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 148 institutions that hold shares in the stock, with a total of 6.41 Million shares, which have been reported (via 13F filing form) to have a value of $282 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Rise Advisors, LLC
|
Apr 09, 2024 Q1 2024 |
286
shares
|
$12,584
0.01% of portfolio
|
Q1 2024
Added 0.7%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
257
shares
|
$11,308
0.0% of portfolio
|
Q2 2022
Reduced 14.62%
|
|
Breakwater Investment Management
Seattle, WA |
Jun 13, 2024 Q1 2024 |
255
shares
|
$11,220
0.01% of portfolio
|
Q1 2024
New holding
|
|
Global Financial Private Client, LLC
Sarasota, FL |
May 15, 2024 Q1 2024 |
205
shares
|
$9,020
0.0% of portfolio
|
Q1 2024
Reduced 42.25%
|
|
Key F Inancial Inc
|
May 13, 2024 Q1 2024 |
202
shares
|
$8,888
0.0% of portfolio
|
Q4 2021
Reduced 40.94%
|
|
Capital Investment Advisory Services, LLC
|
Apr 25, 2024 Q1 2024 |
148
shares
|
$6,512
0.0% of portfolio
|
Q4 2018
New holding
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 23, 2024 Q1 2024 |
147
shares
|
$6,468
0.0% of portfolio
|
Q1 2023
Reduced 57.39%
|
|
Blue Bell Private Wealth Management, LLC
|
Apr 24, 2024 Q1 2024 |
132
shares
|
$5,808
0.0% of portfolio
|
Q3 2022
Reduced 43.1%
|
|
Signaturefd, LLC
Atlanta, GA |
May 03, 2024 Q1 2024 |
125
shares
|
$5,500
0.0% of portfolio
|
Q1 2023
Reduced 79.87%
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
99
shares
|
$4,356
0.0% of portfolio
|
Q1 2024
Reduced 64.26%
|
|
Sage Mountain Advisors LLC
|
Apr 23, 2024 Q1 2024 |
91
shares
|
$4,004
0.0% of portfolio
|
Q1 2024
New holding
|
|
Soa Wealth Advisors, Llc.
|
Apr 10, 2024 Q1 2024 |
63
shares
|
$2,772
0.0% of portfolio
|
Q4 2023
Added 1.61%
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2024 Q1 2024 |
60
shares
|
$2,640
0.0% of portfolio
|
Q4 2020
Reduced 92.36%
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
41
shares
|
$1,804
0.0% of portfolio
|
Q4 2023
Added 2.5%
|
|
Bessemer Group Inc
Woodbridge, NJ |
May 13, 2024 Q1 2024 |
40
shares
|
$1,760
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
39
shares
|
$1,716
0.0% of portfolio
|
Q1 2024
New holding
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
33
shares
|
$1,452
0.0% of portfolio
|
Q4 2021
New holding
|
|
Horizon Investments, LLC
Charlotte, NC |
May 15, 2024 Q1 2024 |
26
shares
|
$1,144
0.0% of portfolio
|
Q3 2023
Added 8.33%
|
|
Bogart Wealth, LLC
|
Apr 25, 2024 Q1 2024 |
16
shares
|
$704
0.0% of portfolio
|
Q1 2021
New holding
|
|
Sound Income Strategies, LLC
|
Apr 15, 2024 Q1 2024 |
5
shares
|
$220
0.0% of portfolio
|
Q2 2021
Reduced 50.0%
|
|
Newbridge Financial Services Group, Inc.
|
Apr 24, 2024 Q1 2024 |
4
shares
|
$176
0.0% of portfolio
|
Q1 2024
Reduced 97.89%
|