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Disclosery

IGE ISHARES TR

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NORTH AMERN NAT (fund)

152 managers (154 13F filers) reported a position in IGE shares at 2025-12-31, 7,154,165 shares in all. 17 filers opened a position and 11 filers sold out during the quarter.

Managers
152
13F filers
154
New
17
Added
60
Reduced
42
Sold out
11
Shares held by filers
7,154,165

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, INC984,339$49.4M0.1%-66,37913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY816,638$41M<0.01%+10,37413F-HR/ATimelineGroup
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP492,536$24.7M6.13%-2,96813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/491,200$24.7M<0.01%+2,99013F-HRTimelineGroup
Beacon Pointe Advisors, LLC277,095$13.9M0.1%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC274,388$13.8M<0.01%-17,96613F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC273,789$13.7M0.04%+12,66713F-HRTimelineGroup
LPL Financial LLC252,353$12.7M<0.01%-10,95213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA226,582$11.4M<0.01%-35,66513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC197,741$9.93M<0.01%-5,52513F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding177,586$8.91M+25,101Timeline
Steward Partners Investment Advisory, L…165,099$8.29M0.05%+1,01413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN155,006$7.78M<0.01%-88613F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding147,901$7.42MnewTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…134,851$6.77M<0.01%+41,72213F-HRTimelineGroup
D.A. DAVIDSON & CO.116,543$5.85M0.04%-5,40113F-HRTimeline
Pure Financial Advisors, LLC107,421$5.39M0.08%+6613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS100,500$5.05M<0.01%+50,50013F-HRTimelineGroup
Factor Wealth Management LTD89,759$4.51M0.97%+13,22013F-HRTimeline
MML INVESTORS SERVICES, LLC76,503$3.84M0.01%+2,54513F-HRTimeline
Midwest Professional Planners, LTD.66,288$3.33M0.79%new13F-HRTimeline
UBS Group AGin group UBS Group AG66,037$3.32M<0.01%-10,44013F-HRTimelineGroup
Cetera Investment Advisers56,035$2.81M<0.01%+1,70013F-HRTimeline
Courage Miller Partners, LLC55,494$2.79M0.84%+1,30013F-HRTimeline
Mariner, LLCin group Mariner, LLC50,118$2.52M<0.01%+22813F-HRTimelineGroup
Zeit Capital LLC46,794$2.35M1.59%-1813F-HRTimeline
IEQ CAPITAL, LLC43,593$2.19M0.01%+2,23813F-HRTimeline
Biondo Investment Advisors, LLC43,081$2.16M0.26%+1,30513F-HRTimeline
Sachetta, LLC41,796$2.1M1.15%+54113F-HRTimeline
Windward Private Wealth Management Inc.37,325$1.87M0.65%-2,13213F-HRTimeline
ROTHSCHILD INVESTMENT LLC32,502$1.63M0.09%+713F-HRTimeline
American Wealth Advisors, LLC32,361$1.62M1.6%+15613F-HRTimeline
IFP Advisors, Inc32,220$1.62M0.04%+8,90513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO32,116$1.61M<0.01%-85613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP30,902$1.55M<0.01%-19113F-HRTimelineGroup
ARKANSAS FINANCIAL GROUP, INC.30,540$1.53M0.22%-2,59913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC30,136$1.51M<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC29,975$1.5M<0.01%+3,21913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.29,912$1.5M<0.01%-225,94113F-HRTimelineGroup
Sowa Financial Group, Inc.28,933$1.45M0.76%-3,14213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV28,500$1.43M0.08%-34513F-HRTimeline
Independent Advisor Alliance27,546$1.38M0.03%-7413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC27,267$1.37M<0.01%-5,66613F-HRTimeline
Asset Management Group, Inc.25,741$1.29M0.21%+16513F-HRTimeline
Parkside Financial Bank & Trust25,481$1.28M0.1%+1,19813F-HRTimeline
CIBC WORLD MARKET INC.22,552$1.13M<0.01%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC22,207$1.11M<0.01%+17,10913F-HRTimelineGroup
HighTower Advisors, LLC21,238$1.07M<0.01%+34813F-HRTimeline
Prime Buchholz LLC20,257$1.02M0.6%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC17,965$902K<0.01%-2,69613F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC17,885$898K0.06%013F-HRTimeline
Valmark Advisers, Inc.17,484$878K0.01%+43113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,457$876K<0.01%-23,83813F-HRTimelineGroup
Outlook Wealth Advisors, LLC17,235$865K0.2%-8913F-HRTimeline
Cambridge Investment Research Advisors,…16,696$838K<0.01%+43013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.16,445$826K0.03%+47913F-HRTimeline
HighPoint Advisor Group LLC15,830$795K0.02%new13F-HRTimeline
JENNISON ASSOCIATES LLC15,735$790K<0.01%+10,27213F-HRTimeline
Balefire, LLC15,227$764K0.15%+6213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…14,117$709K<0.01%+1,36813F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC13,104$658K<0.01%-1,64813F-HRTimelineGroup
XML Financial, LLC13,043$655K0.05%-40513F-HRTimeline
Sunbelt Securities, Inc.13,035$654K0.04%-97513F-HRTimeline
COMERICA BANK12,604$633K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP11,509$578K<0.01%+1,44813F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth11,055$555K<0.01%+50013F-HRTimelineGroup
Algorithmic Investment Models, LLC10,987$552K0.68%-25,31713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…10,238$514K0.01%-4,01613F-HRTimelineGroup
