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Disclosery

IAK ISHARES TR

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U.S. INSRNCE ETF (fund)

159 managers (159 13F filers) reported a position in IAK shares at 2025-09-30, 3,454,797 shares in all. 19 filers opened a position and 34 filers sold out during the quarter.

Managers
159
13F filers
159
New
19
Added
58
Reduced
58
Sold out
34
Shares held by filers
3,454,797

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY303,137$40.6M<0.01%-6,65713F-HR/ATimelineGroup
Composition Wealth, LLC244,175$32.7M0.49%+25,24913F-HRTimeline
MML INVESTORS SERVICES, LLC235,840$31.6M0.08%+16,89613F-HRTimeline
SPC Financial, Inc.155,943$20.9M1.63%-1,37613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN152,249$20.4M<0.01%-75,16213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP148,831$19.9M0.02%+5,81713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA120,236$16.1M<0.01%-11,96913F-HRTimelineGroup
Advisory Services Network, LLC116,213$15.6M0.23%+9,61713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.113,463$15.1M0.02%-15,77513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/100,112$13.4M<0.01%-23,00413F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC93,380$12.5M0.02%+84,13413F-HRTimeline
LPL Financial LLC90,252$12.1M<0.01%-94,90313F-HRTimeline
WESPAC Advisors SoCal, LLC89,547$12M2.44%-4513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP85,600$11.5M0.02%013F-HRTimelineGroup
Prospera Financial Services Inc78,663$10.5M0.18%+6,75313F-HRTimeline
MinichMacGregor Wealth Management, LLC71,559$9.59M1.87%+2,41713F-HRTimeline
GGM Financial LLC71,228$9.55M4.81%+7,66513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC69,835$9.36M<0.01%-24,41113F-HRTimelineGroup
UBS Group AGin group UBS Group AG68,337$9.16M<0.01%-2,50813F-HRTimelineGroup
Schorn Wealth LLC54,513$7.31M2.23%+1,79513F-HRTimeline
Legend Financial Advisors, Inc.52,036$6.97M4.28%+1,15713F-HRTimeline
Federation des caisses Desjardins du Qu…49,648$6.65M0.03%+1,09813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC45,332$6.08M<0.01%+11,48513F-HRTimelineGroup
Well Done, LLC45,277$6.07M1.03%+3,28713F-HRTimeline
Cadent Capital Advisors, LLC39,104$5.24M1.39%+52213F-HRTimeline
LEE DANNER & BASS INC35,608$4.77M0.35%-2,73013F-HRTimeline
JMAC ENTERPRISES LLC32,796$4.4M0.87%+1,24913F-HRTimeline
Cambridge Investment Research Advisors,…32,630$4.37M0.01%+9,45513F-HRTimeline
Janney Montgomery Scott LLC32,398$4.34M0.01%+10,34913F-HRTimeline
RFG Advisory, LLC30,765$4.12M0.09%+4,41113F-HRTimeline
MARTIN & CO INC /TN/27,014$3.62M0.64%-6513F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…26,326$3.53M1.1%-8013F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC25,739$3.45M2.51%+2,20213F-HRTimeline
Tudor Financial Inc.24,135$3.23M1.72%+37613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,791$3.19M<0.01%+8,93713F-HRTimelineGroup
SP Asset Management LLC19,535$2.62M0.21%+3013F-HRTimeline
Stonebridge Financial Planning Group, L…16,840$2.26M0.85%-35113F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co13,630$1.83M0.11%-6413F-HRTimelineGroup
PFG Advisors13,405$1.8M0.07%new13F-HRTimeline
J.W. COLE ADVISORS, INC.13,124$1.76M0.03%+30813F-HRTimeline
HRT FINANCIAL LP12,279$1.65M0.01%new13F-HRTimeline
Outlook Wealth Advisors, LLC12,058$1.62M0.4%+37913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,944$1.6M<0.01%+8,22813F-HRTimelineGroup
CIBC WORLD MARKET INC.11,215$1.5M<0.01%-54013F-HRTimeline
