IAK — ISHARES TR DJ INS INDX

Ownership history in CITIGROUP INC  ·  30 quarters on record

This page tracks every 13F SEC filing in which CITIGROUP INC reported a position in ISHARES TR DJ INS INDX (IAK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2008 Q1)
Avg. % of fund
0.0%
First filed
2006 Q4
Last filed
2025 Q3
Quarters held
30
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 9,917 +9,897 +49485.0% 0.00% $1.3M $131.36
2024 Q1 REDUCED 20 -308 -93.9% 0.00% $2K $112.35
2023 Q1 ADDED 328 +133 +68.2% 0.00% $28K $80.65
2017 Q1 UNCHANGED 195 — 0% 0.00% $12K $50.40
26 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IAK price (monthly, adj. close)

Other funds also holding IAK

As of 2025 Q4 — sorted by position size

GGM Financials LLC 4.81% Legend Financial Advisors, Inc. 3Y 4.5% COTTONWOOD CAPITAL ADVISORS, LLC 3Y 2.53% Fiduciary Planning LLC 3Y 2.32% Well Done, LLC 3Y 7Y 1.07% CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 3Y 1.06% JMAC ENTERPRISES LLC 3Y 0.88% Delos Wealth Advisors, LLC 3Y 0.8% Stonebridge Financial Planning Group, LLC 3Y 0.78% MARTIN & CO INC /TN/ 3Y 7Y 0.65%
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