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 148 institutions that hold shares in the stock, with a total of 6.41 Million shares, which have been reported (via 13F filing form) to have a value of $282 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
819,254
shares
|
$36 Million
0.0% of portfolio
|
Q1 2024
Reduced 11.99%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
699,660
shares
|
$30.8 Million
0.0% of portfolio
|
Q1 2024
Reduced 44.99%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
406,415
shares
|
$17.9 Million
0.01% of portfolio
|
Q1 2024
Reduced 16.59%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
280,862
shares
|
$12.4 Million
0.0% of portfolio
|
Q1 2024
Reduced 7.27%
|
|
|
Family Firm, Inc.
|
May 01, 2024 Q1 2024 |
268,139
shares
|
$11.8 Million
2.92% of portfolio
|
Q1 2024
Added 1.4%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
262,985
shares
|
$11.6 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.21%
|
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
249,574
shares
|
$11 Million
0.05% of portfolio
|
Q1 2024
Reduced 17.51%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
200,516
shares
|
$8.82 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.88%
|
|
|
Executive Wealth Management, LLC
|
May 13, 2024 Q1 2024 |
139,621
shares
|
$6.14 Million
0.58% of portfolio
|
Q1 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
132,729
shares
|
$5.84 Million
0.0% of portfolio
|
Q1 2024
Reduced 56.76%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 01, 2024 Q1 2024 |
131,213
shares
|
$5.77 Million
2.53% of portfolio
|
Q4 2023
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 13, 2024 Q1 2024 |
126,616
shares
|
$5.57 Million
0.2% of portfolio
|
Q1 2024
Added 2.15%
|
|
|
D.A. Davidson & Co.
|
May 13, 2024 Q1 2024 |
121,672
shares
|
$5.35 Million
0.05% of portfolio
|
Q1 2024
Added 1.06%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
May 09, 2024 Q1 2024 |
118,535
shares
|
$5.22 Million
0.79% of portfolio
|
Q1 2024
Added 5.1%
|
|
|
Pure Financial Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
110,325
shares
|
$4.85 Million
0.16% of portfolio
|
Q1 2024
Added 0.04%
|
|
|
Omnia Family Wealth, LLC
|
Apr 30, 2024 Q1 2024 |
99,287
shares
|
$4.37 Million
2.1% of portfolio
|
Q1 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
94,027
shares
|
$4.14 Million
0.05% of portfolio
|
Q1 2024
Reduced 30.55%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
82,538
shares
|
$3.63 Million
0.02% of portfolio
|
Q1 2024
Added 3.68%
|
|
|
David R. Rahn & Associates Inc.
|
Apr 17, 2024 Q1 2024 |
79,074
shares
|
$3.48 Million
1.51% of portfolio
|
Q1 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
71,979
shares
|
$3.17 Million
0.04% of portfolio
|
Q1 2024
Added 1.99%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
70,699
shares
|
$3.11 Million
0.0% of portfolio
|
Q1 2024
Reduced 20.17%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
68,846
shares
|
$3.03 Million
0.01% of portfolio
|
Q1 2024
Reduced 15.71%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
68,614
shares
|
$3.02 Million
0.01% of portfolio
|
Q1 2024
Added 1.4%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
66,974
shares
|
$2.95 Million
0.0% of portfolio
|
Q1 2024
Reduced 12.71%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Apr 18, 2024 Q1 2024 |
58,538
shares
|
$2.58 Million
0.05% of portfolio
|
Q1 2024
Added 0.17%
|
|