iShares Trust - iShares 美國保險 ETF
US ˙ ARCA ˙ US4642887867

SecurityIAK / iShares Trust - iShares U.S. Insurance ETF
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership43 shares
Latest Disclosed Value $ 5,516
IFP Advisors, Inc reports 22.86% increase in ownership of IAK / iShares Trust - iShares U.S. Insurance ETF

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 43 shares of iShares Trust - iShares U.S. Insurance ETF (US:IAK) valued at $5,516 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 35 shares of iShares Trust - iShares U.S. Insurance ETF. This represents a change in shares of 22.86% during the quarter. The current value of the position is $5,745 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F ISHARES TR cs 464288786 43 8 22.86 6 25.00 0.0001
2026-02-06 2025-12-31 13F ISHARES TR cs 464288786 35 0 0.00 5 0.00 0.0001
2026-02-06 2025-09-30 13F/A-1 ISHARES TR U.S. INSRNCE ETF cs 464288786 35 13 59.09 5 33.33 0.0001
2025-12-02 2025-09-30 13F ISHARES TR U.S. INSRNCE ETF cs 464288786 35 13 5 0.0001
2025-07-24 2025-06-30 13F I cs 464288786 22 -153 -87.43 3 -87.50 0.0001
2025-05-05 2025-03-31 13F ISHARES TR cs 464288786 175 0 0.00 24 9.09 0.0007
2025-02-04 2024-12-31 13F ISHARES TR cs 464288786 175 0 0.00 22 0.00 0.0007
2025-02-04 2024-09-30 13F ISHARES TR cs 464288786 175 0 0.00 23 15.79 0.0008
2024-07-30 2024-06-30 13F ISHARES TR cs 464288786 175 175 20 0.0008
2023-08-14 2023-06-30 13F/A-1 ISHARES TR cs 464288786 0 -250 -100.00 0 -100.00
2023-08-04 2023-06-30 13F ISHARES TR cs 464288786 0 -250 0
2023-04-18 2023-03-31 13F ISHARES TR cs 464288786 250 0 0.00 16 0.0007
2023-02-07 2022-12-31 13F ISHARES TR cs 464288786 250 -1,800 -87.80 0 -100.00 0.0004
2022-11-08 2022-09-30 13F ISHARES TR cs 464288786 2,050 0 0.00 131 0.00 0.0034
2022-09-06 2022-06-30 13F/A-1 ISHARES TR cs 464288786 2,050 0 0.00 131 0.00 0.0042
2022-09-06 2022-03-31 13F/A-1 ISHARES TR cs 464288786 2,050 2,050 131 0.0042
2022-08-08 2022-03-31 13F ISHARES TR U.S. INSRNCE ETF Stock 464288786 2,050 2,050 131 0.0027
2021-10-06 2021-09-30 13F ISHARES TR U.S. INSRNCE ETF Stock 464288786 0 -120 -100.00 0 -100.00
2021-07-13 2021-06-30 13F ISHARES TR U.S. INSRNCE ETF Stock 464288786 120 0 0.00 9 0.00 0.0002
2021-04-30 2021-03-31 13F ISHARES TR U.S. INSRNCE ETF Stock 464288786 120 -75 -38.46 9 -30.77 0.0002
2021-01-25 2020-12-31 13F ISHARES TR U.S. INSRNCE ETF Stock 464288786 195 0 0.00 13 18.18 0.0005
2020-10-29 2020-09-30 13F ISHARES TR U.S. INSRNCE ETF Stock 464288786 195 0 0.00 11 10.00 0.0007
2020-08-05 2020-06-30 13F ISHARES TR U.S. INSRNCE ETF Stock 464288786 195 -80 -29.09 10 -28.57 0.0008
