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Disclosery

IGE ISHARES TR

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NORTH AMERN NAT (fund)

171 managers (174 13F filers) reported a position in IGE shares at 2026-03-31, 8,040,295 shares in all. 39 filers opened a position and 15 filers sold out during the quarter.

Managers
171
13F filers
174
New
39
Added
56
Reduced
52
Sold out
15
Shares held by filers
8,040,295

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY1,111,269$69.9M<0.01%+294,63113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/998,585$62.9M<0.01%+507,38513F-HRTimelineGroup
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP469,769$29.6M7.37%-22,76713F-HRTimelineGroup
CWM, LLCin group CWM, LLC317,295$20M0.05%+43,50613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC272,059$17.1M<0.01%-2,32913F-HRTimelineGroup
LPL Financial LLC271,770$17.1M<0.01%+19,41713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA266,792$16.8M<0.01%+40,21013F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding264,481$16.6M+116,580Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN217,897$13.7M<0.01%+62,89113F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…195,538$12.3M0.06%+30,43913F-HRTimeline
Beacon Pointe Advisors, LLC193,886$12.2M0.06%-83,20913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC173,706$10.9M<0.01%-24,03513F-HRTimelineGroup
UBS Group AGin group UBS Group AG168,545$10.6M<0.01%+102,50813F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding162,295$10.2M-15,291Timeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS150,200$9.45M0.01%+49,70013F-HRTimelineGroup
Norris Financial Group, LLC141,888$8.93M2.91%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…136,300$8.58M<0.01%+1,44913F-HRTimelineGroup
Karpus Management, Inc.127,079$8M0.25%new13F-HRTimeline
MinichMacGregor Wealth Management, LLC127,042$8M1.41%new13F-HRTimeline
D.A. DAVIDSON & CO.122,173$7.69M0.05%+5,63013F-HRTimeline
Pure Financial Advisors, LLC105,732$6.65M0.1%-1,68913F-HRTimeline
Factor Wealth Management LTD96,957$6.1M1.15%+7,19813F-HRTimeline
Monument Capital Management79,801$5.02M1.26%new13F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE65,000$4.09M<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC63,806$4.02M0.01%-920,53313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC58,033$3.65M0.01%-18,47013F-HRTimeline
Midwest Professional Planners, LTD.57,384$3.61M0.85%-8,90413F-HRTimeline
Cetera Investment Advisers56,698$3.57M<0.01%+66313F-HRTimeline
Courage Miller Partners, LLC55,023$3.46M0.98%-47113F-HRTimeline
Zeit Capital LLC45,899$2.89M1.93%-89513F-HRTimeline
Sachetta, LLC39,650$2.5M1.35%-2,14613F-HRTimeline
IEQ CAPITAL, LLC36,186$2.28M0.01%-7,40713F-HRTimeline
Windward Private Wealth Management Inc.36,031$2.27M0.78%-1,29413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO34,205$2.14M<0.01%+2,08913F-HR/ATimelineGroup
Redhawk Wealth Advisors, Inc.33,479$2.11M0.23%new13F-HRTimeline
American Wealth Advisors, LLC31,990$2.01M2.1%-37113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.31,203$1.96M<0.01%+1,29113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC30,421$1.91M<0.01%+3,15413F-HRTimeline
Arkadios Wealth Advisors30,354$1.91M0.03%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC30,084$1.89M<0.01%+10913F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC29,875$1.88M0.1%-2,62713F-HRTimeline
Independent Advisor Alliance29,504$1.86M0.02%+1,95813F-HRTimeline
GUIDANCE CAPITAL, INC29,325$1.81M0.41%+21,26413F-HRTimeline
Parkside Financial Bank & Trust28,714$1.81M0.14%+3,23313F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.28,859$1.8M0.25%-1,68113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV28,290$1.78M0.09%-21013F-HRTimeline
IFP Advisors, Inc27,916$1.76M0.04%-4,30413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP27,793$1.75M<0.01%-3,10913F-HRTimelineGroup
Q3 Asset Management27,653$1.74M0.42%new13F-HRTimeline
