IGE Institutional Ownership & Shareholders
ISHARES NORTH AMERICAN NATUR (IGE) is currently held by 171 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $421.09M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of IGE tracked by InsiderSet, reporting ownership valued at approximately $45.02M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $53.33M, representing an estimated gain of +18.46% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 54% of the total disclosed IGE value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Citizens & Northern Corp, and several other long-term asset managers with concentrated positions in ISHARES NORTH AMERICAN NATUR (IGE).
This page ranks the largest institutional IGE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
171
Total Reported Value
$421.09M
Largest Holder
Bank Of America Corp
Largest Position
$45.02M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
65
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.00% | 801,288 | $45,016,361 | $53,325,716 | +$8,309,355 | +18.46% | |
| Morgan Stanley | 0.00% | 792,391 | $44,516,594 | $52,733,621 | +$8,217,027 | +18.46% | |
| Citizens & Northern Corp | 5.49% | 427,918 | $24,040,433 | $28,477,943 | +$4,437,510 | +18.46% | |
| Goldman Sachs Group Inc | 0.00% | 358,112 | $20,118,732 | $23,832,354 | +$3,713,622 | +18.46% | |
| Cwm, Llc | 0.05% | 317,295 | $19,970,522 | $21,115,982 | +$1,145,460 | +5.74% | |
| Wealthcare Advisory Partners Llc | 0.31% | 294,186 | $18,130,676 | $19,578,078 | +$1,447,402 | +7.98% | |
| Lpl Financial Llc | 0.00% | 273,711 | $15,377,109 | $18,215,467 | +$2,838,358 | +18.46% | |
| Two Sigma Investments, Lp | 0.01% | 254,900 | $14,320,282 | $16,963,595 | +$2,643,313 | +18.46% | |
| Royal Bank Of Canada | 0.00% | 246,691 | $13,859,000 | $16,417,286 | +$2,558,286 | +18.46% | |
| Ameriprise Financial Inc | 0.00% | 236,243 | $13,270,155 | $15,721,972 | +$2,451,817 | +18.48% | |
| Wells Fargo & Company/Mn | 0.00% | 203,193 | $11,415,417 | $13,522,494 | +$2,107,077 | +18.46% | |
| Envestnet Asset Management Inc | 0.00% | 180,049 | $10,115,172 | $11,982,261 | +$1,867,089 | +18.46% | |
| Ameritas Investment Partners, Inc. | 0.23% | 154,661 | $8,688,868 | $10,292,690 | +$1,603,822 | +18.46% | |
| Beacon Pointe Advisors, Llc | 0.04% | 154,027 | $8,653,215 | $10,250,497 | +$1,597,282 | +18.46% | |
| D.A. Davidson & Co. | 0.04% | 120,866 | $7,449,033 | $8,043,632 | +$594,599 | +7.98% | |
| Steward Partners Investment Advisory, Llc | 0.04% | 122,526 | $6,883,502 | $8,154,105 | +$1,270,603 | +18.46% | |
| Qube Research & Technologies Ltd | 0.01% | 112,693 | $6,331,093 | $7,499,719 | +$1,168,626 | +18.46% | |
| Factor Wealth Management Ltd | 0.95% | 100,640 | $6,202,472 | $6,697,592 | +$495,120 | +7.98% | |
| Chicago Wealth Management, Inc. | 2.19% | 109,862 | $6,172,047 | $7,311,316 | +$1,139,269 | +18.46% | |
| Pure Financial Advisors, Llc | 0.08% | 105,750 | $5,941,040 | $7,037,663 | +$1,096,623 | +18.46% | |
| Pnc Financial Services Group, Inc. | 0.00% | 91,657 | $5,149,281 | $6,099,773 | +$950,492 | +18.46% | |
| Ubs Group Ag | 0.00% | 88,043 | $4,946,256 | $5,859,262 | +$913,006 | +18.46% | |
| Mml Investors Services, Llc | 0.01% | 73,035 | $4,103,127 | $4,860,479 | +$757,352 | +18.46% | |
| Courage Miller Partners, Llc | 0.92% | 56,471 | $3,480,328 | $3,758,145 | +$277,817 | +7.98% | |
| Midwest Professional Planners, Ltd. | 0.67% | 55,365 | $3,412,143 | $3,684,541 | +$272,398 | +7.98% | |
| Cetera Investment Advisers | 0.00% | 52,114 | $2,927,782 | $3,468,187 | +$540,405 | +18.46% | |
| Jennison Associates Llc | 0.00% | 51,365 | $2,885,668 | $3,418,341 | +$532,673 | +18.46% | |
