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iShares North American Natural Resources ETF (IGE) Institutional Ownership

iShares North American Natural Resources ETF logo
$62.10 -0.41 (-0.66%)
Closing price 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares North American Natural Resources ETF (BATS:IGE)

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$9.29M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$2.48M
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Skip Chart & View Institutional Buying and Selling Data

IGE Institutional Buying and Selling by Quarter

iShares North American Natural Resources ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/9/2026 Harbour Investments Inc.6,845$422K0.0%-78.0%0.050%
11/6/2026 Citizens & Northern Corp428,195$26.39M5.9%+0.1%3.137%
11/3/2026 Parallel Advisors LLC3,187$196K0.0%+47.6%0.023%
10/22/2026 Root Financial Partners LLC549$34K0.0%N/A0.004%
10/21/2026 Fifth Third Securities Inc.4,014$247K0.0%+8.0%0.029%
8/21/2026Continuum Advisory LLC942$53K0.0%N/A0.007%
8/20/2026Quantitative Investment Management LLC45,413$1.53M0.2%N/A0.333%
7/2/2026 CX Institutional6,385$359K0.0%-7.4%0.047%
5/19/2026Arkadios Wealth Advisors30,354$1.91M0.0%N/A0.222%
5/18/2026Sunbelt Securities Inc.19,260$1.21M0.1%+47.8%0.141%
5/5/2026 Midwest Professional Planners LTD.57,384$3.61M0.9%-13.4%0.420%
4/22/2026Janney Montgomery Scott LLC9,266$583K0.0%+1.9%0.068%
4/15/2026 Nations Financial Group Inc. IA ADV28,290$1.78M0.1%-0.7%0.207%
3/12/2026Nalls Sherbakoff Group LLC1,050$53K0.0%N/A0.008%
2/20/2026Sunbelt Securities Inc.13,035$654K0.0%-7.0%0.095%
2/18/2026NewEdge Advisors LLC4,823$242K0.0%+4.7%0.035%
2/10/2026BNP Paribas Financial Markets100,500$5.05M0.0%+101.0%0.736%
1/28/2026 Citizens & Northern Corp492,536$24.73M6.1%-0.6%3.608%
1/26/2026 Nations Financial Group Inc. IA ADV28,500$1.43M0.1%-1.2%0.209%
1/23/2026 Farther Finance Advisors LLC555$28K0.0%+2,675.0%0.004%
1/23/2026 Westside Investment Management Inc.8,495$428K0.1%+2.4%0.062%
1/1/2026JPMorgan Chase & Co.32,972$1.62M0.0%-4.0%0.242%
12/2/2025 IFP Advisors Inc23,316$1.14M0.0%N/A0.171%
11/19/2025Sunbelt Securities Inc.14,010$687K0.0%-10.4%0.103%
11/17/2025NewEdge Advisors LLC4,607$226K0.0%+1,344.2%0.034%
11/17/2025Ameriprise Financial Inc.14,752$724K0.0%+50.1%0.108%
11/13/2025BNP Paribas Financial Markets50,000$2.45M0.0%-1.0%0.366%
11/10/2025 Advisors Preferred LLC704$35K0.0%N/A0.005%
11/7/2025Rothschild Investment LLC32,495$1.59M0.1%-2.7%0.238%
11/7/2025JPMorgan Chase & Co.32,972$1.62M0.0%-4.0%0.242%
11/4/2025 Peterson Wealth Services2,910$143K0.0%+575.2%0.021%
11/4/2025Jones Financial Companies Lllp10,061$499K0.0%-15.1%0.074%
10/28/2025 Leavell Investment Management Inc.15,966$783K0.0%+8.1%0.117%
10/28/2025 Nations Financial Group Inc. IA ADV28,845$1.42M0.1%-1.0%0.211%
10/24/2025 Citizens & Northern Corp495,504$24.30M6.0%+0.1%3.630%
8/15/2025Ameriprise Financial Inc.9,825$435K0.0%-92.6%0.072%
8/13/2025Flow Traders U.S. LLC14,766$653K0.0%N/A0.108%
8/12/2025JPMorgan Chase & Co.34,349$1.52M0.0%-1.9%0.252%
8/11/2025Rothschild Investment LLC33,390$1.48M0.1%+2.6%0.245%
8/8/2025Family Firm Inc.316,622$14.01M3.4%+3.4%2.320%
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8/5/2025 Westside Investment Management Inc.8,195$363K0.1%+481.2%0.060%
7/31/2025 Leavell Investment Management Inc.14,773$654K0.0%-2.3%0.108%
7/30/2025 Citizens & Northern Corp495,124$21.91M5.9%-0.9%3.627%
