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Disclosery

IGE ISHARES TR

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NORTH AMERN NAT (fund)

140 managers (141 13F filers) reported a position in IGE shares at 2025-06-30, 7,404,104 shares in all. 12 filers opened a position and 18 filers sold out during the quarter.

Managers
140
13F filers
141
New
12
Added
50
Reduced
41
Sold out
18
Shares held by filers
7,404,104

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
ASSETMARK, INCin group ASSETMARK, INC1,100,147$48.7M0.11%+15,95513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY841,929$37.3M<0.01%-69,38213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/653,905$28.9M<0.01%-72,16213F-HRTimelineGroup
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP495,124$21.9M5.86%-4,46713F-HRTimelineGroup
Family Firm, Inc.316,622$14M3.38%+10,26913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC295,501$13.1M<0.01%-89913F-HRTimelineGroup
LPL Financial LLC270,411$12M<0.01%+55313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA261,660$11.6M<0.01%+12,10313F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC258,479$11.4M0.04%+5,10213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.240,453$10.9M0.02%+224,54613F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC200,453$8.86M<0.01%+7,18913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN173,477$7.68M<0.01%-15,48513F-HRTimelineGroup
Steward Partners Investment Advisory, L…165,351$7.32M0.06%-137,25713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding152,611$6.75M+3,418Timeline
D.A. DAVIDSON & CO.121,541$5.38M0.04%+44213F-HRTimeline
Pure Financial Advisors, LLC107,037$4.74M0.08%-8,39313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…95,387$4.22M<0.01%-2,95813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC82,660$3.66M<0.01%+7,31913F-HRTimeline
MML INVESTORS SERVICES, LLC79,846$3.53M0.01%+3,78613F-HRTimeline
Factor Wealth Management LTD79,417$3.51M0.96%-2,70113F-HRTimeline
UBS Group AGin group UBS Group AG67,048$2.97M<0.01%-4,09913F-HRTimelineGroup
Courage Miller Partners, LLC51,874$2.3M0.73%+9,62713F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS50,500$2.23M<0.01%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…47,897$2.12M<0.01%+40,80113F-HRTimelineGroup
Zeit Capital LLC47,029$2.08M1.49%+1,55913F-HRTimeline
Sachetta, LLC41,391$1.83M0.72%+26,88213F-HRTimeline
Independent Advisor Alliance40,736$1.8M0.05%new13F-HRTimeline
Biondo Investment Advisors, LLC39,821$1.76M0.23%+1,81013F-HRTimeline
Windward Private Wealth Management Inc.39,567$1.75M0.63%-3,75013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC34,601$1.53M<0.01%-9,02113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO34,349$1.52M<0.01%-67913F-HRTimelineGroup
ARKANSAS FINANCIAL GROUP, INC.34,017$1.51M0.23%+49313F-HR/ATimeline
ROTHSCHILD INVESTMENT LLC33,390$1.48M0.09%+85513F-HRTimeline
Sowa Financial Group, Inc.31,245$1.38M0.86%-42613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP30,309$1.34M<0.01%+1,24613F-HRTimelineGroup
Advisor Resource Council29,142$1.29M0.63%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV29,125$1.29M0.09%-37113F-HRTimeline
Cetera Investment Advisers28,503$1.26M<0.01%+1,68613F-HRTimeline
Geneos Wealth Management Inc.27,824$1.23M0.03%-1,06713F-HRTimeline
Asset Management Group, Inc.25,437$1.13M0.2%-32113F-HRTimeline
Parkside Financial Bank & Trust23,852$1.06M0.11%+2,02413F-HRTimeline
IEQ CAPITAL, LLC22,798$1.01M0.01%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.22,682$1M0.01%-90413F-HRTimeline
Mariner, LLCin group Mariner, LLC21,942$971K<0.01%-2,34613F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC21,431$948K<0.01%-74913F-HRTimelineGroup
HighTower Advisors, LLC20,491$907K<0.01%+60013F-HRTimeline
Prime Buchholz LLC20,257$896K0.29%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…19,859$879K0.02%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC18,401$814K<0.01%-65013F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC17,939$794K0.06%013F-HRTimeline
Outlook Wealth Advisors, LLC17,640$781K0.2%+43513F-HRTimeline
Valmark Advisers, Inc.16,553$732K0.01%-40613F-HRTimeline
Cambridge Investment Research Advisors,…16,458$728K<0.01%+1,27813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…15,698$695K<0.01%+86013F-HRTimelineGroup
Sunbelt Securities, Inc.15,635$668K0.06%+70013F-HRTimeline
Balefire, LLC14,971$662K0.14%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.14,773$654K0.03%-34613F-HRTimeline
FLOW TRADERS U.S. LLC14,766$653K0.02%new13F-HRTimeline
Csenge Advisory Group14,937$638K0.03%+12513F-HRTimeline
Algorithmic Investment Models, LLC12,864$569K0.39%+6,56713F-HRTimeline
COMERICA BANK12,655$560K<0.01%-74513F-HRTimeline
XML Financial, LLC12,549$555K0.05%+45313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP11,853$524K<0.01%+10,39913F-HRTimelineGroup
