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 157 institutions that hold shares in the stock, with a total of 8.1 Million shares, which have been reported (via 13F filing form) to have a value of $348 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Windward Private Wealth Management Inc.
|
Jan 29, 2025 Q4 2024 |
45,646
shares
|
$1.97 Million
0.76% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
39,723
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2023
Added 4.45%
|
|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
37,772
shares
|
$1.63 Million
0.55% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Jan 16, 2025 Q4 2024 |
37,026
shares
|
$1.6 Million
1.1% of portfolio
|
Q4 2024
Reduced 14.04%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
36,111
shares
|
$1.56 Million
0.0% of portfolio
|
Q4 2024
Added 18.73%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
35,881
shares
|
$1.55 Million
0.01% of portfolio
|
Q4 2024
Added 9.29%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
34,677
shares
|
$1.5 Million
0.02% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
33,980
shares
|
$1.47 Million
0.12% of portfolio
|
Q3 2023
Reduced 0.29%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
33,433
shares
|
$1.45 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
33,130
shares
|
$1.43 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Feb 12, 2025 Q4 2024 |
32,761
shares
|
$1.42 Million
0.19% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
32,129
shares
|
$1.39 Million
0.02% of portfolio
|
Q4 2024
Reduced 47.42%
|
|
|
Arkansas Financial Group, Inc.
|
Jan 17, 2025 Q4 2024 |
32,113
shares
|
$1.39 Million
0.22% of portfolio
|
Q4 2024
Reduced 96.38%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
31,564
shares
|
$1.37 Million
0.05% of portfolio
|
Q3 2022
Added 14.85%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
29,954
shares
|
$1.3 Million
0.1% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
29,292
shares
|
$1.27 Million
0.0% of portfolio
|
Q4 2024
Added 5.06%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
28,291
shares
|
$1.22 Million
0.03% of portfolio
|
Q3 2022
Added 221.05%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
26,525
shares
|
$1.15 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
26,471
shares
|
$1.15 Million
0.92% of portfolio
|
Q3 2023
Reduced 12.22%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
25,633
shares
|
$1.11 Million
0.16% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
23,548
shares
|
$1.02 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
23,018
shares
|
$995,758
0.0% of portfolio
|
Q4 2024
Added 268.88%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
21,372
shares
|
$924,552
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
20,901
shares
|
$904,177
0.0% of portfolio
|
Q4 2024
Added 6.24%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
20,815
shares
|
$900,456
0.12% of portfolio
|
Q4 2024
Added 5.77%
|