iShares North American NaturIGEETF
13F holders, Q2 2024 (June 30)134holders −7
7new positions
14sold out
1famous investor
$42.65avg. 13F price*
At the end of Q2 2024, 134 institutions reported holding iShares North American Natur (IGE) in their 13F filings, down 7 from Q1 2024. 7 opened new positions and 14 sold out. The largest holders were Morgan Stanley ($37.6M), Bank of America Corp. ($29.3M) and Envestnet Asset Management Inc. ($18.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $3.7M |
| Exits | 14 | $16.2M |
All 13F filers, Q1 2024 → Q2 2024: 596,383 shares bought and 872,070 shares sold, net −275,687 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 134 holders
| Morgan Stanley | 0.00% | Add +4.3% | 854,443 | $37.6M |
| Bank of America Corp. | 0.00% | Reduce -4.7% | 666,828 | $29.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +1.8% | 413,664 | $18.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +4.7% | 294,028 | $12.9M |
| Family Firm, Inc. | 2.81% | Add +79.6% | 481,471 | $12.6M |
| Royal Bank of Canada | 0.00% | Add +2.7% | 270,151 | $11.9M |
| Cwm, LLC | 0.05% | Reduce -2.0% | 244,521 | $10.8M |
| Wells Fargo & Company | 0.00% | Add +3.4% | 207,329 | $9.1M |
| Ameriprise Financial Inc. | 0.00% | Add +640.3% | 142,185 | $6.3M |
| Ameritas Investment Partners, Inc. | 0.20% | Add +4.7% | 132,568 | $5.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.5% | 130,708 | $5.8M |
| D.A. Davidson & Co. | 0.05% | Add +0.1% | 121,786 | $5.4M |
| Pure Financial Advisors, LLC | 0.13% | Reduce -0.7% | 109,525 | $4.8M |
| Omnia Family Wealth, LLC | 1.90% | Add +2.7% | 101,946 | $4.5M |
| Steward Partners Investment Advisory, LLC | 0.04% | Reduce -0.0% | 93,985 | $4.1M |
| MML Investors Services, LLC | 0.01% | Reduce -10.2% | 74,140 | $3.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +7.7% | 73,895 | $3.3M |
| Norris Financial Group, LLC | 1.67% | Reduce -17.9% | 73,003 | $3.2M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +0.8% | 72,592 | $3.2M |
| UBS Group AG | 0.00% | Reduce -1.8% | 65,749 | $2.9M |
| Two Sigma Investments, LP | 0.01% | New | 65,300 | $2.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -6.0% | 64,696 | $2.8M |
| CW Advisors, LLC | 0.04% | Reduce -1.3% | 57,788 | $2.5M |
| LPL Financial LLC | 0.00% | Reduce -22.6% | 54,707 | $2.4M |
| Windward Private Wealth Management Inc. | 0.85% | Reduce -2.1% | 47,948 | $2.1M |
| Zeit Capital LLC | 1.65% | Reduce -1.1% | 46,131 | $2.0M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +11.0% | 45,600 | $2.0M |
| Sowa Financial Group, Inc. | 1.52% | Reduce -8.7% | 45,492 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Add +76.8% | 41,730 | $1.8M |
| Principal Financial Group Inc. | 0.00% | No change | 39,325 | $1.7M |
| Citadel Advisors | 0.00% | Reduce -7.6% | 38,442 | $1.7M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -8.0% | 36,071 | $1.6M |
| Courage Miller Partners, LLC | 0.55% | Add +1.0% | 34,749 | $1.5M |
| Geneos Wealth Management Inc. | 0.07% | Reduce -3.3% | 34,500 | $1.5M |
| Rothschild Investment LLC | 0.10% | Reduce -0.8% | 33,700 | $1.5M |
| Biondo Investment Advisors, LLC | 0.20% | Add +5.7% | 30,986 | $1.4M |
| Nations Financial Group Inc, /Ia/ | 0.11% | Add +4.7% | 30,731 | $1.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -12.4% | 30,049 | $1.3M |
| Advisor Resource Council | 1.69% | Reduce -21.2% | 29,185 | $1.3M |
| Truist Financial Corp. | 0.00% | Reduce -8.3% | 28,855 | $1.3M |
| Jennison Associates LLC | 0.00% | Add +87.8% | 28,824 | $1.3M |
| Jane Street Group, LLC | 0.00% | Add +189.7% | 26,932 | $1.2M |
| Asset Management Group, Inc. | 0.18% | Add +0.6% | 26,270 | $1.2M |
| Prudential Financial Inc. | 0.00% | Add +6.4% | 25,891 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -1.8% | 24,942 | $1.1M |
