iShares North American NaturIGEETF
13F holders, Q1 2025 (March 31)147holders +5
15new positions
10sold out
1famous investor
$45.43avg. 13F price*
At the end of Q1 2025, 147 institutions reported holding iShares North American Natur (IGE) in their 13F filings, up 5 from Q4 2024. 15 opened new positions and 10 sold out. The largest holders were Assetmark, Inc. ($49.3M), Morgan Stanley ($41.4M) and Bank of America Corp. ($33.0M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $6.2M |
| Exits | 10 | $2.4M |
All 13F filers, Q4 2024 → Q1 2025: 480,848 shares bought and 806,089 shares sold, net −325,241 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 147 holders
| Assetmark, Inc. | 0.14% | Reduce -10.2% | 1,084,192 | $49.3M |
| Morgan Stanley | 0.00% | Reduce -4.3% | 911,311 | $41.4M |
| Bank of America Corp. | 0.00% | Reduce -1.4% | 726,067 | $33.0M |
| Citizens & Northern Corp. | 6.40% | Add +13.9% | 499,591 | $22.7M |
| Family Firm, Inc. | 3.11% | Reduce -37.8% | 306,353 | $13.9M |
| Steward Partners Investment Advisory, LLC | 0.12% | Add +96.3% | 302,608 | $13.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -17.2% | 296,400 | $13.5M |
| LPL Financial LLC | 0.00% | Reduce -16.9% | 269,858 | $12.3M |
| Cwm, LLC | 0.05% | Add +4.7% | 253,377 | $11.5M |
| Royal Bank of Canada | 0.00% | Add +2.7% | 249,557 | $11.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.3% | 193,264 | $8.8M |
| Wells Fargo & Company | 0.00% | Reduce -19.7% | 188,962 | $8.6M |
| Ameritas Investment Partners, Inc. | 0.22% | Add +3.4% | 140,365 | $6.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.5% | 132,780 | $6.0M |
| D.A. Davidson & Co. | 0.04% | Add +0.4% | 121,099 | $5.5M |
| Pure Financial Advisors, LLC | 0.11% | Reduce -3.8% | 115,430 | $5.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.6% | 98,345 | $4.5M |
| Factor Wealth Management LTD | 1.15% | Add +11.8% | 82,118 | $3.7M |
| MML Investors Services, LLC | 0.01% | Reduce -12.7% | 76,060 | $3.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.3% | 75,341 | $3.4M |
| UBS Group AG | 0.00% | Add +2.4% | 71,147 | $3.2M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +10.2% | 54,115 | $2.5M |
| BNP Paribas Financial Markets | 0.00% | Add +1.0% | 50,500 | $2.3M |
| Zeit Capital LLC | 1.63% | Reduce -1.0% | 45,470 | $2.1M |
| Citadel Advisors | 0.00% | Add +431.6% | 43,622 | $2.0M |
| Windward Private Wealth Management Inc. | 0.77% | Reduce -5.1% | 43,317 | $2.0M |
| Caprock Group, LLC | 0.06% | New | 42,421 | $1.9M |
| Courage Miller Partners, LLC | 0.65% | Add +11.8% | 42,247 | $1.9M |
| Biondo Investment Advisors, LLC | 0.25% | Add +16.0% | 38,011 | $1.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.0% | 35,028 | $1.6M |
| CW Advisors, LLC | 0.02% | Reduce -2.9% | 33,684 | $1.5M |
| Rothschild Investment LLC | 0.10% | Reduce -1.8% | 32,535 | $1.5M |
| Sowa Financial Group, Inc. | 0.95% | Reduce -14.5% | 31,671 | $1.4M |
| Nations Financial Group Inc, /Ia/ | 0.10% | Reduce -1.5% | 29,496 | $1.3M |
| Advisor Resource Council | 0.11% | New | 29,142 | $1.3M |
| Truist Financial Corp. | 0.00% | Reduce -0.8% | 29,063 | $1.3M |
| Arkansas Financial Group, Inc. | 0.23% | Add +4.4% | 33,524 | $1.3M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -9.7% | 29,001 | $1.3M |
| Geneos Wealth Management Inc. | 0.04% | Reduce -13.6% | 28,891 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +35.0% | 26,817 | $1.2M |
| Asset Management Group, Inc. | 0.22% | Add +0.5% | 25,758 | $1.2M |
| Mariner, LLC | 0.00% | Add +5.5% | 24,288 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -34.3% | 23,586 | $1.1M |
| Jennison Associates LLC | 0.00% | Reduce -71.6% | 23,453 | $1.1M |
| Ieq Capital, LLC | 0.01% | Add +6.7% | 22,798 | $1.0M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -5.8% | 22,180 | $1.0M |
