iShares North American NaturIGEETF
13F holders, Q3 2025 (September 30)146holders +6
22new positions
13sold out
4famous investors
$49.03avg. 13F price*
At the end of Q3 2025, 146 institutions reported holding iShares North American Natur (IGE) in their 13F filings, up 6 from Q2 2025. 22 opened new positions and 13 sold out. The largest holders were Assetmark, Inc. ($51.5M), Morgan Stanley ($39.5M) and Citizens & Northern Corp. ($24.3M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- iShares North American Natur
- CUSIP
- 464287374
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $6.0M |
| Exits | 13 | $3.7M |
All 13F filers, Q2 2025 → Q3 2025: 289,868 shares bought and 513,729 shares sold, net −223,861 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 146 holders
| Assetmark, Inc. | 0.11% | Reduce -4.5% | 1,050,718 | $51.5M |
| Morgan Stanley | 0.00% | Reduce -4.2% | 806,264 | $39.5M |
| Citizens & Northern Corp. | 6.02% | Add +0.1% | 495,504 | $24.3M |
| Bank of America Corp. | 0.00% | Reduce -25.3% | 488,210 | $23.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.1% | 292,354 | $14.3M |
| LPL Financial LLC | 0.00% | Reduce -2.6% | 263,305 | $12.9M |
| Royal Bank of Canada | 0.00% | Add +0.2% | 262,247 | $12.9M |
| Cwm, LLC | 0.04% | Add +1.0% | 261,122 | $12.8M |
| Osaic Holdings, Inc. | 0.02% | Add +6.4% | 255,853 | $12.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.4% | 203,266 | $10.0M |
| Steward Partners Investment Advisory, LLC | 0.05% | Reduce -0.8% | 164,085 | $8.0M |
| Wells Fargo & Company | 0.00% | Reduce -10.1% | 155,892 | $7.6M |
| Ameritas Investment Partners, Inc. | 0.23% | Add +4.7% | 150,419 | $7.4M |
| D.A. Davidson & Co. | 0.04% | Add +0.3% | 121,944 | $6.0M |
| Pure Financial Advisors, LLC | 0.08% | Add +0.3% | 107,355 | $5.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.4% | 93,129 | $4.6M |
| Factor Wealth Management LTD | 0.94% | Reduce -3.6% | 76,539 | $3.8M |
| UBS Group AG | 0.00% | Add +14.1% | 76,477 | $3.8M |
| MML Investors Services, LLC | 0.01% | Reduce -7.4% | 73,958 | $3.6M |
| Cetera Investment Advisers | 0.00% | Add +90.6% | 54,335 | $2.7M |
| Courage Miller Partners, LLC | 0.80% | Add +4.5% | 54,194 | $2.7M |
| BNP Paribas Financial Markets | 0.00% | Reduce -1.0% | 50,000 | $2.5M |
| Mariner, LLC | 0.00% | Add +127.4% | 49,890 | $2.4M |
| Zeit Capital LLC | 1.56% | Reduce -0.5% | 46,812 | $2.3M |
| Biondo Investment Advisors, LLC | 0.26% | Add +4.9% | 41,776 | $2.0M |
| Ieq Capital, LLC | 0.01% | Add +81.4% | 41,355 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -13.8% | 41,295 | $2.0M |
| Sachetta, LLC | 0.75% | Reduce -0.3% | 41,255 | $2.0M |
| Windward Private Wealth Management Inc. | 0.67% | Reduce -0.3% | 39,457 | $1.9M |
| Algorithmic Investment Models, LLC | 1.18% | Add +182.2% | 36,304 | $1.8M |
| Arkansas Financial Group, Inc. | 0.24% | Reduce -2.6% | 33,139 | $1.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.0% | 32,972 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -60.2% | 32,933 | $1.6M |
| Rothschild Investment LLC | 0.09% | Reduce -2.7% | 32,495 | $1.6M |
| American Wealth Advisors, LLC | 1.56% | — | 32,205 | $1.6M |
| Sowa Financial Group, Inc. | 0.88% | Add +2.7% | 32,075 | $1.6M |
| Truist Financial Corp. | 0.00% | Add +2.6% | 31,093 | $1.5M |
| Nations Financial Group Inc, /Ia/ | 0.09% | Reduce -1.0% | 28,845 | $1.4M |
| Independent Advisor Alliance | 0.04% | Reduce -32.2% | 27,620 | $1.4M |
| Raymond James Financial Inc. | 0.00% | Add +45.4% | 26,756 | $1.3M |
| Asset Management Group, Inc. | 0.21% | Add +0.6% | 25,576 | $1.3M |
| Parkside Financial Bank & Trust | 0.09% | Add +1.8% | 24,283 | $1.2M |
| IFP Advisors, Inc | 0.03% | New | 23,315 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Add +1.9% | 20,890 | $1.0M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -3.6% | 20,661 | $1.0M |