Asset Management Group, Inc.25,835$1.63M0.26%+9413F-HRTimeline
Sowa Financial Group, Inc.23,575$1.48M0.74%-5,35813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC23,120$1.46M<0.01%-7,01613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC23,096$1.45M<0.01%-27,02213F-HRTimelineGroup
CIBC WORLD MARKET INC.22,463$1.41M<0.01%-8913F-HRTimeline
Cooper Financial Group22,075$1.39M0.14%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC21,705$1.37M<0.01%-50213F-HRTimelineGroup
HighTower Advisors, LLC20,716$1.3M<0.01%-52213F-HRTimeline
Sunbelt Securities, Inc.19,260$1.21M0.08%+6,22513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…18,559$1.17M<0.01%+4,44213F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.18,370$1.16M0.05%+1,92513F-HRTimeline
Outlook Wealth Advisors, LLC18,272$1.15M0.28%+1,03713F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP18,139$1.14M<0.01%new13F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC17,851$1.12M<0.01%+4,74713F-HR/ATimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding17,691$1.11MnewTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC17,636$1.11M0.08%-24913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC17,414$1.1M<0.01%-55113F-HRTimelineGroup
Cambridge Investment Research Advisors,…16,661$1.05M<0.01%-3513F-HRTimeline
Regal Investment Advisors LLC16,635$1.05M0.06%new13F-HRTimeline
Family Investment Center, Inc.16,433$1.03M0.2%new13F-HRTimeline
Valmark Advisers, Inc.15,940$1M0.01%-1,54413F-HRTimeline
HARMONY ASSET MANAGEMENT LLC15,650$985K0.3%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,609$982K<0.01%-1,84813F-HRTimelineGroup
Prime Buchholz LLC15,420$971K0.51%-4,83713F-HRTimeline
HighPoint Advisor Group LLC15,210$957K0.04%-62013F-HRTimeline
&PARTNERS14,510$913K<0.01%new13F-HRTimeline
Sanctuary Advisors, LLC13,969$879K<0.01%+8,11913F-HRTimeline
XML Financial, LLC13,370$842K0.07%+32713F-HRTimeline
FLOW TRADERS U.S. LLC13,353$840K0.03%new13F-HRTimeline
Mesirow Financial Investment Management…12,378$779K0.01%+6,18913F-HRTimeline
Westside Investment Management, Inc.11,805$741K0.11%+3,31013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth11,055$696K<0.01%013F-HRTimelineGroup
Kesler, Norman & Wride, LLC10,951$689K0.12%new13F-HRTimeline
COURIER CAPITAL LLC9,705$611K0.03%013F-HR/ATimeline
HBW ADVISORY SERVICES LLC9,637$607K0.06%+4,56713F-HRTimeline
Janney Montgomery Scott LLC9,266$583K<0.01%+17113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,224$581K<0.01%-2,28513F-HRTimelineGroup
JENNISON ASSOCIATES LLC8,872$558K<0.01%-6,86313F-HRTimeline
Mezzasalma Advisors, LLC8,840$556K0.14%+3513F-HRTimeline
MGO ONE SEVEN LLC8,760$551K0.01%new13F-HRTimeline
GFS Advisors, LLC8,698$547K0.07%-48213F-HR/ATimeline
Creative Planningin group Creative Planning8,453$532K<0.01%+10013F-HRTimelineGroup
Orion Porfolio Solutions, LLC8,084$509K<0.01%013F-HRTimeline
NewEdge Advisors, LLC8,045$506K<0.01%+3,22213F-HR/ATimeline
PFG Advisors7,776$489K0.02%+47413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…7,583$477K<0.01%-18713F-HRTimelineGroup
Geneos Wealth Management Inc.7,488$471K0.01%-24013F-HRTimeline
SeaCrest Wealth Management, LLC7,302$460K0.05%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC7,078$445K<0.01%+63913F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.6,913$435K0.01%+6,78313F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.6,896$434K0.28%-33213F-HRTimeline
CX Institutional6,896$434K0.01%+52413F-HRTimeline
New England Private Wealth Advisors LLC6,678$420K0.05%+413F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC6,602$416K0.04%+1,47013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP6,089$383K<0.01%-10013F-HRTimelineGroup
FMR LLCin group FMR LLC5,797$365K<0.01%+19013F-HRTimelineGroup
Rehmann Capital Advisory Group5,744$362K0.02%-12813F-HRTimeline
Gotham Asset Management, LLC5,699$359K<0.01%-1,59413F-HRTimeline
Barnes Wealth Management Group, Inc5,541$349K0.18%+3913F-HRTimeline
