iShares North American NaturIGEETF
13F holders, Q4 2025 (December 31)154holders +8
17new positions
11sold out
2famous investors
$50.21avg. 13F price*
At the end of Q4 2025, 154 institutions reported holding iShares North American Natur (IGE) in their 13F filings, up 8 from Q3 2025. 17 opened new positions and 11 sold out. The largest holders were Assetmark, Inc. ($49.4M), Morgan Stanley ($41.0M) and Citizens & Northern Corp. ($24.7M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares North American Natur
- CUSIP
- 464287374
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $29.7M |
| Exits | 11 | $2.3M |
All 13F filers, Q3 2025 → Q4 2025: 808,243 shares bought and 517,070 shares sold, net +291,173 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 154 holders
| Assetmark, Inc. | 0.10% | Reduce -6.3% | 984,339 | $49.4M |
| Morgan Stanley | 0.00% | Add +1.3% | 816,638 | $41.0M |
| Citizens & Northern Corp. | 6.13% | Reduce -0.6% | 492,536 | $24.7M |
| Bank of America Corp. | 0.00% | Add +0.6% | 491,200 | $24.7M |
| Beacon Pointe Advisors, LLC | 0.10% | New | 277,095 | $13.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -6.2% | 274,388 | $13.8M |
| Cwm, LLC | 0.04% | Add +4.8% | 273,789 | $13.7M |
| LPL Financial LLC | 0.00% | Reduce -4.2% | 252,353 | $12.7M |
| Royal Bank of Canada | 0.00% | Reduce -13.6% | 226,582 | $11.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.7% | 197,741 | $9.9M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +0.6% | 165,099 | $8.3M |
| Wells Fargo & Company | 0.00% | Reduce -0.6% | 155,006 | $7.8M |
| Ameritas Investment Partners, Inc. | 0.23% | Add +1.7% | 152,953 | $7.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +44.8% | 134,851 | $6.8M |
| Wealthcare Advisory Partners LLC | 0.12% | New | 124,690 | $6.3M |
| D.A. Davidson & Co. | 0.04% | Reduce -4.4% | 116,543 | $5.9M |
| Pure Financial Advisors, LLC | 0.08% | Add +0.1% | 107,421 | $5.4M |
| BNP Paribas Financial Markets | 0.00% | Add +101.0% | 100,500 | $5.0M |
| Factor Wealth Management LTD | 0.97% | Add +17.3% | 89,759 | $4.5M |
| MML Investors Services, LLC | 0.01% | Add +3.4% | 76,503 | $3.8M |
| Midwest Professional Planners, LTD. | 0.79% | New | 66,288 | $3.3M |
| UBS Group AG | 0.00% | Reduce -13.7% | 66,037 | $3.3M |
| Cetera Investment Advisers | 0.00% | Add +3.1% | 56,035 | $2.8M |
| Courage Miller Partners, LLC | 0.84% | Add +2.4% | 55,494 | $2.8M |
| Mariner, LLC | 0.00% | Add +0.5% | 50,118 | $2.5M |
| Zeit Capital LLC | 1.59% | Reduce -0.0% | 46,794 | $2.3M |
| Ieq Capital, LLC | 0.01% | Add +5.4% | 43,593 | $2.2M |
| Biondo Investment Advisors, LLC | 0.26% | Add +3.1% | 43,081 | $2.2M |
| Sachetta, LLC | 1.15% | Add +1.3% | 41,796 | $2.1M |
| Windward Private Wealth Management Inc. | 0.65% | Reduce -5.4% | 37,325 | $1.9M |
| Rothschild Investment LLC | 0.09% | Add +0.0% | 32,502 | $1.6M |
| American Wealth Advisors, LLC | 1.60% | Add +0.5% | 32,361 | $1.6M |
| IFP Advisors, Inc | 0.04% | Add +38.2% | 32,220 | $1.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.6% | 32,116 | $1.6M |
| Truist Financial Corp. | 0.00% | Reduce -0.6% | 30,902 | $1.6M |
| Arkansas Financial Group, Inc. | 0.22% | Reduce -7.8% | 30,540 | $1.5M |
| Jane Street Group, LLC | 0.00% | New | 30,136 | $1.5M |
| Raymond James Financial Inc. | 0.00% | Add +12.0% | 29,975 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -88.3% | 29,912 | $1.5M |
| Sowa Financial Group, Inc. | 0.76% | Reduce -9.8% | 28,933 | $1.5M |
| Nations Financial Group Inc, /Ia/ | 0.08% | Reduce -1.2% | 28,500 | $1.4M |
| Independent Advisor Alliance | 0.03% | Reduce -0.3% | 27,546 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -17.2% | 27,267 | $1.4M |
