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 156 institutions that hold shares in the stock, with a total of 7.75 Million shares, which have been reported (via 13F filing form) to have a value of $373 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
42,421
shares
|
$2.04 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
41,391
shares
|
$1.99 Million
0.72% of portfolio
|
Q2 2025
Added 185.28%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
40,736
shares
|
$1.96 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Aug 08, 2025 Q2 2025 |
39,821
shares
|
$1.92 Million
0.24% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
39,723
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2023
Added 4.45%
|
|
|
Windward Private Wealth Management Inc.
|
Jul 21, 2025 Q2 2025 |
39,567
shares
|
$1.9 Million
0.63% of portfolio
|
Q2 2025
Reduced 8.66%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
35,028
shares
|
$1.69 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
34,601
shares
|
$1.67 Million
0.0% of portfolio
|
Q2 2025
Reduced 20.68%
|
|
|
Arkansas Financial Group, Inc.
|
Jul 16, 2025 Q2 2025 |
34,017
shares
|
$1.64 Million
0.23% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
33,980
shares
|
$1.64 Million
0.12% of portfolio
|
Q3 2023
Reduced 0.29%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
33,390
shares
|
$1.61 Million
0.09% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
31,564
shares
|
$1.52 Million
0.05% of portfolio
|
Q3 2022
Added 14.85%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Jul 29, 2025 Q2 2025 |
31,245
shares
|
$1.5 Million
0.98% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
30,309
shares
|
$1.46 Million
0.0% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
29,142
shares
|
$1.4 Million
0.51% of portfolio
|
Q1 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
29,125
shares
|
$1.4 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
28,503
shares
|
$1.37 Million
0.0% of portfolio
|
Q2 2025
Added 6.29%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
28,291
shares
|
$1.36 Million
0.03% of portfolio
|
Q3 2022
Added 221.05%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
27,824
shares
|
$1.34 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
26,471
shares
|
$1.27 Million
0.92% of portfolio
|
Q3 2023
Reduced 12.22%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
25,758
shares
|
$1.24 Million
0.22% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
23,852
shares
|
$1.15 Million
0.12% of portfolio
|
Q2 2025
Added 9.27%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
22,798
shares
|
$1.1 Million
0.01% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
22,682
shares
|
$1.09 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
21,942
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.66%
|