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Disclosery

IAK ISHARES TR

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U.S. INSRNCE ETF (fund)

150 managers (151 13F filers) reported a position in IAK shares at 2025-12-31, 1,877,571 shares in all. 18 filers opened a position and 29 filers sold out during the quarter.

Managers
150
13F filers
151
New
18
Added
42
Reduced
65
Sold out
29
Shares held by filers
1,877,571

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY213,025$29M<0.01%-90,11213F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN143,321$19.5M<0.01%-8,92813F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP89,700$12.2M0.02%+4,10013F-HRTimelineGroup
LPL Financial LLC86,862$11.8M<0.01%-3,39013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA75,687$10.3M<0.01%-44,54913F-HRTimelineGroup
GGM Financial LLC72,781$9.91M4.81%+1,55313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC68,066$9.27M<0.01%-1,76913F-HRTimelineGroup
UBS Group AGin group UBS Group AG60,302$8.21M<0.01%-8,03513F-HRTimelineGroup
Schorn Wealth LLC56,250$7.66M2.32%+1,73713F-HRTimeline
Legend Financial Advisors, Inc.54,560$7.43M4.5%+2,52413F-HRTimeline
Well Done, LLC52,458$7.14M1.07%+7,18113F-HRTimeline
Federation des caisses Desjardins du Qu…50,194$6.83M0.03%+54613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP46,666$6.35M0.01%-102,16513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/42,475$5.78M<0.01%-57,63713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…37,551$5.11M0.01%+13,76013F-HRTimelineGroup
LEE DANNER & BASS INC35,208$4.79M0.34%-40013F-HRTimeline
JMAC ENTERPRISES LLC33,969$4.62M0.88%+1,17313F-HRTimeline
RFG Advisory, LLC32,486$4.42M0.08%+1,72113F-HRTimeline
Janney Montgomery Scott LLC32,446$4.42M0.01%+4813F-HRTimeline
Advisory Services Network, LLC31,427$4.28M0.06%-84,78613F-HRTimeline
MARTIN & CO INC /TN/27,912$3.8M0.65%+89813F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…26,370$3.59M1.06%+4413F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC26,117$3.56M2.53%+37813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC21,665$2.95M<0.01%-23,66713F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.20,538$2.8M<0.01%-92,92513F-HRTimelineGroup
SP Asset Management LLC19,084$2.6M0.21%-45113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC16,066$2.19M<0.01%new13F-HRTimelineGroup
Stonebridge Financial Planning Group, L…15,862$2.16M0.78%-97813F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co15,392$2.1M0.12%+1,76213F-HRTimelineGroup
PFG Advisors14,927$2.03M0.1%+1,52213F-HRTimeline
Cambridge Investment Research Advisors,…14,733$2.01M0.01%-17,89713F-HRTimeline
AlphaCore Capital LLC13,478$1.84M0.04%+10,32013F-HRTimeline
Concentric Capital Strategies, LP13,423$1.83M0.09%new13F-HRTimeline
Outlook Wealth Advisors, LLC11,822$1.61M0.36%-23613F-HRTimeline
CIBC WORLD MARKET INC.11,140$1.52M<0.01%-7513F-HRTimeline
Cetera Investment Advisers10,359$1.41M<0.01%+82413F-HRTimeline
Mariner, LLCin group Mariner, LLC10,271$1.4M<0.01%+13213F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding10,099$1.37M+988Timeline
HighTower Advisors, LLC10,053$1.37M<0.01%-713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.9,082$1.24M0.01%-1,24913F-HRTimelineGroup
Delos Wealth Advisors, LLC8,875$1.21M0.8%+55213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,180$1.11M<0.01%+49913F-HRTimelineGroup
Genesee Capital Advisors, LLC8,034$1.09M0.44%-2,72813F-HRTimeline
Arkadios Wealth Advisors7,289$992K0.02%+3,37813F-HRTimeline
&PARTNERS7,200$980K0.01%+2813F-HRTimeline
Composition Wealth, LLC6,901$940K0.01%-237,27413F-HRTimeline
Northstar Financial Companies, Inc.6,893$938K0.75%new13F-HRTimeline
Allworth Financial LP6,809$927K<0.01%-31013F-HRTimeline
LEUTHOLD GROUP, LLC6,796$925K0.1%-24713F-HRTimeline
Belpointe Asset Management LLC6,201$844K0.03%+38513F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.5,449$742K0.27%-62613F-HRTimeline
SFMG, LLC5,309$723K0.05%-8613F-HRTimeline
Tepp RIA, LLC4,596$626K0.62%-1,61313F-HRTimeline
IFG Advisory, LLC4,551$620K0.03%-1,04513F-HRTimeline
Retirement Planning Co of New England, …4,303$586K0.24%+1913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,227$576K<0.01%013F-HRTimelineGroup
WT Wealth Management4,210$573K0.16%+23213F-HRTimeline
CARDIFF PARK ADVISORS, LLC3,500$477K0.04%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…3,410$464K0.01%+1413F-HRTimelineGroup
SONATA CAPITAL GROUP INC3,300$449K0.16%-20013F-HRTimeline
FLOW TRADERS U.S. LLC3,241$441K0.01%new13F-HRTimeline
Redwood Financial Network Corp3,222$439K0.28%+74513F-HRTimeline
KKM Financial LLC3,212$437K0.08%-3,64613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,002$409K0.01%+2,33613F-HRTimelineGroup
BANK HAPOALIM BMin group BANK HAPOALIM BM2,930$399K0.03%-29013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,871$391K<0.01%-90,50913F-HRTimeline
Prospera Financial Services Inc2,869$391K0.01%-75,79413F-HRTimeline
BIP Wealth, LLC2,820$384K0.01%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC2,794$380K0.03%new13F-HRTimeline
