iShares North American NaturIGEETF
13F holders, Q2 2025 (June 30)140holders −7
12new positions
18sold out
1famous investor
$44.28avg. 13F price*
At the end of Q2 2025, 140 institutions reported holding iShares North American Natur (IGE) in their 13F filings, down 7 from Q1 2025. 12 opened new positions and 18 sold out. The largest holders were Assetmark, Inc. ($48.7M), Morgan Stanley ($37.3M) and Bank of America Corp. ($28.9M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $5.0M |
| Exits | 18 | $6.1M |
All 13F filers, Q1 2025 → Q2 2025: 526,568 shares bought and 677,452 shares sold, net −150,884 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 140 holders
| Assetmark, Inc. | 0.11% | Add +1.5% | 1,100,147 | $48.7M |
| Morgan Stanley | 0.00% | Reduce -7.6% | 841,929 | $37.3M |
| Bank of America Corp. | 0.00% | Reduce -9.9% | 653,905 | $28.9M |
| Citizens & Northern Corp. | 5.86% | Reduce -0.9% | 495,124 | $21.9M |
| Family Firm, Inc. | 3.38% | Add +3.4% | 316,622 | $14.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.3% | 295,501 | $13.1M |
| LPL Financial LLC | 0.00% | Add +0.2% | 270,411 | $12.0M |
| Royal Bank of Canada | 0.00% | Add +4.8% | 261,660 | $11.6M |
| Cwm, LLC | 0.04% | Add +2.0% | 258,479 | $11.4M |
| Osaic Holdings, Inc. | 0.02% | Add +1411.6% | 240,453 | $10.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.7% | 200,453 | $8.9M |
| Wells Fargo & Company | 0.00% | Reduce -8.2% | 173,477 | $7.7M |
| Steward Partners Investment Advisory, LLC | 0.06% | Reduce -45.4% | 165,351 | $7.3M |
| Ameritas Investment Partners, Inc. | 0.20% | Add +2.4% | 143,714 | $6.4M |
| D.A. Davidson & Co. | 0.04% | Add +0.4% | 121,541 | $5.4M |
| Pure Financial Advisors, LLC | 0.08% | Reduce -7.3% | 107,037 | $4.7M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.0% | 95,387 | $4.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.7% | 82,660 | $3.7M |
| MML Investors Services, LLC | 0.01% | Add +5.0% | 79,846 | $3.5M |
| Factor Wealth Management LTD | 0.96% | Reduce -3.3% | 79,417 | $3.5M |
| UBS Group AG | 0.00% | Reduce -5.8% | 67,048 | $3.0M |
| Courage Miller Partners, LLC | 0.73% | Add +22.8% | 51,874 | $2.3M |
| BNP Paribas Financial Markets | 0.00% | No change | 50,500 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +575.0% | 47,897 | $2.1M |
| Zeit Capital LLC | 1.49% | Add +3.4% | 47,029 | $2.1M |
| Sachetta, LLC | 0.72% | Add +185.3% | 41,391 | $1.8M |
| Independent Advisor Alliance | 0.05% | New | 40,736 | $1.8M |
| Biondo Investment Advisors, LLC | 0.23% | Add +4.8% | 39,821 | $1.8M |
| Windward Private Wealth Management Inc. | 0.63% | Reduce -8.7% | 39,567 | $1.8M |
| Citadel Advisors | 0.00% | Reduce -20.7% | 34,601 | $1.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.9% | 34,349 | $1.5M |
| Arkansas Financial Group, Inc. | 0.23% | Add +1.5% | 34,017 | $1.5M |
| Rothschild Investment LLC | 0.09% | Add +2.6% | 33,390 | $1.5M |
| Sowa Financial Group, Inc. | 0.86% | Reduce -1.4% | 31,245 | $1.4M |
| Truist Financial Corp. | 0.00% | Add +4.3% | 30,309 | $1.3M |
| Advisor Resource Council | 0.63% | No change | 29,142 | $1.3M |
| Nations Financial Group Inc, /Ia/ | 0.09% | Reduce -1.3% | 29,125 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +6.3% | 28,503 | $1.3M |
| Geneos Wealth Management Inc. | 0.03% | Reduce -3.7% | 27,824 | $1.2M |
