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Disclosery

IAK ISHARES TR

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U.S. INSRNCE ETF (fund)

158 managers (158 13F filers) reported a position in IAK shares at 2024-12-31, 3,788,732 shares in all. 26 filers opened a position and 20 filers sold out during the quarter.

Managers
158
13F filers
158
New
26
Added
53
Reduced
53
Sold out
20
Shares held by filers
3,788,732

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 STANLEY420,178$53.1M<0.01%-7,97613F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC226,048$28.6M0.1%+7,49013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN221,748$28M0.01%-27,10813F-HRTimelineGroup
SPC Financial, Inc.167,855$21.2M1.85%+43413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA155,233$19.6M<0.01%+2,90513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP145,734$18.4M0.02%+17,20813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/124,730$15.8M<0.01%-29,80513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.113,457$14.3M0.03%-38,52813F-HR/ATimelineGroup
LPL Financial LLC112,097$14.2M0.01%-55,25013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC108,844$13.8M<0.01%+14,50213F-HRTimelineGroup
Advisory Services Network, LLC93,719$11.9M0.22%+13,91013F-HRTimeline
MinichMacGregor Wealth Management, LLC89,573$11.3M2.35%-98913F-HRTimeline
UBS Group AGin group UBS Group AG81,716$10.3M<0.01%-28,81213F-HRTimelineGroup
Cambridge Investment Research Advisors,…77,179$9.76M0.03%+57,83913F-HRTimeline
WESPAC Advisors SoCal, LLC70,103$8.87M2.01%+19,58013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC64,194$8.12M<0.01%13F-HR/ATimelineGroup
Prospera Financial Services Inc62,518$7.91M0.18%+13,21913F-HRTimeline
GGM Financial LLC62,290$7.88M8.39%new13F-HRTimeline
Composition Wealth, LLC61,038$7.72M0.16%new13F-HRTimeline
Spectrum Wealth Counsel, LLC59,232$7.49M0.88%+60413F-HRTimeline
ADAPT WEALTH ADVISORS, LLC57,384$7.26M3.57%+18,40113F-HRTimeline
CASTLEARK MANAGEMENT LLC54,070$6.84M0.24%-8,00013F-HRTimeline
Legend Financial Advisors, Inc.53,330$6.74M4.76%-73413F-HRTimeline
Schorn Wealth LLC53,142$6.72M2.18%+4,40013F-HRTimeline
Private Advisor Group, LLC41,307$5.22M0.03%-1,09513F-HRTimeline
Cadent Capital Advisors, LLC39,408$4.98M1.74%+49313F-HRTimeline
Well Done, LLC36,290$4.68M0.86%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC36,477$4.61M0.42%-13013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT36,032$4.56M0.18%new13F-HRTimeline
LEE DANNER & BASS INC34,495$4.36M0.35%+35513F-HRTimeline
Chicago Wealth Management, Inc.30,775$3.89M2.02%-81413F-HRTimeline
MARTIN & CO INC /TN/26,941$3.41M0.84%-1,34513F-HRTimeline
WT Wealth Management26,310$3.33M1.04%+30913F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…25,342$3.21M1.15%+8,65613F-HRTimeline
Mariner, LLCin group Mariner, LLC25,102$3.17M0.01%-1,03913F-HRTimelineGroup
Tudor Financial Inc.24,505$3.1M1.81%+68513F-HRTimeline
NewEdge Advisors, LLC23,320$2.95M0.02%+2,65113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.23,163$2.93M0.03%-3,49613F-HRTimelineGroup
COTTONWOOD CAPITAL ADVISORS, LLC20,899$2.64M1.9%+2,15113F-HRTimeline
SP Asset Management LLC20,114$2.54M0.21%+4813F-HRTimeline
Fortis Group Advisors, LLC19,730$2.5M0.46%+3,15513F-HRTimeline
LEUTHOLD GROUP, LLC17,100$2.16M0.26%-2,77813F-HRTimeline
Stonebridge Financial Planning Group, L…16,601$2.1M0.94%+97313F-HRTimeline
RFG Advisory, LLC16,497$2.09M0.06%+14,66313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC16,217$2.05M<0.01%new13F-HRTimelineGroup
