Funds holding iShares U.S. Insuran
ISIN US4642887867 · United States
- Fund holders
- 2
- Of which ETFs
- 2 0 other funds
- Value held
- 7.1M $
2 tracked funds declare this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Adaptive Alpha Opportunities ETF Starboard Investment Trust | 47,160 | 6.4M $ | 1.88 % | as of Feb 28, 2026 ↗ |
| Leuthold Core ETF Managed Portfolio Series | 5,294 | 679.2K $ | 1.00 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Adaptive Alpha Opportunities ETF Starboard Investment Trust | 1.88 % | as of Feb 28, 2026 ↗ |
| Leuthold Core ETF Managed Portfolio Series | 1.00 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 2 | 0 | 52,454 | +732.5 % |
| 2026Q1 | 2 | 0 | 6,301 | -3.9 % |
| 2025Q4 | 2 | -2 | 6,557 | -4.1 % |
| 2025Q3 | 4 | +3 | 6,840 | +3.2 % |
| 2025Q2 | 1 | 0 | 6,631 | -58.9 % |
| 2025Q1 | 1 | -1 | 16,145 | -27.7 % |
| 2024Q4 | 2 | +1 | 22,318 | +321.5 % |
| 2024Q3 | 1 | -2 | 5,295 | -70.5 % |
| 2024Q2 | 3 | +1 | 17,970 | +116.7 % |
| 2024Q1 | 2 | 8,294 |
Institutional managers
132 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| MORGAN STANLEY | 138,099 | 17.7M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 102,087 | 13.1M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 81,610 | 10.5M $ | as of Mar 31, 2026 |
| Fiduciary Planning LLC | 62,280 | 8M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 59,100 | 7.6M $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 58,383 | 7.5M $ | as of Mar 31, 2026 |
| Legend Financial Advisors, Inc. | 55,507 | 7.1M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 46,172 | 5.9M $ | as of Mar 31, 2026 |
| Cavalier Investments, LLC | 45,960 | 5.9M $ | as of Mar 31, 2026 |
| UBS Group AG | 43,321 | 5.6M $ | as of Mar 31, 2026 |
| JMAC ENTERPRISES LLC | 35,039 | 4.5M $ | as of Mar 31, 2026 |
| RFG Advisory, LLC | 34,887 | 4.5M $ | as of Mar 31, 2026 |
| LEE DANNER & BASS INC | 34,578 | 4.4M $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 32,214 | 4.1M $ | as of Mar 31, 2026 |
| Janney Montgomery Scott LLC | 31,650 | 4.1K $ | as of Mar 31, 2026 |
| MARTIN & CO INC /TN/ | 29,156 | 3.7M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 28,794 | 3.7M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 28,119 | 3.6M $ | as of Mar 31, 2026 |
| Federation des caisses Desjardins du Quebec | 28,103 | 3.6M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 20,725 | 2.7M $ | as of Mar 31, 2026 |
| Baird Financial Group, Inc. | 20,444 | 2.6M $ | as of Mar 31, 2026 |
| SP Asset Management LLC | 19,214 | 2.5M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 19,180 | 2.5M $ | as of Mar 31, 2026 |
| Advisory Services Network, LLC | 17,596 | 2.3M $ | as of Mar 31, 2026 |
| Hills Bank & Trust Co | 17,160 | 2.2M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding iShares U.S. Insuran". https://titelia.com/en/stocks/ishares-u-s-insuran-US4642887867