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Disclosery

IGE ISHARES TR

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NORTH AMERN NAT (fund)

141 managers (142 13F filers) reported a position in IGE shares at 2024-12-31, 7,933,011 shares in all. 19 filers opened a position and 13 filers sold out during the quarter.

Managers
141
13F filers
142
New
19
Added
48
Reduced
40
Sold out
13
Shares held by filers
7,933,011

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
ASSETMARK, INCin group ASSETMARK, INC1,206,720$51.6M0.14%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY952,616$40.7M<0.01%+105,29313F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/736,395$31.5M<0.01%+13,96713F-HRTimelineGroup
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP438,469$18.7M5.13%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC357,862$15.3M<0.01%+78,46113F-HRTimelineGroup
LPL Financial LLC324,888$13.9M0.01%+273,56713F-HRTimeline
Family Firm, Inc.492,799$12.7M2.83%-2,64413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA243,100$10.4M<0.01%-10,85213F-HRTimelineGroup
CWM, LLCin group CWM, LLC242,088$10.3M0.04%+11,62613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN235,409$10.1M<0.01%+37,11313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC206,292$8.81M<0.01%-216,03413F-HRTimelineGroup
Steward Partners Investment Advisory, L…154,179$6.59M0.06%+60,84013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding144,179$6.16M+4,162Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC142,082$6.07M<0.01%+4,23713F-HRTimelineGroup
D.A. DAVIDSON & CO.120,563$5.15M0.04%-59213F-HRTimeline
Pure Financial Advisors, LLC119,942$5.13M0.12%+8,25813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…99,892$4.27M<0.01%-23,18613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC87,164$3.73M0.01%+11,69513F-HRTimeline
JENNISON ASSOCIATES LLC82,599$3.53M<0.01%+43,78813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.77,990$3.33M0.01%+70,23913F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC73,665$3.15M<0.01%+73413F-HRTimeline
Factor Wealth Management LTD73,463$3.14M1.04%13F-HRTimeline
UBS Group AGin group UBS Group AG69,459$2.97M<0.01%+1,63913F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS50,000$2.14M<0.01%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…49,097$2.1M0.06%+39113F-HRTimelineGroup
Zeit Capital LLC45,915$2.05M1.57%+68013F-HRTimeline
Windward Private Wealth Management Inc.45,646$1.95M0.76%-1,12613F-HRTimeline
Courage Miller Partners, LLC37,772$1.61M0.55%+67513F-HRTimeline
Sowa Financial Group, Inc.37,026$1.58M0.99%-6,04713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO36,111$1.54M<0.01%+5,69613F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.35,881$1.53M0.01%+3,04913F-HRTimeline
CW Advisors, LLC34,677$1.48M0.02%+19813F-HRTimeline
Geneos Wealth Management Inc.33,433$1.43M0.05%-37413F-HRTimeline
ROTHSCHILD INVESTMENT LLC33,130$1.42M0.09%-57013F-HRTimeline
Biondo Investment Advisors, LLC32,761$1.4M0.19%+1,48513F-HRTimeline
Atria Wealth Solutions, Inc.32,129$1.37M0.02%-28,97413F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.32,113$1.37M0.22%-855,04613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV29,954$1.28M0.09%-1,18313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP29,292$1.25M<0.01%+1,41013F-HRTimelineGroup
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC26,525$1.17M0.11%new13F-HRTimelineGroup
Asset Management Group, Inc.25,633$1.1M0.19%-71013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding23,548$1.01M-5,192Timeline
Mariner, LLCin group Mariner, LLC23,018$984K<0.01%+16,77813F-HRTimelineGroup
IEQ CAPITAL, LLC21,372$913K0.01%new13F-HRTimeline
COMERICA BANK20,901$893K<0.01%+1,22713F-HR/ATimeline
Parkside Financial Bank & Trust20,815$889K0.12%+1,13513F-HRTimeline
Prime Buchholz LLC20,257$866K0.28%13F-HRTimeline
Cetera Investment Advisers19,871$849K<0.01%+1,07913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…19,287$824K<0.01%+56313F-HR/ATimeline
HighTower Advisors, LLC18,671$798K<0.01%+1,39313F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC17,939$767K0.06%-10413F-HRTimeline
Valmark Advisers, Inc.17,526$749K0.01%+2,12313F-HRTimeline
Csenge Advisory Group15,592$666K0.04%new13F-HRTimeline
Sunbelt Securities, Inc.15,635$662K0.06%-4,00013F-HRTimeline
AVALON CAPITAL MANAGEMENT15,441$660K0.21%-2,48113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…15,186$649K<0.01%+9713F-HRTimelineGroup
Sachetta, LLC14,402$615K0.24%-2,47313F-HRTimeline
Cambridge Investment Research Advisors,…12,762$545K<0.01%-53,34413F-HRTimeline
XML Financial, LLC12,554$536K0.05%+12113F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.12,367$528K0.03%+1,28013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC12,199$521K0.04%new13F-HRTimelineGroup
Outlook Wealth Advisors, LLC11,229$480K0.14%-82213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC11,172$477K<0.01%13F-HR/ATimelineGroup
