Vault-13

ISHARES TR IAK

U.S. INSRNCE ETF · ETP · CUSIP 464288786

76 institutional holders
2,775,8712.8m shares reported held*
$219.5mreported value*

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $79.08.

Holders, Q3 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 437,881437.9k $34.6m $34.6m 0.00% —
2 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 267,901267.9k $21.2m $21.2m 0.01% —
3 SPC Financial, Inc. 1.93% of their portfolio ROCKVILLE, MD 196,451196.5k $15.5m $15.5m 1.93% —
4 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 180,860180.9k $14.3m $14.3m 0.00% —
5 MML INVESTORS SERVICES, LLC 0.10% of their portfolio SPRINGFIELD, MA 170,281170.3k $13.5m $13.5m 0.10% —
6 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 167,982168.0k $13.3m $13.3m 0.00% —
7 MinichMacGregor Wealth Management, LLC 4.01% of their portfolio Saratoga Springs, NY 127,153127.2k $10.1m $10.1m 4.01% —
8 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 112,297112.3k $8.9m $8.9m 0.01% —
9 Advisory Services Network, LLC 0.28% of their portfolio ATLANTA, GA 99,34299.3k $7.9m $7.9m 0.28% —
10 UBS Group AG 0.00% of their portfolio ZURICH, V8 98,37898.4k $7.8m $7.8m 0.00% —
11 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 75,34175.3k $6.0m $6.0m 0.01% —
12 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 70,04570.0k $5.5m $5.5m 0.01% —
13 Legend Financial Advisors, Inc. 4.15% of their portfolio PITTSBURGH, PA 55,78855.8k $4.4m $4.4m 4.15% —
14 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 50,29850.3k $4.0m $4.0m 0.00% —
15 MARTIN & CO INC /TN/ 1.00% of their portfolio Knoxville, TN 42,63942.6k $3.4m $3.4m 1.00% —
16 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 40,38140.4k $3.2m $3.2m 0.01% —
17 Well Done, LLC 0.75% of their portfolio HOLLAND, MI 38,82038.8k $3.1m $3.1m 0.75% —
18 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 37,33237.3k $3.0m $3.0m 0.01% —
19 Cadent Capital Advisors, LLC 1.65% of their portfolio TULSA, OK 34,91034.9k $2.8m $2.8m 1.65% —
20 INTEGRAL INVESTMENT ADVISORS, INC. 1.68% of their portfolio TURLOCK, CA 25,94225.9k $2.1m $2.1m 1.68% —
21 FLOW TRADERS U.S. LLC 0.11% of their portfolio NEW YORK, NY 25,27425.3k $2.0m $2.0m 0.11% —
22 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 21,33521.3k $1.7m $1.7m 0.00% —
23 SP Asset Management 0.22% of their portfolio CUPERTINO, CA 20,36720.4k $1.6m $1.6m 0.22% —
24 Vontobel Holding Ltd. 0.02% of their portfolio ZURICH, V8 20,00020.0k $1.6m $1.6m 0.02% —
25 Capital CS Group, LLC 1.60% of their portfolio IRVINE, CA 18,20818.2k $1.4m $1.4m 1.60% —
26 Tower Research Capital LLC (TRC) 0.02% of their portfolio NEW YORK, NY 17,60617.6k $1.4m $1.4m 0.02% —
27 Spectrum Management Group, LLC 0.29% of their portfolio INDIANAPOLIS, IN 16,87516.9k $1.3m $1.3m 0.29% —
28 Hills Bank & Trust Co 0.19% of their portfolio North Liberty, IA 16,71016.7k $1.3m $1.3m 0.19% —
29 LEUTHOLD GROUP, LLC 0.19% of their portfolio MINNEAPOLIS, MN 15,97716.0k $1.3m $1.3m 0.19% —
30 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 15,86315.9k $1.3m $1.3m 0.02% —
31 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 15,43115.4k $1.2m $1.2m 0.00% —
32 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 14,18614.2k $1.1m $1.1m 0.00% —
33 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 14,10614.1k $1.1m $1.1m 0.02% —
34 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 14,05114.1k $1.1m $1.1m 0.00% —
35 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 11,29911.3k $894.0k $894.0k 0.01% —
36 Financial Management Professionals, Inc. 0.20% of their portfolio AUSTIN, TX 10,94210.9k $865.0k $865.0k 0.20% —
37 Teamwork Financial Advisors, LLC 0.19% of their portfolio San Antonio, TX 10,88710.9k $861.0k $861.0k 0.19% —
