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Disclosery

IAK ISHARES TR

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U.S. INSRNCE ETF (fund)

179 managers (179 13F filers) reported a position in IAK shares at 2025-06-30, 3,913,306 shares in all. 30 filers opened a position and 24 filers sold out during the quarter.

Managers
179
13F filers
179
New
30
Added
69
Reduced
51
Sold out
24
Shares held by filers
3,913,306

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 STANLEY309,794$41.7M<0.01%-42,66613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN227,411$30.6M0.01%-32,04513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC218,944$29.4M0.08%+71,78313F-HRTimeline
Composition Wealth, LLC218,926$29.4M0.49%+106,13913F-HRTimeline
LPL Financial LLC185,155$24.9M0.01%+25,34213F-HRTimeline
SPC Financial, Inc.157,319$21.2M1.77%-6,52013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP143,014$19.2M0.02%+20,26613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA132,205$17.8M<0.01%+13,75913F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.129,238$17.4M0.03%+47,76313F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/123,116$16.6M<0.01%+7,70313F-HRTimelineGroup
Advisory Services Network, LLC106,596$13.6M0.22%+8,74513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC94,246$12.7M<0.01%+36,78613F-HRTimelineGroup
WESPAC Advisors SoCal, LLC89,592$12M2.69%+23,68513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP85,600$11.5M0.02%new13F-HRTimelineGroup
Prospera Financial Services Inc71,910$9.67M0.18%+4,91013F-HRTimeline
UBS Group AGin group UBS Group AG70,845$9.53M<0.01%-1,89813F-HRTimelineGroup
MinichMacGregor Wealth Management, LLC69,142$9.3M1.99%+14,35513F-HRTimeline
ADAPT WEALTH ADVISORS, LLC64,165$8.63M3.86%+2,06113F-HRTimeline
GGM Financial LLC63,563$8.55M4.96%+1,99813F-HR/ATimeline
CASTLEARK MANAGEMENT LLC54,070$7.27M0.22%013F-HRTimeline
Schorn Wealth LLC52,718$7.09M2.34%-4,10213F-HRTimeline
Legend Financial Advisors, Inc.50,879$6.84M4.55%-74513F-HRTimeline
Federation des caisses Desjardins du Qu…48,550$6.53M0.03%+50613F-HRTimeline
Well Done, LLC41,990$5.65M1.06%+4,26313F-HRTimeline
Cadent Capital Advisors, LLC38,582$5.19M1.7%+24113F-HRTimeline
LEE DANNER & BASS INC38,338$5.15M0.4%+4,59313F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC36,444$4.9M0.37%+11613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC33,847$4.55M<0.01%+5,82113F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth31,776$4.27M0.01%new13F-HRTimelineGroup
JMAC ENTERPRISES LLC31,547$4.24M0.91%new13F-HRTimeline
MARTIN & CO INC /TN/27,079$3.64M0.67%+8413F-HRTimeline
NewEdge Advisors, LLC26,783$3.6M0.02%+2,23013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…26,406$3.55M1.28%+25613F-HRTimeline
RFG Advisory, LLC26,354$3.54M0.08%+5,37013F-HRTimeline
PETERSON WEALTH MANAGEMENT25,478$3.43M2.03%new13F-HRTimeline
GTS SECURITIES LLC25,040$3.37M0.15%-3,33313F-HRTimeline
Tudor Financial Inc.23,759$3.19M1.81%-70713F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC23,537$3.16M2.13%+23213F-HRTimeline
Cambridge Investment Research Advisors,…23,175$3.12M0.01%+1,29213F-HRTimeline
Mariner, LLCin group Mariner, LLC22,362$3.01M<0.01%+73413F-HRTimelineGroup
Janney Montgomery Scott LLC22,049$2.96M0.01%+8,27413F-HRTimeline
Game Plan Financial Advisors, LLC19,655$2.64M1.15%+8,59013F-HRTimeline
SP Asset Management LLC19,505$2.62M0.22%+2013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.18,067$2.43M0.01%+1,09513F-HRTimeline
Stonebridge Financial Planning Group, L…17,191$2.31M0.97%-9813F-HRTimeline
VestGen Advisors, LLC15,648$2.1M0.08%+1,87213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.15,477$2.08M0.02%-49513F-HRTimelineGroup
Tepp RIA, LLC15,272$2.05M2.65%-10,41913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,224$2.05M<0.01%-8,68213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,854$2M<0.01%-1,89213F-HRTimelineGroup
Chicago Wealth Management, Inc.14,345$1.93M0.92%-16,06513F-HRTimeline
