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 162 institutions that hold shares in the stock, with a total of 7.38 Million shares, which have been reported (via 13F filing form) to have a value of $364 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gfs Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
9,180
shares
|
$453,400
0.06% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
8,834
shares
|
$436,311
0.09% of portfolio
|
Q4 2023
Added 12.76%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 29, 2025 Q3 2025 |
8,832
shares
|
$436,212
0.24% of portfolio
|
Q3 2025
Reduced 7.99%
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
8,743
shares
|
$431,816
0.12% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
8,420
shares
|
$415,863
0.01% of portfolio
|
Q3 2025
Reduced 69.74%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
8,353
shares
|
$412,554
0.0% of portfolio
|
Q3 2025
Added 10.78%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
8,295
shares
|
$409,690
0.07% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
8,233
shares
|
$406,627
0.02% of portfolio
|
Q3 2025
Reduced 12.82%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
8,123
shares
|
$401,194
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
7,500
shares
|
$370,425
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
7,358
shares
|
$363,411
0.0% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
7,005
shares
|
$345,976
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
6,951
shares
|
$343,309
0.01% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2025 Q3 2025 |
6,713
shares
|
$331,555
0.02% of portfolio
|
Q2 2025
Reduced 5.29%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
6,627
shares
|
$327,307
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
6,563
shares
|
$324,146
0.17% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
6,341
shares
|
$313,181
0.01% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
6,189
shares
|
$305,674
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,642
shares
|
$278,658
0.0% of portfolio
|
Q3 2024
Reduced 11.05%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
5,631
shares
|
$278,115
0.09% of portfolio
|
Q1 2025
Reduced 30.76%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
5,497
shares
|
$271,496
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jennison Associates LLC
|
Oct 30, 2025 Q3 2025 |
5,463
shares
|
$269,817
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
5,400
shares
|
$266,706
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
5,322
shares
|
$262,853
0.01% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
5,261
shares
|
$259,840
0.14% of portfolio
|
Q3 2025
Added 8.27%
|
|