Genesee Capital Advisors, LLC10,762$1.44M0.63%+19413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,331$1.38M0.01%-5,14613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC10,139$1.36M<0.01%-12,22313F-HRTimelineGroup
HighTower Advisors, LLC10,060$1.35M<0.01%+99513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC9,917$1.33M<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.9,829$1.32M0.03%013F-HRTimeline
Cetera Investment Advisers9,535$1.28M<0.01%+3,48513F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC9,111$1.22M0.02%-23913F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…9,045$1.21M0.02%-3,35313F-HRTimelineGroup
Delos Wealth Advisors, LLC8,323$1.12M0.75%+1,32413F-HRTimeline
Atria Investments, Inc7,808$1.05M0.01%-1913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,681$1.02M<0.01%+65413F-HRTimelineGroup
&PARTNERS7,172$961K0.01%+56413F-HRTimeline
Allworth Financial LP7,119$954K<0.01%-95013F-HRTimeline
LEUTHOLD GROUP, LLC7,043$944K0.1%-26513F-HRTimeline
KKM Financial LLC6,858$919K0.29%-2,20313F-HRTimeline
Regal Investment Advisors LLC6,336$849K0.06%new13F-HRTimeline
Tepp RIA, LLC6,209$832K0.94%-9,06313F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.6,075$814K0.29%new13F-HRTimeline
Belpointe Asset Management LLC5,816$780K0.03%+77513F-HRTimeline
Steward Partners Investment Advisory, L…5,777$774K<0.01%+16213F-HRTimeline
Apeiron RIA LLC5,802$765K0.17%+35613F-HRTimeline
IFG Advisory, LLC5,596$750K0.03%013F-HRTimeline
SFMG, LLC5,395$723K0.05%+69013F-HRTimeline
OLD MISSION CAPITAL LLC4,935$661K0.02%+2,08813F-HRTimeline
DAVENPORT & Co LLC4,900$657K<0.01%+28513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,870$653K0.04%-11813F-HRTimeline
Private Advisor Group, LLC4,654$624K<0.01%+19313F-HRTimeline
NewEdge Advisors, LLC4,528$607K<0.01%-22,25513F-HRTimeline
Sanctuary Advisors, LLC4,461$598K<0.01%+6313F-HR/ATimeline
MUIRFIELD WEALTH ADVISORS LLC4,393$589K0.44%+1713F-HRTimeline
Retirement Planning Co of New England, …4,284$574K0.23%-1913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,227$567K<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,071$546K<0.01%new13F-HRTimelineGroup
WT Wealth Management3,978$533K0.15%-18013F-HRTimeline
Arkadios Wealth Advisors3,911$524K0.01%-26813F-HRTimeline
CARDIFF PARK ADVISORS, LLC3,500$469K0.04%013F-HRTimeline
SONATA CAPITAL GROUP INC3,500$469K0.17%-30013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…3,396$455K0.01%+1113F-HRTimelineGroup
Creative Planningin group Creative Planning3,283$440K<0.01%+1,35013F-HRTimelineGroup
BANK HAPOALIM BMin group BANK HAPOALIM BM3,220$432K0.05%-4013F-HRTimelineGroup
AlphaCore Capital LLC3,158$423K0.01%013F-HRTimeline
GTS SECURITIES LLC3,052$409K0.02%-21,98813F-HRTimeline
Perigon Wealth Management, LLC2,938$394K0.01%-6,03713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,833$380K<0.01%-20513F-HRTimelineGroup
Strategic Blueprint, LLC2,787$374K0.02%-35113F-HRTimeline
Csenge Advisory Group2,784$373K0.02%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,717$364K0.01%+38713F-HRTimelineGroup
TFB Advisors LLC2,525$338K0.1%-19513F-HRTimeline
Innovative Advisory Group, LLC2,489$334K0.22%-313F-HRTimeline
Redwood Financial Network Corp2,477$332K0.21%+82013F-HRTimeline
Winthrop Advisory Group LLC2,459$330K0.03%-1,26313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth2,431$326K<0.01%-29,34513F-HRTimelineGroup
Glenview Trust Co2,350$315K<0.01%013F-HRTimeline
Summit Financial, LLC2,347$315K<0.01%-1,09713F-HRTimeline
Belvedere Trading LLC2,236$300K0.02%new13F-HRTimeline
Larson Financial Group LLC2,228$299K0.01%+25213F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…2,147$288K0.01%+23613F-HRTimeline
