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 |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
1,687
shares
|
$79,744
0.0% of portfolio
|
Q3 2024
Reduced 8.56%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
1,562
shares
|
$73,835
0.01% of portfolio
|
Q3 2022
Added 0.84%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,556
shares
|
$73,552
0.0% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,524
shares
|
$72,039
0.0% of portfolio
|
Q4 2023
Added 5.25%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,450
shares
|
$68,541
0.0% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,050
shares
|
$49,633
0.04% of portfolio
|
Q1 2023
Reduced 63.92%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1,010
shares
|
$47,742
0.0% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
999
shares
|
$47,222
0.0% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
942
shares
|
$44,528
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
868
shares
|
$41,030
0.04% of portfolio
|
Q3 2022
Added 1.17%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
852
shares
|
$40,274
0.0% of portfolio
|
Q2 2024
Added 12.7%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
562
shares
|
$26,565
0.0% of portfolio
|
Q3 2024
Reduced 50.57%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
545
shares
|
$25,762
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
530
shares
|
$25,053
0.01% of portfolio
|
Q3 2024
Added 32.5%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
455
shares
|
$21,507
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
448
shares
|
$21,176
0.0% of portfolio
|
Q2 2024
Reduced 40.11%
|
|
|
Peterson Wealth Services
|
Nov 06, 2024 Q3 2024 |
431
shares
|
$20,373
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
370
shares
|
$17,489
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
369
shares
|
$17,442
0.0% of portfolio
|
Q3 2024
Reduced 98.41%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
332
shares
|
$15,693
0.0% of portfolio
|
Q3 2024
Reduced 22.61%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
322
shares
|
$15,220
0.01% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
308
shares
|
$14,559
0.0% of portfolio
|
Q1 2020
Reduced 12.99%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
257
shares
|
$12,148
0.0% of portfolio
|
Q2 2022
Reduced 14.62%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
255
shares
|
$12,053
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
254
shares
|
$12,006
0.0% of portfolio
|
Q2 2024
Added 179.12%
|