Meridian Wealth Management, LLC5,400$340K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.4,855$301K<0.01%new13F-HRTimeline
Sigma Planning Corp4,761$300K0.01%+28713F-HRTimeline
KKM Financial LLC5,631$283K0.05%013F-HRTimeline
Prospera Financial Services Inc4,432$279K<0.01%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC4,500$278K0.02%-29613F-HR/ATimeline
SAGESPRING WEALTH PARTNERS, LLC4,356$274K<0.01%-21113F-HRTimeline
Beacon Financial Advisory LLC4,309$271K0.06%+613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,308$268K<0.01%new13F-HRTimeline
Tyche Wealth Partners LLC4,115$259K0.04%-6013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,100$258K<0.01%new13F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP4,007$252K0.02%new13F-HRTimeline
Destination Wealth Management3,995$251K0.01%new13F-HRTimeline
Wealthspire Advisors, LLC3,780$238K<0.01%new13F-HRTimeline
Sound View Wealth Advisors Group, LLC3,752$236K0.02%new13F-HRTimeline
EP Wealth Advisors, LLC3,679$232K<0.01%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,559$224K<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,467$218K<0.01%new13F-HRTimelineGroup
AVALON CAPITAL MANAGEMENT3,463$218K0.06%new13F-HRTimeline
Operose Advisors LLC3,000$189K0.04%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…2,210$139K0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC1,450$91.3K<0.01%013F-HRTimeline
Allworth Financial LP1,433$90.2K<0.01%+113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,311$82.5K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC1,142$72K<0.01%+513F-HRTimelineGroup
Nalls Sherbakoff Group, LLC1,050$66.1K0.05%013F-HRTimeline
Parallel Advisors, LLC1,002$63.1K<0.01%+113F-HR/ATimeline
BLAIR WILLIAM & CO/IL965$60.7K<0.01%-67413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management949$59.7K<0.01%013F-HRTimelineGroup
Horizon Investments, LLC774$48.7K<0.01%+37513F-HRTimeline
Crews Bank & Trust720$45.3K0.01%+22013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\510$32.1K<0.01%-1,40813F-HRTimelineGroup
Arax Advisory Partners455$28.6K<0.01%013F-HRTimeline
Root Financial Partners, LLC450$28.3K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV448$28.2K<0.01%013F-HRTimeline
Peterson Wealth Services431$27.1K0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…400$25.2K0.02%013F-HRTimeline
Main Street Group, LTD330$20.8K0.01%new13F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC323$20.3K<0.01%+24713F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…312$19.7K<0.01%-913F-HRTimelineGroup
SIGNATUREFD, LLC301$19K<0.01%+2113F-HRTimeline
MAI Capital Management300$18.9K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC273$17.2K0.01%+113F-HRTimeline
Breakwater Investment Management255$16.1K0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…249$15.7K<0.01%new13F-HRTimeline
Stone House Investment Management, LLC228$14.3K<0.01%-5113F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC205$12.9K<0.01%new13F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…203$12.8K<0.01%013F-HRTimeline
Key Financial Inc202$12.7K<0.01%013F-HRTimeline
CENTRAL TRUST Co158$9.95K<0.01%+5113F-HRTimeline
West Branch Capital LLC146$9.19K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC116$7.3K<0.01%new13F-HRTimeline
Rossby Financial, LCC93$5.77K<0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC82$5.16K<0.01%new13F-HRTimeline
Godfrey Financial Associates, Inc.70$4.41K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.66$4.16K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.66$4.15K<0.01%013F-HRTimeline
AE Wealth Management LLC62$3.92K<0.01%013F-HRTimeline
AlphaCore Capital LLC60$3.78K<0.01%-10013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC60$3.75K<0.01%013F-HRTimeline
CoreCap Advisors, LLC50$3.15K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC50$3.12K<0.01%-14213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC40$3K<0.01%013F-HRTimelineGroup