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Disclosery

IGE ISHARES TR

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NORTH AMERN NAT (fund)

147 managers (148 13F filers) reported a position in IGE shares at 2025-03-31, 7,603,203 shares in all. 15 filers opened a position and 10 filers sold out during the quarter.

Managers
147
13F filers
148
New
15
Added
48
Reduced
43
Sold out
10
Shares held by filers
7,603,203

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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, INC1,084,192$49.3M0.14%-122,52813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY911,311$41.4M<0.01%-41,30513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/726,067$33M<0.01%-10,32813F-HRTimelineGroup
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP499,591$22.7M6.4%+61,12213F-HRTimelineGroup
Family Firm, Inc.306,353$13.9M3.11%-186,44613F-HRTimeline
Steward Partners Investment Advisory, L…302,608$13.8M0.12%+148,42913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC296,400$13.5M<0.01%-61,46213F-HR/ATimelineGroup
LPL Financial LLC269,858$12.3M<0.01%-55,03013F-HRTimeline
CWM, LLCin group CWM, LLC253,377$11.5M0.05%+11,28913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA249,557$11.3M<0.01%+6,45713F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC193,264$8.79M<0.01%-13,02813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN188,962$8.59M<0.01%-46,44713F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding149,193$6.78M+5,014Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC132,780$6.04M<0.01%-9,30213F-HRTimelineGroup
D.A. DAVIDSON & CO.121,099$5.51M0.04%+53613F-HRTimeline
Pure Financial Advisors, LLC115,430$5.25M0.11%-4,51213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…98,345$4.47M<0.01%-1,54713F-HRTimelineGroup
Factor Wealth Management LTD82,118$3.73M1.15%+8,65513F-HRTimeline
MML INVESTORS SERVICES, LLC76,060$3.46M0.01%-11,10413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC75,341$3.43M<0.01%+1,67613F-HRTimeline
UBS Group AGin group UBS Group AG71,147$3.24M<0.01%+1,68813F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…54,115$2.46M0.06%+5,01813F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS50,500$2.3M<0.01%+50013F-HRTimelineGroup
Zeit Capital LLC45,470$2.12M1.63%-44513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC43,622$1.98M<0.01%+35,41613F-HRTimelineGroup
Windward Private Wealth Management Inc.43,317$1.97M0.77%-2,32913F-HRTimeline
Caprock Group, LLC42,421$1.93M0.06%new13F-HRTimeline
Courage Miller Partners, LLC42,247$1.92M0.65%+4,47513F-HRTimeline
Biondo Investment Advisors, LLC38,011$1.73M0.25%+5,25013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO35,028$1.59M<0.01%-1,08313F-HRTimelineGroup
CW Advisors, LLC33,684$1.53M0.02%-99313F-HRTimeline
ROTHSCHILD INVESTMENT LLC32,535$1.48M0.1%-59513F-HRTimeline
Sowa Financial Group, Inc.31,671$1.44M0.95%-5,35513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV29,496$1.34M0.1%-45813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP29,063$1.32M<0.01%-22913F-HRTimelineGroup
ARKANSAS FINANCIAL GROUP, INC.33,524$1.32M0.23%+1,41113F-HR/ATimeline
Atria Wealth Solutions, Inc.29,001$1.32M0.02%-3,12813F-HRTimeline
Geneos Wealth Management Inc.28,891$1.31M0.02%-4,54213F-HRTimeline
Cetera Investment Advisers26,817$1.22M<0.01%+6,94613F-HRTimeline
Asset Management Group, Inc.25,758$1.17M0.22%+12513F-HRTimeline
Mariner, LLCin group Mariner, LLC24,288$1.1M<0.01%+1,27013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.23,586$1.07M0.01%-12,29513F-HRTimeline
JENNISON ASSOCIATES LLC23,453$1.07M<0.01%-59,14613F-HRTimeline
IEQ CAPITAL, LLC22,798$1.04M0.01%+1,42613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC22,180$1.01M<0.01%-1,36813F-HRTimelineGroup
Parkside Financial Bank & Trust21,828$993K0.13%+1,01313F-HRTimeline
Q3 Asset Management20,971$953K0.65%new13F-HRTimeline
Prime Buchholz LLC20,257$921K0.32%013F-HRTimeline
HighTower Advisors, LLC19,891$904K<0.01%+1,22013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC19,051$866K<0.01%+7,87913F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC17,939$816K0.06%013F-HRTimeline
Outlook Wealth Advisors, LLC17,205$782K0.22%+5,97613F-HRTimeline
Valmark Advisers, Inc.16,959$771K0.01%-56713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP16,003$728K<0.01%+10,81913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,907$723K<0.01%-62,08313F-HRTimelineGroup
Cambridge Investment Research Advisors,…15,180$690K<0.01%+2,41813F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.15,119$687K0.03%+2,75213F-HRTimeline
Sunbelt Securities, Inc.14,935$679K0.06%-70013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…14,838$675K<0.01%-34813F-HRTimelineGroup
Sachetta, LLC14,509$660K0.27%+10713F-HRTimeline
Csenge Advisory Group14,812$618K0.04%-78013F-HRTimeline
COMERICA BANK13,400$609K<0.01%-7,50113F-HRTimeline
XML Financial, LLC12,096$550K0.05%-45813F-HRTimeline
COURIER CAPITAL LLC10,573$481K0.03%013F-HRTimeline
GFS Advisors, LLC10,329$470K0.09%013F-HRTimeline
Spectrum Wealth Counsel, LLC10,234$465K0.06%013F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC11,273$443K0.04%-15,25213F-HRTimelineGroup
