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Disclosery

IGE ISHARES TR

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NORTH AMERN NAT (fund)

168 managers (171 13F filers) reported a position in IGE shares at 2026-06-30, 7,017,140 shares in all. 22 filers opened a position and 24 filers sold out during the quarter.

Managers
168
13F filers
171
New
22
Added
60
Reduced
50
Sold out
24
Shares held by filers
7,017,140

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/801,288$45M<0.01%-197,29713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY792,391$44.5M<0.01%-318,87813F-HRTimelineGroup
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP427,918$24M5.49%-41,85113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC358,112$20.1M<0.01%+86,05313F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding297,333$16.7M+32,852Timeline
LPL Financial LLC273,711$15.4M<0.01%+1,94113F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP254,900$14.3M0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA246,691$13.9M<0.01%-20,10113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC236,243$13.3M<0.01%+218,39213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN203,193$11.4M<0.01%-14,70413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC180,049$10.1M<0.01%+6,34313F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding163,960$9.21M+1,665Timeline
Beacon Pointe Advisors, LLC154,027$8.65M0.04%-39,85913F-HRTimeline
Steward Partners Investment Advisory, L…122,526$6.88M0.04%-73,01213F-HRTimeline
D.A. DAVIDSON & CO.120,095$6.75M0.04%-2,07813F-HRTimeline
Qube Research & Technologies Ltd112,693$6.33M0.01%new13F-HRTimeline
Chicago Wealth Management, Inc.109,862$6.17M2.19%new13F-HRTimeline
Pure Financial Advisors, LLC105,750$5.94M0.08%+1813F-HRTimeline
Factor Wealth Management LTD104,309$5.86M0.89%+7,35213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…101,905$5.73M<0.01%-34,39513F-HRTimelineGroup
UBS Group AGin group UBS Group AG88,043$4.95M<0.01%-80,50213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC73,035$4.1M0.01%+15,00213F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE65,000$4.09M<0.01%013F-HRTimelineGroup
Courage Miller Partners, LLC55,580$3.12M0.82%+55713F-HRTimeline
Cetera Investment Advisers52,114$2.93M<0.01%-4,58413F-HRTimeline
JENNISON ASSOCIATES LLC51,365$2.89M<0.01%+42,49313F-HRTimeline
Zeit Capital LLC45,953$2.58M1.56%+5413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…43,045$2.42M<0.01%+27,43613F-HRTimelineGroup
Sachetta, LLC38,087$2.14M1.04%-1,56313F-HRTimeline
GFS Advisors, LLC8,588$2.06M0.32%-11013F-HR/ATimeline
Windward Private Wealth Management Inc.35,116$1.97M0.63%-91513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.34,452$1.94M<0.01%+3,24913F-HRTimelineGroup
GUIDANCE CAPITAL, INC32,498$1.89M0.4%+3,17313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC32,494$1.83M<0.01%+2,41013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO31,810$1.8M<0.01%-2,39513F-HRTimelineGroup
American Wealth Advisors, LLC31,803$1.79M1.68%-18713F-HRTimeline
Arkadios Wealth Advisors31,478$1.77M0.03%+1,12413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC31,147$1.75M<0.01%+27,68013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC29,879$1.68M0.06%+413F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.29,175$1.64M0.21%+31613F-HRTimeline
Independent Advisor Alliance28,924$1.62M0.04%-58013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV27,949$1.57M0.08%-34113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP27,109$1.52M<0.01%-68413F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.25,353$1.42M<0.01%new13F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.24,830$1.39M0.05%+6,46013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC24,590$1.38M<0.01%+2,88513F-HRTimelineGroup
Asset Management Group, Inc.24,003$1.35M0.2%-1,83213F-HRTimeline
