IAK — Ishares U.S. Insurance ETF Institutional Holders · Q3 2026
Who owns Ishares U.S. Insurance ETF (IAK)? 4 institutions reported holding $308,716 in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Ferguson Wellman Capital Management, Inc ($224,911), Farther Finance Advisors, LLC ($60,634), Elevation Wealth Partners, LLC ($21,532).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $224,911 | 1,659 | Trimmed |
| 2 | Farther Finance Advisors, LLC | $60,634 | 447 | Added |
| 3 | ELEVATION WEALTH PARTNERS, LLC | $21,532 | 159 | Added |
| 4 | CoreCap Advisors, LLC | $1,639 | 12 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30