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 147 institutions that hold shares in the stock, with a total of 6.9 Million shares, which have been reported (via 13F filing form) to have a value of $325 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
19,635
shares
|
$923,630
0.09% of portfolio
|
Q4 2023
Added 4.8%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
19,417
shares
|
$913,375
0.09% of portfolio
|
Q4 2022
Reduced 19.15%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
18,792
shares
|
$883,975
0.0% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
18,724
shares
|
$880,776
0.0% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
18,043
shares
|
$848,742
0.06% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
David R. Rahn & Associates Inc.
|
Nov 13, 2024 Q3 2024 |
17,922
shares
|
$843,050
0.24% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,604
shares
|
$828,092
0.0% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
17,278
shares
|
$812,757
0.0% of portfolio
|
Q3 2024
Added 16.3%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
16,875
shares
|
$793,800
0.29% of portfolio
|
Q3 2024
Reduced 9.03%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
16,284
shares
|
$765,999
0.14% of portfolio
|
Q1 2024
Added 35.99%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
15,403
shares
|
$724,557
0.01% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
15,089
shares
|
$709,786
0.0% of portfolio
|
Q3 2024
Reduced 33.49%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
12,433
shares
|
$584,848
0.05% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
12,051
shares
|
$566,879
0.18% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
11,087
shares
|
$521,532
0.02% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
10,574
shares
|
$497,400
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Gfs Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
10,369
shares
|
$487,757
0.1% of portfolio
|
Q3 2024
Added 5007.88%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 30, 2024 Q3 2024 |
10,330
shares
|
$485,923
0.24% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
10,005
shares
|
$470,635
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
9,833
shares
|
$462,544
0.0% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
9,255
shares
|
$435,355
0.0% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
9,211
shares
|
$433,285
0.03% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
8,834
shares
|
$415,551
0.09% of portfolio
|
Q4 2023
Added 12.76%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
8,132
shares
|
$382,529
0.18% of portfolio
|
Q1 2024
Reduced 15.57%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
7,987
shares
|
$375,708
0.05% of portfolio
|
Q3 2024
Reduced 28.68%
|