Cooper Financial Group22,598$1.27M0.11%+52313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC22,582$1.27M<0.01%-41,22413F-HRTimelineGroup
CIBC WORLD MARKET INC.22,159$1.24M<0.01%-30413F-HRTimeline
Sowa Financial Group, Inc.21,171$1.19M0.55%-2,40413F-HRTimeline
HighTower Advisors, LLC20,579$1.16M<0.01%-13713F-HRTimeline
Q3 Asset Management19,948$1.12M0.21%-7,70513F-HRTimeline
Sanctuary Advisors, LLC19,771$1.11M0.01%+5,80213F-HRTimeline
Outlook Wealth Advisors, LLC19,483$1.09M0.24%+1,21113F-HRTimeline
IEQ CAPITAL, LLC18,557$1.04M<0.01%-17,62913F-HRTimeline
IFP Advisors, Inc18,545$1.04M0.02%-9,37113F-HRTimeline
Family Investment Center, Inc.18,137$1.02M0.17%+1,70413F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding18,038$1.01M+347Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…17,780$999K<0.01%-77913F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC17,424$979K0.07%-21213F-HRTimeline
Mariner, LLCin group Mariner, LLC17,410$978K<0.01%-5,68613F-HRTimelineGroup
Cambridge Investment Research Advisors,…16,483$926K<0.01%-17813F-HR/ATimeline
Valmark Advisers, Inc.15,943$896K0.01%+313F-HRTimeline
Prime Buchholz LLC15,420$866K0.31%013F-HRTimeline
&PARTNERS15,112$853K<0.01%+60213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…14,861$835K0.02%new13F-HRTimelineGroup
HighPoint Advisor Group LLC14,857$835K0.03%-35313F-HRTimeline
XML Financial, LLC14,105$792K0.06%+73513F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd13,922$782K0.01%new13F-HRTimelineGroup
FLOW TRADERS U.S. LLC13,354$750K0.03%+113F-HRTimeline
Nikulski Financial, Inc.13,310$748K0.16%new13F-HRTimeline
KKM Financial LLC13,082$735K0.1%+7,45113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC12,631$710K<0.01%-4,78313F-HRTimelineGroup
Westside Investment Management, Inc.11,805$663K0.09%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth11,095$623K<0.01%+4013F-HRTimelineGroup
Kesler, Norman & Wride, LLC10,967$616K0.1%+1613F-HRTimeline
NewEdge Advisors, LLC10,658$599K<0.01%+2,61313F-HRTimeline
COURIER CAPITAL LLC9,705$545K0.03%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC9,613$540K<0.01%+2,53513F-HRTimelineGroup
HBW ADVISORY SERVICES LLC9,529$535K0.05%-10813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,059$517K<0.01%-16513F-HRTimelineGroup
Creative Planningin group Creative Planning9,067$509K<0.01%+61413F-HRTimelineGroup
Mezzasalma Advisors, LLC8,885$499K0.1%+4513F-HRTimeline
Janney Montgomery Scott LLC8,787$494K<0.01%-47913F-HRTimeline
Atria Investments, Inc8,727$490K<0.01%new13F-HRTimeline
PFG Advisors8,701$489K0.02%+92513F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC8,471$476K0.05%+1,86913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC8,296$466K<0.01%-22,12513F-HRTimeline
Orion Porfolio Solutions, LLC8,084$454K<0.01%013F-HRTimeline
SeaCrest Wealth Management, LLC8,020$451K0.05%+71813F-HRTimeline
Secure Asset Management, LLC7,725$434K0.06%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…7,583$426K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.7,473$420K0.01%-1513F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.7,365$378K0.23%+46913F-HRTimeline
New England Private Wealth Advisors LLC6,712$377K0.04%+3413F-HRTimeline
Clearstead Advisors, LLC6,500$365K<0.01%new13F-HRTimeline
CX Institutional6,385$359K0.01%-51113F-HRTimeline
Mesirow Financial Investment Management…6,189$348K0.01%-6,18913F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP6,089$342K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC6,077$341K<0.01%+28013F-HRTimelineGroup
Gotham Asset Management, LLC6,070$341K<0.01%+37113F-HRTimeline
Rehmann Capital Advisory Group5,749$323K0.01%+513F-HRTimeline
Vise Technologies, Inc.5,453$306K<0.01%new13F-HRTimeline
Barnes Wealth Management Group, Inc5,422$305K0.14%-11913F-HRTimeline
