iShares North American NaturIGEETF
13F holders, Q3 2024 (September 30)133holders −1
10new positions
10sold out
1famous investor
$36.97avg. 13F price*
At the end of Q3 2024, 133 institutions reported holding iShares North American Natur (IGE) in their 13F filings, down 1 from Q2 2024. 10 opened new positions and 10 sold out. The largest holders were Morgan Stanley ($37.3M), Bank of America Corp. ($31.8M) and Envestnet Asset Management Inc. ($18.6M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $1.1M |
| Exits | 10 | $12.5M |
All 13F filers, Q2 2024 → Q3 2024: 1,043,846 shares bought and 502,852 shares sold, net +540,994 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 133 holders
| Morgan Stanley | 0.00% | Reduce -0.8% | 847,323 | $37.3M |
| Bank of America Corp. | 0.00% | Add +8.3% | 722,428 | $31.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +2.1% | 422,326 | $18.6M |
| Family Firm, Inc. | 2.89% | Add +2.9% | 495,443 | $13.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -5.0% | 279,401 | $12.3M |
| Royal Bank of Canada | 0.00% | Reduce -6.0% | 253,952 | $11.2M |
| Cwm, LLC | 0.04% | Reduce -5.8% | 230,462 | $10.2M |
| Wells Fargo & Company | 0.00% | Reduce -4.4% | 198,296 | $8.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.0% | 137,845 | $6.1M |
| Ameritas Investment Partners, Inc. | 0.19% | Add +1.4% | 134,454 | $5.9M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.8% | 123,078 | $5.4M |
| D.A. Davidson & Co. | 0.04% | Reduce -0.5% | 121,155 | $5.3M |
| Pure Financial Advisors, LLC | 0.12% | Add +2.0% | 111,684 | $4.9M |
| Steward Partners Investment Advisory, LLC | 0.04% | Reduce -0.7% | 93,339 | $4.1M |
| MML Investors Services, LLC | 0.01% | Add +1.8% | 75,469 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.3% | 72,931 | $3.2M |
| UBS Group AG | 0.00% | Add +3.1% | 67,820 | $3.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +2.2% | 66,106 | $2.9M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -15.8% | 61,103 | $2.7M |
| LPL Financial LLC | 0.00% | Reduce -6.2% | 51,321 | $2.3M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +6.8% | 48,706 | $2.1M |
| Windward Private Wealth Management Inc. | 0.79% | Reduce -2.5% | 46,772 | $2.1M |
| Zeit Capital LLC | 1.54% | Reduce -1.9% | 45,235 | $2.0M |
| Sowa Financial Group, Inc. | 1.20% | Reduce -5.3% | 43,073 | $1.9M |
| Advisor Resource Council | 0.81% | Add +38.3% | 40,370 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -5.6% | 39,404 | $1.7M |
| Jennison Associates LLC | 0.00% | Add +34.6% | 38,811 | $1.7M |
| Courage Miller Partners, LLC | 0.55% | Add +6.8% | 37,097 | $1.6M |
| Principal Financial Group Inc. | 0.00% | Reduce -11.4% | 34,825 | $1.5M |
| CW Advisors, LLC | 0.02% | Reduce -40.3% | 34,479 | $1.5M |
| Geneos Wealth Management Inc. | 0.06% | Reduce -2.0% | 33,807 | $1.5M |
| Rothschild Investment LLC | 0.10% | No change | 33,700 | $1.5M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -9.0% | 32,832 | $1.4M |
| Biondo Investment Advisors, LLC | 0.19% | Add +0.9% | 31,276 | $1.4M |
| Nations Financial Group Inc, /Ia/ | 0.10% | Add +1.3% | 31,137 | $1.4M |
| JPMorgan Chase & Co. | 0.00% | Add +1.2% | 30,415 | $1.3M |
| Jane Street Group, LLC | 0.00% | Add +6.0% | 28,547 | $1.3M |
| Truist Financial Corp. | 0.00% | Reduce -3.4% | 27,882 | $1.2M |
| Asset Management Group, Inc. | 0.16% | Add +0.3% | 26,343 | $1.2M |
| Citadel Advisors | 0.00% | Reduce -35.7% | 24,709 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -3.1% | 24,157 | $1.1M |
| Prudential Financial Inc. | 0.00% | Reduce -12.9% | 22,542 | $993K |
| Parkside Financial Bank & Trust | 0.12% | Add +4.4% | 19,680 | $867K |
| Comerica Bank | 0.00% | Reduce -2.1% | 19,674 | $867K |
| Sunbelt Securities, Inc. | 0.08% | No change | 19,635 | $865K |