Csenge Advisory Group2,784$379K0.02%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,625$357K0.01%-9213F-HRTimelineGroup
Aptus Capital Advisors, LLC2,613$356K<0.01%+2,17513F-HRTimeline
FMR LLCin group FMR LLC2,577$351K<0.01%+61813F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth2,534$345K<0.01%+10313F-HRTimelineGroup
TFB Advisors LLC2,453$334K0.09%-7213F-HRTimeline
Innovative Advisory Group, LLC2,429$331K0.22%-6013F-HRTimeline
Glenview Trust Co2,350$320K<0.01%013F-HRTimeline
ProCore Advisors, LLC2,346$319K0.33%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,340$319K<0.01%-49313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,329$317K<0.01%-1,74213F-HR/ATimelineGroup
Summit Financial, LLC2,315$315K<0.01%-3213F-HRTimeline
Odyssey Capital Advisors, Inc.2,269$309K0.27%13F-HRTimeline
MML INVESTORS SERVICES, LLC2,248$306K<0.01%-233,59213F-HRTimeline
Larson Financial Group LLC2,243$305K0.01%+1513F-HRTimeline
Creative Planningin group Creative Planning2,109$287K<0.01%-1,17413F-HRTimelineGroup
Interchange Capital Partners, LLC2,060$281K0.05%+313F-HRTimeline
Regal Investment Advisors LLC2,055$280K0.02%-4,28113F-HRTimeline
FIRST HORIZON CORP2,038$277K0.01%013F-HRTimeline
IEQ CAPITAL, LLC2,000$272K<0.01%013F-HRTimeline
Perigon Wealth Management, LLC1,938$264K<0.01%-1,00013F-HRTimeline
Nova Wealth Management, Inc.1,934$263K0.18%-8313F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.1,919$261K<0.01%new13F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC1,905$259K<0.01%013F-HRTimeline
SG Americas Securities, LLC1,881$256K<0.01%013F-HRTimeline
Private Advisor Group, LLC1,833$250K<0.01%-2,82113F-HRTimeline
Sowell Financial Services LLC1,762$240K0.01%013F-HRTimeline
Winthrop Advisory Group LLC1,692$230K0.02%-76713F-HR/ATimeline
Councilmark Asset Management, LLC1,625$221K0.12%013F-HRTimeline
Wealthfront Advisers LLC1,585$216K<0.01%-2313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,556$212K<0.01%-17713F-HRTimelineGroup
MinichMacGregor Wealth Management, LLC1,539$210K0.04%-70,02013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP1,528$208K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,508$205K<0.01%-4,26913F-HRTimeline
Advisory Alpha, LLC1,504$205K0.01%new13F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…1,200$163K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc1,142$155K0.01%+54013F-HRTimeline
Copia Wealth Management1,009$137K0.1%-13213F-HRTimeline
Bulwark Capital Corp923$126K0.09%-1,17413F-HRTimeline
NewEdge Advisors, LLC917$125K<0.01%-3,61113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…889$121K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…864$118K<0.01%+213F-HR/ATimelineGroup
LANARK FINANCIAL, INC.785$107K0.01%-18013F-HRTimeline
Harbor Asset Planning, Inc.737$100K0.09%+313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/682$92.8K<0.01%+213F-HRTimelineGroup
Vision Retirement, LLC635$86.4K0.02%13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd630$85.8K<0.01%013F-HRTimelineGroup
Osbon Capital Management LLC450$61.3K0.06%13F-HRTimeline
Realta Investment Advisors440$59.9K0.02%-37513F-HRTimeline
Farther Finance Advisors, LLC416$56.6K<0.01%-6513F-HRTimeline
MAI Capital Management345$47K<0.01%+11013F-HRTimeline
Redwood Park Advisors LLC317$43.1K0.03%-3313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/289$39.3K<0.01%+2913F-HRTimelineGroup
FINANCIAL CONSULATE, INC260$35.5K<0.01%+113F-HRTimeline
Sunbelt Securities, Inc.258$35.1K<0.01%-50313F-HRTimeline
TRUST CO OF VERMONT250$34K<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC250$34K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…225$30.6K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.200$27.2K<0.01%-9,62913F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC155$21.2K0.01%013F-HRTimeline
J.W. COLE ADVISORS, INC.12,939$21K<0.01%-18513F-HRTimeline
Sound Income Strategies, LLC133$17.3K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC127$17.3K<0.01%-7713F-HRTimeline
Estate Planners Group, LLC112$15.2K0.01%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV100$13.6K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd93$12.7K<0.01%new13F-HRTimeline
Tidemark, LLC91$12.4K<0.01%013F-HRTimeline
ORG Partners LLC66$8.98K<0.01%+2113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC55$7.49K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO53$7.22K<0.01%-1,38313F-HRTimelineGroup
DUNCKER STREETT & CO INC53$7.22K<0.01%013F-HRTimeline
Clayton Financial Group LLC50$6.81K<0.01%013F-HRTimeline
NFSG Corp37$5.04K<0.01%-11213F-HRTimeline
IFP Advisors, Inc35$4.76K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…32$4.39K<0.01%013F-HRTimeline
High Note Wealth, LLC26$3.48K<0.01%+1113F-HRTimeline
BLAIR WILLIAM & CO/IL22$3K<0.01%-15513F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC13$1.77K<0.01%-1613F-HRTimeline
Blue Trust, Inc.10$1.36K<0.01%new13F-HRTimeline
Commonwealth Retirement Investments LLC9$1.23K<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.0$31<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.