iShares North American NaturIGEETF
13F holders, Q4 2024 (December 31)142holders +9
19new positions
13sold out
1famous investor
$41.69avg. 13F price*
At the end of Q4 2024, 142 institutions reported holding iShares North American Natur (IGE) in their 13F filings, up 9 from Q3 2024. 19 opened new positions and 13 sold out. The largest holders were Assetmark, Inc. ($51.6M), Morgan Stanley ($40.7M) and Bank of America Corp. ($31.5M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $76.9M |
| Exits | 13 | $8.1M |
All 13F filers, Q3 2024 → Q4 2024: 2,569,302 shares bought and 1,428,641 shares sold, net +1,140,661 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 142 holders
| Assetmark, Inc. | 0.14% | New | 1,206,720 | $51.6M |
| Morgan Stanley | 0.00% | Add +12.4% | 952,616 | $40.7M |
| Bank of America Corp. | 0.00% | Add +1.9% | 736,395 | $31.5M |
| Citizens & Northern Corp. | 5.13% | New | 438,469 | $18.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +28.1% | 357,862 | $15.3M |
| LPL Financial LLC | 0.01% | Add +533.0% | 324,888 | $13.9M |
| Family Firm, Inc. | 2.83% | Reduce -0.5% | 492,799 | $12.7M |
| Royal Bank of Canada | 0.00% | Reduce -4.3% | 243,100 | $10.4M |
| Cwm, LLC | 0.04% | Add +5.0% | 242,088 | $10.3M |
| Wells Fargo & Company | 0.00% | Add +18.7% | 235,409 | $10.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -51.1% | 206,292 | $8.8M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +65.2% | 154,179 | $6.6M |
| Ameriprise Financial Inc. | 0.00% | Add +3.1% | 142,082 | $6.1M |
| Ameritas Investment Partners, Inc. | 0.19% | Add +0.9% | 135,728 | $5.8M |
| D.A. Davidson & Co. | 0.04% | Reduce -0.5% | 120,563 | $5.2M |
| Pure Financial Advisors, LLC | 0.12% | Add +7.4% | 119,942 | $5.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -18.8% | 99,892 | $4.3M |
| MML Investors Services, LLC | 0.01% | Add +15.5% | 87,164 | $3.7M |
| Jennison Associates LLC | 0.00% | Add +112.8% | 82,599 | $3.5M |
| Osaic Holdings, Inc. | 0.01% | Add +906.2% | 77,990 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.0% | 73,665 | $3.1M |
| Factor Wealth Management LTD | 1.04% | — | 73,463 | $3.1M |
| UBS Group AG | 0.00% | Add +2.4% | 69,459 | $3.0M |
| BNP Paribas Financial Markets | 0.00% | New | 50,000 | $2.1M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +0.8% | 49,097 | $2.1M |
| Zeit Capital LLC | 1.57% | Add +1.5% | 45,915 | $2.0M |
| Windward Private Wealth Management Inc. | 0.76% | Reduce -2.4% | 45,646 | $2.0M |
| Courage Miller Partners, LLC | 0.55% | Add +1.8% | 37,772 | $1.6M |
| Sowa Financial Group, Inc. | 0.99% | Reduce -14.0% | 37,026 | $1.6M |
| JPMorgan Chase & Co. | 0.00% | Add +18.7% | 36,111 | $1.5M |
| Avantax Advisory Services, Inc. | 0.01% | Add +9.3% | 35,881 | $1.5M |
| CW Advisors, LLC | 0.02% | Add +0.6% | 34,677 | $1.5M |
| Geneos Wealth Management Inc. | 0.05% | Reduce -1.1% | 33,433 | $1.4M |
| Rothschild Investment LLC | 0.09% | Reduce -1.7% | 33,130 | $1.4M |
| Biondo Investment Advisors, LLC | 0.19% | Add +4.8% | 32,761 | $1.4M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -47.4% | 32,129 | $1.4M |
| Arkansas Financial Group, Inc. | 0.22% | Reduce -96.4% | 32,113 | $1.4M |
| Nations Financial Group Inc, /Ia/ | 0.09% | Reduce -3.8% | 29,954 | $1.3M |
| Truist Financial Corp. | 0.00% | Add +5.1% | 29,292 | $1.3M |
| Nicolet Advisory Services, LLC | 0.11% | New | 26,525 | $1.2M |
| Asset Management Group, Inc. | 0.19% | Reduce -2.7% | 25,633 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -2.5% | 23,548 | $1.0M |
| Mariner, LLC | 0.00% | Add +268.9% | 23,018 | $984K |
| Ieq Capital, LLC | 0.01% | New | 21,372 | $913K |
| Comerica Bank | 0.00% | Add +6.2% | 20,901 | $893K |
| Parkside Financial Bank & Trust | 0.12% | Add +5.8% | 20,815 | $889K |
