Creative Planning »

iShares Dow Jones US Insurance Index ETF shares owned by Creative Planning

Quarter-by-quarter ownership of iShares Dow Jones US Insurance Index ETF (IAK) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in iShares Dow Jones US Insurance Index ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Insurance Index ETF held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Dow Jones US Insurance Index ETF by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $440k 3.3k 134.02
2025-06-30 $260k 1.9k 134.47
2025-03-31 $219k 1.6k 137.81
2024-12-31 $216k 1.7k 126.46
2017-09-30 $325k 5.1k 63.73
2017-06-30 $6.0k 100 60.00
2017-03-31 $6.0k 100 60.00
2016-12-31 $6.0k 100 60.00
2016-09-30 $3.0k 50 60.00
2016-06-30 $22k 432 50.93
2016-03-31 $22k 432 50.93
2015-12-31 $22k 432 50.93
2015-09-30 $6.0k 132 45.45
2015-06-30 $1.1M 21k 50.54
2015-03-31 $449k 9.1k 49.44
2014-12-31 $4.0k 82 48.78
2014-09-30 $4.0k 82 48.78
2014-06-30 $109k 2.3k 47.77
2014-03-31 $1.6M 35k 45.93