COURIER CAPITAL LLC10,573$452K0.03%-113F-HRTimeline
GFS Advisors, LLC10,329$441K0.07%-4013F-HRTimeline
Spectrum Wealth Counsel, LLC10,234$437K0.05%+22913F-HRTimeline
Janney Montgomery Scott LLC9,833$420K<0.01%013F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.9,819$420K0.22%-51113F-HRTimeline
PFG Advisors9,408$402K0.02%+19713F-HRTimeline
Mezzasalma Advisors, LLC8,789$376K0.12%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,206$351K<0.01%-16,50313F-HRTimelineGroup
KKM Financial LLC8,132$347K0.14%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…7,500$320K<0.01%013F-HRTimelineGroup
First Interstate Bank7,088$303K0.02%-5013F-HRTimeline
Mesirow Financial Investment Management…7,051$301K0.01%013F-HRTimeline
Algorithmic Investment Models, LLC6,532$279K0.22%new13F-HRTimeline
DHK Financial Advisors, Inc.6,490$277K0.17%+4213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,263$268K<0.01%-19713F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC5,468$234K<0.01%-1,54713F-HRTimelineGroup
Meridian Wealth Management, LLC5,400$231K0.01%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC5,390$230K0.01%13F-HRTimeline
FMR LLCin group FMR LLC5,222$223K<0.01%+55813F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP5,200$222K<0.01%013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,184$222K<0.01%-14913F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…5,175$221K0.02%-3513F-HRTimelineGroup
Foundation Wealth Management, LLC5,131$219K0.17%+12513F-HRTimeline
Kesler, Norman & Wride, LLC5,041$215K0.05%-4913F-HRTimeline
Beacon Financial Advisory LLC5,005$214K0.07%-75513F-HRTimeline
Prospera Financial Services Inc4,928$211K<0.01%-5513F-HRTimeline
Ignite Planners, LLC4,831$210K0.05%new13F-HRTimeline
Rehmann Capital Advisory Group4,757$203K0.01%+613F-HRTimeline
Coppell Advisory Solutions LLC4,647$197K0.03%-3,34013F-HRTimeline
Global Retirement Partners, LLC4,428$189K0.01%+1,49413F-HRTimeline
Laurel Wealth Advisors LLC3,044$130K0.02%-15913F-HRTimeline
Operose Advisors LLC3,000$128K0.04%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,880$80.3K<0.01%+313F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,589$72.5K<0.01%+6513F-HRTimeline
Avior Wealth Management, LLC1,687$72.1K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL1,560$66.7K<0.01%+413F-HRTimeline
Aptus Capital Advisors, LLC1,450$62K<0.01%013F-HRTimeline
Allworth Financial LP1,261$57.5K<0.01%+1,16113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,115$48K<0.01%new13F-HRTimelineGroup
NorthRock Partners, LLC1,001$42.8K<0.01%013F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management999$42.7K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC993$42.4K<0.01%-1713F-HRTimeline
Continuum Advisory, LLC942$40.3K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP899$38.4K<0.01%+85913F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.852$36.4K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA545$24K<0.01%013F-HRTimelineGroup
Crews Bank & Trust500$21.4K<0.01%13F-HRTimeline
Arax Advisory Partners455$19.4K<0.01%013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.448$19.1K0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV448$19.1K<0.01%013F-HRTimeline
Peterson Wealth Services431$18.4K0.01%013F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding403$17.2K-34,984Timeline
MGB Wealth Management, LLC400$17.1K0.01%-13013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC383$16.4K<0.01%new13F-HRTimeline
Main Street Group, LTD325$13.9K0.01%+313F-HRTimeline
NewEdge Advisors, LLC318$13.6K<0.01%-1413F-HRTimeline
MAI Capital Management300$12.8K<0.01%new13F-HRTimeline
Bellwether Advisors, LLC300$12.8K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC280$12K<0.01%+5013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC266$11.4K0.01%new13F-HRTimeline
Breakwater Investment Management255$10.9K<0.01%013F-HR/ATimeline
Sage Mountain Advisors LLC254$10.9K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/230$9.83K<0.01%-9,02513F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.200$8.78K<0.01%new13F-HRTimelineGroup
Global Financial Private Client, LLC205$8.76K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…203$8.68K<0.01%013F-HRTimeline
Key Financial Inc202$8.63K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC132$5.64K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…124$5.3K<0.01%-24513F-HRTimelineGroup
Physician Wealth Advisors, Inc.66$2.82K<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.64$2.74K<0.01%013F-HR/ATimeline
AlphaCore Capital LLC60$2.56K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC60$2.56K<0.01%013F-HRTimeline
Transce3nd, LLC50$2.14K<0.01%13F-HRTimeline
CoreCap Advisors, LLC50$2.14K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC40$2K<0.01%013F-HRTimelineGroup
Horizon Investments, LLC33$1.41K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd1$43<0.01%013F-HRTimeline