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Disclosery

IAK ISHARES TR

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U.S. INSRNCE ETF (fund)

169 managers (169 13F filers) reported a position in IAK shares at 2025-03-31, 3,778,959 shares in all. 27 filers opened a position and 14 filers sold out during the quarter.

Managers
169
13F filers
169
New
27
Added
49
Reduced
65
Sold out
14
Shares held by filers
3,778,959

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 STANLEY352,460$48.6M<0.01%-67,71813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN259,456$35.8M0.01%+37,70813F-HRTimelineGroup
SPC Financial, Inc.163,839$22.6M1.99%-4,01613F-HRTimeline
LPL Financial LLC159,813$22M0.01%+47,71613F-HRTimeline
MML INVESTORS SERVICES, LLC147,161$20.3M0.07%-78,88713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP122,748$16.9M0.02%-22,98613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA118,446$16.3M<0.01%-36,78713F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/115,413$15.9M<0.01%-9,31713F-HRTimelineGroup
Composition Wealth, LLC112,787$15.5M0.31%+51,74913F-HRTimeline
Advisory Services Network, LLC97,851$13.5M0.26%+4,13213F-HRTimeline
Beacon Harbor Wealth Advisors, Inc.86,768$12M2.78%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.81,475$11.2M0.03%-31,98213F-HRTimelineGroup
UBS Group AGin group UBS Group AG72,743$10M<0.01%-8,97313F-HRTimelineGroup
Spectrum Wealth Counsel, LLC71,539$9.86M1.18%+12,30713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC68,942$9.5M0.01%+63,89113F-HRTimeline
Prospera Financial Services Inc67,000$9.23M0.21%+4,48213F-HRTimeline
WESPAC Advisors SoCal, LLC65,907$9.08M2.37%-4,19613F-HRTimeline
ADAPT WEALTH ADVISORS, LLC62,104$8.56M4.17%+4,72013F-HRTimeline
GGM Financial LLC61,565$8.48M5.79%-72513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC57,460$7.92M<0.01%-6,73413F-HRTimelineGroup
Schorn Wealth LLC56,820$7.83M2.58%+3,67813F-HRTimeline
MinichMacGregor Wealth Management, LLC54,787$7.55M1.69%-34,78613F-HRTimeline
CASTLEARK MANAGEMENT LLC54,070$7.45M0.26%013F-HRTimeline
Legend Financial Advisors, Inc.51,624$7.11M5.23%-1,70613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS50,000$6.89M0.01%new13F-HRTimelineGroup
Federation des caisses Desjardins du Qu…48,044$6.62M0.03%new13F-HRTimeline
Cadent Capital Advisors, LLC38,341$5.28M2.01%-1,06713F-HRTimeline
Jackson Wealth Management, LLC36,428$5.02M0.61%new13F-HRTimeline
Well Done, LLC37,727$4.77M0.86%+1,43713F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC36,328$4.75M0.4%-14913F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT34,455$4.75M0.21%-1,57713F-HRTimeline
LEE DANNER & BASS INC33,745$4.65M0.38%-75013F-HRTimeline
Chicago Wealth Management, Inc.30,410$4.19M2.2%-36513F-HRTimeline
GTS SECURITIES LLC28,373$3.91M0.17%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC28,026$3.86M<0.01%-80,81813F-HR/ATimelineGroup
MARTIN & CO INC /TN/26,995$3.72M0.72%+5413F-HRTimeline
Private Advisor Group, LLC26,252$3.62M0.02%-15,05513F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…26,150$3.6M1.38%+80813F-HRTimeline
Tepp RIA, LLC25,691$3.54M4.81%+22,00413F-HRTimeline
NewEdge Advisors, LLC24,553$3.38M0.02%+1,23313F-HRTimeline
Tudor Financial Inc.24,466$3.37M2.02%-3913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC23,906$3.29M0.01%+7,68913F-HR/ATimelineGroup
COTTONWOOD CAPITAL ADVISORS, LLC23,305$3.21M2.36%+2,40613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC22,461$3.1M<0.01%+19,28613F-HRTimelineGroup
Cambridge Investment Research Advisors,…21,883$3.02M0.01%-55,29613F-HRTimeline
Mariner, LLCin group Mariner, LLC21,628$2.98M<0.01%-3,47413F-HRTimelineGroup
Geneos Wealth Management Inc.21,484$2.96M0.04%+11,41513F-HRTimeline
RFG Advisory, LLC20,984$2.89M0.08%+4,48713F-HRTimeline
