Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / U.S. INSRNCE ETF
-
Number of holders
-
92
-
Total 13F shares, excl. options
-
3,762,462
-
Shares change
-
-502,020
-
Total reported value, excl. options
-
$322,171,235
-
Value change
-
-$44,814,450
-
Put/Call ratio
-
15%
-
Number of buys
-
45
-
Number of sells
-
-55
-
Price
-
$85.62
Significant Holders of ISHARES TR - U.S. INSRNCE ETF (IAK) as of Q1 2023
111 filings reported holding IAK - ISHARES TR - U.S. INSRNCE ETF as of Q1 2023.
ISHARES TR - U.S. INSRNCE ETF (IAK) has 92 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,762,462 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (714,459 shares), MORGAN STANLEY (487,576 shares), WELLS FARGO & COMPANY/MN (288,501 shares), Royal Bank of Canada (206,927 shares), SPC Financial, Inc. (197,756 shares), MML INVESTORS SERVICES, LLC (195,617 shares), LPL Financial LLC (157,217 shares), MinichMacGregor Wealth Management, LLC (120,696 shares), STIFEL FINANCIAL CORP (117,446 shares), and ADVISOR GROUP HOLDINGS, INC. (95,765 shares).
This table shows the top 92 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.