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 163 institutions that hold shares in the stock, with a total of 7.78 Million shares, which have been reported (via 13F filing form) to have a value of $351 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
455
shares
|
$20,520
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
448
shares
|
$20,204
0.0% of portfolio
|
Q2 2024
Reduced 40.11%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
448
shares
|
$20,204
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Wealth Services
|
May 05, 2025 Q1 2025 |
431
shares
|
$19,438
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
418
shares
|
$18,851
0.0% of portfolio
|
Q1 2025
Added 31.45%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
403
shares
|
$18,175
0.0% of portfolio
|
Q4 2024
Reduced 28.29%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
400
shares
|
$18,040
0.01% of portfolio
|
Q4 2024
Reduced 24.53%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
400
shares
|
$18,040
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
328
shares
|
$14,792
0.01% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
308
shares
|
$13,890
0.0% of portfolio
|
Q1 2020
Reduced 12.99%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
307
shares
|
$13,845
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
300
shares
|
$13,530
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
300
shares
|
$13,530
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
280
shares
|
$12,628
0.0% of portfolio
|
Q4 2024
Added 21.74%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
267
shares
|
$12,041
0.01% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
257
shares
|
$11,590
0.0% of portfolio
|
Q2 2022
Reduced 14.62%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
255
shares
|
$11,500
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
254
shares
|
$11,455
0.0% of portfolio
|
Q2 2024
Added 179.12%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
203
shares
|
$9,155
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
202
shares
|
$9,110
0.0% of portfolio
|
Q4 2021
Reduced 40.94%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
200
shares
|
$9,020
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
150
shares
|
$6,765
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
146
shares
|
$6,584
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
132
shares
|
$5,953
0.0% of portfolio
|
Q3 2022
Reduced 43.1%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
130
shares
|
$5,863
0.0% of portfolio
|
Q1 2025
Reduced 43.48%
|