iShares North American NaturIGEETF
13F holders, Q1 2024 (March 31)141holders
2famous investors
$44.85avg. 13F price*
At the end of Q1 2024, 141 institutions reported holding iShares North American Natur (IGE) in their 13F filings. The largest holders were Morgan Stanley ($36.9M), Bank of America Corp. ($31.5M) and Envestnet Asset Management Inc. ($18.3M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- iShares North American Natur
- CUSIP
- 464287374
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $23.3M |
| Exits | 15 | $5.0M |
Ownership 141 holders
| Morgan Stanley | 0.00% | Reduce -12.0% | 819,254 | $36.9M |
| Bank of America Corp. | 0.00% | Reduce -45.0% | 699,660 | $31.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -16.6% | 406,415 | $18.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -7.3% | 280,862 | $12.6M |
| Family Firm, Inc. | 2.94% | Add +1.4% | 268,139 | $12.1M |
| Royal Bank of Canada | 0.00% | Reduce -3.2% | 262,985 | $11.8M |
| Cwm, LLC | 0.05% | Reduce -17.5% | 249,574 | $11.2M |
| Wells Fargo & Company | 0.00% | Reduce -0.9% | 200,516 | $9.0M |
| Executive Wealth Management, LLC | 0.55% | New | 139,621 | $6.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -56.8% | 132,729 | $6.0M |
| Ameritas Investment Partners, Inc. | 0.20% | Add +2.1% | 126,616 | $5.7M |
| D.A. Davidson & Co. | 0.05% | Add +1.1% | 121,672 | $5.5M |
| Sachetta, LLC | 2.53% | No change | 131,213 | $5.3M |
| Great Lakes Retirement, Inc. | 0.79% | Add +5.1% | 118,535 | $5.3M |
| Pure Financial Advisors, LLC | 0.16% | Add +0.0% | 110,325 | $5.0M |
| BNP Paribas Financial Markets | 0.01% | Add +0.5% | 101,088 | $4.5M |
| Omnia Family Wealth, LLC | 2.09% | New | 99,287 | $4.5M |
| Steward Partners Investment Advisory, LLC | 0.05% | Reduce -30.6% | 94,027 | $4.2M |
| Norris Financial Group, LLC | 2.19% | Add +117.8% | 88,879 | $4.0M |
| MML Investors Services, LLC | 0.02% | Add +3.7% | 82,538 | $3.7M |
| Avalon Capital Management | 1.46% | New | 79,074 | $3.6M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +2.0% | 71,979 | $3.2M |
| LPL Financial LLC | 0.00% | Reduce -20.2% | 70,699 | $3.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -15.7% | 68,846 | $3.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.4% | 68,614 | $3.1M |
| UBS Group AG | 0.00% | Reduce -12.7% | 66,974 | $3.0M |
| CW Advisors, LLC | 0.05% | Add +0.2% | 58,538 | $2.6M |
| Kingsview Wealth Management, LLC | 0.06% | New | 57,452 | $2.6M |
| Windward Private Wealth Management Inc. | 0.90% | Reduce -6.7% | 48,983 | $2.2M |
| Zeit Capital LLC | 1.69% | Add +4.9% | 46,659 | $2.1M |
| Sowa Financial Group, Inc. | 1.66% | No change | 49,825 | $2.0M |
| Citadel Advisors | 0.00% | Add +188.2% | 41,584 | $1.9M |
| Concurrent Investment Advisors, LLC | 0.08% | New | 41,089 | $1.8M |
| Principal Financial Group Inc. | 0.00% | Reduce -62.7% | 39,325 | $1.8M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -25.2% | 39,188 | $1.8M |
| Citigroup Inc. | 0.00% | Reduce -2.6% | 37,565 | $1.7M |
| Geneos Wealth Management Inc. | 0.07% | Reduce -5.0% | 35,675 | $1.6M |
| Courage Miller Partners, LLC | 0.54% | Add +8.4% | 34,401 | $1.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -19.7% | 34,293 | $1.5M |
| Rothschild Investment LLC | 0.11% | No change | 33,980 | $1.5M |
| Advisor Resource Council | 0.64% | New | 37,030 | $1.5M |