SP Asset Management LLC19,485$2.69M0.24%-62913F-HRTimeline
Stonebridge Financial Planning Group, L…17,289$2.38M1.09%+68813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.16,972$2.34M0.01%+2,29313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,746$2.31M<0.01%+14,61013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.15,972$2.2M0.02%-7,19113F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co14,050$1.94M0.14%-63913F-HRTimelineGroup
VestGen Advisors, LLC13,776$1.9M0.09%13F-HRTimeline
Janney Montgomery Scott LLC13,775$1.9M0.01%-2,08513F-HRTimeline
Eagle Strategies LLC13,593$1.87M0.33%+9713F-HRTimeline
GeoWealth Management, LLC12,660$1.74M0.07%+12,65813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…12,246$1.69M0.04%+18313F-HRTimelineGroup
PFG Advisors11,783$1.62M0.09%-38813F-HRTimeline
CIBC WORLD MARKET INC.11,540$1.59M<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC11,065$1.52M0.74%+1,61013F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV10,060$1.39M0.98%-74813F-HRTimeline
Fortis Group Advisors, LLC9,797$1.35M0.26%-9,93313F-HRTimeline
Smith Anglin Financial, LLC9,545$1.32M0.14%-97013F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC9,337$1.29M0.02%+55613F-HRTimelineGroup
KKM Financial LLC9,061$1.25M0.53%-3813F-HRTimeline
Allworth Financial LP9,461$1.24M0.01%-3,27413F-HRTimeline
Atria Investments, Inc8,249$1.14M0.01%+18713F-HRTimeline
Delos Wealth Advisors, LLC7,700$1.06M0.84%+2813F-HRTimeline
Cetera Investment Advisers7,423$1.02M<0.01%+1,61313F-HRTimeline
LEUTHOLD GROUP, LLC7,119$981K0.13%-9,98113F-HRTimeline
&PARTNERS7,110$968K0.01%+21913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,494$895K0.01%-5213F-HRTimelineGroup
Genesee Capital Advisors, LLC6,380$879K0.44%-3,17413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,291$867K0.03%+37813F-HRTimelineGroup
IFG Advisory, LLC5,807$800K0.04%013F-HRTimeline
Apeiron RIA LLC5,502$758K0.23%-17013F-HRTimeline
Summit Financial, LLC5,298$730K0.02%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,207$709K<0.01%-31513F-HR/ATimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC4,838$667K0.06%+13713F-HR/ATimeline
MUIRFIELD WEALTH ADVISORS LLC4,771$658K0.56%-2,36513F-HRTimeline
Perigon Wealth Management, LLC4,756$655K0.02%-12713F-HRTimeline
SFMG, LLC4,705$648K0.05%013F-HRTimeline
Belpointe Asset Management LLC4,674$644K0.03%+1,51413F-HRTimeline
WT Wealth Management4,445$613K0.2%-21,86513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,377$603K<0.01%-1513F-HRTimelineGroup
Steward Partners Investment Advisory, L…4,365$602K0.01%-1,50213F-HRTimeline
AMJ Financial Wealth Management4,364$601K0.18%new13F-HRTimeline
Retirement Planning Co of New England, …4,336$598K0.3%+2313F-HR/ATimeline
Sanctuary Advisors, LLC4,317$595K<0.01%-91213F-HRTimeline
DAVENPORT & Co LLC4,090$564K<0.01%-1,80513F-HRTimeline
SONATA CAPITAL GROUP INC4,000$551K0.24%013F-HRTimeline
Ashton Thomas Private Wealth, LLC3,832$528K0.02%+48613F-HRTimeline
CARDIFF PARK ADVISORS, LLC3,500$482K0.05%013F-HRTimeline
Winthrop Advisory Group LLC3,452$476K0.06%+38613F-HRTimeline
OLD MISSION CAPITAL LLC3,432$473K0.01%-10,42813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…3,378$466K0.01%+1613F-HRTimelineGroup
TFB Advisors LLC3,212$443K0.13%-15113F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM3,210$442K0.06%-18013F-HRTimelineGroup
HighTower Advisors, LLC3,171$437K<0.01%+85313F-HRTimeline
AlphaCore Capital LLC3,158$435K0.04%new13F-HRTimeline
Moors & Cabot, Inc.3,089$426K0.02%-18113F-HRTimeline
First Horizon Advisors, Inc.3,014$415K0.01%013F-HRTimeline
Focus Financial Network, Inc.2,917$402K0.02%new13F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP2,756$380K<0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.2,742$378K0.03%new13F-HRTimeline
Csenge Advisory Group2,784$360K0.02%013F-HRTimeline