| Asset Management Group, Inc. | 0.20% | Reduce -1.3% | 25,437 | $1.1M |
| Parkside Financial Bank & Trust | 0.11% | Add +9.3% | 23,852 | $1.1M |
| Ieq Capital, LLC | 0.01% | No change | 22,798 | $1.0M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -3.8% | 22,682 | $1.0M |
| Mariner, LLC | 0.00% | Reduce -9.7% | 21,942 | $971K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -3.4% | 21,431 | $948K |
| HighTower Advisors, LLC | 0.00% | Add +3.0% | 20,491 | $907K |
| Prime Buchholz LLC | 0.29% | No change | 20,257 | $896K |
| Tower Research Capital LLC (TRC) | 0.02% | New | 19,859 | $879K |
| Raymond James Financial Inc. | 0.00% | Reduce -3.4% | 18,401 | $814K |
| Phillips Financial Management, LLC | 0.06% | No change | 17,939 | $794K |
| Outlook Wealth Advisors, LLC | 0.20% | Add +2.5% | 17,640 | $781K |
| Valmark Advisers, Inc. | 0.01% | Reduce -2.4% | 16,553 | $732K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.4% | 16,458 | $728K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.8% | 15,698 | $695K |
| Sunbelt Securities, Inc. | 0.06% | Add +4.7% | 15,635 | $668K |
| Balefire, LLC | 0.14% | New | 14,971 | $662K |
| Leavell Investment Management, Inc. | 0.03% | Reduce -2.3% | 14,773 | $654K |
| Flow Traders U.S. LLC | 0.02% | New | 14,766 | $653K |
| Csenge Advisory Group | 0.03% | Add +0.8% | 14,937 | $638K |
| Algorithmic Investment Models, LLC | 0.39% | Add +104.3% | 12,864 | $569K |
| Comerica Bank | 0.00% | Reduce -5.6% | 12,655 | $560K |
| XML Financial, LLC | 0.05% | Add +3.8% | 12,549 | $555K |
| Jones Financial Companies LLLP | 0.00% | Add +715.2% | 11,853 | $524K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -60.6% | 11,418 | $517K |
| Focus Partners Wealth | 0.00% | New | 10,555 | $467K |
| Ameriprise Financial Inc. | 0.00% | Reduce -92.6% | 9,825 | $435K |
| Courier Capital LLC | 0.03% | Reduce -8.2% | 9,705 | $429K |
| Janney Montgomery Scott LLC | 0.00% | No change | 9,683 | $428K |
| Interactive Financial Advisors, Inc. | 0.21% | Add +1.8% | 9,599 | $425K |
| Ascent Group, LLC | 0.02% | Reduce -2.3% | 9,444 | $418K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -82.6% | 9,429 | $417K |
| GFS Advisors, LLC | 0.06% | Reduce -9.9% | 9,302 | $412K |
| Ameritas Advisory Services, LLC | 0.02% | Add +0.8% | 8,897 | $394K |
| Mezzasalma Advisors, LLC | 0.12% | Add +0.6% | 8,889 | $393K |
| Westside Investment Management, Inc. | 0.07% | Add +481.2% | 8,195 | $363K |
| Creative Planning | 0.00% | Add +11.4% | 7,540 | $334K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 7,500 | $332K |
| Citigroup Inc. | 0.00% | Add +1.8% | 7,482 | $331K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -1.1% | 6,971 | $308K |
| Stifel Financial Corp. | 0.00% | Reduce -57.9% | 6,736 | $298K |
| First Interstate Bank | 0.02% | Reduce -5.3% | 6,713 | $297K |
| DHK Financial Advisors, Inc. | 0.17% | Add +0.6% | 6,563 | $290K |
| CX Institutional | 0.01% | Add +638.5% | 6,388 | $283K |
| Quadrature Capital Ltd | 0.00% | New | 6,349 | $281K |
| Regions Financial Corp. | 0.00% | No change | 6,189 | $274K |
| KKM Financial LLC | 0.09% | No change | 5,631 | $249K |
| Meridian Wealth Management, LLC | 0.01% | No change | 5,400 | $239K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -1.0% | 5,343 | $236K |
| FMR LLC | 0.00% | Reduce -8.1% | 5,231 | $231K |
