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 |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
66
shares
|
$2,976
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
65
shares
|
$2,931
0.0% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
60
shares
|
$2,706
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
60
shares
|
$2,706
0.0% of portfolio
|
Q4 2020
Reduced 92.36%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
50
shares
|
$2,255
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
41
shares
|
$1,849
0.0% of portfolio
|
Q4 2023
Added 2.5%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
40
shares
|
$1,804
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
33
shares
|
$1,488
0.0% of portfolio
|
Q2 2024
Added 26.92%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
33
shares
|
$1,488
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
20
shares
|
$902
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
1
shares
|
$45
0.0% of portfolio
|
Q2 2024
Reduced 99.99%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|