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Disclosery

IAK ISHARES TR

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U.S. INSRNCE ETF (fund)

132 managers (133 13F filers) reported a position in IAK shares at 2026-03-31, 1,429,666 shares in all. 15 filers opened a position and 30 filers sold out during the quarter.

Managers
132
13F filers
133
New
15
Added
41
Reduced
50
Sold out
30
Shares held by filers
1,429,666

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY138,099$17.7M<0.01%-74,92613F-HRTimelineGroup
LPL Financial LLC102,087$13.1M<0.01%+15,22513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN81,610$10.5M<0.01%-61,71113F-HR/ATimelineGroup
Schorn Wealth LLC62,280$7.99M2.41%+6,03013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP59,100$7.58M0.01%-30,60013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…58,383$7.49M0.01%+20,83213F-HRTimelineGroup
Legend Financial Advisors, Inc.55,507$7.12M4.59%+94713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA46,172$5.92M<0.01%-29,51513F-HRTimelineGroup
Cavalier Investments, LLC45,960$5.9M1.52%new13F-HRTimeline
UBS Group AGin group UBS Group AG43,321$5.56M<0.01%-16,98113F-HRTimelineGroup
JMAC ENTERPRISES LLC35,039$4.5M0.86%+1,07013F-HRTimeline
RFG Advisory, LLC34,887$4.48M0.08%+2,40113F-HRTimeline
LEE DANNER & BASS INC34,578$4.44M0.28%-63013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP32,214$4.13M<0.01%-14,45213F-HRTimelineGroup
Janney Montgomery Scott LLC31,650$4.06M0.01%-79613F-HRTimeline
MARTIN & CO INC /TN/29,156$3.74M0.64%+1,24413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC28,794$3.69M<0.01%-39,27213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/28,119$3.61M<0.01%-14,35613F-HRTimelineGroup
Federation des caisses Desjardins du Qu…28,103$3.61M0.01%-22,09113F-HRTimeline
Cetera Investment Advisers20,725$2.66M<0.01%+10,36613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.20,444$2.62M<0.01%new13F-HRTimelineGroup
SP Asset Management LLC19,214$2.46M0.22%+13013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC19,180$2.46M<0.01%-2,48513F-HRTimelineGroup
Advisory Services Network, LLC17,596$2.26M0.03%-13,83113F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co17,160$2.2M0.11%+1,76813F-HRTimelineGroup
PFG Advisors15,121$1.94M0.09%+19413F-HRTimeline
Northstar Financial Companies, Inc.14,286$1.83M1.46%+7,39313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,194$1.82M<0.01%new13F-HRTimelineGroup
Stonebridge Financial Planning Group, L…14,138$1.81M0.67%-1,72413F-HRTimeline
Cambridge Investment Research Advisors,…13,504$1.73M<0.01%-1,22913F-HRTimeline
Outlook Wealth Advisors, LLC11,474$1.47M0.36%-34813F-HRTimeline
CIBC WORLD MARKET INC.11,020$1.41M<0.01%-12013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding11,018$1.41M+919Timeline
Delos Wealth Advisors, LLC10,789$1.38M0.79%+1,91413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,641$1.37M<0.01%-9,89713F-HRTimelineGroup
HighTower Advisors, LLC10,113$1.3M<0.01%+6013F-HRTimeline
Mariner, LLCin group Mariner, LLC9,991$1.28M<0.01%-28013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.9,405$1.28M0.01%+32313F-HRTimelineGroup
AlphaCore Capital LLC9,715$1.25M0.03%-3,76313F-HRTimeline
Belpointe Asset Management LLC8,907$1.14M0.04%+2,70613F-HRTimeline
Arkadios Wealth Advisors7,638$980K0.02%+34913F-HRTimeline
Genesee Capital Advisors, LLC7,499$962K0.4%-53513F-HRTimeline
&PARTNERS6,375$817K<0.01%-82513F-HRTimeline
Allworth Financial LP6,154$790K<0.01%-65513F-HRTimeline
Composition Wealth, LLC6,082$780K0.01%-81913F-HRTimeline
LEUTHOLD GROUP, LLC5,786$742K0.08%-1,01013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,710$717K<0.01%-2,47013F-HRTimelineGroup
SFMG, LLC5,108$655K0.04%-20113F-HRTimeline
Retirement Planning Co of New England, …4,396$564K0.23%+9313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,227$542K<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,004$514K<0.01%+1,67513F-HRTimelineGroup
Redwood Financial Network Corp3,510$450K0.3%+28813F-HRTimeline
CARDIFF PARK ADVISORS, LLC3,500$449K0.04%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC3,426$440K0.04%+63213F-HRTimeline
KKM Financial LLC3,212$437K0.08%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…3,342$429K0.01%-6813F-HRTimelineGroup
SONATA CAPITAL GROUP INC3,200$411K0.15%-10013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,152$405K<0.01%new13F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM2,930$376K0.06%013F-HRTimelineGroup
