ISHARES NORTH AMERICAN NATUR IGE
$56.51
+1.4% 52w: $42.93 – $62.99
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data42.9352.9662.99
Jun 20, 2025 Jul 2, 2026
Institutional holders
173
+19 QoQ
13F value
$507.2M
+41.2% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$32K calls / — puts
Institutional value by quarter
Number of holders
Who owns IGE?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 1.1M | $69.9M | 0.0% | +36.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 998.6K | $62.9M | 0.0% | +103.3% |
| CITIZENS & NORTHERN CORP | Wealth advisor | 469.8K | $29.6M | 7.4% | -4.6% |
| CWM, LLC | Wealth advisor | 317.3K | $20.0M | 0.1% | +15.9% |
| GOLDMAN SACHS GROUP INC | Bank broker | 272.1K | $17.1M | 0.0% | -0.8% |
| LPL Financial LLC | Bank broker | 271.8K | $17.1M | 0.0% | +7.7% |
| ROYAL BANK OF CANADA | Bank broker | 266.8K | $16.8M | 0.0% | +17.7% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 230.1K | $14.5M | 0.3% | +84.5% |
| WELLS FARGO & COMPANY/MN | Bank broker | 217.9K | $13.7M | 0.0% | +40.6% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 195.5K | $12.3M | 0.1% | +18.4% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 193.9K | $12.2M | 0.1% | -30.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 173.7K | $10.9M | 0.0% | -12.2% |
| UBS Group AG | Bank broker | 168.5K | $10.6M | 0.0% | +155.2% |
| Ameritas Investment Partners, Inc. | Diversified mechanical | 152.3K | $9.6M | 0.3% | -0.4% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 150.2K | $9.5M | 0.0% | +49.5% |
| Norris Financial Group, LLC | Wealth advisor | 141.9K | $8.9M | 2.9% | New |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 136.3K | $8.6M | 0.0% | +1.1% |
| Karpus Management, Inc. | Other | 127.1K | $8.0M | 0.2% | New |
| MinichMacGregor Wealth Management, LLC | Wealth advisor | 127.0K | $8.0M | 1.4% | New |
| D.A. DAVIDSON & CO. | Wealth advisor | 122.2K | $7.7M | 0.0% | +4.8% |
| Pure Financial Advisors, LLC | Wealth advisor | 105.7K | $6.7M | 0.1% | -1.6% |
| Factor Wealth Management LTD | Wealth advisor | 97.0K | $6.1M | 1.1% | +8.0% |
| Monument Capital Management | Other | 79.8K | $5.0M | 1.3% | New |
| Allianz Asset Management GmbH | Diversified mechanical | 65.0K | $4.1M | 0.0% | New |
| ASSETMARK, INC | Wealth advisor | 63.8K | $4.0M | 0.0% | -93.5% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 58.0K | $3.7M | 0.0% | -24.1% |
| Midwest Professional Planners, LTD. | Other | 57.4K | $3.6M | 0.9% | -13.4% |
| Cetera Investment Advisers | Wealth advisor | 56.7K | $3.6M | 0.0% | +1.2% |
| Courage Miller Partners, LLC | Wealth advisor | 55.0K | $3.5M | 1.0% | -0.8% |
| Zeit Capital LLC | Wealth advisor | 45.9K | $2.9M | 1.9% | -1.9% |
| Sachetta, LLC | Wealth advisor | 39.6K | $2.5M | 1.4% | -5.1% |
| IEQ CAPITAL, LLC | Diversified mechanical | 36.2K | $2.3M | 0.0% | -17.0% |
| Windward Private Wealth Management Inc. | Wealth advisor | 36.0K | $2.3M | 0.8% | -3.5% |
| Wealthcare Capital Partners, LLC | Wealth advisor | 34.4K | $2.2M | 1.0% | +48.3% |
| JPMORGAN CHASE & CO | Bank broker | 34.2K | $2.1M | 0.0% | +6.5% |
| Redhawk Wealth Advisors, Inc. | Wealth advisor | 33.5K | $2.1M | 0.2% | New |
| American Wealth Advisors, LLC | Wealth advisor | 32.0K | $2.0M | 2.1% | -1.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 31.2K | $2.0M | 0.0% | +4.3% |
| GFS Advisors, LLC | Other | 50.1K | $1.9M | 0.1% | +445.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 30.4K | $1.9M | 0.0% | +11.6% |
| Arkadios Wealth Advisors | Wealth advisor | 30.4K | $1.9M | 0.0% | New |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 30.1K | $1.9M | 0.0% | +0.4% |
| ROTHSCHILD INVESTMENT LLC | Diversified mechanical | 29.9K | $1.9M | 0.1% | -8.1% |
| Independent Advisor Alliance | Wealth advisor | 29.5K | $1.9M | 0.0% | +7.1% |
| GUIDANCE CAPITAL, INC | Wealth advisor | 29.3K | $1.8M | 0.4% | +263.8% |
| Parkside Financial Bank & Trust | Diversified mechanical | 28.7K | $1.8M | 0.1% | +12.7% |
| ARKANSAS FINANCIAL GROUP, INC. | Wealth advisor | 28.9K | $1.8M | 0.3% | -5.5% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | Wealth advisor | 28.3K | $1.8M | 0.1% | -0.7% |
| IFP Advisors, Inc | Wealth advisor | 27.9K | $1.8M | 0.0% | -13.4% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 27.8K | $1.7M | 0.0% | -10.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.