Eagle Strategies LLC13,972$1.88M0.29%+37913F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co13,694$1.84M0.12%-35613F-HRTimelineGroup
J.W. COLE ADVISORS, INC.12,816$1.72M0.04%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…12,398$1.67M0.04%+15213F-HRTimelineGroup
CIBC WORLD MARKET INC.11,755$1.58M<0.01%+21513F-HRTimeline
Outlook Wealth Advisors, LLC11,679$1.57M0.4%new13F-HRTimeline
Genesee Capital Advisors, LLC10,568$1.42M0.64%+4,18813F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV10,223$1.37M0.92%+16313F-HRTimeline
Geneos Wealth Management Inc.9,829$1.32M0.03%-11,65513F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC9,779$1.31M0.45%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…9,654$1.3M0.04%+3,36313F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC9,350$1.26M0.02%+1313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC9,246$1.24M<0.01%-59,69613F-HRTimeline
HighTower Advisors, LLC9,065$1.22M<0.01%+5,89413F-HRTimeline
KKM Financial LLC9,061$1.22M0.42%013F-HRTimeline
Perigon Wealth Management, LLC8,975$1.21M0.03%+4,21913F-HRTimeline
Smith Anglin Financial, LLC8,862$1.19M0.11%-68313F-HRTimeline
Allworth Financial LP8,069$1.09M0.01%-1,39213F-HRTimeline
Atria Investments, Inc7,827$1.05M0.01%-42213F-HRTimeline
Financial Management Professionals, Inc.7,674$1.03M0.12%new13F-HRTimeline
Bramshill Investments, LLC7,500$1.01M0.11%new13F-HRTimeline
LEUTHOLD GROUP, LLC7,308$983K0.12%+18913F-HRTimeline
Delos Wealth Advisors, LLC6,999$941K0.73%-70113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,027$934K<0.01%+1,82013F-HRTimelineGroup
&PARTNERS6,608$889K0.01%-50213F-HRTimeline
Fulcrum Equity Management6,351$854K0.88%new13F-HRTimeline
Cetera Investment Advisers6,050$813K<0.01%-1,37313F-HRTimeline
Fortis Group Advisors, LLC5,962$760K0.14%-3,83513F-HRTimeline
Steward Partners Investment Advisory, L…5,615$755K0.01%+1,25013F-HRTimeline
IFG Advisory, LLC5,596$752K0.04%-21113F-HRTimeline
Apeiron RIA LLC5,446$732K0.19%-5613F-HRTimeline
Elevate Capital Advisors, LLC5,125$689K0.55%new13F-HRTimeline
Belpointe Asset Management LLC5,041$678K0.03%+36713F-HRTimeline
FLOW TRADERS U.S. LLC4,991$671K0.02%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,988$671K0.05%+15013F-HRTimeline
SFMG, LLC4,705$633K0.05%013F-HRTimeline
DAVENPORT & Co LLC4,615$621K<0.01%+52513F-HRTimeline
Efficient Advisors, LLC4,504$606K0.04%new13F-HRTimeline
Private Advisor Group, LLC4,461$600K<0.01%-21,79113F-HRTimeline
Sanctuary Advisors, LLC4,398$591K<0.01%+8113F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC4,376$588K0.47%-39513F-HRTimeline
Retirement Planning Co of New England, …4,303$579K0.26%-3313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,227$568K<0.01%-15013F-HRTimelineGroup
CoreCap Advisors, LLC4,185$563K0.02%new13F-HRTimeline
Arkadios Wealth Advisors4,179$562K0.02%new13F-HRTimeline
WT Wealth Management4,158$559K0.17%-28713F-HRTimeline
GeoWealth Management, LLC3,909$526K0.02%-8,75113F-HRTimeline
SONATA CAPITAL GROUP INC3,800$511K0.2%-20013F-HRTimeline
Winthrop Advisory Group LLC3,722$500K0.05%+27013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,716$500K<0.01%-18,74513F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC3,500$471K0.04%013F-HRTimeline
Summit Financial, LLC3,444$463K0.01%-1,85413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…3,385$455K0.01%+713F-HRTimelineGroup
BANK HAPOALIM BMin group BANK HAPOALIM BM3,260$438K0.06%+5013F-HRTimelineGroup
AlphaCore Capital LLC3,158$425K0.02%013F-HRTimeline
Strategic Blueprint, LLC3,138$422K0.02%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC3,038$408K<0.01%+82713F-HRTimelineGroup
OLD MISSION CAPITAL LLC2,847$383K0.01%-58513F-HRTimeline
Csenge Advisory Group2,784$379K0.02%013F-HRTimeline
TFB Advisors LLC2,720$366K0.1%-49213F-HRTimeline
Innovative Advisory Group, LLC2,492$335K0.29%+11713F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC2,360$317K0.01%013F-HRTimeline
Glenview Trust Co2,350$316K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,330$313K0.01%+25413F-HRTimelineGroup
