Institutional Ownership Ishares Tr North Amern Nat Res (IGE)
This table provides information about the institutional ownership of Ishares Tr North Amern Nat Res (IGE). We have compiled data on the 158 institutions that hold shares in the stock, with a total of 8.14 Million shares, which have been reported (via 13F filing form) to have a value of $364 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
1,206,720
shares
|
$53.9 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
952,616
shares
|
$42.5 Million
0.0% of portfolio
|
Q4 2024
Added 12.43%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
736,395
shares
|
$32.9 Million
0.0% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Family Firm, Inc.
|
Feb 10, 2025 Q4 2024 |
492,799
shares
|
$22 Million
3.64% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Citizens & Northern Corp
|
Jan 31, 2025 Q4 2024 |
438,469
shares
|
$19.6 Million
5.18% of portfolio
|
Q4 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
357,862
shares
|
$16 Million
0.0% of portfolio
|
Q4 2024
Added 28.08%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
324,888
shares
|
$14.5 Million
0.01% of portfolio
|
Q4 2024
Added 533.05%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
243,100
shares
|
$10.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
242,088
shares
|
$10.8 Million
0.04% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
235,409
shares
|
$10.5 Million
0.0% of portfolio
|
Q4 2024
Added 18.72%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
206,292
shares
|
$9.21 Million
0.0% of portfolio
|
Q4 2024
Reduced 51.15%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
154,179
shares
|
$6.88 Million
0.06% of portfolio
|
Q4 2024
Added 65.18%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
142,082
shares
|
$6.34 Million
0.0% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
135,728
shares
|
$6.06 Million
0.19% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
120,563
shares
|
$5.38 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
119,942
shares
|
$5.35 Million
0.12% of portfolio
|
Q4 2024
Added 7.39%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
99,892
shares
|
$4.46 Million
0.0% of portfolio
|
Q4 2024
Reduced 18.84%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
87,164
shares
|
$3.89 Million
0.01% of portfolio
|
Q4 2024
Added 15.5%
|
|
|
Jennison Associates LLC
|
Jan 24, 2025 Q4 2024 |
82,599
shares
|
$3.69 Million
0.0% of portfolio
|
Q4 2024
Added 112.82%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
77,868
shares
|
$3.48 Million
0.01% of portfolio
|
Q4 2024
Added 904.62%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
73,665
shares
|
$3.29 Million
0.0% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
73,463
shares
|
$3.28 Million
1.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
69,459
shares
|
$3.1 Million
0.0% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
49,097
shares
|
$2.19 Million
0.06% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Zeit Capital LLC
|
Feb 07, 2025 Q4 2024 |
45,915
shares
|
$2.05 Million
1.56% of portfolio
|
Q4 2024
Added 1.5%
|