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 145 institutions that hold shares in the stock, with a total of 6.29 Million shares, which have been reported (via 13F filing form) to have a value of $277 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
854,443
shares
|
$37.6 Million
0.0% of portfolio
|
Q1 2024
Reduced 11.99%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
666,828
shares
|
$29.3 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.69%
|
|
Family Firm, Inc.
|
Jul 24, 2024 Q2 2024 |
481,471
shares
|
$21.2 Million
2.36% of portfolio
|
Q2 2024
Added 79.56%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
413,664
shares
|
$18.2 Million
0.01% of portfolio
|
Q2 2024
Added 1.78%
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
294,028
shares
|
$12.9 Million
0.0% of portfolio
|
Q2 2024
Added 4.69%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
270,151
shares
|
$11.9 Million
0.0% of portfolio
|
Q2 2024
Added 2.72%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
244,521
shares
|
$10.8 Million
0.05% of portfolio
|
Q2 2024
Reduced 2.02%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
207,329
shares
|
$9.12 Million
0.0% of portfolio
|
Q2 2024
Added 3.4%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
142,185
shares
|
$6.25 Million
0.0% of portfolio
|
Q2 2024
Added 640.28%
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 13, 2024 Q2 2024 |
132,568
shares
|
$5.83 Million
0.21% of portfolio
|
Q2 2024
Added 4.7%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
130,708
shares
|
$5.75 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.52%
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
121,786
shares
|
$5.36 Million
0.05% of portfolio
|
Q2 2024
Added 0.09%
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
109,525
shares
|
$4.82 Million
0.14% of portfolio
|
Q2 2024
Reduced 0.73%
|
|
Omnia Family Wealth, LLC
|
Aug 14, 2024 Q2 2024 |
101,946
shares
|
$4.48 Million
1.91% of portfolio
|
Q2 2024
Added 2.68%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
93,985
shares
|
$4.13 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
74,140
shares
|
$3.26 Million
0.01% of portfolio
|
Q2 2024
Reduced 10.17%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
73,895
shares
|
$3.25 Million
0.01% of portfolio
|
Q2 2024
Added 7.7%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
72,592
shares
|
$3.19 Million
0.04% of portfolio
|
Q2 2024
Added 0.85%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
65,749
shares
|
$2.89 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.83%
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2024 Q2 2024 |
65,300
shares
|
$2.87 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
64,696
shares
|
$2.85 Million
0.01% of portfolio
|
Q2 2024
Reduced 6.03%
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
57,788
shares
|
$2.54 Million
0.04% of portfolio
|
Q2 2024
Reduced 1.28%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
54,707
shares
|
$2.41 Million
0.0% of portfolio
|
Q2 2024
Reduced 22.62%
|
|
Windward Private Wealth Management Inc.
|
Jul 22, 2024 Q2 2024 |
47,948
shares
|
$2.11 Million
0.85% of portfolio
|
Q2 2024
Reduced 2.11%
|
|
Zeit Capital LLC
|
Jul 11, 2024 Q2 2024 |
46,131
shares
|
$2.03 Million
1.65% of portfolio
|
Q2 2024
Reduced 1.13%
|