| Prime Buchholz LLC | 0.28% | — | 20,257 | $866K |
| Cetera Investment Advisers | 0.00% | Add +5.7% | 19,871 | $849K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.0% | 19,287 | $824K |
| HighTower Advisors, LLC | 0.00% | Add +8.1% | 18,671 | $798K |
| Phillips Financial Management, LLC | 0.06% | Reduce -0.6% | 17,939 | $767K |
| Valmark Advisers, Inc. | 0.01% | Add +13.8% | 17,526 | $749K |
| Csenge Advisory Group | 0.04% | New | 15,592 | $666K |
| Sunbelt Securities, Inc. | 0.06% | Reduce -20.4% | 15,635 | $662K |
| Avalon Capital Management | 0.21% | Reduce -13.8% | 15,441 | $660K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.6% | 15,186 | $649K |
| Sachetta, LLC | 0.24% | Reduce -14.7% | 14,402 | $615K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -80.7% | 12,762 | $545K |
| XML Financial, LLC | 0.05% | Add +1.0% | 12,554 | $536K |
| Leavell Investment Management, Inc. | 0.03% | Add +11.6% | 12,367 | $528K |
| Ascent Group, LLC | 0.04% | New | 12,199 | $521K |
| Outlook Wealth Advisors, LLC | 0.14% | Reduce -6.8% | 11,229 | $480K |
| Raymond James Financial Inc. | 0.00% | — | 11,172 | $477K |
| Courier Capital LLC | 0.03% | Reduce -0.0% | 10,573 | $452K |
| GFS Advisors, LLC | 0.07% | Reduce -0.4% | 10,329 | $441K |
| Spectrum Wealth Counsel, LLC | 0.05% | Add +2.3% | 10,234 | $437K |
| Janney Montgomery Scott LLC | 0.00% | No change | 9,833 | $420K |
| Interactive Financial Advisors, Inc. | 0.22% | Reduce -5.0% | 9,819 | $420K |
| PFG Advisors | 0.02% | Add +2.1% | 9,408 | $402K |
| Mezzasalma Advisors, LLC | 0.12% | New | 8,789 | $376K |
| Ameritas Advisory Services, LLC | 0.01% | Add +51.9% | 8,451 | $361K |
| Citadel Advisors | 0.00% | Reduce -66.8% | 8,206 | $351K |
| KKM Financial LLC | 0.14% | No change | 8,132 | $347K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 7,500 | $320K |
| First Interstate Bank | 0.02% | Reduce -0.7% | 7,088 | $303K |
| Mesirow Financial Investment Management, Inc. | 0.01% | No change | 7,051 | $301K |
| Algorithmic Investment Models, LLC | 0.22% | New | 6,532 | $279K |
| DHK Financial Advisors, Inc. | 0.17% | Add +0.7% | 6,490 | $277K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -3.0% | 6,263 | $268K |
| Citigroup Inc. | 0.00% | Reduce -22.1% | 5,468 | $234K |
| Meridian Wealth Management, LLC | 0.01% | New | 5,400 | $231K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 5,390 | $230K |
| FMR LLC | 0.00% | Add +12.0% | 5,222 | $223K |
| Regions Financial Corp. | 0.00% | No change | 5,200 | $222K |
| Stifel Financial Corp. | 0.00% | Reduce -2.8% | 5,184 | $222K |
| Fifth Third Securities, Inc. | 0.02% | Reduce -0.7% | 5,175 | $221K |
| Foundation Wealth Management, LLC | 0.17% | Add +2.5% | 5,131 | $219K |
| Kesler, Norman & Wride, LLC | 0.05% | Reduce -1.0% | 5,041 | $215K |
| Beacon Financial Advisory LLC | 0.07% | Reduce -13.1% | 5,005 | $214K |
| Prospera Financial Services Inc | 0.00% | Reduce -1.1% | 4,928 | $211K |
| Ignite Planners, LLC | 0.05% | New | 4,831 | $210K |
| Rehmann Capital Advisory Group | 0.01% | Add +0.1% | 4,757 | $203K |
| Coppell Advisory Solutions LLC | 0.03% | Reduce -41.8% | 4,647 | $197K |
| Global Retirement Partners, LLC | 0.01% | Add +50.9% | 4,428 | $189K |
| Laurel Wealth Advisors LLC | 0.02% | Reduce -5.0% | 3,044 | $130K |
| Operose Advisors LLC | 0.04% | No change | 3,000 | $128K |
| US Bancorp \de | 0.00% | Add +0.2% | 1,880 | $80K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +4.3% | 1,589 | $72K |
| Avior Wealth Management, LLC | 0.00% | No change | 1,687 | $72K |
| Blair William & Co. | 0.00% | Add +0.3% | 1,560 | $67K |
"% of holder's portfolio" is IGE's weight in each manager's 13F, not the share of iShares North American Natur the manager owns.