| Truist Financial Corp. | 0.00% | Reduce -11.3% | 31,451 | $1.4M |
| Nations Financial Group Inc, /Ia/ | 0.11% | Reduce -0.0% | 29,347 | $1.3M |
| Biondo Investment Advisors, LLC | 0.20% | Reduce -10.0% | 29,316 | $1.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -9.6% | 28,029 | $1.3M |
| Asset Management Group, Inc. | 0.18% | Reduce -8.1% | 26,117 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -11.3% | 25,408 | $1.1M |
| Prudential Financial Inc. | 0.00% | Reduce -48.0% | 24,336 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -43.7% | 23,604 | $1.1M |
| Mariner, LLC | 0.00% | Add +11.4% | 22,956 | $1.0M |
| Comerica Bank | 0.00% | Reduce -5.3% | 21,231 | $955K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -65.8% | 20,847 | $938K |
| Sunbelt Securities, Inc. | 0.10% | No change | 19,635 | $883K |
| Cetera Investment Advisers | 0.00% | New | 19,379 | $872K |
| Ameriprise Financial Inc. | 0.00% | Add +6.3% | 19,207 | $864K |
| Phillips Financial Management, LLC | 0.07% | Reduce -1.9% | 19,151 | $862K |
| D. E. Shaw & Co. | 0.00% | Add +176.5% | 19,048 | $857K |
| Bank of Montreal | 0.00% | Add +2.1% | 18,858 | $849K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.1% | 18,709 | $842K |
| Parkside Financial Bank & Trust | 0.13% | Add +5.0% | 18,427 | $829K |
| Stifel Financial Corp. | 0.00% | Reduce -44.8% | 18,411 | $828K |
| GTS Securities LLC | 0.02% | New | 17,348 | $780K |
| DHK Financial Advisors, Inc. | 0.54% | Add +0.5% | 16,917 | $761K |
| Coppell Advisory Solutions Corp. | 0.14% | — | 16,284 | $733K |
| Jennison Associates LLC | 0.00% | Reduce -66.2% | 15,344 | $690K |
| Valmark Advisers, Inc. | 0.01% | Add +3.2% | 14,383 | $647K |
| XML Financial, LLC | 0.06% | Add +0.2% | 13,172 | $593K |
| Fifth Third Securities, Inc. | 0.05% | Reduce -18.1% | 11,772 | $530K |
| DAVENPORT & Co LLC | 0.00% | Reduce -47.6% | 11,410 | $513K |
| Kesler, Norman & Wride, LLC | 0.11% | Reduce -34.3% | 11,086 | $499K |
| Osaic Holdings, Inc. | 0.00% | Reduce -35.3% | 10,626 | $478K |
| Leavell Investment Management, Inc. | 0.03% | Reduce -15.6% | 10,632 | $478K |
| Interactive Financial Advisors, Inc. | 0.26% | Reduce -37.9% | 10,448 | $470K |
| GFS Advisors, LLC | 0.08% | Add +0.8% | 10,369 | $467K |
| Outlook Wealth Advisors, LLC | 0.14% | Add +2.8% | 10,339 | $465K |
| Spectrum Wealth Counsel, LLC | 0.06% | No change | 10,005 | $450K |
| Ameritas Advisory Services, LLC | 0.02% | Add +2.7% | 9,977 | $448K |
| Janney Montgomery Scott LLC | 0.00% | Add +3.6% | 9,943 | $447K |
| Qube Research & Technologies Ltd | 0.00% | Add +0.0% | 9,887 | $445K |
| Jane Street Group, LLC | 0.00% | New | 9,297 | $418K |
| PFG Advisors | 0.03% | Reduce -0.8% | 9,165 | $412K |
| Bank of New York Mellon Corp | 0.00% | Add +0.1% | 9,108 | $410K |
| Lunt Capital Management, Inc. | 0.20% | New | 8,844 | $398K |
| Sweet Financial Partners, LLC | 0.09% | No change | 8,834 | $397K |
| KKM Financial LLC | 0.18% | Reduce -15.6% | 8,132 | $366K |
| HighTower Advisors, LLC | 0.00% | Reduce -2.4% | 7,973 | $358K |
| Raymond James & Associates | 0.00% | Reduce -8.8% | 7,514 | $338K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 7,500 | $337K |
| First Interstate Bank | 0.02% | No change | 7,184 | $323K |
| Mesirow Financial Investment Management, Inc. | 0.01% | No change | 7,051 | $317K |
