Vault-13

ISHARES TR IAK

U.S. INSRNCE ETF · ETP · CUSIP 464288786

146 institutional holders +14 vs Q1 2026
1,505,7221.5m shares reported held*
$211.7mreported value*
31 new 38 added 44 reduced 21 sold out net bought ≈ $9.1m (+64.6k shares)

* 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 ≈ $140.62. Options: 1 managers hold calls ($379.5k notional), 0 hold puts (—).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 76Q4 22: 96Q1 23: 95Q2 23: 82Q3 23: 83Q4 23: 101Q1 24: 111Q2 24: 134Q3 24: 149Q4 24: 157Q1 25: 168Q2 25: 177Q3 25: 157Q4 25: 149Q1 26: 132Q2 26: 146146Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202276
Q4 202296
Q1 202395
Q2 202382
Q3 202383
Q4 2023101
Q1 2024111
Q2 2024134
Q3 2024149
Q4 2024157
Q1 2025168
Q2 2025177
Q3 2025157
Q4 2025149
Q1 2026132
Q2 2026146

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 86 bought or addedQ3 24: 57 cut or sold outQ4 24: 79 bought or addedQ4 24: 73 cut or sold outQ4 24Q1 25: 76 bought or addedQ1 25: 77 cut or sold outQ2 25: 98 bought or addedQ2 25: 74 cut or sold outQ2 25Q3 25: 77 bought or addedQ3 25: 90 cut or sold outQ4 25: 60 bought or addedQ4 25: 92 cut or sold outQ4 25Q1 26: 56 bought or addedQ1 26: 78 cut or sold outQ2 26: 69 bought or addedQ2 26: 65 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20248657
Q4 20247973
Q1 20257677
Q2 20259874
Q3 20257790
Q4 20256092
Q1 20265678
Q2 20266965

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$100k$200k$300k$400kQ3 25 calls: $26.8kQ3 25 puts: $53.6kQ3 25P/C 2.00Q4 25 calls: $313.1kQ4 25 puts: $0Q4 25P/C 0.00Q1 26 calls: $295.1kQ1 26 puts: $218.1kQ1 26P/C 0.74Q2 26 calls: $379.5kQ2 26 puts: $0Q2 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2025$26.8k$53.6k2.00
Q4 2025$313.1k$00.00
Q1 2026$295.1k$218.1k0.74
Q2 2026$379.5k$00.00

Biggest buyers

BNP PARIBAS FINANCIAL MARKETS New +50,000+50.0k
MORGAN STANLEY Added +39,154+39.2k
MILLENNIUM MANAGEMENT LLC New +28,998+29.0k
Fortis Group Advisors, LLC New +25,025+25.0k
CITADEL ADVISORS LLC Added +22,829+22.8k
GOLDMAN SACHS GROUP INC Added +16,178+16.2k
Foundations Investment Advisors, LLC New +15,110+15.1k
J.W. COLE ADVISORS, INC. New +14,524+14.5k
LPL Financial LLC Added +12,213+12.2k
BANK OF AMERICA CORP /DE/ Added +10,157+10.2k

Biggest sellers

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -53,088-53.1k
Cavalier Investments, LLC Sold out -45,960-46.0k
JMAC ENTERPRISES LLC Sold out -35,039-35.0k
ROYAL BANK OF CANADA Reduced -30,805-30.8k
TWO SIGMA INVESTMENTS, LP Reduced -28,000-28.0k
UBS Group AG Reduced -26,880-26.9k
Outlook Wealth Advisors, LLC Sold out -11,474-11.5k
Mariner, LLC Sold out -9,991-10.0k
RFG Advisory, LLC Reduced -6,337-6.3k
STIFEL FINANCIAL CORP Reduced -5,324-5.3k