| Mariner, LLC | 0.00% | Add +5.8% | 24,275 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.02% | Add +306.0% | 23,154 | $1.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -19.1% | 22,688 | $998K |
| Comerica Bank | 0.00% | Reduce -5.3% | 20,099 | $884K |
| Sunbelt Securities, Inc. | 0.09% | No change | 19,635 | $864K |
| Sachetta, LLC | 0.36% | Reduce -85.9% | 18,550 | $836K |
| Parkside Financial Bank & Trust | 0.13% | Add +2.3% | 18,843 | $829K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 18,709 | $823K |
| Phillips Financial Management, LLC | 0.07% | Reduce -3.5% | 18,486 | $813K |
| Avalon Capital Management | 0.26% | Reduce -76.8% | 18,346 | $807K |
| Cetera Investment Advisers | 0.00% | Reduce -6.3% | 18,148 | $799K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -15.1% | 17,704 | $779K |
| Valmark Advisers, Inc. | 0.01% | Add +4.3% | 15,000 | $660K |
| HighTower Advisors, LLC | 0.00% | Add +86.3% | 14,857 | $653K |
| Two Sigma Advisers, LP | 0.00% | New | 12,500 | $550K |
| XML Financial, LLC | 0.06% | Reduce -5.3% | 12,480 | $549K |
| DAVENPORT & Co LLC | 0.00% | Add +0.1% | 11,419 | $502K |
| Coppell Advisory Solutions LLC | 0.08% | — | 11,199 | $493K |
| Leavell Investment Management, Inc. | 0.03% | Add +3.5% | 10,999 | $484K |
| GFS Advisors, LLC | 0.07% | Reduce -98.0% | 203 | $456K |
| Interactive Financial Advisors, Inc. | 0.25% | Reduce -2.5% | 10,190 | $448K |
| Spectrum Wealth Counsel, LLC | 0.06% | No change | 10,005 | $440K |
| Kesler, Norman & Wride, LLC | 0.09% | Reduce -9.9% | 9,989 | $440K |
| Janney Montgomery Scott LLC | 0.00% | No change | 9,943 | $437K |
| Osaic Holdings, Inc. | 0.00% | Reduce -9.4% | 9,625 | $424K |
| Bank of Montreal | 0.00% | Reduce -50.8% | 9,285 | $417K |
| Fifth Third Securities, Inc. | 0.04% | Reduce -21.1% | 9,294 | $409K |
| PFG Advisors | 0.03% | Reduce -1.7% | 9,013 | $397K |
| Sweet Financial Partners, LLC | 0.09% | No change | 8,834 | $389K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -14.2% | 8,563 | $377K |
| KKM Financial LLC | 0.17% | No change | 8,132 | $356K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 7,500 | $330K |
| Outlook Wealth Advisors, LLC | 0.10% | Add +15.0% | 11,891 | $330K |
| First Interstate Bank | 0.02% | Reduce -0.6% | 7,138 | $314K |
| Mesirow Financial Investment Management, Inc. | 0.01% | No change | 7,051 | $310K |
| Citigroup Inc. | 0.00% | Reduce -82.0% | 6,761 | $297K |
| CX Institutional | 0.01% | Reduce -2.9% | 6,723 | $296K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +2.0% | 6,403 | $282K |
| DHK Financial Advisors, Inc. | 0.20% | Reduce -62.2% | 6,401 | $282K |
| Raymond James & Associates | 0.00% | Reduce -15.6% | 6,343 | $279K |
| Beacon Financial Advisory LLC | 0.09% | Reduce -2.8% | 5,742 | $253K |
| Apeiron RIA LLC | 0.08% | No change | 5,602 | $246K |
| Stifel Financial Corp. | 0.00% | Reduce -71.2% | 5,308 | $234K |
| Prospera Financial Services Inc | 0.01% | No change | 5,221 | $230K |
| Regions Financial Corp. | 0.00% | No change | 5,200 | $229K |
| HRT Financial LP | 0.00% | New | 5,038 | $221K |
| Foundation Wealth Management, LLC | 0.17% | No change | 5,006 | $220K |
| FMR LLC | 0.00% | Add +65.3% | 4,930 | $217K |
| Rehmann Capital Advisory Group | 0.01% | Add +0.1% | 4,745 | $209K |
| Founders Financial Securities LLC | 0.02% | No change | 4,680 | $206K |
| Tompkins Financial Corp. | 0.02% | No change | 4,000 | $176K |
| Global Retirement Partners, LLC | 0.00% | Reduce -6.3% | 3,503 | $154K |
| Laurel Wealth Advisors LLC | 0.02% | Reduce -17.1% | 3,201 | $141K |
| US Bancorp \de | 0.00% | Reduce -6.7% | 1,905 | $84K |
| Avior Wealth Management, LLC | 0.00% | Reduce -23.7% | 1,845 | $81K |
"% of holder's portfolio" is IGE's weight in each manager's 13F, not the share of iShares North American Natur the manager owns.