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Disclosery

IGE ISHARES TR

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NORTH AMERN NAT (fund)

145 managers (146 13F filers) reported a position in IGE shares at 2025-09-30, 6,855,163 shares in all. 22 filers opened a position and 13 filers sold out during the quarter.

Managers
145
13F filers
146
New
22
Added
43
Reduced
46
Sold out
13
Shares held by filers
6,855,163

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, INC1,050,718$51.5M0.11%-49,42913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY806,264$39.5M<0.01%-35,66513F-HR/ATimelineGroup
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP495,504$24.3M6.02%+38013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/488,210$23.9M<0.01%-165,69513F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC292,354$14.3M<0.01%-3,14713F-HRTimelineGroup
LPL Financial LLC263,305$12.9M<0.01%-7,10613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA262,247$12.9M<0.01%+58713F-HRTimelineGroup
CWM, LLCin group CWM, LLC261,122$12.8M0.04%+2,64313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.255,853$12.5M0.02%+15,40013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC203,266$9.97M<0.01%+2,81313F-HRTimelineGroup
Steward Partners Investment Advisory, L…164,085$8.05M0.05%-1,26613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN155,892$7.65M<0.01%-17,58513F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding152,485$7.48M-126Timeline
D.A. DAVIDSON & CO.121,944$5.98M0.04%+40313F-HRTimeline
Pure Financial Advisors, LLC107,355$5.27M0.08%+31813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…93,129$4.57M<0.01%-2,25813F-HRTimelineGroup
Factor Wealth Management LTD76,539$3.75M0.94%-2,87813F-HRTimeline
UBS Group AGin group UBS Group AG76,477$3.75M<0.01%+9,42913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC73,958$3.63M0.01%-5,88813F-HRTimeline
Cetera Investment Advisers54,335$2.67M<0.01%+25,83213F-HRTimeline
Courage Miller Partners, LLC54,194$2.65M0.8%+2,32013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS50,000$2.45M<0.01%-50013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC49,890$2.45M<0.01%+27,94813F-HRTimelineGroup
Zeit Capital LLC46,812$2.3M1.56%-21713F-HRTimeline
Biondo Investment Advisors, LLC41,776$2.05M0.26%+1,95513F-HRTimeline
IEQ CAPITAL, LLC41,355$2.03M0.01%+18,55713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…41,295$2.03M<0.01%-6,60213F-HRTimelineGroup
Sachetta, LLC41,255$2.02M0.75%-13613F-HRTimeline
Windward Private Wealth Management Inc.39,457$1.94M0.67%-11013F-HRTimeline
Algorithmic Investment Models, LLC36,304$1.78M1.18%+23,44013F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.33,139$1.63M0.24%-87813F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO32,972$1.62M<0.01%-1,37713F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC32,933$1.61M<0.01%-49,72713F-HRTimeline
ROTHSCHILD INVESTMENT LLC32,495$1.59M0.09%-89513F-HRTimeline
American Wealth Advisors, LLC32,205$1.58M1.56%13F-HRTimeline
Sowa Financial Group, Inc.32,075$1.57M0.88%+83013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP31,093$1.53M<0.01%+78413F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV28,845$1.41M0.09%-28013F-HRTimeline
Independent Advisor Alliance27,620$1.35M0.04%-13,11613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC26,756$1.31M<0.01%+8,35513F-HRTimelineGroup
Asset Management Group, Inc.25,576$1.25M0.21%+13913F-HRTimeline
Parkside Financial Bank & Trust24,283$1.19M0.09%+43113F-HRTimeline
IFP Advisors, Inc23,315$1.14M0.03%new13F-HR/ATimeline
HighTower Advisors, LLC20,890$1.02M<0.01%+39913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC20,661$1.01M<0.01%-77013F-HRTimelineGroup
Prime Buchholz LLC20,257$994K0.55%013F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE19,400$952K<0.01%new13F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC17,885$877K0.06%-5413F-HRTimeline
Outlook Wealth Advisors, LLC17,324$850K0.21%-31613F-HRTimeline
Valmark Advisers, Inc.17,053$836K0.01%+50013F-HRTimeline
Cambridge Investment Research Advisors,…16,266$798K<0.01%-19213F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.15,966$783K0.03%+1,19313F-HRTimeline
Balefire, LLC15,165$744K0.15%+19413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC14,752$724K<0.01%+4,92713F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…14,254$699K0.02%-5,60513F-HRTimelineGroup
Sunbelt Securities, Inc.14,010$687K0.05%-1,62513F-HRTimeline
XML Financial, LLC13,448$660K0.05%+89913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,194$647K<0.01%-21,40713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…12,749$625K<0.01%-2,94913F-HRTimelineGroup
COMERICA BANK12,604$618K<0.01%-5113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth10,555$518K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10,061$499K<0.01%-1,79213F-HRTimelineGroup
COURIER CAPITAL LLC9,705$476K0.03%013F-HRTimeline
PFG Advisors9,229$453K0.02%new13F-HRTimeline
