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 162 institutions that hold shares in the stock, with a total of 7.78 Million shares, which have been reported (via 13F filing form) to have a value of $334 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
42,421
shares
|
$1.81 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Courage Miller Partners, LLC
|
Apr 28, 2025 Q1 2025 |
42,247
shares
|
$1.8 Million
0.65% of portfolio
|
Q1 2025
Added 11.85%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
39,723
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2023
Added 4.45%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
May 14, 2025 Q1 2025 |
38,011
shares
|
$1.62 Million
0.25% of portfolio
|
Q1 2025
Added 16.03%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
35,028
shares
|
$1.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
33,980
shares
|
$1.45 Million
0.12% of portfolio
|
Q3 2023
Reduced 0.29%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
33,684
shares
|
$1.44 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Arkansas Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
33,524
shares
|
$1.43 Million
0.25% of portfolio
|
Q1 2025
Added 4.39%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
32,535
shares
|
$1.39 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Apr 16, 2025 Q1 2025 |
31,671
shares
|
$1.35 Million
1.06% of portfolio
|
Q1 2025
Reduced 14.46%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
31,564
shares
|
$1.35 Million
0.05% of portfolio
|
Q3 2022
Added 14.85%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
29,496
shares
|
$1.26 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
29,142
shares
|
$1.24 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
29,063
shares
|
$1.24 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
29,001
shares
|
$1.24 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.74%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
28,891
shares
|
$1.23 Million
0.05% of portfolio
|
Q1 2025
Reduced 13.59%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
28,291
shares
|
$1.21 Million
0.03% of portfolio
|
Q3 2022
Added 221.05%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
26,817
shares
|
$1.14 Million
0.0% of portfolio
|
Q1 2025
Added 34.96%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
26,471
shares
|
$1.13 Million
0.92% of portfolio
|
Q3 2023
Reduced 12.22%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
25,758
shares
|
$1.1 Million
0.22% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
24,288
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Added 5.52%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
23,586
shares
|
$1.01 Million
0.01% of portfolio
|
Q1 2025
Reduced 34.27%
|
|
|
Jennison Associates LLC
|
May 02, 2025 Q1 2025 |
23,453
shares
|
$1 Million
0.0% of portfolio
|
Q1 2025
Reduced 71.61%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
22,798
shares
|
$973,246
0.01% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
22,180
shares
|
$946,864
0.01% of portfolio
|
Q1 2025
Reduced 5.81%
|