IAK Institutional Ownership
iShares U.S. Insurance ETF
1W: -0.6%
1M: -4.8%
3M: -6.5%
YTD: +1.7%
1Y: +3.5%
3Y: +53.7%
5Y: +86.7%
$137.28
+0.01 (+0.00%)
Weekly Expected Move ±1.9%
$132
$135
$137
$140
$143
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
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Short Interest
Dividends
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Institutional Ownership — IAK
169
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
206M
Total Invested
37
New Positions
37
Increased
66
Reduced
21
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (195 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 177,253 | $24M | +39,154 | +28.4% | 60Q | SEC ↗ |
| 2 | LPL Financial LLC | 114,300 | $16M | +12,213 | +12.0% | 31Q | SEC ↗ |
| 3 | WELLS FARGO & COMPANY/MN | 80,351 | $11M | -1,259 | -1.5% | 71Q | SEC ↗ |
| 4 | Schorn Wealth LLC | 66,477 | $9M | +4,197 | +6.7% | 12Q | SEC ↗ |
| 5 | Legend Financial Advisors, Inc. | 58,386 | $8M | +2,879 | +5.2% | 17Q | SEC ↗ |
| 6 | BNP PARIBAS FINANCIAL MARKETS NEW | 50,000 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 7 | BANK OF AMERICA CORP /DE | 38,276 | $5M | +10,157 | +36.1% | 15Q | SEC ↗ |
| 8 | CITADEL ADVISORS LLC | 37,023 | $5M | +22,829 | +160.8% | 2Q | SEC ↗ |
| 9 | GOLDMAN SACHS GROUP INC | 35,358 | $5M | +16,178 | +84.3% | 15Q | SEC ↗ |
| 10 | LEE DANNER & BASS INC | 33,880 | $5M | -698 | -2.0% | 9Q | SEC ↗ |
| 11 | TWO SIGMA INVESTMENTS, LP | 31,100 | $4M | -28,000 | -47.4% | 5Q | SEC ↗ |
| 12 | Janney Montgomery Scott LLC | 30,351 | $4M | -1,299 | -4.1% | 41Q | SEC ↗ |
| 13 | Cetera Investment Advisers | 29,745 | $4M | +9,020 | +43.5% | 10Q | SEC ↗ |
| 14 | MARTIN & CO INC /TN | 29,022 | $4M | -134 | -0.5% | 38Q | SEC ↗ |
| 15 | MILLENNIUM MANAGEMENT LLC NEW | 28,998 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 16 | RAYMOND JAMES FINANCIAL INC | 28,697 | $4M | -97 | -0.3% | 7Q | SEC ↗ |
| 17 | RFG Advisory, LLC | 28,550 | $4M | -6,337 | -18.2% | 8Q | SEC ↗ |
| 18 | STIFEL FINANCIAL CORP | 26,890 | $4M | -5,324 | -16.5% | 18Q | SEC ↗ |
| 19 | Fortis Group Advisors, LLC NEW | 25,025 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 20 | Federation des caisses Desjardins du Q | 24,964 | $3M | -3,139 | -11.2% | 6Q | SEC ↗ |
| 21 | Baird Financial Group, Inc. | 20,523 | $3M | +79 | +0.4% | 2Q | SEC ↗ |
| 22 | SP Asset Management LLC | 19,114 | $3M | -100 | -0.5% | 15Q | SEC ↗ |
| 23 | Advisory Services Network, LLC | 17,345 | $2M | -251 | -1.4% | 17Q | SEC ↗ |
| 24 | Hills Bank & Trust Co | 17,318 | $2M | +158 | +0.9% | 69Q | SEC ↗ |
| 25 | Northstar Financial Companies, Inc. | 17,251 | $2M | +2,965 | +20.8% | 3Q | SEC ↗ |
| 26 | UBS Group AG | 16,441 | $2M | -26,880 | -62.0% | 47Q | SEC ↗ |
| 27 | ROYAL BANK OF CANADA | 15,367 | $2M | -30,805 | -66.7% | 67Q | SEC ↗ |
| 28 | Foundations Investment Advisors, LLC NEW | 15,110 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 29 | J.W. COLE ADVISORS, INC. NEW | 14,524 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 30 | PFG Advisors | 13,490 | $2M | -1,631 | -10.8% | 4Q | SEC ↗ |