| Ignite Planners, LLC | 0.04% | Reduce -7.1% | 4,974 | $223K |
| Barnes Wealth Management Group, Inc | 0.13% | Add +3.4% | 4,859 | $215K |
| Rehmann Capital Advisory Group | 0.01% | Add +0.1% | 4,767 | $211K |
| Beacon Financial Advisory LLC | 0.05% | Add +2.1% | 4,636 | $205K |
| Independent Financial Group, LLC | 0.01% | New | 4,628 | $205K |
| Global Retirement Partners, LLC | 0.00% | — | 4,440 | $196K |
| Operose Advisors LLC | 0.04% | No change | 3,000 | $133K |
| US Bancorp \de | 0.00% | Add +0.2% | 1,919 | $85K |
| Allworth Financial LP | 0.00% | Add +31.5% | 1,539 | $68K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,450 | $64K |
| Blair William & Co. | 0.00% | Add +7.7% | 1,309 | $58K |
| Capital Analysts, LLC | 0.00% | Reduce -2.4% | 1,122 | $50K |
| Nalls Sherbakoff Group, LLC | 0.03% | No change | 1,050 | $46K |
| Parallel Advisors, LLC | 0.00% | Add +0.2% | 997 | $44K |
| Spire Wealth Management | 0.00% | Reduce -5.0% | 949 | $42K |
| Harbour Investments, Inc. | 0.00% | No change | 852 | $38K |
| Crewe Advisors LLC | 0.00% | New | 618 | $27K |
| Bokf, NA | 0.00% | No change | 545 | $24K |
| Johnson Financial Group, Inc. | 0.00% | Add +154.0% | 508 | $22K |
| Crews Bank & Trust | 0.00% | No change | 500 | $22K |
| Arax Advisory Partners | 0.00% | No change | 455 | $20K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | No change | 448 | $20K |
| Creative Financial Designs Inc. | 0.00% | No change | 448 | $20K |
| Peterson Wealth Services | 0.01% | No change | 431 | $19K |
| Principal Securities, Inc. | 0.00% | No change | 403 | $18K |
| MJT & Associates Financial Advisory Group, Inc. | 0.02% | No change | 400 | $18K |
| MGB Wealth Management, LLC | 0.01% | No change | 400 | $18K |
| Main Street Group, LTD | 0.01% | Add +0.3% | 328 | $15K |
| NewEdge Advisors, LLC | 0.00% | Reduce -23.7% | 319 | $14K |
| Bellwether Advisors, LLC | 0.00% | No change | 300 | $13K |
| MAI Capital Management | 0.00% | No change | 300 | $13K |
| Signaturefd, LLC | 0.00% | No change | 280 | $12K |
| Bellevue Asset Management, LLC | 0.01% | Add +0.8% | 269 | $12K |
| Breakwater Investment Management | 0.00% | No change | 255 | $11K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 203 | $9K |
| Key Financial Inc | 0.00% | No change | 202 | $9K |
| AE Wealth Management LLC | 0.00% | New | 189 | $8K |
| AlphaCore Capital LLC | 0.00% | Add +166.7% | 160 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 150 | $7K |
| West Branch Capital LLC | 0.00% | No change | 146 | $6K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 66 | $3K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +1.6% | 65 | $3K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 60 | $3K |
| Stone House Investment Management, LLC | 0.00% | Reduce -98.2% | 51 | $2K |
| CoreCap Advisors, LLC | 0.00% | No change | 50 | $2K |
| Bessemer Group Inc. | 0.00% | No change | 40 | $2K |
| Bank of Montreal | 0.00% | Reduce -69.2% | 40 | $2K |
| Horizon Investments, LLC | 0.00% | No change | 33 | $1K |
| Simplex Trading, LLC | 0.00% | New | 30 | $1K |
| Farther Finance Advisors, LLC | 0.00% | New | 20 | $885 |
| Qube Research & Technologies Ltd | 0.00% | No change | 1 | $44 |
"% of holder's portfolio" is IGE's weight in each manager's 13F, not the share of iShares North American Natur the manager owns.