Atria Wealth Solutions, Inc.11,418$517K0.01%-17,58313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth10,555$467K<0.01%new13F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC9,825$435K<0.01%-122,95513F-HRTimelineGroup
COURIER CAPITAL LLC9,705$429K0.03%-86813F-HRTimeline
Janney Montgomery Scott LLC9,683$428K<0.01%013F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.9,599$425K0.21%+17113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC9,444$418K0.02%-22213F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,429$417K0.01%-44,68613F-HRTimelineGroup
GFS Advisors, LLC9,302$412K0.06%-1,02713F-HRTimeline
Mezzasalma Advisors, LLC8,889$393K0.12%+5313F-HRTimeline
Westside Investment Management, Inc.8,195$363K0.07%+6,78513F-HRTimeline
Creative Planningin group Creative Planning7,540$334K<0.01%+77313F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…7,500$332K<0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC7,482$331K<0.01%+13213F-HRTimelineGroup
Mesirow Financial Investment Management…6,971$308K0.01%-8013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,736$298K<0.01%-9,26713F-HRTimelineGroup
First Interstate Bank6,713$297K0.02%-37513F-HRTimeline
DHK Financial Advisors, Inc.6,563$290K0.17%+3813F-HRTimeline
CX Institutional6,388$283K0.01%+5,52313F-HR/ATimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd6,349$281K<0.01%new13F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP6,189$274K<0.01%013F-HRTimelineGroup
KKM Financial LLC5,631$249K0.09%013F-HRTimeline
Meridian Wealth Management, LLC5,400$239K0.01%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC5,343$236K0.01%-5213F-HRTimeline
FMR LLCin group FMR LLC5,231$231K<0.01%-46113F-HRTimelineGroup
Ignite Planners, LLC4,974$223K0.04%-37913F-HR/ATimeline
Barnes Wealth Management Group, Inc4,859$215K0.13%+16013F-HRTimeline
Rehmann Capital Advisory Group4,767$211K0.01%+513F-HRTimeline
Beacon Financial Advisory LLC4,636$205K0.05%+9513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,628$205K0.01%new13F-HRTimeline
Global Retirement Partners, LLC4,440$196K<0.01%13F-HRTimeline
Operose Advisors LLC3,000$133K0.04%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,919$84.9K<0.01%+313F-HRTimelineGroup
Allworth Financial LP1,539$68.1K<0.01%+36913F-HRTimeline
Aptus Capital Advisors, LLC1,450$64.2K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL1,309$57.9K<0.01%+9413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,122$50K<0.01%-2813F-HRTimelineGroup
Nalls Sherbakoff Group, LLC1,050$46.5K0.03%013F-HRTimeline
Parallel Advisors, LLC997$44.1K<0.01%+213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management949$42K<0.01%-5013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.852$37.7K<0.01%013F-HRTimeline
Crewe Advisors LLC618$27.3K<0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA545$24.1K<0.01%013F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.508$22.5K<0.01%+30813F-HRTimelineGroup
Crews Bank & Trust500$22.1K<0.01%013F-HRTimeline
Arax Advisory Partners455$20.1K<0.01%013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.448$19.8K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV448$19.8K<0.01%013F-HRTimeline
Peterson Wealth Services431$19.1K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC403$17.8K<0.01%013F-HRTimelineGroup
MGB Wealth Management, LLC400$17.7K0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…400$17.7K0.02%013F-HR/ATimeline
Main Street Group, LTD328$14.5K<0.01%+113F-HRTimeline
NewEdge Advisors, LLC319$14.1K<0.01%-9913F-HRTimeline
MAI Capital Management300$13.3K<0.01%013F-HRTimeline
Bellwether Advisors, LLC300$13.3K<0.01%013F-HRTimeline
SIGNATUREFD, LLC280$12.4K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC269$11.9K0.01%+213F-HRTimeline
Breakwater Investment Management255$11.3K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…203$8.98K<0.01%013F-HRTimeline
Key Financial Inc202$8.94K<0.01%013F-HRTimeline
AE Wealth Management LLC189$8.36K<0.01%new13F-HRTimeline
AlphaCore Capital LLC160$7.08K<0.01%+10013F-HRTimeline
MassMutual Private Wealth & Trust, FSB150$6.64K<0.01%new13F-HRTimeline
West Branch Capital LLC146$6.46K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.66$2.92K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.65$2.87K<0.01%+113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC60$2.65K<0.01%013F-HRTimeline
Stone House Investment Management, LLC51$2.26K<0.01%-2,77613F-HRTimeline
CoreCap Advisors, LLC50$2.21K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC40$2K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/40$1.77K<0.01%-9013F-HRTimelineGroup
Horizon Investments, LLC33$1.46K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC30$1K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC20$885<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd1$44<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.