Janney Montgomery Scott LLC15,860$2.01M0.01%-4,44013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co14,689$1.86M0.14%-213F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.14,679$1.86M0.01%+11,69813F-HRTimeline
TAP Consulting, LLC14,363$1.82M0.37%-2,18213F-HRTimeline
OLD MISSION CAPITAL LLC13,860$1.75M0.04%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC13,820$1.75M<0.01%-7613F-HRTimelineGroup
Eagle Strategies LLC13,496$1.71M0.3%+32813F-HRTimeline
Essential Planning, LLC.12,675$1.65M0.01%new13F-HRTimeline
Allworth Financial LP12,735$1.62M0.01%new13F-HRTimeline
J.W. COLE ADVISORS, INC.12,276$1.55M0.06%-1,07613F-HRTimeline
PFG Advisors12,171$1.54M0.09%+1,73913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…12,063$1.53M0.03%-10,73013F-HRTimelineGroup
CIBC WORLD MARKET INC.11,540$1.46M<0.01%+8,49013F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV10,808$1.37M0.93%13F-HRTimeline
Smith Anglin Financial, LLC10,515$1.33M0.12%-15013F-HRTimeline
Geneos Wealth Management Inc.10,069$1.27M0.04%-48013F-HRTimeline
Genesee Capital Advisors, LLC9,554$1.21M0.56%+34213F-HRTimeline
Game Plan Financial Advisors, LLC9,455$1.19M0.57%013F-HRTimeline
KKM Financial LLC9,099$1.15M0.48%-4913F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC8,781$1.11M0.02%+4,81913F-HRTimelineGroup
Atria Investments, Inc8,062$1.02M0.01%-23713F-HRTimeline
Financial Management Professionals, Inc.7,899$999K0.13%+2,12813F-HRTimeline
Delos Wealth Advisors, LLC7,672$970K0.77%+2,24013F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC7,136$902K0.74%-50313F-HRTimeline
&PARTNERS6,891$870K0.01%new13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC6,648$841K0.33%+41213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,546$828K0.01%-14613F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …6,024$762K0.01%-2,79713F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,913$748K0.01%+5,22113F-HRTimelineGroup
DAVENPORT & Co LLC5,895$746K<0.01%-3513F-HRTimeline
Steward Partners Investment Advisory, L…5,867$742K0.01%-37713F-HRTimeline
Cetera Investment Advisers5,810$735K<0.01%+45913F-HRTimeline
IFG Advisory, LLC5,807$734K0.04%new13F-HRTimeline
Apeiron RIA LLC5,672$717K0.2%-6413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,522$698K<0.01%+2,87513F-HRTimelineGroup
Sanctuary Advisors, LLC5,229$681K<0.01%-18313F-HRTimeline
FLOW TRADERS U.S. LLC5,358$678K0.03%new13F-HRTimeline
Owen LaRue, LLC5,358$678K0.35%-4,09713F-HRTimeline
Atria Wealth Solutions, Inc.5,181$655K0.01%+51513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC5,051$639K<0.01%+10413F-HRTimeline
Perigon Wealth Management, LLC4,883$627K0.02%-3,76513F-HRTimeline
SFMG, LLC4,705$595K0.05%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,701$595K0.04%+18613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,392$555K<0.01%+2,59213F-HRTimelineGroup
Retirement Planning Co of New England, …4,313$546K0.26%+2813F-HRTimeline
SONATA CAPITAL GROUP INC4,000$506K0.21%+25013F-HRTimeline
Tepp RIA, LLC3,687$466K0.69%13F-HRTimeline
CARDIFF PARK ADVISORS, LLC3,500$443K0.04%013F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM3,390$429K0.07%-1413F-HRTimelineGroup
TFB Advisors LLC3,363$425K0.12%+1713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…3,362$425K0.01%-38813F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC3,346$423K0.02%new13F-HRTimeline
Moors & Cabot, Inc.3,270$414K0.02%-39413F-HRTimeline
Saxony Capital Management, LLC3,268$413K0.36%-56313F-HRTimeline
Belpointe Asset Management LLC3,160$406K0.02%-21313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,175$402K<0.01%-45913F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.3,164$400K0.03%+37513F-HRTimelineGroup
