ISHARES TR - U.S. INSRNCE ETF (IAK)

CUSIP: 464288786

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / U.S. INSRNCE ETF
Total 13F shares
1,860,269
Share change
-1,426,748
Total reported value
$253,275,087
Put/Call ratio
0%
Price per share
$136.15
Number of holders
147
Value change
-$193,707,368
Number of buys
59
Number of sells
91

Security key

464288786

Report period

Q4 2025

Institutions

147

Top holders

10

Top shareholders of IAK - ISHARES TR - U.S. INSRNCE ETF (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

Institutional Holders of ISHARES TR - U.S. INSRNCE ETF (IAK) as of Q4 2025

As of 31 Dec 2025, ISHARES TR - U.S. INSRNCE ETF (IAK) was held by 147 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 1,860,269 shares. The largest 10 holders included MORGAN STANLEY, WELLS FARGO & COMPANY/MN, TWO SIGMA INVESTMENTS, LP, LPL Financial LLC, ROYAL BANK OF CANADA, GGM Financials LLC, RAYMOND JAMES FINANCIAL INC, UBS Group AG, Fiduciary Planning LLC, and Legend Financial Advisors, Inc.. This page lists 147 institutional shareholders reporting positions in this security for the Q4 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q4 2025 vs Q3 2025 Across Filers

Q3 2025 holders
157
Q4 2025 holders
147
Holder diff
-10
Investor Q3 2025 Shares Q4 2025 Shares Share Diff Share Chg % Q3 2025 Value $ Q4 2025 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
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