Janney Montgomery Scott LLC9,683$440K<0.01%-15013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC9,666$440K0.02%-2,53313F-HRTimelineGroup
PFG Advisors9,584$436K0.02%+17613F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.9,428$429K0.23%-39113F-HRTimeline
Mezzasalma Advisors, LLC8,836$402K0.14%+4713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…7,500$341K<0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC7,350$334K<0.01%+1,88213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,096$323K<0.01%new13F-HRTimelineGroup
First Interstate Bank7,088$322K0.02%013F-HRTimeline
Mesirow Financial Investment Management…7,051$321K0.01%013F-HRTimeline
Creative Planningin group Creative Planning6,767$308K<0.01%new13F-HRTimelineGroup
DHK Financial Advisors, Inc.6,525$297K0.16%+3513F-HRTimeline
Algorithmic Investment Models, LLC6,297$286K0.21%-23513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,264$285K<0.01%+113F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP6,189$281K<0.01%+98913F-HRTimelineGroup
Busey Bank5,774$263K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC5,692$259K<0.01%+47013F-HRTimelineGroup
KKM Financial LLC5,631$256K0.11%-2,50113F-HRTimeline
Meridian Wealth Management, LLC5,400$246K0.01%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC5,395$245K0.01%+513F-HRTimeline
Foundation Wealth Management, LLC5,245$238K0.19%+11413F-HRTimeline
PINKERTON WEALTH, LLC5,189$236K0.03%new13F-HRTimeline
Ignite Planners, LLC5,353$223K0.04%+52213F-HRTimeline
Rehmann Capital Advisory Group4,762$217K0.01%+513F-HRTimeline
Barnes Wealth Management Group, Inc4,699$214K0.14%new13F-HRTimeline
Beacon Financial Advisory LLC4,541$206K0.06%-46413F-HRTimeline
Sigma Planning Corp4,470$203K0.01%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC4,747$202K0.02%new13F-HRTimeline
Laurel Wealth Advisors LLC3,045$138K0.02%+113F-HRTimeline
Operose Advisors LLC3,000$136K0.05%013F-HRTimeline
Stone House Investment Management, LLC2,827$129K0.03%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,916$87.1K<0.01%+3613F-HRTimelineGroup
Aptus Capital Advisors, LLC1,450$65.9K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,454$65.6K<0.01%+55513F-HR/ATimelineGroup
Westside Investment Management, Inc.1,410$64.4K0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL1,215$55.2K<0.01%-34513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,150$53K<0.01%+3513F-HRTimelineGroup
Continuum Advisory, LLC1,094$49.7K0.01%+15213F-HRTimeline
Allworth Financial LP1,170$49.6K<0.01%-9113F-HRTimeline
Nalls Sherbakoff Group, LLC1,050$47.7K0.04%13F-HRTimeline
NorthRock Partners, LLC1,001$45.5K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management999$45.4K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC995$45.2K<0.01%+213F-HRTimeline
CX Institutional865$39K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.852$38.7K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA545$24.8K<0.01%013F-HRTimelineGroup
Crews Bank & Trust500$22.7K<0.01%013F-HRTimeline
Arax Advisory Partners455$20.7K<0.01%013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.448$20.4K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV448$20.4K<0.01%013F-HRTimeline
Peterson Wealth Services431$19.6K0.01%013F-HRTimeline
NewEdge Advisors, LLC418$19K<0.01%+10013F-HRTimeline
MGB Wealth Management, LLC400$18.2K0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…400$18.2K0.02%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC403$17.2K<0.01%013F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC383$16.4K<0.01%013F-HRTimeline
Main Street Group, LTD327$14.8K0.01%+213F-HRTimeline
MAI Capital Management300$13.6K<0.01%013F-HRTimeline
Bellwether Advisors, LLC300$13.6K<0.01%013F-HRTimeline
SIGNATUREFD, LLC280$12.7K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC267$12.2K0.01%+113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.307$11.7K<0.01%new13F-HRTimelineGroup
Breakwater Investment Management255$11.6K<0.01%013F-HRTimeline
Sage Mountain Advisors LLC254$11.5K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…203$9.23K<0.01%013F-HRTimeline
Key Financial Inc202$9.19K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.200$9.09K<0.01%013F-HRTimelineGroup
West Branch Capital LLC146$6.64K<0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC132$6K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/130$5.91K<0.01%-10013F-HRTimelineGroup
Physician Wealth Advisors, Inc.66$3K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.64$2.93K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC60$2.73K<0.01%013F-HRTimeline
AlphaCore Capital LLC60$2.73K<0.01%013F-HRTimeline
CoreCap Advisors, LLC50$2.27K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC40$2K<0.01%013F-HRTimelineGroup
Horizon Investments, LLC33$1.5K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd1$45<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,58913F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Advisor Resource Council29,142$1.32Knew13F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.