Biggest calls

CITADEL ADVISORS LLC Added $379.5k2.7k shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 177,253177.3k $24.9m $24.9m 0.00% Added +39.2k +39,154
2 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 114,300114.3k $16.1m $16.1m 0.00% Added +12.2k +12,213
3 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 80,35180.4k $11.3m $11.3m 0.00% Reduced -1.3k -1,259
4 Schorn Wealth LLC 2.44% of their portfolio ENGLEWOOD, FL 66,47766.5k $9.3m $9.3m 2.44% Added +4.2k +4,197
5 Legend Financial Advisors, Inc. 4.66% of their portfolio PITTSBURGH, PA 58,38658.4k $8.2m $8.2m 4.66% Added +2.9k +2,879
6 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 50,00050.0k $7.0m $7.0m 0.00% New
7 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 38,27638.3k $5.4m $5.4m 0.00% Added +10.2k +10,157
8 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 37,02337.0k $5.2m $5.2m 0.00% Added +22.8k +22,829
9 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 35,35835.4k $5.0m $5.0m 0.00% Added +16.2k +16,178
10 LEE DANNER & BASS INC 0.27% of their portfolio NASHVILLE, TN 33,88033.9k $4.8m $4.8m 0.27% Reduced -698 -698
11 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 31,10031.1k $4.4m $4.4m 0.00% Reduced -28.0k -28,000
12 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 30,35130.4k $4.3m $4.3m 0.01% Reduced -1.3k -1,299
13 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 29,74529.7k $4.2m $4.2m 0.00% Added +9.0k +9,020
14 MARTIN & CO INC /TN/ 0.64% of their portfolio Knoxville, TN 29,02229.0k $4.1m $4.1m 0.64% Reduced -134 -134
15 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 28,99829.0k $4.1m $4.1m 0.00% New
16 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 28,69728.7k $4.0m $4.0m 0.00% Reduced -97 -97
17 RFG Advisory, LLC 0.06% of their portfolio BIRMINGHAM, AL 28,55028.6k $4.0m $4.0m 0.06% Reduced -6.3k -6,337
18 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 26,89026.9k $3.8m $3.8m 0.00% Reduced -5.3k -5,324
19 Fortis Group Advisors, LLC 0.56% of their portfolio WESTWOOD, NJ 25,02525.0k $3.5m $3.5m 0.56% New
20 Federation des caisses Desjardins du Quebec 0.01% of their portfolio LEVIS, A8 24,96425.0k $3.5m $3.5m 0.01% Reduced -3.1k -3,139
21 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 22,68422.7k $3.2m $3.2m 0.00% Added +9.2k +9,180
22 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 20,52320.5k $2.9m $2.9m 0.00% Added +79 +79
23 SP Asset Management LLC 0.22% of their portfolio CUPERTINO, CA 19,11419.1k $2.7m $2.7m 0.22% Reduced -100 -100
24 Advisory Services Network, LLC 0.03% of their portfolio ATLANTA, GA 17,34517.3k $2.4m $2.4m 0.03% Reduced -251 -251
25 Hills Bank & Trust Co 0.10% of their portfolio North Liberty, IA 17,31817.3k $2.4m $2.4m 0.10% Added +158 +158
26 Northstar Financial Companies, Inc. 1.63% of their portfolio CONSHOHOCKEN, PA 17,25117.3k $2.4m $2.4m 1.63% Added +3.0k +2,965
27 UBS Group AG 0.00% of their portfolio ZURICH, V8 16,44116.4k $2.3m $2.3m 0.00% Reduced -26.9k -26,880
28 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 15,36715.4k $2.2m $2.2m 0.00% Reduced -30.8k -30,805
29 Foundations Investment Advisors, LLC 0.02% of their portfolio PHOENIX, AZ 15,11015.1k $2.1m $2.1m 0.02% New
30 J.W. COLE ADVISORS, INC. 0.04% of their portfolio TAMPA, FL 14,52414.5k $2.0m $2.0m 0.04% New
31 PFG Advisors 0.10% of their portfolio Phoenix, AZ 13,49013.5k $1.9m $1.9m 0.10% Reduced -1.6k -1,631
32 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 13,22313.2k $1.9m $1.9m 0.00% Added +2.6k +2,582
33 Stonebridge Financial Planning Group, LLC 0.58% of their portfolio ORLANDO, FL 12,89912.9k $1.8m $1.8m 0.58% Reduced -1.2k -1,239
