iShares North American NaturIGEETF
13F holders, Q1 2026 (March 31)174holders +20
39new positions
15sold out
3famous investors
$62.77avg. 13F price*
At the end of Q1 2026, 174 institutions reported holding iShares North American Natur (IGE) in their 13F filings, up 20 from Q4 2025. 39 opened new positions and 15 sold out. The largest holders were Morgan Stanley ($69.9M), Bank of America Corp. ($62.9M) and Citizens & Northern Corp. ($29.6M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $52.9M |
| Exits | 15 | $6.0M |
All 13F filers, Q4 2025 → Q1 2026: 2,253,432 shares bought and 1,306,104 shares sold, net +947,328 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 174 holders
| Morgan Stanley | 0.00% | Add +36.1% | 1,111,269 | $69.9M |
| Bank of America Corp. | 0.00% | Add +103.3% | 998,585 | $62.9M |
| Citizens & Northern Corp. | 7.37% | Reduce -4.6% | 469,769 | $29.6M |
| Cwm, LLC | 0.05% | Add +15.9% | 317,295 | $20.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.8% | 272,059 | $17.1M |
| LPL Financial LLC | 0.00% | Add +7.7% | 271,770 | $17.1M |
| Royal Bank of Canada | 0.00% | Add +17.8% | 266,792 | $16.8M |
| Wealthcare Advisory Partners LLC | 0.28% | Add +84.5% | 230,064 | $14.5M |
| Wells Fargo & Company | 0.00% | Add +40.6% | 217,897 | $13.7M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +18.4% | 195,538 | $12.3M |
| Beacon Pointe Advisors, LLC | 0.06% | Reduce -30.0% | 193,886 | $12.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -12.2% | 173,706 | $10.9M |
| UBS Group AG | 0.00% | Add +155.2% | 168,545 | $10.6M |
| Ameritas Investment Partners, Inc. | 0.29% | Reduce -0.4% | 152,298 | $9.6M |
| BNP Paribas Financial Markets | 0.01% | Add +49.5% | 150,200 | $9.5M |
| Norris Financial Group, LLC | 2.91% | New | 141,888 | $8.9M |
| PNC Financial Services Group, Inc. | 0.01% | Add +1.1% | 136,300 | $8.6M |
| Karpus Management, Inc. | 0.25% | New | 127,079 | $8.0M |
| MinichMacGregor Wealth Management, LLC | 1.41% | New | 127,042 | $8.0M |
| D.A. Davidson & Co. | 0.05% | Add +4.8% | 122,173 | $7.7M |
| Pure Financial Advisors, LLC | 0.10% | Reduce -1.6% | 105,732 | $6.7M |
| Factor Wealth Management LTD | 1.15% | Add +8.0% | 96,957 | $6.1M |
| Monument Capital Management | 1.26% | New | 79,801 | $5.0M |
| Allianz Asset Management GmbH | 0.00% | New | 65,000 | $4.1M |
| Assetmark, Inc. | 0.01% | Reduce -93.5% | 63,806 | $4.0M |
| MML Investors Services, LLC | 0.01% | Reduce -24.1% | 58,033 | $3.7M |
| Midwest Professional Planners, LTD. | 0.85% | Reduce -13.4% | 57,384 | $3.6M |
| Cetera Investment Advisers | 0.00% | Add +1.2% | 56,698 | $3.6M |
| Courage Miller Partners, LLC | 0.98% | Reduce -0.8% | 55,023 | $3.5M |
| Zeit Capital LLC | 1.93% | Reduce -1.9% | 45,899 | $2.9M |
| Sachetta, LLC | 1.35% | Reduce -5.1% | 39,650 | $2.5M |
| Ieq Capital, LLC | 0.01% | Reduce -17.0% | 36,186 | $2.3M |
| Windward Private Wealth Management Inc. | 0.78% | Reduce -3.5% | 36,031 | $2.3M |
| Wealthcare Capital Partners, LLC | 1.01% | Add +48.3% | 34,417 | $2.2M |
| JPMorgan Chase & Co. | 0.00% | Add +6.5% | 34,205 | $2.1M |
| Redhawk Wealth Advisors, Inc. | 0.23% | New | 33,479 | $2.1M |
| American Wealth Advisors, LLC | 2.10% | Reduce -1.1% | 31,990 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Add +4.3% | 31,203 | $2.0M |
| GFS Advisors, LLC | 0.12% | Add +445.8% | 50,103 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +11.6% | 30,421 | $1.9M |
| Arkadios Wealth Advisors | 0.03% | New | 30,354 | $1.9M |
| Raymond James Financial Inc. | 0.00% | Add +0.4% | 30,084 | $1.9M |
| Rothschild Investment LLC | 0.10% | Reduce -8.1% | 29,875 | $1.9M |
| Independent Advisor Alliance | 0.02% | Add +7.1% | 29,504 | $1.9M |
| Guidance Capital, Inc. | 0.41% | Add +263.8% | 29,325 | $1.8M |