Meridian Wealth Management, LLC5,400$303K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.5,275$296K<0.01%+42013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,811$276K<0.01%+50313F-HRTimeline
Sigma Planning Corp4,762$268K0.01%+113F-HRTimeline
HRT FINANCIAL LP4,719$265K<0.01%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC4,500$253K0.01%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC4,356$245K<0.01%013F-HRTimeline
Beacon Financial Advisory LLC4,316$242K0.05%+713F-HRTimeline
CHOREO, LLC4,297$241K<0.01%new13F-HRTimeline
Prospera Financial Services Inc4,265$240K<0.01%-16713F-HRTimeline
HARBOUR INVESTMENTS, INC.4,204$236K<0.01%-2,70913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,121$232K<0.01%new13F-HRTimelineGroup
Tyche Wealth Partners LLC4,117$231K0.03%+213F-HRTimeline
Private Advisor Group, LLC4,011$225K<0.01%new13F-HRTimeline
Destination Wealth Management3,995$224K0.01%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,900$219K<0.01%-20013F-HRTimelineGroup
Wealthspire Advisors, LLC3,780$212K<0.01%013F-HRTimeline
Sound View Wealth Advisors Group, LLC3,752$211K0.01%013F-HRTimeline
Operose Advisors LLC3,000$169K0.03%013F-HRTimeline
Global Retirement Partners, LLC2,990$168K<0.01%13F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…2,210$124K<0.01%013F-HRTimeline
Parallel Advisors, LLC2,159$121K<0.01%+1,15713F-HRTimeline
EP Wealth Advisors, LLC1,840$103K<0.01%-1,83913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,616$90.8K<0.01%+1,30413F-HRTimelineGroup
Aptus Capital Advisors, LLC1,450$81.5K<0.01%013F-HRTimeline
Allworth Financial LP1,436$80.7K<0.01%+313F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,311$73.7K<0.01%013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC1,147$64K<0.01%+513F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management949$53.3K<0.01%013F-HRTimelineGroup
Continuum Advisory, LLC942$52.9K<0.01%new13F-HRTimeline
Arax Advisory Partners910$51.1K<0.01%+45513F-HRTimeline
Nalls Sherbakoff Group, LLC900$50.6K0.04%-15013F-HRTimeline
Crews Bank & Trust720$40.5K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL638$35.9K<0.01%-32713F-HRTimeline
Regatta Research & Money Management553$31K0.03%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\510$28.7K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV448$25.2K<0.01%013F-HRTimeline
Peterson Wealth Services431$24.2K0.01%013F-HRTimeline
WHITTIER TRUST CO415$23.4K<0.01%new13F-HRTimeline
MJT & Associates Financial Advisory Gro…400$22.5K0.01%013F-HRTimeline
Horizon Investments, LLC387$21.7K<0.01%-38713F-HRTimeline
Main Street Group, LTD330$18.5K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC309$17.4K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC303$17K<0.01%+213F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC275$15.5K0.01%+213F-HRTimeline
Breakwater Investment Management255$14.3K<0.01%013F-HRTimeline
Catherine Avery Investment Management L…254$14.3K0.01%new13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC205$11.5K<0.01%013F-HRTimelineGroup
Key Financial Inc202$11.3K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO185$10.4K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA159$8.93K<0.01%new13F-HRTimeline
West Branch Capital LLC146$8.2K<0.01%013F-HRTimeline
Delos Wealth Advisors, LLC100$5.62K<0.01%new13F-HRTimeline
Godfrey Financial Associates, Inc.70$3.93K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.66$3.73K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.66$3.71K<0.01%013F-HRTimeline
AE Wealth Management LLC62$3.5K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC60$3.42K<0.01%013F-HRTimeline
AlphaCore Capital LLC60$3.37K<0.01%013F-HRTimeline
CENTRAL TRUST Co51$2.87K<0.01%-10713F-HRTimeline
Smartleaf Asset Management LLC50$2.83K<0.01%013F-HRTimeline
CoreCap Advisors, LLC50$2.81K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC40$2K<0.01%013F-HRTimelineGroup