34 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 12,04112.0k $1.7m $1.7m 0.00% Added +1.9k +1,928
35 Anchor Bay Capital, Inc. 0.93% of their portfolio CARLSBAD, CA 11,81011.8k $1.7m $1.7m 0.93% First filing
36 Delos Wealth Advisors, LLC 0.83% of their portfolio DALLAS, TX 11,47111.5k $1.6m $1.6m 0.83% Added +682 +682
37 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 11,03911.0k $1.6m $1.6m 0.00% Added +19 +19
38 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 10,42810.4k $1.5m $1.5m 0.01% Added +1.0k +1,023
39 Financial Sense Advisors, Inc. 0.28% of their portfolio SAN DIEGO, CA 10,00010.0k $1.4m $1.4m 0.28% New
40 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 9,4969.5k $1.3m $1.3m 0.01% Added +39 +39
41 Tower Research Capital LLC (TRC) 0.03% of their portfolio NEW YORK, NY 9,0389.0k $1.3m $1.3m 0.03% Added +6.3k +6,263
42 AlphaCore Capital LLC 0.02% of their portfolio LA JOLLA, CA 8,8818.9k $1.2m $1.2m 0.02% Reduced -834 -834
43 Geneos Wealth Management Inc. 0.02% of their portfolio ENGLEWOOD, CO 8,5148.5k $1.2m $1.2m 0.02% Added +8.3k +8,314
44 LEUTHOLD GROUP, LLC 0.12% of their portfolio MINNEAPOLIS, MN 8,4468.4k $1.2m $1.2m 0.12% Added +2.7k +2,660
45 Belpointe Asset Management LLC 0.04% of their portfolio RENO, NV 7,9147.9k $1.1m $1.1m 0.04% Reduced -993 -993
46 Arkadios Wealth Advisors 0.02% of their portfolio ATLANTA, GA 7,8517.9k $1.1m $1.1m 0.02% Added +213 +213
47 Perigon Wealth Management, LLC 0.02% of their portfolio SAN FRANCISCO, CA 7,6357.6k $1.1m $1.1m 0.02% Added +5.7k +5,697
48 Genesee Capital Advisors, LLC 0.28% of their portfolio AUBURN, NY 6,3046.3k $886.1k $886.1k 0.28% Reduced -1.2k -1,195
49 Mutual Advisors, LLC 0.02% of their portfolio OMAHA, NE 5,6985.7k $800.9k $800.9k 0.02% New
50 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 5,5705.6k $782.9k $782.9k 0.00% Reduced -584 -584
51 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 5,4605.5k $767.5k $767.5k 0.00% Reduced -915 -915
52 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 5,2955.3k $744.3k $744.3k 0.00% Reduced -53.1k -53,088
53 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 5,2485.2k $742.4k $742.4k 0.00% Reduced -462 -462
54 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 5,2215.2k $733.9k $733.9k 0.00% Added +3.6k +3,609
55 IFG Advisory, LLC 0.03% of their portfolio ATLANTA, GA 5,1675.2k $726.2k $726.2k 0.03% New
56 SFMG, LLC 0.04% of their portfolio PLANO, TX 4,6824.7k $658.1k $658.1k 0.04% Reduced -426 -426
57 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 4,4004.4k $618.5k $618.5k 0.00% New
58 Retirement Planning Co of New England, Inc. 0.22% of their portfolio Warwick, RI 4,3254.3k $608.0k $608.0k 0.22% Reduced -71 -71
59 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 4,2274.2k $594.1k $594.1k 0.00% Unchanged
60 Composition Wealth, LLC 0.01% of their portfolio LOS ANGELES, CA 4,0904.1k $575.0k $575.0k 0.01% Reduced -2.0k -1,992
61 Redwood Financial Network Corp 0.31% of their portfolio SOLON, OH 3,9554.0k $555.9k $555.9k 0.31% Added +445 +445
62 AdvisorNet Financial, Inc 0.02% of their portfolio MINNETONKA, MN 3,7173.7k $522.5k $522.5k 0.02% Added +1.8k +1,818
63 CARDIFF PARK ADVISORS, LLC 0.04% of their portfolio SAN MARCOS, CA 3,5003.5k $492.0k $492.0k 0.04% Unchanged
64 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 3,3503.4k $470.8k $470.8k 0.01% Added +8 +8
65 PRIMORIS WEALTH ADVISORS, LLC 0.21% of their portfolio North Palm Beach, FL 3,3503.4k $470.9k $470.9k 0.21% New
66 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 3,2983.3k $463.6k $463.6k 0.00% New
