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 7.62 Million shares, which have been reported (via 13F filing form) to have a value of $367 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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.
|
Nov 05, 2025 Q3 2025 |
39,457
shares
|
$1.9 Million
0.67% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
36,304
shares
|
$1.75 Million
1.18% of portfolio
|
Q3 2025
Added 182.21%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
34,601
shares
|
$1.66 Million
0.0% of portfolio
|
Q2 2025
Reduced 20.68%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
33,980
shares
|
$1.63 Million
0.12% of portfolio
|
Q3 2023
Reduced 0.29%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 24, 2025 Q3 2025 |
33,139
shares
|
$1.59 Million
0.24% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 07, 2025 Q3 2025 |
32,972
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.87%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
32,933
shares
|
$1.58 Million
0.0% of portfolio
|
Q3 2025
Reduced 60.16%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
32,495
shares
|
$1.56 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Oct 09, 2025 Q3 2025 |
32,075
shares
|
$1.54 Million
1.0% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
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%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
31,093
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
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 |
Oct 28, 2025 Q3 2025 |
28,845
shares
|
$1.39 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
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%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
27,620
shares
|
$1.33 Million
0.04% of portfolio
|
Q3 2025
Reduced 32.2%
|
|
|
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
|
Oct 30, 2025 Q3 2025 |
24,283
shares
|
$1.17 Million
0.12% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
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%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
21,431
shares
|
$1.03 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.38%
|