2020-05-12 2020-03-31 13F ISHARES TR U.S. INSRNCE ETF Stock 464288786 275 -200 -42.11 14 -58.82 0.0014
2020-01-17 2019-12-31 13F ISHARES TR U.S. INSRNCE ETF Stock 464288786 475 0 0.00 34 0.00 0.0026
2019-11-07 2019-09-30 13F ISHARES TR U.S. INSRNCE ETF Stock 464288786 475 475 34 0.0023
2019-05-15 2019-03-31 13F ISHARES TR DOW JONESUS INS INDEX FD ETF 464288786 0 -475 -100.00 0 -100.00
2019-06-03 2018-12-31 13F/A-10 ISHARES TR DOW JONESUS INS INDEX FD ETF 464288786 475 320 206.45 27 170.00 0.0016
2019-01-23 2018-12-31 13F ISHARES TR DOW JONESUS INS INDEX FD ETF 464288786 475 320 27 0.0016
2019-06-03 2018-09-30 13F/A-9 ISHARES TR DOW JONESUS INS INDEX FD ETF 464288786 155 0 0.00 10 0.00 0.0004
2018-10-25 2018-09-30 13F ISHARES TR DOW JONESUS INS INDEX FD ETF 464288786 155 0 10 0.0004
2019-06-03 2018-06-30 13F/A-8 ISHARES TR DOW JONESUS INS INDEX FD ETF 464288786 155 -3,075 -95.20 10 -95.35 0.0004
2018-08-07 2018-06-30 13F ISHARES TR DOW JONESUS INS INDEX FD ETF 464288786 155 0 10
2019-06-03 2018-03-31 13F/A-7 ISHARES U.S. INSURANCE ETF ETF 464288786 3,230 0 0.00 215 0.00 0.0097
2018-05-09 2018-03-31 13F ISHARES TR DOW JONESUS INS INDEX FD ETF 464288786 155 -3,075 10
2019-06-03 2017-12-31 13F/A-6 ISHARES U.S. INSURANCE ETF ETF 464288786 3,230 -518 -13.82 215 -10.04 0.0097
2018-01-24 2017-12-31 13F ISHARES U.S. INSURANCE ETF ETF 464288786 3,230 -518 215
2017-10-30 2017-09-30 13F ISHARES U.S. INSURANCE ETF ETF 464288786 3,748 87 2.38 239 4.37 0.0095
2019-06-03 2017-06-30 13F/A-5 ISHARES U.S. INSURANCE ETF ETF 464288786 3,661 -2,542 -40.98 229 -39.10 0.0097
2017-07-31 2017-06-30 13F ISHARES U.S. INSURANCE ETF ETF 464288786 3,661 -2,542 229
2019-06-03 2017-03-31 13F/A-4 ISHARES U.S. INSURANCE ETF ETF 464288786 6,203 -638 -9.33 376 -7.39 0.0164
2017-04-26 2017-03-31 13F ISHARES U.S. INSURANCE ETF ETF 464288786 6,203 -638 376
2019-06-03 2016-12-31 13F/A-3 ISHARES U.S. INSURANCE ETF ETF 464288786 6,841 6,686 4,313.55 406 4,975.00 0.0196
2017-02-14 2016-12-31 13F ISHARES U.S. INSURANCE ETF ETF 464288786 6,841 6,686 406
2016-11-04 2016-09-30 13F ISHARES U.S. INSURANCE ETF ETF 464288786 155 -115 -42.59 8 -42.86 0.0004
2019-06-03 2016-06-30 13F/A-2 ISHARES U.S. INSURANCE ETF ETF 464288786 270 0 0.00 14 7.69 0.0008
2016-08-22 2016-06-30 13F ISHARES U.S. INSURANCE ETF ETF 464288786 270 0 14
2016-05-02 2016-03-31 13F ISHARES U.S. INSURANCE ETF ETF 464288786 270 0 0.00 13 -7.14 0.0008
2016-02-11 2015-12-31 13F ISHARES U.S. INSURANCE ETF ETF 464288786 270 270 14 0.0009
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.