IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishares U.S. Insurance ETF (IAK)

CUSIP: 464288786 | NYSE | 431 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Schorn Wealth LLC70,116
2.4% of portfolio›$9.5M
LEE Danner & Bass Inc33,175
0.3% of portfolio›$4.5M
RFG Advisory, LLC29,915
0.1% of portfolio›$4.1M
Carota Wealth Management28,336
3.3% of portfolio›$3.8M
SP Asset Management LLC19,143
0.2% of portfolio›$2.6M
PFG Advisors13,416
0.1% of portfolio›$1.8M
Leuthold Group, LLC12,794
0.2% of portfolio›$1.7M
Truist Financial Corp11,690
0.0% of portfolio›$1.6M
Cambridge Investment Research Advisors, Inc.10,273
0.0% of portfolio›$1.4K
Kestra Private Wealth Services, LLC9,356
0.0% of portfolio›$1.3M
D.A. Davidson & Co.8,472
0.0% of portfolio›$1.1M
AlphaCore Capital LLC8,329
0.0% of portfolio›$1.1M
Cullen T Bankers, Inc.6,165
0.0% of portfolio›$835.8K
Genesee Capital Advisors, LLC5,871
0.3% of portfolio›$795.9K
Retirement Planning Co of New England, Inc.4,343
0.2% of portfolio›$588.8K
Redwood Financial Network Corp3,849
0.3% of portfolio›$521.8K
AdvisorNet Financial, Inc3,813
0.0% of portfolio›$541.8K
Creative Planning3,672
0.0% of portfolio›$497.8K
Parallel Advisors, LLC3,585
0.0% of portfolio›$486.0K
Independent Financial Group, LLC3,250
0.0% of portfolio›$440.6K
Sonata Capital Group Inc3,050
0.1% of portfolio›$413.5K
Csenge Advisory Group2,786
0.0% of portfolio›$377.7K
Wealth Enhancement Advisory Services, LLC2,766
0.0% of portfolio›$390.3K
Spire Wealth Management2,385
0.0% of portfolio›$323.4K
Mirae Asset Global Investments Co., Ltd.2,280
0.0% of portfolio›$309.1K
Concurrent Investment Advisors, LLC2,157
0.0% of portfolio›$292.4K
First Horizon Corp2,038
0.0% of portfolio›$276.3K
Perigon Wealth Management, LLC1,787
0.0% of portfolio›$242.3K
Sowell Financial Services LLC1,762
0.0% of portfolio›$238.8K
Ferguson Wellman Capital Management, Inc1,659
0.0% of portfolio›$224.9K
Councilmark Asset Management, LLC1,625
0.1% of portfolio›$220.3K
Prospera Financial Services Inc1,533
0.0% of portfolio›$228.2K
Jessup Wealth Management, Inc1,490
0.0% of portfolio›$202.0K
Commonwealth Equity Services, LLC1,479
0.0% of portfolio›$200.5K
Krilogy Financial LLC1,460
0.0% of portfolio›$206.9K
Lanark Financial, Inc.785
0.0% of portfolio›$106.4K
Harbor Asset Planning, Inc.754
0.1% of portfolio›$102.2K
Private Trust Co NA579
0.0% of portfolio›$78.5K
Farther Finance Advisors, LLC447
0.0% of portfolio›$60.6K
Rydar Equities, Inc.412
0.0% of portfolio›$57.0K
Redwood Park Advisors LLC324
0.0% of portfolio›$43.9K
Financial Consulate, Inc266
0.0% of portfolio›$36.1K
Trust Co of Vermont250
0.0% of portfolio›$33.9K
Ascentis Independent Advisors246
0.0% of portfolio›$33.3K
Elevation Wealth Partners, LLC159
0.0% of portfolio›$21.5K
Team Financial Group, LLC110
0.0% of portfolio›$14.9K
Creative Financial Designs Inc100
0.0% of portfolio›$13.6K
Allspring Global Investments Holdings, LLC76
0.0% of portfolio›$10.4K
Clayton Financial Group LLC53
0.0% of portfolio›$7.2K
Duncker Streett & Co Inc53
0.0% of portfolio›$7.2K
IFP Advisors, Inc43
0.0% of portfolio›$5.8K
Princeton Global Asset Management LLC40
0.0% of portfolio›$5.4K
Nfsg Corp37
0.0% of portfolio›$5.0K
Compass Financial Management LLC29
0.0% of portfolio›$3.9K
High Note Wealth, LLC26
0.0% of portfolio›$3.5K
Simplex Trading, LLC22
0.0% of portfolio›$3.0K
CoreCap Advisors, LLC12
0.0% of portfolio›$1.6K
Tsfg, LLC8
0.0% of portfolio›$1
Kingdom Financial Group Llc.0
0.0% of portfolio›$30
StyleTurnoverLocationFiled
Schorn Wealth LLC
70,116$9.5M2.4%ETFLowEnglewood, FL2026-10-14
LEE Danner & Bass Inc
33,175$4.5M0.3%ValueVery LowNashville, TN2026-10-27
RFG Advisory, LLC
29,915$4.1M0.1%ETFMediumBirmingham, AL2026-11-03
Carota Wealth Management
28,336$3.8M3.3%CoreHighThompsons Station, TN2026-11-03
SP Asset Management LLC
19,143$2.6M0.2%CoreVery LowCupertino, CA2026-11-05
PFG Advisors
13,416$1.8M0.1%ETFMediumPhoenix, AZ2026-10-16
Leuthold Group, LLC
12,794$1.7M0.2%ValueMediumMinneapolis, MN2026-11-04
Truist Financial Corp
11,690$1.6M0.0%CoreLowCharlotte, NC2026-10-30
Cambridge Investment Research Advisors, Inc.
