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 |
| Harbour Investments, Inc. | 0.01% | Add +5217.7% | 6,913 | $435K |
| Interactive Financial Advisors, Inc. | 0.28% | Reduce -4.6% | 6,896 | $434K |
| CX Institutional | 0.01% | Add +8.2% | 6,896 | $434K |
| New England Private Wealth Advisors LLC | 0.05% | Add +0.1% | 6,678 | $420K |
| Wealthcare Capital Management LLC | 0.04% | Add +28.6% | 6,602 | $416K |
| Regions Financial Corp. | 0.00% | Reduce -1.6% | 6,089 | $383K |
| FMR LLC | 0.00% | Add +3.4% | 5,797 | $365K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -2.2% | 5,744 | $362K |
| Gotham Asset Management | 0.00% | Reduce -21.9% | 5,699 | $359K |
| Barnes Wealth Management Group, Inc | 0.18% | Add +0.7% | 5,541 | $349K |
| Meridian Wealth Management, LLC | 0.01% | No change | 5,400 | $340K |
| TD Waterhouse Canada Inc. | 0.00% | New | 4,855 | $301K |
| Sigma Planning Corp | 0.01% | Add +6.4% | 4,761 | $300K |
| KKM Financial LLC | 0.05% | No change | 5,631 | $283K |
| Prospera Financial Services Inc | 0.00% | No change | 4,432 | $279K |
| Founders Financial Securities LLC | 0.02% | Reduce -6.2% | 4,500 | $278K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -4.6% | 4,356 | $274K |
| Beacon Financial Advisory LLC | 0.06% | Add +0.1% | 4,309 | $271K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 4,308 | $268K |
| Tyche Wealth Partners LLC | 0.04% | Reduce -1.4% | 4,115 | $259K |
| Baird Financial Group, Inc. | 0.00% | New | 4,100 | $258K |
| Gsa Capital Partners LLP | 0.02% | New | 4,007 | $252K |
| Destination Wealth Management | 0.01% | New | 3,995 | $251K |
| Wealthspire Advisors, LLC | 0.00% | New | 3,780 | $238K |
| Sound View Wealth Advisors Group, LLC | 0.02% | New | 3,752 | $236K |
| EP Wealth Advisors, LLC | 0.00% | New | 3,679 | $232K |
| Stifel Financial Corp. | 0.00% | New | 3,559 | $224K |
| Fifth Third Securities, Inc. | 0.01% | New | 3,477 | $219K |
| Citadel Advisors | 0.00% | New | 3,467 | $218K |
| Avalon Capital Management | 0.06% | New | 3,463 | $218K |
| Operose Advisors LLC | 0.04% | No change | 3,000 | $189K |
| Beacon Investment Advisory Services, Inc. | 0.01% | New | 2,210 | $139K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,450 | $91K |
| Allworth Financial LP | 0.00% | Add +0.1% | 1,433 | $90K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 1,311 | $83K |
| Capital Analysts, LLC | 0.00% | Add +0.4% | 1,142 | $72K |
| Nalls Sherbakoff Group, LLC | 0.05% | No change | 1,050 | $66K |
| Parallel Advisors, LLC | 0.00% | Add +0.1% | 1,002 | $63K |
| Blair William & Co. | 0.00% | Reduce -41.1% | 965 | $61K |
| Spire Wealth Management | 0.00% | No change | 949 | $60K |
| Horizon Investments, LLC | 0.00% | Add +94.0% | 774 | $49K |
| Crews Bank & Trust | 0.01% | Add +44.0% | 720 | $45K |
| US Bancorp \de | 0.00% | Reduce -73.4% | 510 | $32K |
| Arax Advisory Partners | 0.00% | No change | 455 | $29K |
| Root Financial Partners, LLC | 0.00% | No change | 450 | $28K |
| Creative Financial Designs Inc. | 0.00% | No change | 448 | $28K |
| Peterson Wealth Services | 0.01% | No change | 431 | $27K |
| MJT & Associates Financial Advisory Group, Inc. | 0.02% | No change | 400 | $25K |
| Main Street Group, LTD | 0.01% | New | 330 | $21K |
| Advisors Preferred, LLC | 0.00% | Add +325.0% | 323 | $20K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -2.8% | 312 | $20K |
| Signaturefd, LLC | 0.00% | Add +7.5% | 301 | $19K |
| MAI Capital Management | 0.00% | No change | 300 | $19K |
| Bellevue Asset Management, LLC | 0.01% | Add +0.4% | 273 | $17K |
| Breakwater Investment Management | 0.01% | No change | 255 | $16K |
| Zions Bancorporation, National Association | 0.00% | New | 249 | $16K |
| Stone House Investment Management, LLC | 0.00% | Reduce -18.3% | 228 | $14K |
| Angeles Wealth Management, LLC | 0.00% | New | 205 | $13K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 203 | $13K |
| Key Financial Inc | 0.00% | No change | 202 | $13K |
| CENTRAL TRUST Co | 0.00% | Add +47.7% | 158 | $10K |
| West Branch Capital LLC | 0.00% | No change | 146 | $9K |
| Simplex Trading, LLC | 0.00% | New | 116 | $7K |
| Rossby Financial, LCC | 0.00% | New | 93 | $6K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 82 | $5K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 70 | $4K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 66 | $4K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 66 | $4K |
| AE Wealth Management LLC | 0.00% | No change | 62 | $4K |
| AlphaCore Capital LLC | 0.00% | Reduce -62.5% | 60 | $4K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 60 | $4K |
| CoreCap Advisors, LLC | 0.00% | No change | 50 | $3K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -74.0% | 50 | $3K |
| Bessemer Group Inc. | 0.00% | No change | 40 | $3K |
"% of holder's portfolio" is IGE's weight in each manager's 13F, not the share of iShares North American Natur the manager owns.