| 31 | OSAIC HOLDINGS, INC. | 13,223 | $2M | +2,582 | +24.3% | 26Q | SEC ↗ |
| 32 | Stonebridge Financial Planning Group, | 12,899 | $2M | -1,239 | -8.8% | 16Q | SEC ↗ |
| 33 | HighTower Advisors, LLC | 12,041 | $2M | +1,928 | +19.1% | 11Q | SEC ↗ |
| 34 | Anchor Bay Capital, Inc. NEW | 11,810 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 35 | Delos Wealth Advisors, LLC | 11,471 | $2M | +682 | +6.3% | 9Q | SEC ↗ |
| 36 | Cambridge Investment Research Advisors | 11,342 | $2M | -2,162 | -16.0% | 21Q | SEC ↗ |
| 37 | CIBC WORLD MARKET INC. | 11,039 | $2M | +19 | +0.2% | 8Q | SEC ↗ |
| 38 | Equitable Holdings, Inc. | 10,428 | $1M | +1,023 | +10.9% | 24Q | SEC ↗ |
| 39 | Financial Sense Advisors, Inc. NEW | 10,000 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 40 | KESTRA PRIVATE WEALTH SERVICES, LLC | 9,496 | $1M | +39 | +0.4% | 12Q | SEC ↗ |
| 41 | Tower Research Capital LLC (TRC) | 9,038 | $1M | +6,263 | +225.7% | 8Q | SEC ↗ |
| 42 | AlphaCore Capital LLC | 8,881 | $1M | -834 | -8.6% | 6Q | SEC ↗ |
| 43 | Geneos Wealth Management Inc. | 8,514 | $1M | +8,314 | +4157.0% | 42Q | SEC ↗ |
| 44 | LEUTHOLD GROUP, LLC | 8,446 | $1M | +2,660 | +46.0% | 8Q | SEC ↗ |
| 45 | Belpointe Asset Management LLC | 7,914 | $1M | -993 | -11.1% | 10Q | SEC ↗ |
| 46 | Arkadios Wealth Advisors | 7,851 | $1M | +213 | +2.8% | 5Q | SEC ↗ |
| 47 | Perigon Wealth Management, LLC | 7,635 | $1M | +5,697 | +294.0% | 12Q | SEC ↗ |
| 48 | Genesee Capital Advisors, LLC | 6,304 | $865K | -1,195 | -15.9% | 17Q | SEC ↗ |
| 49 | Mutual Advisors, LLC NEW | 5,698 | $782K | — | +0.0% | 1Q | SEC ↗ |
| 50 | Allworth Financial LP | 5,570 | $765K | -584 | -9.5% | 7Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| BNP PARIBAS FINANCIAL MARKETS | 50,000 | $7M |
| MILLENNIUM MANAGEMENT LLC | 28,998 | $4M |
| Fortis Group Advisors, LLC | 25,025 | $3M |
| Foundations Investment Advisors, LL | 15,110 | $2M |
| J.W. COLE ADVISORS, INC. | 14,524 | $2M |
| Anchor Bay Capital, Inc. | 11,810 | $2M |
| Financial Sense Advisors, Inc. | 10,000 | $1M |
| Mutual Advisors, LLC | 5,698 | $782K |
| IFG Advisory, LLC | 5,167 | $709K |
| Qube Research & Technologies Ltd | 4,400 | $604K |
| PRIMORIS WEALTH ADVISORS, LLC | 3,350 | $460K |
| OPPENHEIMER & CO INC | 3,298 | $453K |
| GTS SECURITIES LLC | 3,057 | $420K |
| Maridea Wealth Management LLC | 2,862 | $393K |
| JANE STREET GROUP, LLC | 2,563 | $352K |
| Bramshill Investments, LLC | 2,500 | $343K |
| XTX Topco Ltd | 2,158 | $296K |
| Lido Advisors, LLC | 2,006 | $275K |
| MML INVESTORS SERVICES, LLC | 1,774 | $244K |
| GRIFFIN ASSET MANAGEMENT, INC. | 1,512 | $208K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Well Done, LLC | 52,458 | $7M |
| Cavalier Investments, LLC | 45,960 | $6M |
| JMAC ENTERPRISES LLC | 35,039 | $5M |
| Capital Advisory Group Advisory Ser | 26,370 | $4M |