38 MARINER INDEPENDENT ADVISOR NETWORK, LLC 0.04% of their portfolio Overland Park, KS 10,86010.9k $859.0k $859.0k 0.04% —
39 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 10,65810.7k $843.0k $843.0k 0.00% —
40 Smith Anglin Financial, LLC 0.17% of their portfolio DALLAS, TX 10,09710.1k $799.0k $799.0k 0.17% —
41 IFG Advisory, LLC 0.07% of their portfolio ATLANTA, GA 9,7489.7k $770.0k $770.0k 0.07% —
42 SOUTHERN CAPITAL ADVISORS, LLC 0.56% of their portfolio Jackson, TN 8,6318.6k $683.0k $683.0k 0.56% —
43 Essex Financial Services, Inc. 0.08% of their portfolio ESSEX, CT 8,3308.3k $659.0k $659.0k 0.08% —
44 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 8,0408.0k $636.0k $636.0k 0.01% —
45 CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 0.44% of their portfolio Phoenix, AZ 7,9387.9k $628.0k $628.0k 0.44% —
46 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 7,4987.5k $593.0k $593.0k 0.00% —
47 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 7,3437.3k $581.0k $581.0k 0.01% —
48 Genesee Capital Advisors, LLC 0.41% of their portfolio AUBURN, NY 6,8706.9k $543.0k $543.0k 0.41% —
49 CARDIFF PARK ADVISORS, LLC 0.08% of their portfolio SAN MARCOS, CA 6,5006.5k $514.0k $514.0k 0.08% —
50 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 6,4426.4k $510.0k $510.0k 0.00% —
51 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 6,1346.1k $485.0k $485.0k 0.01% —
52 Retirement Planning Co of New England, Inc. 0.30% of their portfolio Warwick, RI 5,3065.3k $419.0k $419.0k 0.30% —
53 First Horizon Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 4,3104.3k $341.0k $341.0k 0.01% —
54 INDEPENDENT FINANCIAL GROUP, LLC 0.03% of their portfolio SAN DIEGO, CA 4,0114.0k $317.2k $317.2k 0.03% —
55 PEAPACK GLADSTONE FINANCIAL CORP 0.01% of their portfolio BEDMINSTER, NJ 3,6403.6k $288.0k $288.0k 0.01% —
56 Stonebridge Financial Planning Group, LLC 0.18% of their portfolio ORLANDO, FL 3,2503.2k $257.0k $257.0k 0.18% —
57 Csenge Advisory Group 0.02% of their portfolio CLEARWATER, FL 3,2343.2k $256.0k $256.0k 0.02% —
58 TEXAS PERMANENT SCHOOL FUND CORP 0.00% of their portfolio AUSTIN, TX 2,9242.9k $231.0k $231.0k 0.00% —
59 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 2,8902.9k $229.0k $229.0k 0.01% —
60 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 2,8632.9k $226.0k $226.0k 0.00% —
61 TWO SIGMA SECURITIES, LLC 0.03% of their portfolio NEW YORK, NY 2,7742.8k $219.0k $219.0k 0.03% —
62 J.P. Morgan Private Wealth Advisors LLC 0.00% of their portfolio SAN FRANCISCO, CA 2,7532.8k $218.0k $218.0k 0.00% —
63 STEPHENS INC /AR/ 0.00% of their portfolio LITTLE ROCK, AR 2,6892.7k $213.0k $213.0k 0.00% —
64 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 2,1912.2k $173.0k $173.0k 0.00% —
65 FMR LLC 0.00% of their portfolio BOSTON, MA 2,1252.1k $168.0k $168.0k 0.00% —
66 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 2,0502.0k $131.0k $131.0k 0.00% —
67 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 1,8001.8k $142.0k $142.0k 0.00% —
68 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 702702 $59.0k $59.0k 0.00% —
69 EVOKE WEALTH, LLC 0.00% of their portfolio Los Angeles, CA 600600 $47.0k $47.0k 0.00% —
70 MONTAG A & ASSOCIATES INC 0.00% of their portfolio ATLANTA, GA 435435 $34.0k $34.0k 0.00% —
71 American Portfolios Advisors 0.00% of their portfolio HOLBROOK, NY 381381 $30.1k $30.1k 0.00% —
72 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 200200 $15.0k $15.0k 0.00% —
73 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 163163 $13.0k $13.0k 0.00% —
74 Founders Financial Alliance, LLC 0.01% of their portfolio RALEIGH, NC 157157 $12.0k $12.0k 0.01% —
75 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 150150 $12.0k $12.0k 0.00% —
76 Covestor Ltd 0.00% of their portfolio LONDON, X0 4545 $4.0k $4.0k 0.00% —