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 146 institutions that hold shares in the stock, with a total of 6.87 Million shares, which have been reported (via 13F filing form) to have a value of $292 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arkansas Financial Group, Inc.
|
Oct 04, 2024 Q3 2024 |
887,159
shares
|
$37.7 Million
6.05% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
847,323
shares
|
$36 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
722,428
shares
|
$30.7 Million
0.0% of portfolio
|
Q3 2024
Added 8.34%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
495,443
shares
|
$21.1 Million
2.34% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
422,326
shares
|
$17.9 Million
0.01% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
279,401
shares
|
$11.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
253,952
shares
|
$10.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
230,462
shares
|
$9.79 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.75%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
198,296
shares
|
$8.43 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.36%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
137,845
shares
|
$5.86 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
134,454
shares
|
$5.71 Million
0.2% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
123,078
shares
|
$5.23 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.84%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
121,155
shares
|
$5.15 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
111,684
shares
|
$4.75 Million
0.12% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
93,339
shares
|
$3.97 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
75,469
shares
|
$3.21 Million
0.01% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
72,931
shares
|
$3.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
67,820
shares
|
$2.88 Million
0.0% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
66,106
shares
|
$2.81 Million
0.01% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
61,103
shares
|
$2.6 Million
0.03% of portfolio
|
Q3 2024
Reduced 15.83%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
51,321
shares
|
$2.18 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.19%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
48,706
shares
|
$2.07 Million
0.06% of portfolio
|
Q3 2024
Added 6.81%
|
|
|
Windward Private Wealth Management Inc.
|
Oct 31, 2024 Q3 2024 |
46,772
shares
|
$1.99 Million
0.79% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Zeit Capital LLC
|
Oct 10, 2024 Q3 2024 |
45,235
shares
|
$1.92 Million
1.53% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Oct 10, 2024 Q3 2024 |
43,073
shares
|
$1.83 Million
1.3% of portfolio
|
Q3 2024
Reduced 5.32%
|