| Zeit Capital Llc | 1.70% | 45,003 | $2,773,521 | $2,994,950 | +$221,429 | +7.98% | |
| Susquehanna International Group, Llp | 0.00% | 43,045 | $2,418,268 | $2,864,645 | +$446,377 | +18.46% | |
| Wealthcare Capital Partners, Llc | 0.88% | 35,175 | $2,167,835 | $2,340,896 | +$173,061 | +7.98% | |
| Sachetta, Llc | 1.04% | 38,087 | $2,139,753 | $2,534,690 | +$394,937 | +18.46% | |
| Gfs Advisors, Llc | 0.22% | 8,588 | $2,061,117 | $571,531 | -$1,489,586 | -72.27% | |
| Windward Private Wealth Management Inc. | 0.63% | 35,116 | $1,972,817 | $2,336,970 | +$364,153 | +18.46% | |
| Osaic Holdings, Inc. | 0.00% | 34,452 | $1,935,717 | $2,292,781 | +$357,064 | +18.45% | |
| Guidance Capital, Inc | 0.40% | 32,498 | $1,887,153 | $2,162,742 | +$275,589 | +14.60% | |
| Parkside Financial Bank & Trust | 0.12% | 29,979 | $1,847,621 | $1,995,102 | +$147,481 | +7.98% | |
| Raymond James Financial Inc | 0.00% | 32,494 | $1,825,514 | $2,162,476 | +$336,962 | +18.46% | |
| Jpmorgan Chase & Co | 0.00% | 31,810 | $1,797,584 | $2,116,956 | +$319,372 | +17.77% | |
| American Wealth Advisors, Llc | 1.68% | 31,803 | $1,786,703 | $2,116,490 | +$329,787 | +18.46% | |
| Arkadios Wealth Advisors | 0.03% | 31,478 | $1,768,434 | $2,094,861 | +$326,427 | +18.46% | |
| Citadel Advisors Llc | 0.00% | 31,147 | $1,749,838 | $2,072,833 | +$322,995 | +18.46% | |
| Truist Financial Corp | 0.00% | 28,378 | $1,748,936 | $1,888,556 | +$139,620 | +7.98% | |
| Arkansas Financial Group, Inc. | 0.23% | 27,929 | $1,721,264 | $1,858,675 | +$137,411 | +7.98% | |
| Rothschild Investment Llc | 0.06% | 29,879 | $1,678,619 | $1,988,447 | +$309,828 | +18.46% | |
| Family Investment Center, Inc. | 0.28% | 27,096 | $1,669,943 | $1,803,239 | +$133,296 | +7.98% | |
| Independent Advisor Alliance | 0.04% | 28,924 | $1,624,952 | $1,924,892 | +$299,940 | +18.46% | |
| Nations Financial Group Inc | 0.08% | 27,949 | $1,570,175 | $1,860,006 | +$289,831 | +18.46% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 23,189 | $1,484,801 | $1,543,228 | +$58,427 | +3.94% | |
| Assetmark, Inc | 0.00% | 23,925 | $1,474,498 | $1,592,209 | +$117,711 | +7.98% | |
| D. E. Shaw & Co., Inc. | 0.00% | 25,353 | $1,424,332 | $1,687,242 | +$262,910 | +18.46% |
Frequently asked questions about IGE
Who are the largest institutional holders of IGE?
The largest institutional holders of IGE reported in the latest SEC Form 13F filings include Bank Of America Corp, Morgan Stanley, Citizens & Northern Corp, Goldman Sachs Group Inc, and Cwm, Llc. InsiderSet ranks institutional holders by their latest reported IGE position.
What is IGE institutional ownership?
This page tracks IGE positions reported by institutional investment managers through SEC Form 13F. ISHARES NORTH AMERICAN NATUR (IGE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IGE?
InsiderSet currently tracks 171 institutional managers reporting IGE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IGE shareholders.
How much IGE stock do institutions own?
Institutional investment managers disclosed approximately $421.09M in IGE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IGE institutional ownership last updated?
The latest IGE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IGE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IGE position after the reporting date.
Are institutions buying or selling IGE?
Institutional buying and selling can be analyzed by comparing IGE positions across consecutive 13F reporting periods. InsiderSet's IGE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IGE ownership changes.
How has IGE institutional ownership changed over time?
InsiderSet tracks IGE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.