Csenge Advisory Group2,804$360K0.02%+2013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,775$356K0.01%-22713F-HRTimelineGroup
BIP Wealth, LLC2,745$352K0.01%-7513F-HRTimeline
FMR LLCin group FMR LLC2,571$330K<0.01%-613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,450$314K<0.01%+11013F-HRTimelineGroup
Gateway Wealth Partners, LLC2,396$307K0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,390$307K0.01%-23513F-HRTimelineGroup
Larson Financial Group LLC2,383$306K0.01%+14013F-HRTimeline
Glenview Trust Co2,350$301K<0.01%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC2,334$299K<0.01%-53713F-HRTimeline
Aptus Capital Advisors, LLC2,258$290K<0.01%-35513F-HRTimeline
Summit Financial, LLC2,248$288K<0.01%-6713F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.2,219$285K<0.01%+30013F-HRTimelineGroup
Fortis Capital Advisors, LLC2,210$284K0.04%new13F-HRTimeline
Creative Planningin group Creative Planning2,129$273K<0.01%+2013F-HRTimelineGroup
Odyssey Capital Advisors, Inc.2,127$273K0.24%-14213F-HRTimeline
FIRST HORIZON CORP2,038$261K0.01%013F-HRTimeline
IEQ CAPITAL, LLC2,000$257K<0.01%013F-HRTimeline
Prospera Financial Services Inc1,963$252K<0.01%-90613F-HRTimeline
Perigon Wealth Management, LLC1,938$249K<0.01%013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC1,905$244K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,899$244K0.01%+75713F-HRTimeline
SG Americas Securities, LLC1,881$241K<0.01%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth1,777$228K<0.01%-75713F-HRTimelineGroup
Sowell Financial Services LLC1,762$226K0.01%013F-HRTimeline
Nova Wealth Management, Inc.1,701$218K0.14%-23313F-HRTimeline
Wealthfront Advisers LLC1,675$215K<0.01%+9013F-HRTimeline
Councilmark Asset Management, LLC1,625$208K0.12%013F-HRTimeline
Regal Investment Advisors LLC1,623$208K0.01%-43213F-HRTimeline
Private Advisor Group, LLC1,612$207K<0.01%-22113F-HRTimeline
Steward Partners Investment Advisory, L…1,492$191K<0.01%-1613F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,021$131K<0.01%+13213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…992$127K<0.01%+12813F-HRTimelineGroup
LANARK FINANCIAL, INC.785$101K0.01%013F-HRTimeline
Harbor Asset Planning, Inc.749$96.1K0.08%+1213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/678$87K<0.01%-413F-HRTimelineGroup
Vision Retirement, LLC645$82.7K0.02%+1013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd630$80.8K<0.01%013F-HRTimelineGroup
Bulwark Capital Corp585$75K0.05%-33813F-HRTimeline
Osbon Capital Management LLC452$57.9K0.05%+213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/440$56.4K<0.01%+15113F-HRTimelineGroup
Blue Trust, Inc.406$52.1K<0.01%+39613F-HRTimeline
MAI Capital Management345$44.3K<0.01%013F-HRTimeline
Copia Wealth Management332$42.6K0.03%-67713F-HRTimeline
Farther Finance Advisors, LLC333$42.5K<0.01%-8313F-HRTimeline
Redwood Park Advisors LLC322$41.3K0.03%+513F-HRTimeline
FINANCIAL CONSULATE, INC265$33.9K<0.01%+513F-HRTimeline
Sunbelt Securities, Inc.258$33.1K<0.01%013F-HRTimeline
GGM Financial LLC246$31.6K0.01%-72,53513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…225$28.8K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.200$25.7K<0.01%013F-HRTimeline
Turtle Creek Wealth Advisors, LLC200$25.7K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC158$20.2K0.01%+313F-HRTimeline
Founders Financial Alliance, LLC157$20.1K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC133$17K<0.01%013F-HRTimeline
Team Financial Group, LLC110$14.1K0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV100$12.8K<0.01%013F-HRTimeline
NewEdge Advisors, LLC85$10.9K<0.01%-83213F-HR/ATimeline
SIMPLEX TRADING, LLC78$10K<0.01%new13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…66$8.47K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC61$7.83K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC55$7.06K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC53$6.8K<0.01%013F-HRTimeline
Clayton Financial Group LLC50$6.42K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO50$6.38K<0.01%-313F-HR/ATimelineGroup
IFP Advisors, Inc43$5.52K<0.01%+813F-HRTimeline
Princeton Global Asset Management LLC40$5.13K<0.01%new13F-HRTimeline
NFSG Corp37$4.75K<0.01%013F-HRTimeline
High Note Wealth, LLC26$3.33K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL22$2.82K<0.01%013F-HRTimeline
TSFG, LLC8$1K<0.01%new13F-HRTimeline
Lloyd Advisory Services, LLC.0$29<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Kingdom Financial Group LLC.0$29<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.