| Parkside Financial Bank & Trust | 0.14% | Add +12.7% | 28,714 | $1.8M |
| Arkansas Financial Group, Inc. | 0.25% | Reduce -5.5% | 28,859 | $1.8M |
| Nations Financial Group Inc, /Ia/ | 0.09% | Reduce -0.7% | 28,290 | $1.8M |
| IFP Advisors, Inc | 0.04% | Reduce -13.4% | 27,916 | $1.8M |
| Truist Financial Corp. | 0.00% | Reduce -10.1% | 27,793 | $1.7M |
| Q3 Asset Management | 0.42% | New | 27,653 | $1.7M |
| Asset Management Group, Inc. | 0.26% | Add +0.4% | 25,835 | $1.6M |
| Sowa Financial Group, Inc. | 0.74% | Reduce -18.5% | 23,575 | $1.5M |
| Jane Street Group, LLC | 0.00% | Reduce -23.3% | 23,120 | $1.5M |
| Mariner, LLC | 0.00% | Reduce -53.9% | 23,096 | $1.5M |
| Cibc World Market Inc. | 0.00% | Reduce -0.4% | 22,463 | $1.4M |
| Cooper Financial Group | 0.14% | New | 22,075 | $1.4M |
| AQR Capital Management | 0.00% | Reduce -2.3% | 21,705 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -2.5% | 20,716 | $1.3M |
| Sunbelt Securities, Inc. | 0.08% | Add +47.8% | 19,260 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +31.5% | 18,559 | $1.2M |
| Leavell Investment Management, Inc. | 0.05% | Add +11.7% | 18,370 | $1.2M |
| Outlook Wealth Advisors, LLC | 0.28% | Add +6.0% | 18,272 | $1.2M |
| Marshall Wace, LLP | 0.00% | New | 18,139 | $1.1M |
| Ameriprise Financial Inc. | 0.00% | Add +36.2% | 17,851 | $1.1M |
| Phillips Financial Management, LLC | 0.08% | Reduce -1.4% | 17,636 | $1.1M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -3.1% | 17,414 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.2% | 16,661 | $1.0M |
| Regal Investment Advisors LLC | 0.06% | New | 16,635 | $1.0M |
| Family Investment Center, Inc. | 0.20% | New | 16,433 | $1.0M |
| Valmark Advisers, Inc. | 0.01% | Reduce -8.8% | 15,940 | $1.0M |
| Harmony Asset Management LLC | 0.30% | New | 15,650 | $985K |
| Susquehanna International Group, LLP | 0.00% | Reduce -10.6% | 15,609 | $982K |
| Prime Buchholz LLC | 0.51% | Reduce -23.9% | 15,420 | $971K |
| HighPoint Advisor Group LLC | 0.04% | Reduce -3.9% | 15,210 | $957K |
| &partners | 0.00% | New | 14,510 | $913K |
| Fifth Third Bancorp | 0.00% | New | 14,214 | $895K |
| Sanctuary Advisors, LLC | 0.00% | Add +138.8% | 13,969 | $879K |
| XML Financial, LLC | 0.07% | Add +2.5% | 13,370 | $842K |
| Flow Traders U.S. LLC | 0.03% | New | 13,353 | $840K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +100.0% | 12,378 | $779K |
| Westside Investment Management, Inc. | 0.11% | Add +39.0% | 11,805 | $741K |
| Focus Partners Wealth | 0.00% | No change | 11,055 | $696K |
| Kesler, Norman & Wride, LLC | 0.12% | New | 10,951 | $689K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -59.4% | 9,997 | $629K |
| Courier Capital LLC | 0.03% | No change | 9,705 | $611K |
| HBW Advisory Services LLC | 0.06% | Add +90.1% | 9,637 | $607K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.9% | 9,266 | $583K |
| Jones Financial Companies LLLP | 0.00% | Reduce -19.9% | 9,224 | $581K |
| Jennison Associates LLC | 0.00% | Reduce -43.6% | 8,872 | $558K |
| Mezzasalma Advisors, LLC | 0.14% | Add +0.4% | 8,840 | $556K |
| Mgo One Seven LLC | 0.01% | New | 8,760 | $551K |
| Creative Planning | 0.00% | Add +1.2% | 8,453 | $532K |
| Orion Porfolio Solutions, LLC | 0.00% | No change | 8,084 | $509K |
| NewEdge Advisors, LLC | 0.00% | Add +66.8% | 8,045 | $506K |
| PFG Advisors | 0.02% | Add +6.5% | 7,776 | $489K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -2.4% | 7,583 | $477K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -3.1% | 7,488 | $471K |
| SeaCrest Wealth Management, LLC | 0.05% | New | 7,302 | $460K |
| Citigroup Inc. | 0.00% | Add +9.9% | 7,078 | $445K |
"% of holder's portfolio" is IGE's weight in each manager's 13F, not the share of iShares North American Natur the manager owns.