLC353$49.7K0.04%-9913F-HRTimeline
Farther Finance Advisors, LLC333$46.8K<0.01%013F-HRTimeline
Copia Wealth Management332$46.7K0.03%013F-HRTimeline
Redwood Park Advisors LLC323$45.4K0.03%+113F-HRTimeline
Institute for Wealth Management, LLC.278$39K<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC265$37.3K<0.01%013F-HRTimeline
TRUST CO OF VERMONT250$35.1K<0.01%13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…225$32.1K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC158$22.2K0.01%013F-HRTimeline
Founders Financial Alliance, LLC157$22.1K<0.01%013F-HRTimeline
Global Retirement Partners, LLC122$17.2K<0.01%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV100$14.1K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC100$14.1K<0.01%new13F-HRTimeline
AE Wealth Management LLC61$8.57K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC55$7.73K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC53$7.45K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS48$6.75K<0.01%new13F-HRTimeline
IFP Advisors, Inc43$6.04K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC40$5.62K<0.01%013F-HRTimeline
Bulwark Capital Corp39$5.48K<0.01%-54613F-HRTimeline
NFSG Corp37$5.2K<0.01%013F-HRTimeline
NewEdge Advisors, LLC36$5.01K<0.01%-4913F-HRTimeline
High Note Wealth, LLC26$3.66K<0.01%013F-HRTimeline
HOWE & RUSLING INC25$3.51K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL22$3.12K<0.01%013F-HRTimeline
CoreCap Advisors, LLC17$2.4K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.10$1.41K<0.01%new13F-HRTimeline
TSFG, LLC8$1K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC2$282<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.0$31<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.