| Parkside Financial Bank & Trust | 0.13% | Add +4.9% | 21,828 | $993K |
| Q3 Asset Management | 0.65% | New | 20,971 | $953K |
| Prime Buchholz LLC | 0.32% | No change | 20,257 | $921K |
| HighTower Advisors, LLC | 0.00% | Add +6.5% | 19,891 | $904K |
| Raymond James Financial Inc. | 0.00% | Add +70.5% | 19,051 | $866K |
| Phillips Financial Management, LLC | 0.06% | No change | 17,939 | $816K |
| Outlook Wealth Advisors, LLC | 0.22% | Add +53.2% | 17,205 | $782K |
| Valmark Advisers, Inc. | 0.01% | Reduce -3.2% | 16,959 | $771K |
| Stifel Financial Corp. | 0.00% | Add +208.7% | 16,003 | $728K |
| Osaic Holdings, Inc. | 0.00% | Reduce -79.6% | 15,907 | $723K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +18.9% | 15,180 | $690K |
| Leavell Investment Management, Inc. | 0.03% | Add +22.3% | 15,119 | $687K |
| Sunbelt Securities, Inc. | 0.06% | Reduce -4.5% | 14,935 | $679K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.3% | 14,838 | $675K |
| Sachetta, LLC | 0.27% | Add +0.7% | 14,509 | $660K |
| Csenge Advisory Group | 0.04% | Reduce -5.0% | 14,812 | $618K |
| Comerica Bank | 0.00% | Reduce -35.9% | 13,400 | $609K |
| XML Financial, LLC | 0.05% | Reduce -3.6% | 12,096 | $550K |
| Courier Capital LLC | 0.03% | No change | 10,573 | $481K |
| GFS Advisors, LLC | 0.09% | No change | 10,329 | $470K |
| Spectrum Wealth Counsel, LLC | 0.06% | No change | 10,234 | $465K |
| Nicolet Advisory Services, LLC | 0.04% | Reduce -57.5% | 11,273 | $443K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.5% | 9,683 | $440K |
| Ascent Group, LLC | 0.02% | Reduce -20.8% | 9,666 | $440K |
| PFG Advisors | 0.02% | Add +1.9% | 9,584 | $436K |
| Interactive Financial Advisors, Inc. | 0.23% | Reduce -4.0% | 9,428 | $429K |
| Mezzasalma Advisors, LLC | 0.14% | Add +0.5% | 8,836 | $402K |
| Ameritas Advisory Services, LLC | 0.02% | Add +4.5% | 8,828 | $395K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 7,500 | $341K |
| Citigroup Inc. | 0.00% | Add +34.4% | 7,350 | $334K |
| Susquehanna International Group, LLP | 0.00% | New | 7,096 | $323K |
| First Interstate Bank | 0.02% | No change | 7,088 | $322K |
| Mesirow Financial Investment Management, Inc. | 0.01% | No change | 7,051 | $321K |
| Creative Planning | 0.00% | New | 6,767 | $308K |
| DHK Financial Advisors, Inc. | 0.16% | Add +0.5% | 6,525 | $297K |
| Algorithmic Investment Models, LLC | 0.21% | Reduce -3.6% | 6,297 | $286K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +0.0% | 6,264 | $285K |
| Regions Financial Corp. | 0.00% | Add +19.0% | 6,189 | $281K |
| Busey Bank | 0.01% | New | 5,774 | $263K |
| FMR LLC | 0.00% | Add +9.0% | 5,692 | $259K |
| KKM Financial LLC | 0.11% | Reduce -30.8% | 5,631 | $256K |
| Meridian Wealth Management, LLC | 0.01% | No change | 5,400 | $246K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +0.1% | 5,395 | $245K |
| Foundation Wealth Management, LLC | 0.19% | Add +2.2% | 5,245 | $238K |
| Pinkerton Wealth, LLC | 0.03% | New | 5,189 | $236K |
| Ignite Planners, LLC | 0.04% | Add +10.8% | 5,353 | $223K |
| Rehmann Capital Advisory Group | 0.01% | Add +0.1% | 4,762 | $217K |
| Barnes Wealth Management Group, Inc | 0.14% | New | 4,699 | $214K |
| Beacon Financial Advisory LLC | 0.06% | Reduce -9.3% | 4,541 | $206K |
| Sigma Planning Corp | 0.01% | New | 4,470 | $203K |
| Founders Financial Securities LLC | 0.02% | New | 4,747 | $202K |
| Laurel Wealth Advisors LLC | 0.02% | Add +0.0% | 3,045 | $138K |
| Operose Advisors LLC | 0.05% | No change | 3,000 | $136K |
| Stone House Investment Management, LLC | 0.03% | New | 2,827 | $129K |
"% of holder's portfolio" is IGE's weight in each manager's 13F, not the share of iShares North American Natur the manager owns.