| Prime Buchholz LLC | 0.55% | No change | 20,257 | $994K |
| Allianz Asset Management GmbH | 0.00% | New | 19,400 | $952K |
| Phillips Financial Management, LLC | 0.06% | Reduce -0.3% | 17,885 | $877K |
| Outlook Wealth Advisors, LLC | 0.21% | Reduce -1.8% | 17,324 | $850K |
| Valmark Advisers, Inc. | 0.01% | Add +3.0% | 17,053 | $836K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.2% | 16,266 | $798K |
| Leavell Investment Management, Inc. | 0.03% | Add +8.1% | 15,966 | $783K |
| Balefire, LLC | 0.15% | Add +1.3% | 15,165 | $744K |
| Ameriprise Financial Inc. | 0.00% | Add +50.1% | 14,752 | $724K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -28.2% | 14,254 | $699K |
| Sunbelt Securities, Inc. | 0.05% | Reduce -10.4% | 14,010 | $687K |
| XML Financial, LLC | 0.05% | Add +7.2% | 13,448 | $660K |
| Citadel Advisors | 0.00% | Reduce -61.9% | 13,194 | $647K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -18.8% | 12,749 | $625K |
| Comerica Bank | 0.00% | Reduce -0.4% | 12,604 | $618K |
| Focus Partners Wealth | 0.00% | No change | 10,555 | $518K |
| Jones Financial Companies LLLP | 0.00% | Reduce -15.1% | 10,061 | $499K |
| Courier Capital LLC | 0.03% | No change | 9,705 | $476K |
| PFG Advisors | 0.02% | New | 9,229 | $453K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -5.0% | 9,195 | $451K |
| GFS Advisors, LLC | 0.06% | Reduce -1.3% | 9,180 | $450K |
| Interactive Financial Advisors, Inc. | 0.23% | Reduce -8.0% | 8,832 | $433K |
| Mezzasalma Advisors, LLC | 0.11% | Reduce -1.6% | 8,743 | $429K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -69.7% | 8,420 | $413K |
| Creative Planning | 0.00% | Add +10.8% | 8,353 | $410K |
| Westside Investment Management, Inc. | 0.07% | Add +1.2% | 8,295 | $407K |
| Ascent Group, LLC | 0.01% | Reduce -12.8% | 8,233 | $404K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 8,123 | $398K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 7,500 | $368K |
| Citigroup Inc. | 0.00% | Reduce -1.7% | 7,358 | $361K |
| Gotham Asset Management | 0.00% | New | 7,005 | $344K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -0.3% | 6,951 | $341K |
| First Interstate Bank | 0.02% | No change | 6,713 | $329K |
| New England Private Wealth Advisors LLC | 0.04% | New | 6,627 | $325K |
| CX Institutional | 0.01% | Reduce -0.7% | 6,341 | $311K |
| Regions Financial Corp. | 0.00% | No change | 6,189 | $304K |
| Rehmann Capital Advisory Group | 0.02% | Add +23.0% | 5,865 | $288K |
| KKM Financial LLC | 0.09% | No change | 5,631 | $276K |
| D. E. Shaw & Co. | 0.00% | New | 5,497 | $270K |
| Jennison Associates LLC | 0.00% | New | 5,463 | $268K |
| Meridian Wealth Management, LLC | 0.01% | No change | 5,400 | $265K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -0.4% | 5,322 | $261K |
| Barnes Wealth Management Group, Inc | 0.14% | Add +8.3% | 5,261 | $258K |
| FMR LLC | 0.00% | Reduce -1.1% | 5,176 | $254K |
| AQR Capital Management | 0.00% | New | 5,098 | $250K |
| VestGen Investment Management | 0.14% | New | 4,918 | $241K |
| Independent Financial Group, LLC | 0.01% | Add +1.1% | 4,679 | $230K |
| Beacon Financial Advisory LLC | 0.05% | Add +0.2% | 4,645 | $228K |
| NewEdge Advisors, LLC | 0.00% | Add +1344.2% | 4,607 | $226K |
| Global Retirement Partners, LLC | 0.01% | Add +2.3% | 4,540 | $223K |
| Ignite Planners, LLC | 0.04% | Reduce -9.4% | 4,508 | $221K |
| Sigma Planning Corp | 0.01% | New | 4,473 | $219K |
| Prospera Financial Services Inc | 0.00% | New | 4,432 | $217K |
| Kesler, Norman & Wride, LLC | 0.04% | New | 5,041 | $215K |
| Tyche Wealth Partners LLC | 0.04% | New | 4,171 | $205K |
"% of holder's portfolio" is IGE's weight in each manager's 13F, not the share of iShares North American Natur the manager owns.