Who owns iShares U.S. Insurance ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IAK from SEC Form 13F filings across 147 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 147 institutions disclosed 1.5M shares of iShares U.S. Insurance ETF worth $210.3M — about 41% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
147
13F holders
$210.3M
value, 2026 filers
41%
of shares outstanding (1.5M sh)
38
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IAK's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 177,253 | $24.9M | 0.0% | 4.9% | +28.4% |
| 2 | LPL Financial LLC | 114,300 | $16.1M | 0.0% | 3.1% | +12.0% |
| 3 | WELLS FARGO & COMPANY/MN | 80,351 | $11.3M | 0.0% | 2.2% | -1.5% |
| 4 | Schorn Wealth LLC | 66,477 | $9.3M | 2.4% | 1.8% | +6.7% |
| 5 | Legend Financial Advisors, Inc. | 58,386 | $8.2M | 4.7% | 1.6% | +5.2% |
| 6 | BNP PARIBAS FINANCIAL MARKETSNEW | 50,000 | $7.0M | 0.0% | 1.4% | new |
| 7 | BANK OF AMERICA CORP /DE/ | 38,276 | $5.4M | 0.0% | 1% | +36.1% |
| 8 | CITADEL ADVISORS LLC | 37,023 | $5.2M | 0.0% | 1% | +160.8% |
| 9 | GOLDMAN SACHS GROUP INC | 35,358 | $5.0M | 0.0% | 1% | +84.3% |
| 10 | LEE DANNER & BASS INC | 33,880 | $4.8M | 0.3% | 0.9% | -2.0% |
| 11 | TWO SIGMA INVESTMENTS, LP | 31,100 | $4.4M | 0.0% | 0.9% | -47.4% |
| 12 | Janney Montgomery Scott LLC | 30,351 | $4.3M | 0.0% | 0.8% | -4.1% |
| 13 | Cetera Investment Advisers | 29,745 | $4.2M | 0.0% | 0.8% | +43.5% |
| 14 | MARTIN & CO INC /TN/ | 29,022 | $4.1M | 0.6% | 0.8% | -0.5% |
| 15 | MILLENNIUM MANAGEMENT LLCNEW | 28,998 | $4.1M | 0.0% | 0.8% | new |
| 16 | RAYMOND JAMES FINANCIAL INC | 28,697 | $4.0M | 0.0% | 0.8% | -0.3% |
| 17 | RFG Advisory, LLC | 28,550 | $4.0M | 0.1% | 0.8% | -18.2% |
| 18 | STIFEL FINANCIAL CORP | 26,890 | $3.8M | 0.0% | 0.7% | -16.5% |
| 19 | Fortis Group Advisors, LLCNEW | 25,025 | $3.5M | 0.6% | 0.7% | new |
| 20 | Federation des caisses Desjardins du Quebec | 24,964 | $3.5M | 0.0% | 0.7% | -11.2% |
| 21 | Baird Financial Group, Inc. | 20,523 | $2.9M | 0.0% | 0.6% | +0.4% |
| 22 | SP Asset Management LLC | 19,114 | $2.7M | 0.2% | 0.5% | -0.5% |
| 23 | Advisory Services Network, LLC | 17,345 | $2.4M | 0.0% | 0.5% | -1.4% |
| 24 | Hills Bank & Trust Co | 17,318 | $2.4M | 0.1% | 0.5% | +0.9% |
| 25 | Northstar Financial Companies, Inc. | 17,251 | $2.4M | 1.6% | 0.5% | +20.8% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.