Winthrop Advisory Group LLC3,066$388K0.05%+55613F-HRTimeline
Prostatis Group LLC3,051$386K0.11%new13F-HRTimeline
First Horizon Advisors, Inc.3,014$381K0.01%013F-HRTimeline
TWO SIGMA SECURITIES, LLC3,005$380K0.07%new13F-HRTimeline
Csenge Advisory Group2,784$352K0.02%+213F-HRTimeline
Innovative Advisory Group, LLC2,519$319K0.28%13F-HRTimeline
SYON CAPITAL LLC2,372$300K0.03%new13F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC2,360$298K0.01%013F-HRTimeline
Glenview Trust Co2,350$297K0.01%new13F-HRTimeline
HighTower Advisors, LLC2,318$293K<0.01%-99213F-HRTimeline
HRT FINANCIAL LP2,153$272K<0.01%new13F-HRTimeline
Nova Wealth Management, Inc.2,147$272K0.24%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,136$270K<0.01%-51,57313F-HRTimelineGroup
IEQ CAPITAL, LLC2,000$253K<0.01%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…1,926$244K0.01%-80513F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.1,919$243K<0.01%+20013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,845$233K<0.01%-20,46413F-HRTimelineGroup
WOLVERINE TRADING, LLC1,836$231K0.01%new13F-HRTimeline
Larson Financial Group LLC1,786$226K0.01%+2013F-HRTimeline
FMR LLCin group FMR LLC1,735$219K<0.01%-86813F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management1,735$219K0.01%+24813F-HRTimelineGroup
Creative Planningin group Creative Planning1,711$216K<0.01%new13F-HRTimelineGroup
Belvedere Trading LLC1,700$215K0.02%new13F-HRTimeline
Councilmark Asset Management, LLC1,625$206K0.14%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,617$205K<0.01%-19013F-HRTimelineGroup
COMERICA BANK1,446$183K<0.01%-1,22613F-HR/ATimeline
Qube Research & Technologies Ltd1,352$171K<0.01%-12613F-HRTimeline
AE Wealth Management LLC1,147$145K<0.01%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.1,109$140K0.01%-30613F-HRTimeline
AdvisorNet Financial, Inc962$122K0.01%+16713F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…889$112K<0.01%+68013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/652$82.4K<0.01%-19,16713F-HRTimelineGroup
Y.D. More Investments Ltdin group Y.D. More Investments Ltd630$79.7K0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.507$63.6K<0.01%+43913F-HRTimelineGroup
MONTAG A & ASSOCIATES INC451$57K<0.01%+313F-HRTimeline
Aptus Capital Advisors, LLC430$54.4K<0.01%new13F-HRTimeline
Redwood Park Advisors LLC348$44K0.04%13F-HRTimeline
WASHINGTON TRUST Co344$43.5K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC314$39.7K<0.01%013F-HR/ATimeline
CHILTON CAPITAL MANAGEMENT LLC285$36K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC231$29.2K<0.01%+2213F-HRTimeline
HARBOUR INVESTMENTS, INC.200$25.3K<0.01%new13F-HRTimeline
Founders Financial Alliance, LLC176$22.3K0.01%013F-HRTimeline
IFP Advisors, Inc175$22.1K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA174$21.2K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV100$12.6K<0.01%013F-HRTimeline
Tidemark, LLC91$11.5K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/90$11.4K<0.01%new13F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC52$6.58K<0.01%new13F-HRTimeline
Legacy Investment Solutions, LLC27$3.49K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…27$3.49K<0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL22$2.78K<0.01%013F-HRTimeline
High Note Wealth, LLC15$1.94K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC9$1.14K<0.01%-813F-HRTimelineGroup
GeoWealth Management, LLC2$253<0.01%-14013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.