| COTTONWOOD CAPITAL ADVISORS, LLC | 26,117 | $4M |
| Concentric Capital Strategies, LP | 13,423 | $2M |
| Outlook Wealth Advisors, LLC | 11,474 | $2M |
| Mariner, LLC | 9,991 | $1M |
| M3 Wealth Management, LLC | 6,798 | $933K |
| ACCESS FINANCIAL SERVICES, INC. | 5,449 | $748K |
| Tepp RIA, LLC | 4,596 | $631K |
| WT Wealth Management | 4,210 | $578K |
| TRANSCEND CAPITAL ADVISORS, LLC | 3,426 | $470K |
| FLOW TRADERS U.S. LLC | 3,241 | $445K |
| BIP Wealth, LLC | 2,745 | $377K |
| TFB Advisors LLC | 2,453 | $337K |
| Gateway Wealth Partners, LLC | 2,396 | $329K |
| ProCore Advisors, LLC | 2,346 | $322K |
| D. E. Shaw & Co., Inc. | 2,219 | $305K |
| Fortis Capital Advisors, LLC | 2,210 | $303K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +39,154 | +28.4% | 177,253 |
| CITADEL ADVISORS LLC | +22,829 | +160.8% | 37,023 |
| GOLDMAN SACHS GROUP INC | +16,178 | +84.3% | 35,358 |
| LPL Financial LLC | +12,213 | +12.0% | 114,300 |
| BANK OF AMERICA CORP /DE | +10,157 | +36.1% | 38,276 |
| Cetera Investment Advisers | +9,020 | +43.5% | 29,745 |
| Geneos Wealth Management Inc. | +8,314 | +4157.0% | 8,514 |
| Tower Research Capital LLC (TRC) | +6,263 | +225.7% | 9,038 |
| Perigon Wealth Management, LLC | +5,697 | +294.0% | 7,635 |
| Schorn Wealth LLC | +4,197 | +6.7% | 66,477 |
| Private Advisor Group, LLC | +3,609 | +223.9% | 5,221 |
| Northstar Financial Companies, Inc. | +2,965 | +20.8% | 17,251 |
| Legend Financial Advisors, Inc. | +2,879 | +5.2% | 58,386 |
| LEUTHOLD GROUP, LLC | +2,660 | +46.0% | 8,446 |
| OSAIC HOLDINGS, INC. | +2,582 | +24.3% | 13,223 |
| BANK OF MONTREAL /CAN | +2,254 | +332.4% | 2,932 |
| HighTower Advisors, LLC | +1,928 | +19.1% | 12,041 |
| AdvisorNet Financial, Inc | +1,818 | +95.7% | 3,717 |
| JPMORGAN CHASE & CO | +1,560 | +3120.0% | 1,610 |
| Equitable Holdings, Inc. | +1,023 | +10.9% | 10,428 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -53,088 | -90.9% | 5,295 |
| ROYAL BANK OF CANADA | -30,805 | -66.7% | 15,367 |
| TWO SIGMA INVESTMENTS, LP | -28,000 | -47.4% | 31,100 |
| UBS Group AG | -26,880 | -62.0% | 16,441 |
| RFG Advisory, LLC | -6,337 | -18.2% | 28,550 |
| STIFEL FINANCIAL CORP | -5,324 | -16.5% | 26,890 |
| Federation des caisses Desjardins d | -3,139 | -11.2% | 24,964 |
| Cambridge Investment Research Advis | -2,162 | -16.0% | 11,342 |
| Composition Wealth, LLC | -1,992 | -32.8% | 4,090 |
| Rockefeller Capital Management L.P. | -1,637 | -40.9% | 2,367 |
| PFG Advisors | -1,631 | -10.8% | 13,490 |
| Janney Montgomery Scott LLC | -1,299 | -4.1% | 30,351 |
| WELLS FARGO & COMPANY/MN | -1,259 | -1.5% | 80,351 |
| Stonebridge Financial Planning Grou | -1,239 | -8.8% | 12,899 |
| Genesee Capital Advisors, LLC | -1,195 | -15.9% | 6,304 |
| Belpointe Asset Management LLC | -993 | -11.1% | 7,914 |
| &PARTNERS | -915 | -14.4% | 5,460 |
| AlphaCore Capital LLC | -834 | -8.6% | 8,881 |
| LEE DANNER & BASS INC | -698 | -2.0% | 33,880 |
| Allworth Financial LP | -584 | -9.5% | 5,570 |