| Asset Management Group, Inc. | 0.21% | Add +0.7% | 25,741 | $1.3M |
| Parkside Financial Bank & Trust | 0.10% | Add +4.9% | 25,481 | $1.3M |
| Ameritas Advisory Services, LLC | 0.05% | Add +1092.3% | 24,633 | $1.2M |
| Wealthcare Capital Partners, LLC | 0.55% | New | 23,211 | $1.2M |
| Cibc World Market Inc. | 0.00% | New | 22,552 | $1.1M |
| AQR Capital Management | 0.00% | Add +335.6% | 22,207 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Add +1.7% | 21,238 | $1.1M |
| Prime Buchholz LLC | 0.60% | No change | 20,257 | $1.0M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -13.1% | 17,965 | $902K |
| Phillips Financial Management, LLC | 0.06% | No change | 17,885 | $898K |
| Valmark Advisers, Inc. | 0.01% | Add +2.5% | 17,484 | $878K |
| Susquehanna International Group, LLP | 0.00% | Reduce -57.7% | 17,457 | $876K |
| Outlook Wealth Advisors, LLC | 0.20% | Reduce -0.5% | 17,235 | $865K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.6% | 16,696 | $838K |
| Leavell Investment Management, Inc. | 0.03% | Add +3.0% | 16,445 | $826K |
| HighPoint Advisor Group LLC | 0.02% | New | 15,830 | $795K |
| Jennison Associates LLC | 0.00% | Add +188.0% | 15,735 | $790K |
| Balefire, LLC | 0.15% | Add +0.4% | 15,227 | $764K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.7% | 14,117 | $709K |
| Ameriprise Financial Inc. | 0.00% | Reduce -11.2% | 13,104 | $658K |
| XML Financial, LLC | 0.05% | Reduce -3.0% | 13,043 | $655K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -7.0% | 13,035 | $654K |
| Comerica Bank | 0.00% | No change | 12,604 | $633K |
| Jones Financial Companies LLLP | 0.00% | Add +14.4% | 11,509 | $578K |
| Focus Partners Wealth | 0.00% | Add +4.7% | 11,055 | $555K |
| Algorithmic Investment Models, LLC | 0.68% | Reduce -69.7% | 10,987 | $552K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -28.2% | 10,238 | $514K |
| Courier Capital LLC | 0.03% | No change | 9,705 | $487K |
| GFS Advisors, LLC | 0.05% | No change | 9,180 | $461K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.1% | 9,095 | $457K |
| Guidance Capital, Inc. | 0.11% | New | 8,061 | $451K |
| Mezzasalma Advisors, LLC | 0.11% | Add +0.7% | 8,805 | $449K |
| Westside Investment Management, Inc. | 0.07% | Add +2.4% | 8,495 | $428K |
| Creative Planning | 0.00% | No change | 8,353 | $419K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -0.5% | 8,084 | $406K |
| United Capital Financial Advisors, LLC | 0.00% | Add +3.6% | 7,770 | $390K |
| Waystone Advisors LLC | 0.33% | — | 7,759 | $390K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -8.2% | 7,728 | $388K |
| Ascent Group, LLC | 0.01% | Reduce -10.5% | 7,368 | $370K |
| PFG Advisors | 0.02% | Reduce -20.9% | 7,302 | $367K |
| Gotham Asset Management | 0.00% | Add +4.1% | 7,293 | $366K |
| Interactive Financial Advisors, Inc. | 0.23% | Reduce -18.2% | 7,228 | $363K |
| First Interstate Bank | 0.02% | No change | 6,713 | $337K |
| New England Private Wealth Advisors LLC | 0.04% | Add +0.7% | 6,674 | $335K |
| Citigroup Inc. | 0.00% | Reduce -12.5% | 6,439 | $323K |
| CX Institutional | 0.01% | Add +0.5% | 6,372 | $320K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -11.0% | 6,189 | $311K |
| Regions Financial Corp. | 0.00% | No change | 6,189 | $311K |
| Rehmann Capital Advisory Group | 0.02% | Add +0.1% | 5,872 | $295K |
| Sanctuary Advisors, LLC | 0.00% | New | 5,850 | $294K |
| VestGen Investment Management | 0.16% | Add +15.0% | 5,657 | $284K |
| KKM Financial LLC | 0.05% | No change | 5,631 | $283K |
| FMR LLC | 0.00% | Add +8.3% | 5,607 | $281K |
| Barnes Wealth Management Group, Inc | 0.15% | Add +4.6% | 5,502 | $276K |
| Meridian Wealth Management, LLC | 0.01% | No change | 5,400 | $271K |