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …2,232$300K0.17%new13F-HRTimeline
Interchange Capital Partners, LLC2,150$289K0.07%-3013F-HR/ATimeline
DOHJ, LLC2,140$279K0.08%new13F-HRTimeline
Nova Wealth Management, Inc.2,059$277K0.2%-4013F-HRTimeline
L & S Advisors Inc2,045$275K0.03%-1313F-HRTimeline
First Horizon Advisors, Inc.2,044$275K0.01%-97013F-HRTimeline
IEQ CAPITAL, LLC2,000$269K<0.01%013F-HRTimeline
Larson Financial Group LLC1,976$266K0.01%+12913F-HRTimeline
Creative Planningin group Creative Planning1,933$260K<0.01%+34213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,933$260K<0.01%new13F-HRTimelineGroup
WOODLEY FARRA MANION PORTFOLIO MANAGEME…1,911$257K0.01%+8513F-HRTimeline
FMR LLCin group FMR LLC1,905$256K<0.01%+15813F-HRTimelineGroup
SG Americas Securities, LLC1,881$253K<0.01%new13F-HRTimeline
Focus Financial Network, Inc.1,854$249K0.01%-1,06313F-HRTimeline
Sowell Financial Services LLC1,762$237K0.01%-40213F-HRTimeline
Wealthfront Advisers LLC1,754$236K<0.01%+12613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…1,704$229K<0.01%+15113F-HRTimelineGroup
WESPAC Advisors, LLC1,658$223K0.16%new13F-HRTimeline
Redwood Financial Network Corp1,657$223K0.15%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.1,652$222K0.01%new13F-HRTimeline
Baker Avenue Asset Management, LP1,633$220K0.01%new13F-HRTimeline
Councilmark Asset Management, LLC1,625$218K0.14%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.1,583$213K0.01%-4613F-HRTimelineGroup
Advisory Alpha, LLC1,491$201K0.01%+1813F-HRTimeline
Copia Wealth Management1,403$189K0.16%+49913F-HRTimeline
Bulwark Capital Corp1,185$159K0.13%13F-HRTimeline
LANARK FINANCIAL, INC.965$129K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…889$120K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…865$116K<0.01%-8613F-HRTimelineGroup
AdvisorNet Financial, Inc802$108K0.01%-3513F-HRTimeline
Harbor Asset Planning, Inc.731$98.3K0.09%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/667$89.6K<0.01%+1313F-HRTimelineGroup
Y.D. More Investments Ltdin group Y.D. More Investments Ltd630$84.7K0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC553$74.4K<0.01%+25313F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC379$51K<0.01%new13F-HRTimeline
Redwood Park Advisors LLC349$46.9K0.04%+113F-HRTimeline
Tortoise Investment Management, LLC314$42.2K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…306$41.2K<0.01%new13F-HRTimelineGroup
Realta Investment Advisors285$38.3K0.02%new13F-HRTimeline
COMERICA BANK257$34.5K<0.01%-2,23513F-HRTimeline
AE Wealth Management LLC217$29.2K<0.01%013F-HRTimeline
Global Retirement Partners, LLC212$28.6K<0.01%13F-HRTimeline
BLAIR WILLIAM & CO/IL177$23.8K<0.01%+15513F-HRTimeline
BOKF, NAin group BOKF, NA174$23.4K<0.01%013F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC168$22.6K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/161$21.6K<0.01%+1113F-HR/ATimelineGroup
ELEVATION WEALTH PARTNERS, LLC154$20.7K0.01%+5013F-HRTimeline
NFSG Corp149$20K<0.01%new13F-HRTimeline
ORG Partners LLC149$20K<0.01%+6313F-HRTimeline
Qube Research & Technologies Ltd128$17.2K<0.01%-1,25413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV100$13.4K<0.01%013F-HRTimeline
Tidemark, LLC91$12.2K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…80$10.8K<0.01%new13F-HRTimelineGroup
DUNCKER STREETT & CO INC53$7.13K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO50$6.72K<0.01%-2313F-HRTimelineGroup
Legacy Investment Solutions, LLC27$3.63K<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…27$3.63K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc22$3.02K<0.01%-15313F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP20$2.76K<0.01%13F-HRTimeline
High Note Wealth, LLC15$2.07K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…13$1.75K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8$1.08K<0.01%-113F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.0$50<0.01%013F-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.