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 |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
455
shares
|
$21,885
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
448
shares
|
$21,548
0.0% of portfolio
|
Q2 2024
Reduced 40.11%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
430
shares
|
$20,683
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
403
shares
|
$19,384
0.0% of portfolio
|
Q4 2024
Reduced 28.29%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
400
shares
|
$19,240
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
400
shares
|
$19,240
0.01% of portfolio
|
Q4 2024
Reduced 24.53%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
330
shares
|
$15,873
0.01% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
319
shares
|
$15,343
0.0% of portfolio
|
Q2 2025
Reduced 23.68%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
308
shares
|
$14,814
0.0% of portfolio
|
Q1 2020
Reduced 12.99%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
307
shares
|
$14,766
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
300
shares
|
$14,430
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
300
shares
|
$14,430
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
280
shares
|
$13,468
0.0% of portfolio
|
Q4 2024
Added 21.74%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
270
shares
|
$12,987
0.01% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
257
shares
|
$12,361
0.0% of portfolio
|
Q2 2022
Reduced 14.62%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
255
shares
|
$12,265
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
203
shares
|
$9,764
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
202
shares
|
$9,716
0.0% of portfolio
|
Q4 2021
Reduced 40.94%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
160
shares
|
$7,696
0.0% of portfolio
|
Q2 2025
Added 166.67%
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
146
shares
|
$7,022
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
107
shares
|
$5,146
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
66
shares
|
$3,174
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
65
shares
|
$3,126
0.0% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
62
shares
|
$2,982
0.0% of portfolio
|
Q3 2025
Reduced 67.2%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
60
shares
|
$2,886
0.0% of portfolio
|
Q4 2020
Reduced 92.36%
|