10,273$1.4K0.0%ETFLowFairfield, IA2026-11-02
Kestra Private Wealth Services, LLC
9,356$1.3M0.0%GrowthLowAustin, TX2026-10-30
D.A. Davidson & Co.
8,472$1.1M0.0%CoreLowGreat Falls, MT2026-10-28
AlphaCore Capital LLC
8,329$1.1M0.0%ETFLowLa Jolla, CA2026-11-04
Cullen T Bankers, Inc.
6,165$835.8K0.0%GrowthLowSan Antonio, TX2026-10-28
Genesee Capital Advisors, LLC
5,871$795.9K0.3%ETFMediumAuburn, NY2026-10-20
Retirement Planning Co of New England, Inc.
4,343$588.8K0.2%CoreLowWarwick, RI2026-10-15
Redwood Financial Network Corp
3,849$521.8K0.3%ETFLowSolon, OH2026-11-03
AdvisorNet Financial, Inc
3,813$541.8K0.0%ETFLowMinnetonka, MN2026-10-15
Creative Planning
3,672$497.8K0.0%IndexVery LowOverland Park, KS2026-11-02
Parallel Advisors, LLC
3,585$486.0K0.0%IndexLowSan Francisco, CA2026-11-03
Independent Financial Group, LLC
3,250$440.6K0.0%GrowthLowSan Diego, CA2026-10-13
Sonata Capital Group Inc
3,050$413.5K0.1%ETFVery LowSeattle, WA2026-10-19
Csenge Advisory Group
2,786$377.7K0.0%ETFMediumClearwater, FL2026-11-04
Wealth Enhancement Advisory Services, LLC
2,766$390.3K0.0%CoreLowPlymouth, MN2026-10-13
Spire Wealth Management
2,385$323.4K0.0%GrowthMediumMclean, VA2026-10-30
Mirae Asset Global Investments Co., Ltd.
2,280$309.1K0.0%GrowthLowSeoul, Malaysia2026-11-03
Concurrent Investment Advisors, LLC
2,157$292.4K0.0%GrowthMediumTampa, FL2026-10-16
First Horizon Corp
2,038$276.3K0.0%CoreLowMemphis, TN2026-10-26
Perigon Wealth Management, LLC
1,787$242.3K0.0%GrowthLowSan Francisco, CA2026-10-22
Sowell Financial Services LLC
1,762$238.8K0.0%CoreLowNorth Little Rock, AR2026-10-23
Ferguson Wellman Capital Management, Inc
1,659$224.9K0.0%CoreLowPortland, OR2026-10-05
Councilmark Asset Management, LLC
1,625$220.3K0.1%CoreVery LowKnoxville, TN2026-10-20
Prospera Financial Services Inc
1,533$228.2K0.0%CoreMediumDallas, TX2026-11-04
Jessup Wealth Management, Inc
1,490$202.0K0.0%GrowthMediumDayton, OH2026-10-20
Commonwealth Equity Services, LLC
1,479$200.5K0.0%ETFLowWaltham, MA2026-11-02
Krilogy Financial LLC
1,460$206.9K0.0%GrowthLowSt. Louis, MO2026-10-13
Lanark Financial, Inc.
785$106.4K0.0%CoreMediumBirmingham, AL2026-10-26
Harbor Asset Planning, Inc.
754$102.2K0.1%ETFVery LowBelmont, MA2026-10-23
Private Trust Co NA
579$78.5K0.0%CoreLowCleveland, OH2026-10-20
Farther Finance Advisors, LLC
447$60.6K0.0%IndexLowSan Francisco, CA2026-10-08
Rydar Equities, Inc.
412$57.0K0.0%CoreVery LowWeatherford, TX2026-10-13
Redwood Park Advisors LLC
324$43.9K0.0%ETFVery LowRedwood City, CA2026-11-02
Financial Consulate, Inc
266$36.1K0.0%ETFLowHunt Valley, MD2026-10-23
Trust Co of Vermont
250$33.9K0.0%CoreVery LowBrattleboro, VT2026-10-21
Ascentis Independent Advisors
246$33.3K0.0%ETFLowDallas, TX2026-11-03
Elevation Wealth Partners, LLC
159$21.5K0.0%ETFLowWalnut Creek, CA2026-10-07
Team Financial Group, LLC
110$14.9K0.0%ETFLowTemecula, CA2026-10-30
Creative Financial Designs Inc
100$13.6K0.0%ETFMediumKokomo, IN2026-11-04
Allspring Global Investments Holdings, LLC
76$10.4K0.0%CoreMediumCharlotte, NC2026-11-04
Clayton Financial Group LLC
53$7.2K0.0%ETFLowSt. Louis, MO2026-10-13
Duncker Streett & Co Inc
53$7.2K0.0%GrowthLowSt. Louis, MO2026-10-27
IFP Advisors, Inc
43$5.8K0.0%GrowthLowTampa, FL2026-10-16
Princeton Global Asset Management LLC
40$5.4K0.0%GrowthLowPrinceton, NJ2026-10-21
Nfsg Corp
37$5.0K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Compass Financial Management LLC
29$3.9K0.0%CoreN/ATampa, FL2026-10-30
High Note Wealth, LLC
26$3.5K0.0%ETFVery LowDeephaven, MN2026-10-27
Simplex Trading, LLC
22$3.0K0.0%CoreVery HighChicago, IL2026-11-04
CoreCap Advisors, LLC
12$1.6K0.0%ETFMediumSouthfield, MI2026-10-08
Tsfg, LLC
8$10.0%ETFLowLake Forest, IL2026-10-23
Kingdom Financial Group Llc.
0$300.0%ETFMediumPeoria, AZ2026-11-04