COURIER CAPITAL LLC9,705$487K0.03%013F-HRTimeline
GFS Advisors, LLC9,180$461K0.05%013F-HRTimeline
Janney Montgomery Scott LLC9,095$457K<0.01%-10013F-HRTimeline
GUIDANCE CAPITAL, INC8,061$451K0.11%new13F-HRTimeline
Mezzasalma Advisors, LLC8,805$449K0.11%+6213F-HRTimeline
Westside Investment Management, Inc.8,495$428K0.07%+20013F-HRTimeline
Creative Planningin group Creative Planning8,353$419K<0.01%013F-HRTimelineGroup
Orion Porfolio Solutions, LLC8,084$406K<0.01%-3913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…7,770$390K<0.01%+27013F-HRTimelineGroup
WAYSTONE ADVISORS LLC7,759$390K0.33%13F-HRTimeline
Geneos Wealth Management Inc.7,728$388K0.01%-69213F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC7,368$370K0.01%-86513F-HRTimelineGroup
PFG Advisors7,302$367K0.02%-1,92713F-HRTimeline
Gotham Asset Management, LLC7,293$366K<0.01%+28813F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.7,228$363K0.23%-1,60413F-HRTimeline
First Interstate Bank6,713$337K0.02%013F-HRTimeline
New England Private Wealth Advisors LLC6,674$335K0.04%+4713F-HR/ATimeline
CITIGROUP INCin group CITIGROUP INC6,439$323K<0.01%-91913F-HRTimelineGroup
CX Institutional6,372$320K0.01%+3113F-HRTimeline
Mesirow Financial Investment Management…6,189$311K0.01%-76213F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP6,189$311K<0.01%013F-HRTimelineGroup
Rehmann Capital Advisory Group5,872$295K0.02%+713F-HRTimeline
Sanctuary Advisors, LLC5,850$294K<0.01%new13F-HRTimeline
VestGen Investment Management5,657$284K0.16%+73913F-HRTimeline
KKM Financial LLC5,631$283K0.05%013F-HRTimeline
FMR LLCin group FMR LLC5,607$281K<0.01%+43113F-HRTimelineGroup
Barnes Wealth Management Group, Inc5,502$276K0.15%+24113F-HRTimeline
Meridian Wealth Management, LLC5,400$271K0.01%013F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC5,132$258K0.03%new13F-HRTimeline
HBW ADVISORY SERVICES LLC5,070$255K0.03%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,845$243K0.01%+16613F-HRTimeline
NewEdge Advisors, LLC4,823$242K<0.01%+21613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC4,796$241K0.01%+68813F-HRTimeline
Global Retirement Partners, LLC4,575$230K<0.01%+3513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC4,567$229K<0.01%-75513F-HRTimeline
Ignite Planners, LLC4,075$229K0.04%-43313F-HRTimeline
Sigma Planning Corp4,474$225K0.01%+113F-HRTimeline
Prospera Financial Services Inc4,432$223K<0.01%013F-HRTimeline
Beacon Financial Advisory LLC4,303$216K0.05%-34213F-HRTimeline
Tyche Wealth Partners LLC4,175$210K0.03%+413F-HRTimeline
Operose Advisors LLC3,000$151K0.04%013F-HRTimeline
Laurel Wealth Advisors LLC2,547$128K0.02%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,209$111K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,918$96.3K<0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL1,639$82.3K<0.01%+32713F-HRTimeline
Aptus Capital Advisors, LLC1,450$72.8K<0.01%013F-HRTimeline
Allworth Financial LP1,432$71.9K<0.01%-11113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,137$57K<0.01%+813F-HR/ATimelineGroup
Nalls Sherbakoff Group, LLC1,050$52.7K0.04%013F-HRTimeline
Parallel Advisors, LLC1,001$50.3K<0.01%+213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management949$47.6K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC555$27.9K<0.01%+53513F-HRTimeline
Crews Bank & Trust500$25.1K<0.01%013F-HRTimeline
Arax Advisory Partners455$22.8K<0.01%new13F-HRTimeline
Root Financial Partners, LLC450$22.6K<0.01%+2013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV448$22.5K<0.01%013F-HRTimeline
Peterson Wealth Services431$21.6K0.01%-2,47913F-HRTimeline
MGB Wealth Management, LLC405$20.4K0.01%+313F-HRTimeline
MJT & Associates Financial Advisory Gro…400$20.1K0.01%013F-HR/ATimeline
Horizon Investments, LLC399$20K<0.01%+36613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC381$19.1K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…321$16.1K<0.01%+213F-HR/ATimelineGroup
MAI Capital Management300$15.1K<0.01%013F-HRTimeline
SIGNATUREFD, LLC280$14.1K<0.01%013F-HRTimeline
Stone House Investment Management, LLC279$14K<0.01%+22813F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC272$13.7K<0.01%+213F-HRTimeline
Breakwater Investment Management255$12.8K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…203$10.2K<0.01%013F-HRTimeline
Key Financial Inc202$10.1K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC192$9.71K<0.01%new13F-HRTimeline
AlphaCore Capital LLC160$8.03K<0.01%013F-HRTimeline
West Branch Capital LLC146$7.33K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.130$6.53K<0.01%-72213F-HRTimeline
CENTRAL TRUST Co107$5.37K<0.01%013F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC76$3.88K<0.01%-62813F-HRTimelineGroup
Godfrey Financial Associates, Inc.70$3.51K<0.01%13F-HRTimeline
Physician Wealth Advisors, Inc.66$3.31K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.66$3.3K<0.01%+113F-HRTimeline
AE Wealth Management LLC62$3.12K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC60$3.11K<0.01%013F-HRTimeline
CoreCap Advisors, LLC50$2.51K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/40$2.01K<0.01%013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC40$2K<0.01%013F-HRTimelineGroup
Cape Investment Advisory, Inc.16$803<0.01%new13F-HRTimeline