| Wealthcare Capital Management LLC | 0.03% | New | 5,132 | $258K |
| HBW Advisory Services LLC | 0.03% | New | 5,070 | $255K |
| Independent Financial Group, LLC | 0.01% | Add +3.5% | 4,845 | $243K |
| NewEdge Advisors, LLC | 0.00% | Add +4.7% | 4,823 | $242K |
| Founders Financial Securities LLC | 0.01% | Add +16.8% | 4,796 | $241K |
| Global Retirement Partners, LLC | 0.00% | Add +0.8% | 4,575 | $230K |
| Sagespring Wealth Partners, LLC | 0.00% | Reduce -14.2% | 4,567 | $229K |
| Ignite Planners, LLC | 0.04% | Reduce -9.6% | 4,075 | $229K |
| Sigma Planning Corp | 0.01% | Add +0.0% | 4,474 | $225K |
| Prospera Financial Services Inc | 0.00% | No change | 4,432 | $223K |
| Beacon Financial Advisory LLC | 0.05% | Reduce -7.4% | 4,303 | $216K |
| Tyche Wealth Partners LLC | 0.03% | Add +0.1% | 4,175 | $210K |
| Operose Advisors LLC | 0.04% | No change | 3,000 | $151K |
| Laurel Wealth Advisors LLC | 0.02% | New | 2,547 | $128K |
| CIBC Private Wealth Group LLC | 0.00% | New | 2,209 | $111K |
| US Bancorp \de | 0.00% | No change | 1,918 | $96K |
| Blair William & Co. | 0.00% | Add +24.9% | 1,639 | $82K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,450 | $73K |
| Allworth Financial LP | 0.00% | Reduce -7.2% | 1,432 | $72K |
| Capital Analysts, LLC | 0.00% | Add +0.7% | 1,137 | $57K |
| Nalls Sherbakoff Group, LLC | 0.04% | No change | 1,050 | $53K |
| Parallel Advisors, LLC | 0.00% | Add +0.2% | 1,001 | $50K |
| Spire Wealth Management | 0.00% | No change | 949 | $48K |
| Farther Finance Advisors, LLC | 0.00% | Add +2675.0% | 555 | $28K |
| Crews Bank & Trust | 0.00% | No change | 500 | $25K |
| Arax Advisory Partners | 0.00% | New | 455 | $23K |
| Root Financial Partners, LLC | 0.00% | Add +4.7% | 450 | $23K |
| Creative Financial Designs Inc. | 0.00% | No change | 448 | $22K |
| Peterson Wealth Services | 0.01% | Reduce -85.2% | 431 | $22K |
| MGB Wealth Management, LLC | 0.01% | Add +0.8% | 405 | $20K |
| MJT & Associates Financial Advisory Group, Inc. | 0.01% | No change | 400 | $20K |
| Horizon Investments, LLC | 0.00% | Add +1109.1% | 399 | $20K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 381 | $19K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.6% | 321 | $16K |
| MAI Capital Management | 0.00% | No change | 300 | $15K |
| Signaturefd, LLC | 0.00% | No change | 280 | $14K |
| Stone House Investment Management, LLC | 0.00% | Add +447.1% | 279 | $14K |
| Bellevue Asset Management, LLC | 0.00% | Add +0.7% | 272 | $14K |
| Breakwater Investment Management | 0.00% | No change | 255 | $13K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 203 | $10K |
| Key Financial Inc | 0.00% | No change | 202 | $10K |
| Smartleaf Asset Management LLC | 0.00% | New | 192 | $10K |
| AlphaCore Capital LLC | 0.00% | No change | 160 | $8K |
| West Branch Capital LLC | 0.00% | No change | 146 | $7K |
| Harbour Investments, Inc. | 0.00% | Reduce -84.7% | 130 | $7K |
| CENTRAL TRUST Co | 0.00% | No change | 107 | $5K |
| Advisors Preferred, LLC | 0.00% | Reduce -89.2% | 76 | $4K |
| Godfrey Financial Associates, Inc. | 0.00% | — | 70 | $4K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 66 | $3K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +1.5% | 66 | $3K |
| AE Wealth Management LLC | 0.00% | No change | 62 | $3K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 60 | $3K |
| CoreCap Advisors, LLC | 0.00% | No change | 50 | $3K |
| Bank of Montreal | 0.00% | No change | 40 | $2K |
| Bessemer Group Inc. | 0.00% | No change | 40 | $2K |
| Cape Investment Advisory, Inc. | 0.00% | New | 16 | $803 |
"% of holder's portfolio" is IGE's weight in each manager's 13F, not the share of iShares North American Natur the manager owns.