| Cetera Investment Advisers | 0.00% | Add +3.5% | 18,792 | $828K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.1% | 18,724 | $825K |
| Phillips Financial Management, LLC | 0.06% | Reduce -2.4% | 18,043 | $795K |
| Avalon Capital Management | 0.24% | Reduce -2.3% | 17,922 | $790K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -0.6% | 17,604 | $776K |
| HighTower Advisors, LLC | 0.00% | Add +16.3% | 17,278 | $758K |
| Sachetta, LLC | 0.29% | Reduce -9.0% | 16,875 | $744K |
| Valmark Advisers, Inc. | 0.01% | Add +2.7% | 15,403 | $679K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -33.5% | 15,089 | $665K |
| XML Financial, LLC | 0.05% | Reduce -0.4% | 12,433 | $548K |
| Outlook Wealth Advisors, LLC | 0.15% | Add +1.4% | 12,051 | $531K |
| Leavell Investment Management, Inc. | 0.02% | Add +0.8% | 11,087 | $489K |
| Courier Capital LLC | 0.03% | New | 10,574 | $466K |
| GFS Advisors, LLC | 0.10% | Add +5007.9% | 10,369 | $457K |
| Interactive Financial Advisors, Inc. | 0.23% | Add +1.4% | 10,330 | $455K |
| Spectrum Wealth Counsel, LLC | 0.05% | No change | 10,005 | $441K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.1% | 9,833 | $433K |
| Bank of Montreal | 0.00% | Reduce -0.3% | 9,255 | $407K |
| PFG Advisors | 0.03% | Add +2.2% | 9,211 | $406K |
| Sweet Financial Partners, LLC | 0.08% | No change | 8,834 | $389K |
| KKM Financial LLC | 0.18% | No change | 8,132 | $358K |
| Coppell Advisory Solutions LLC | 0.05% | Reduce -28.7% | 7,987 | $351K |
| Osaic Holdings, Inc. | 0.00% | Reduce -19.5% | 7,751 | $342K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 7,500 | $331K |
| First Interstate Bank | 0.02% | No change | 7,138 | $315K |
| Mesirow Financial Investment Management, Inc. | 0.01% | No change | 7,051 | $311K |
| Citigroup Inc. | 0.00% | Add +3.8% | 7,015 | $309K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +0.9% | 6,460 | $285K |
| DHK Financial Advisors, Inc. | 0.17% | Add +0.7% | 6,448 | $284K |
| Mariner, LLC | 0.00% | Reduce -74.3% | 6,240 | $275K |
| Beacon Financial Advisory LLC | 0.09% | Add +0.3% | 5,760 | $254K |
| Raymond James & Associates | 0.00% | Reduce -11.1% | 5,642 | $249K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -35.0% | 5,563 | $245K |
| Stifel Financial Corp. | 0.00% | Add +0.5% | 5,333 | $235K |
| Fifth Third Securities, Inc. | 0.02% | Reduce -43.9% | 5,210 | $230K |
| Regions Financial Corp. | 0.00% | No change | 5,200 | $229K |
| Kesler, Norman & Wride, LLC | 0.04% | Reduce -49.0% | 5,090 | $224K |
| GTS Securities LLC | 0.00% | New | 5,082 | $224K |
| Foundation Wealth Management, LLC | 0.17% | No change | 5,006 | $221K |
| Prospera Financial Services Inc | 0.01% | Reduce -4.6% | 4,983 | $220K |
| Rehmann Capital Advisory Group | 0.01% | Add +0.1% | 4,751 | $209K |
| Founders Financial Securities LLC | 0.02% | No change | 4,680 | $206K |
| FMR LLC | 0.00% | Reduce -5.4% | 4,664 | $206K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 4,583 | $202K |
| Tompkins Financial Corp. | 0.02% | No change | 4,000 | $176K |
| Laurel Wealth Advisors LLC | 0.02% | Add +0.1% | 3,203 | $141K |
| Operose Advisors LLC | 0.04% | New | 3,000 | $132K |
| Global Retirement Partners, LLC | 0.00% | Reduce -16.2% | 2,934 | $129K |
| US Bancorp \de | 0.00% | Reduce -1.5% | 1,877 | $83K |
| Avior Wealth Management, LLC | 0.00% | Reduce -8.6% | 1,687 | $74K |
| Blair William & Co. | 0.00% | Add +0.3% | 1,556 | $69K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 1,524 | $67K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -2.6% | 1,450 | $64K |
| Parallel Advisors, LLC | 0.00% | Add +0.2% | 1,010 | $45K |
| NorthRock Partners, LLC | 0.00% | No change | 1,001 | $44K |
"% of holder's portfolio" is IGE's weight in each manager's 13F, not the share of iShares North American Natur the manager owns.