| CX Institutional | 0.01% | Reduce -5.0% | 6,923 | $311K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 6,275 | $282K |
| Beacon Financial Advisory LLC | 0.13% | Reduce -12.5% | 5,907 | $266K |
| McDaniel Terry & Co. | 0.02% | New | 5,853 | $263K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +68.5% | 5,703 | $257K |
| Apeiron RIA LLC | 0.07% | No change | 5,602 | $252K |
| Prospera Financial Services Inc | 0.01% | Reduce -2.7% | 5,221 | $235K |
| Regions Financial Corp. | 0.00% | No change | 5,200 | $234K |
| Foundation Wealth Management, LLC | 0.18% | No change | 5,006 | $225K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -24.5% | 4,739 | $213K |
| Founders Financial Securities LLC | 0.02% | New | 4,680 | $211K |
| Tompkins Financial Corp. | 0.02% | No change | 4,000 | $180K |
| Laurel Wealth Advisors LLC | 0.03% | Reduce -6.6% | 3,862 | $174K |
| Global Retirement Partners, LLC | 0.01% | Add +0.5% | 3,740 | $168K |
| FMR LLC | 0.00% | Add +238.6% | 2,983 | $134K |
| Avior Wealth Management, LLC | 0.01% | Reduce -15.3% | 2,417 | $109K |
| US Bancorp \de | 0.00% | Reduce -7.3% | 2,041 | $92K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 1,524 | $69K |
| Principal Securities, Inc. | 0.00% | No change | 1,137 | $51K |
| Parallel Advisors, LLC | 0.00% | Add +0.2% | 1,006 | $45K |
| Spire Wealth Management | 0.00% | Add +4.1% | 1,006 | $45K |
| Wetzel Investment Advisors, Inc. | 0.03% | No change | 1,000 | $45K |
| Continuum Advisory, LLC | 0.01% | New | 942 | $43K |
| NorthRock Partners, LLC | 0.00% | No change | 925 | $42K |
| Blair William & Co. | 0.00% | Reduce -24.2% | 888 | $40K |
| Harbour Investments, Inc. | 0.00% | Add +4.7% | 756 | $34K |
| Creative Financial Designs Inc. | 0.00% | No change | 748 | $34K |
| Custom Portfolio Group LLC | 0.02% | No change | 500 | $22K |
| First Manhattan Co. Llc. | 0.00% | No change | 426 | $19K |
| NewEdge Advisors, LLC | 0.00% | Reduce -93.6% | 428 | $19K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 406 | $18K |
| Main Street Group, LTD | 0.01% | No change | 320 | $14K |
| Rise Advisors, LLC | 0.01% | Add +0.7% | 286 | $13K |
| Breakwater Investment Management | 0.01% | — | 255 | $11K |
| Global Financial Private Client, LLC | 0.00% | Reduce -42.3% | 205 | $9K |
| Key Financial Inc | 0.00% | No change | 202 | $9K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 148 | $7K |
| Financial Freedom, LLC | 0.00% | No change | 147 | $7K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 132 | $6K |
| Signaturefd, LLC | 0.00% | No change | 125 | $6K |
| Allworth Financial LP | 0.00% | Reduce -64.3% | 99 | $4K |
| Sage Mountain Advisors LLC | 0.00% | New | 91 | $4K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 63 | $3K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 60 | $3K |
| CoreCap Advisors, LLC | 0.00% | New | 50 | $2K |
| Bessemer Group Inc. | 0.00% | Reduce -50.0% | 40 | $2K |
| Aptus Capital Advisors, LLC | 0.00% | New | 39 | $2K |
| Horizon Investments, LLC | 0.00% | No change | 26 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 16 | $720 |
| Sound Income Strategies, LLC | 0.00% | No change | 5 | $225 |
| NFSG Corp | 0.00% | Reduce -97.9% | 4 | $170 |
"% of holder's portfolio" is IGE's weight in each manager's 13F, not the share of iShares North American Natur the manager owns.