COMERICA BANK2,492$343K<0.01%+1,04613F-HRTimeline
Innovative Advisory Group, LLC2,375$327K0.31%-14413F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC2,360$325K0.01%013F-HRTimeline
Glenview Trust Co2,350$324K0.01%013F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,211$305K<0.01%-11,60913F-HRTimelineGroup
Sowell Financial Services LLC2,164$298K0.01%new13F-HRTimeline
Interchange Capital Partners, LLC2,180$297K0.08%new13F-HRTimeline
Nova Wealth Management, Inc.2,099$289K0.25%-4813F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management2,076$286K0.01%+34113F-HRTimelineGroup
Prostatis Group LLC2,075$286K0.09%-97613F-HRTimeline
L & S Advisors Inc2,058$284K0.03%new13F-HRTimeline
IEQ CAPITAL, LLC2,000$276K<0.01%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …1,929$266K<0.01%-4,09513F-HRTimelineGroup
Larson Financial Group LLC1,847$255K0.01%+6113F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…1,826$252K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC1,747$241K<0.01%+1213F-HRTimelineGroup
Atria Wealth Solutions, Inc.1,687$232K<0.01%-3,49413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.1,629$224K0.01%-1,53513F-HRTimelineGroup
Wealthfront Advisers LLC1,628$224K<0.01%new13F-HRTimeline
Councilmark Asset Management, LLC1,625$224K0.15%013F-HRTimeline
DIVERSIFIED TRUST CO1,600$220K0.01%new13F-HRTimeline
Creative Planningin group Creative Planning1,591$219K<0.01%-12013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…1,553$214K0.01%-37313F-HRTimelineGroup
Ironsides Asset Advisors, LLC1,535$212K0.06%new13F-HRTimeline
Advisory Alpha, LLC1,473$203K0.01%new13F-HR/ATimeline
Qube Research & Technologies Ltd1,382$190K<0.01%+3013F-HRTimeline
Belvedere Trading LLC1,300$179K0.02%-40013F-HRTimeline
CENTAURUS FINANCIAL, INC.1,027$142K0.01%-8213F-HRTimeline
LANARK FINANCIAL, INC.965$132K0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…951$131K<0.01%-89413F-HRTimelineGroup
Copia Wealth Management904$125K0.12%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…889$123K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc837$115K0.01%-12513F-HRTimeline
PRIVATE TRUST CO NA748$103K0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/654$90.2K<0.01%+213F-HRTimelineGroup
Y.D. More Investments Ltdin group Y.D. More Investments Ltd630$86.8K0.01%013F-HRTimelineGroup
MONTAG A & ASSOCIATES INC453$62.5K<0.01%+213F-HRTimeline
Redwood Park Advisors LLC348$48K0.04%013F-HRTimeline
WASHINGTON TRUST Co344$47.4K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC314$43.3K<0.01%013F-HR/ATimeline
Farther Finance Advisors, LLC300$41.5K<0.01%new13F-HRTimeline
AE Wealth Management LLC217$29.9K<0.01%-93013F-HRTimeline
HARBOUR INVESTMENTS, INC.200$27.6K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC177$24.4K0.01%+113F-HRTimeline
IFP Advisors, Inc175$24.1K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA174$24K<0.01%013F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC168$23.2K<0.01%-11713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/150$20.7K<0.01%+6013F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC104$14.3K0.01%+5213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV100$13.8K<0.01%013F-HRTimeline
Tidemark, LLC91$12.5K<0.01%013F-HRTimeline
ORG Partners LLC86$11.9K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO73$10.1K<0.01%new13F-HRTimelineGroup
Park Place Capital Corp71$9.79K<0.01%new13F-HRTimeline
DUNCKER STREETT & CO INC53$7.3K<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…27$3.72K<0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL22$3.03K<0.01%013F-HRTimeline
High Note Wealth, LLC15$2.12K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC9$1.14K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.0$45<0.01%-50713F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.