67 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 3,1573.2k $460.5k $460.5k 0.00% Added +5 +5
68 KKM Financial LLC 0.06% of their portfolio CHICAGO, IL 3,1523.2k $443.0k $443.0k 0.06% Reduced -60 -60
69 FMR LLC 0.00% of their portfolio BOSTON, MA 3,1303.1k $439.9k $439.9k 0.00% Added +559 +559
70 GTS SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 3,0573.1k $429.7k $429.7k 0.01% New
71 SONATA CAPITAL GROUP INC 0.14% of their portfolio SEATTLE, WA 3,0503.0k $428.7k $428.7k 0.14% Reduced -150 -150
72 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 2,9322.9k $412.1k $412.1k 0.00% Added +2.3k +2,254
73 Maridea Wealth Management LLC 0.04% of their portfolio BROOKLYN, NY 2,8622.9k $402.3k $402.3k 0.04% New
74 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 2,8232.8k $396.7k $396.7k 0.00% Added +373 +373
75 Csenge Advisory Group 0.02% of their portfolio CLEARWATER, FL 2,7862.8k $391.6k $391.6k 0.02% Reduced -18 -18
76 Larson Financial Group LLC 0.01% of their portfolio ST LOUIS, MO 2,5902.6k $364.1k $364.1k 0.01% Added +207 +207
77 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 2,5742.6k $361.8k $361.8k 0.01% Added +184 +184
78 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 2,5632.6k $360.3k $360.3k 0.00% New
79 BANK HAPOALIM BM 0.02% of their portfolio TEL AVIV, L3 2,5202.5k $354.0k $354.0k 0.02% Reduced -410 -410
80 Bramshill Investments, LLC 0.03% of their portfolio NAPLES, FL 2,5002.5k $351.4k $351.4k 0.03% New
81 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 2,3672.4k $332.8k $332.8k 0.00% Reduced -1.6k -1,637
82 Glenview Trust Co 0.00% of their portfolio Louisville, KY 2,3502.4k $330.3k $330.3k 0.00% Unchanged
83 Summit Financial, LLC 0.00% of their portfolio PARSIPPANY, NJ 2,1922.2k $308.1k $308.1k 0.00% Reduced -56 -56
84 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 2,1862.2k $307.3k $307.3k 0.00% Reduced -72 -72
85 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 2,1652.2k $304.2k $304.2k 0.00% Reduced -169 -169
86 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 2,1582.2k $303.3k $303.3k 0.00% New
87 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 2,1272.1k $299.0k $299.0k 0.00% Reduced -2 -2
88 FIRST HORIZON CORP 0.01% of their portfolio MEMPHIS, TN 2,0382.0k $286.5k $286.5k 0.01% Unchanged
89 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 2,0062.0k $282.0k $282.0k 0.00% New
90 IEQ CAPITAL, LLC 0.00% of their portfolio Foster City, CA 2,0002.0k $281.1k $281.1k 0.00% Unchanged
91 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0.00% of their portfolio PORTLAND, OR 1,9051.9k $267.8k $267.8k 0.00% Unchanged
92 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 1,9051.9k $267.9k $267.9k 0.00% Added +128 +128
93 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 1,8811.9k $264.0k $264.0k 0.00% Unchanged
94 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 1,7741.8k $249.4k $249.4k 0.00% New
95 Sowell Financial Services LLC 0.01% of their portfolio NORTH LITTLE ROCK, AR 1,7621.8k $247.6k $247.6k 0.01% Unchanged
96 Councilmark Asset Management, LLC 0.12% of their portfolio KNOXVILLE, TN 1,6251.6k $228.4k $228.4k 0.12% Unchanged
97 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,6101.6k $228.2k $228.2k 0.00% Added +1.6k +1,560
98 Prospera Financial Services Inc 0.00% of their portfolio Dallas, TX 1,6011.6k $225.1k $225.1k 0.00% Reduced -362 -362
99 GRIFFIN ASSET MANAGEMENT, INC. 0.02% of their portfolio New York, NY 1,5121.5k $212.5k $212.5k 0.02% New
100 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 1,4981.5k $210.6k $210.6k 0.00% Reduced -63 -63