Janney Montgomery Scott LLC9,195$451K<0.01%-48813F-HRTimeline
GFS Advisors, LLC9,180$450K0.06%-12213F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.8,832$433K0.23%-76713F-HRTimeline
Mezzasalma Advisors, LLC8,743$429K0.11%-14613F-HRTimeline
Geneos Wealth Management Inc.8,420$413K0.01%-19,40413F-HRTimeline
Creative Planningin group Creative Planning8,353$410K<0.01%+81313F-HRTimelineGroup
Westside Investment Management, Inc.8,295$407K0.07%+10013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC8,233$404K0.01%-1,21113F-HRTimelineGroup
Orion Porfolio Solutions, LLC8,123$398K<0.01%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…7,500$368K<0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC7,358$361K<0.01%-12413F-HRTimelineGroup
Gotham Asset Management, LLC7,005$344K<0.01%new13F-HRTimeline
Mesirow Financial Investment Management…6,951$341K0.01%-2013F-HRTimeline
First Interstate Bank6,713$329K0.02%013F-HRTimeline
New England Private Wealth Advisors LLC6,627$325K0.04%new13F-HRTimeline
CX Institutional6,341$311K0.01%-4713F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP6,189$304K<0.01%013F-HR/ATimelineGroup
Rehmann Capital Advisory Group5,865$288K0.02%+1,09813F-HRTimeline
KKM Financial LLC5,631$276K0.09%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.5,497$270K<0.01%new13F-HRTimelineGroup
JENNISON ASSOCIATES LLC5,463$268K<0.01%new13F-HRTimeline
Meridian Wealth Management, LLC5,400$265K0.01%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC5,322$261K0.01%-2113F-HRTimeline
Barnes Wealth Management Group, Inc5,261$258K0.14%+40213F-HRTimeline
FMR LLCin group FMR LLC5,176$254K<0.01%-5513F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,098$250K<0.01%new13F-HRTimelineGroup
VestGen Investment Management4,918$241K0.14%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,679$230K0.01%+5113F-HRTimeline
Beacon Financial Advisory LLC4,645$228K0.05%+913F-HRTimeline
NewEdge Advisors, LLC4,607$226K<0.01%+4,28813F-HRTimeline
Global Retirement Partners, LLC4,540$223K<0.01%+10013F-HRTimeline
Ignite Planners, LLC4,508$221K0.04%-46613F-HRTimeline
Sigma Planning Corp4,473$219K0.01%new13F-HRTimeline
Prospera Financial Services Inc4,432$217K<0.01%new13F-HRTimeline
Kesler, Norman & Wride, LLC5,041$215K0.04%new13F-HRTimeline
Tyche Wealth Partners LLC4,171$205K0.04%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC4,108$201K0.01%new13F-HRTimeline
Wealthspire Advisors, LLC3,500$172K<0.01%new13F-HRTimeline
Operose Advisors LLC3,000$147K0.04%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,918$94.1K<0.01%-113F-HRTimelineGroup
Allworth Financial LP1,543$75.7K<0.01%+413F-HRTimeline
Aptus Capital Advisors, LLC1,450$71.1K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL1,312$64.4K<0.01%+313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,129$55K<0.01%+713F-HRTimelineGroup
Nalls Sherbakoff Group, LLC1,050$51.5K0.03%013F-HRTimeline
Advisory Services Network, LLC1,023$50.2K<0.01%new13F-HRTimeline
Parallel Advisors, LLC999$49K<0.01%+213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management949$46.5K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.852$41.8K<0.01%013F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC704$34.6K0.01%new13F-HRTimelineGroup
Crews Bank & Trust500$24.5K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV448$22K<0.01%013F-HRTimeline
Peterson Wealth Services2,910$21.1K0.01%+2,47913F-HRTimeline
Root Financial Partners, LLC430$21.1K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC403$19.8K<0.01%013F-HRTimelineGroup
MGB Wealth Management, LLC402$19.7K0.01%+213F-HRTimeline
MJT & Associates Financial Advisory Gro…400$19.6K0.02%013F-HRTimeline
Main Street Group, LTD330$16.2K<0.01%+213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…319$15.7K<0.01%new13F-HRTimelineGroup
MAI Capital Management300$14.7K<0.01%013F-HRTimeline
SIGNATUREFD, LLC280$13.7K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC270$13.3K0.01%+113F-HRTimeline
Breakwater Investment Management255$12.5K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…203$9.96K<0.01%013F-HRTimeline
Key Financial Inc202$9.92K<0.01%013F-HRTimeline
AlphaCore Capital LLC160$7.85K<0.01%013F-HRTimeline
West Branch Capital LLC146$7.16K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC163$7K<0.01%+13313F-HRTimeline
CENTRAL TRUST Co107$5.25K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.66$3.24K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.65$3.2K<0.01%013F-HRTimeline
AE Wealth Management LLC62$3.05K<0.01%-12713F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC60$2.94K<0.01%013F-HRTimeline
Stone House Investment Management, LLC51$2.5K<0.01%013F-HRTimeline
CoreCap Advisors, LLC50$2.45K<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$1.96K<0.01%013F-HRTimelineGroup
Horizon Investments, LLC33$1.62K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC20$981<0.01%013F-HRTimeline
First Command Advisory Services, Inc.10$491<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd1$49<0.01%013F-HRTimeline