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 |
---|---|---|---|---|---|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Aug 27, 2025 Q2 2025 |
4,859
shares
|
$233,815
0.13% of portfolio
|
Q2 2025
Added 3.4%
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
4,636
shares
|
$223,084
0.06% of portfolio
|
Q2 2025
Added 2.09%
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
4,440
shares
|
$213,652
0.01% of portfolio
|
Q2 2025
Added 0.27%
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
3,000
shares
|
$144,360
0.04% of portfolio
|
Q3 2024
New holding
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,919
shares
|
$92,342
0.0% of portfolio
|
Q2 2025
Added 0.16%
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
1,562
shares
|
$75,163
0.01% of portfolio
|
Q3 2022
Added 0.84%
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,539
shares
|
$74,056
0.0% of portfolio
|
Q2 2025
Added 31.54%
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,450
shares
|
$69,774
0.0% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
1,309
shares
|
$62,989
0.0% of portfolio
|
Q2 2025
Added 7.74%
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
1,122
shares
|
$53,990
0.0% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,050
shares
|
$50,526
0.04% of portfolio
|
Q1 2023
Reduced 63.92%
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
1,001
shares
|
$48,168
0.0% of portfolio
|
Q2 2024
New holding
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
997
shares
|
$47,975
0.0% of portfolio
|
Q2 2025
Added 0.2%
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
949
shares
|
$45,665
0.0% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
852
shares
|
$40,998
0.0% of portfolio
|
Q2 2024
Added 12.7%
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
618
shares
|
$29,738
0.0% of portfolio
|
Q2 2025
New holding
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
545
shares
|
$26,225
0.0% of portfolio
|
Q3 2024
New holding
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
508
shares
|
$24,444
0.0% of portfolio
|
Q2 2025
Added 154.0%
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
500
shares
|
$24,060
0.0% of portfolio
|
Q4 2024
New holding
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
455
shares
|
$21,894
0.0% of portfolio
|
Q2 2024
New holding
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
448
shares
|
$21,557
0.01% of portfolio
|
Q4 2024
New holding
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
448
shares
|
$21,557
0.0% of portfolio
|
Q2 2024
Reduced 40.11%
|
|
Peterson Wealth Services
|
Jul 31, 2025 Q2 2025 |
431
shares
|
$20,739
0.01% of portfolio
|
Q3 2024
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
403
shares
|
$19,392
0.0% of portfolio
|
Q4 2024
Reduced 28.29%
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
400
shares
|
$19,248
0.0% of portfolio
|
Q1 2025
New holding
|