Bulwark Capital Corp2,097$281K0.22%+91213F-HRTimeline
Interchange Capital Partners, LLC2,057$276K0.05%-9313F-HRTimeline
FIRST HORIZON CORP2,038$273K0.01%13F-HRTimeline
Nova Wealth Management, Inc.2,017$270K0.19%-4213F-HRTimeline
IEQ CAPITAL, LLC2,000$268K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,959$263K<0.01%+5413F-HRTimelineGroup
Accredited Investors Inc.1,910$256K0.01%new13F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC1,905$255K<0.01%-45513F-HRTimeline
SG Americas Securities, LLC1,881$252K<0.01%013F-HRTimeline
Sowell Financial Services LLC1,762$236K0.01%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,733$232K<0.01%-20013F-HRTimelineGroup
WESPAC Advisors, LLC1,656$222K0.13%-213F-HRTimeline
Councilmark Asset Management, LLC1,625$218K0.12%013F-HRTimeline
Wealthfront Advisers LLC1,608$216K<0.01%-14613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…1,506$202K<0.01%-19813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,436$192K<0.01%+1,38613F-HR/ATimelineGroup
Copia Wealth Management1,141$153K0.11%-26213F-HRTimeline
LANARK FINANCIAL, INC.965$129K0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…950$127K0.01%+64413F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…889$119K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…862$116K<0.01%-313F-HRTimelineGroup
Realta Investment Advisors815$109K0.04%+53013F-HRTimeline
Sunbelt Securities, Inc.761$102K0.01%new13F-HRTimeline
Harbor Asset Planning, Inc.734$98.4K0.09%+313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/680$91.1K<0.01%+1313F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…666$89.3K<0.01%-8,98813F-HRTimelineGroup
Y.D. More Investments Ltdin group Y.D. More Investments Ltd630$84.4K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc602$80.7K<0.01%-20013F-HRTimeline
Farther Finance Advisors, LLC481$64.5K<0.01%-7213F-HRTimeline
Aptus Capital Advisors, LLC438$58.7K<0.01%new13F-HRTimeline
Redwood Park Advisors LLC350$46.9K0.03%+113F-HRTimeline
Tortoise Investment Management, LLC314$42.1K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/260$34.8K<0.01%+9913F-HRTimelineGroup
FINANCIAL CONSULATE, INC259$34.7K<0.01%new13F-HRTimeline
TRUST CO OF VERMONT250$33.5K<0.01%new13F-HRTimeline
MAI Capital Management235$31.5K<0.01%new13F-HRTimeline
Wealthspire Advisors, LLC209$28K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC204$27.4K<0.01%-813F-HRTimeline
BLAIR WILLIAM & CO/IL177$23.7K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC155$20.7K0.01%+113F-HR/ATimeline
Founders Financial Alliance, LLC153$20.6K<0.01%new13F-HRTimeline
NFSG Corp149$20K<0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC140$18.8K<0.01%-2813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV100$13.4K<0.01%013F-HRTimeline
Tidemark, LLC91$12.2K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC55$7.37K<0.01%new13F-HRTimeline
DUNCKER STREETT & CO INC53$7.1K<0.01%013F-HRTimeline
Clayton Financial Group LLC50$6.7K<0.01%new13F-HRTimeline
ORG Partners LLC45$6.03K<0.01%-10413F-HRTimeline
IFP Advisors, Inc35$4.69K<0.01%+1313F-HR/ATimeline
Capital Investment Advisory Services, L…32$4.31K<0.01%+1913F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC29$3.89K<0.01%-35013F-HRTimeline
AE Wealth Management LLC27$3.62K<0.01%-19013F-HRTimeline
VALLEY NATIONAL ADVISERS INC29$3K<0.01%new13F-HRTimeline
Guerra Advisors Inc19$2.55K<0.01%new13F-HRTimeline
High Note Wealth, LLC15$2.08K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8$1.07K<0.01%013F-HRTimelineGroup