7/16/2025 CX Institutional6,388$283K0.0%+638.5%0.047%
7/11/2025 CX Institutional6,388$283K0.0%+638.5%0.047%
5/16/2025Jones Financial Companies Lllp109,511$4.98M0.0%+12,081.4%0.768%
5/13/2025Nations Financial Group Inc. IA ADV29,496$1.34M0.1%-1.5%0.207%
5/1/2025Q3 Asset Management20,971$953K0.7%N/A0.147%
5/1/2025Family Firm Inc.306,353$13.93M3.1%-37.8%2.150%
4/30/2025Leavell Investment Management Inc.15,119$687K0.0%+22.3%0.106%
4/25/2025Westside Investment Management Inc.1,410$64K0.0%N/A0.010%
4/24/2025Sunbelt Securities Inc.14,935$679K0.1%-4.5%0.105%
4/22/2025Cambridge Investment Research Advisors Inc.15,180$690K0.0%+18.9%0.107%
4/21/2025Citizens & Northern Corp499,591$22.72M6.4%+13.9%3.506%
4/15/2025CX Institutional865$39K0.0%N/A0.006%
4/8/2025Rothschild Investment LLC32,535$1.48M0.1%-1.8%0.231%
2/18/2025Sunbelt Securities Inc.15,635$662K0.1%-20.4%0.111%
2/17/2025BNP Paribas Financial Markets50,000$2.14M0.0%N/A0.355%
2/17/2025Ameriprise Financial Inc.142,082$6.07M0.0%+3.1%1.008%
2/14/2025Coppell Advisory Solutions LLC4,647$197K0.0%-41.8%0.033%
2/12/2025JPMorgan Chase & Co.36,111$1.54M0.0%+18.7%0.256%
2/10/2025Family Firm Inc.492,799$21.06M3.6%-0.5%3.495%
2/6/2025Jones Financial Companies Lllp899$38K0.0%+2,147.5%0.006%
2/4/2025Rothschild Investment LLC33,130$1.42M0.1%-1.7%0.235%
1/31/2025Citizens & Northern Corp438,469$18.74M5.1%N/A3.110%
1/30/2025Nations Financial Group Inc. IA ADV29,954$1.28M0.1%-3.8%0.212%
1/29/2025Leavell Investment Management Inc.12,367$528K0.0%+11.5%0.088%
1/17/2025Arkansas Financial Group Inc.32,113$1.37M0.2%-96.4%0.228%
12/26/2024JPMorgan Chase & Co.30,415$1.34M0.0%+1.2%0.216%
11/5/2024Nations Financial Group Inc. IA ADV31,137$1.37M0.1%+1.3%0.221%
10/5/2024Arkansas Financial Group Inc.887,159$39.10M6.0%N/A6.292%
7/31/2024Rothschild Investment LLC33,700$1.48M0.1%N/A0.239%
7/29/2024Nations Financial Group Inc. IA ADV30,731$1.35M0.1%+4.7%0.218%
7/26/2024Cambridge Investment Research Advisors Inc.64,696$2.85M0.0%-6.0%0.459%
7/24/2024Family Firm Inc.481,471$21.19M2.4%+79.6%3.415%
7/15/2024Fifth Third Securities Inc.9,294$409K0.0%-21.0%0.066%
5/17/2024Comerica Bank21,231$955K0.0%-5.3%0.151%
5/2/2024Family Firm Inc.268,139$12.06M2.9%+1.4%2.039%
5/1/2024Janney Montgomery Scott LLC9,943$447K0.0%+3.6%0.076%
5/1/2024BNP Paribas Financial Markets101,088$4.55M0.0%+0.5%0.769%
4/29/2024Mcdaniel Terry & Co.5,853$263K0.0%N/A0.045%
4/25/2024Cambridge Investment Research Advisors Inc.68,846$3.10M0.0%-15.7%0.524%
4/24/2024Leavell Investment Management Inc.10,632$478K0.0%-15.6%0.081%
2/9/2024Nations Financial Group Inc. IA ADV29,350$1.20M0.1%-3.0%0.206%
2/9/2024Cambridge Investment Research Advisors Inc.81,673$3.33M0.0%+511.7%0.573%
2/7/2024Cary Street Partners Investment Advisory LLC11,628$473K0.0%+9,202.4%0.082%
2/7/2024BNP Paribas Financial Markets100,588$4.10M0.0%+101.2%0.706%
2/5/2024Cary Street Partners Investment Advisory LLC11,628$473K0.1%+9,202.4%0.082%
1/31/2024Wetzel Investment Advisors Inc.1,000$41K0.0%N/A0.007%
1/30/2024Avior Wealth Management LLC2,853$116K0.0%-29.1%0.020%
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1/24/2024Advisors Preferred LLC1,062$43K0.0%N/A0.007%
1/23/2024Leavell Investment Management Inc.12,598$513K0.0%-10.8%0.088%
1/23/2024Dumont & Blake Investment Advisors LLC8,186$333K0.1%-30.1%0.057%
11/4/2023Q3 Asset Management50,251$2.09M0.8%N/A0.353%
10/30/2023Dumont & Blake Investment Advisors LLC11,714$487K0.2%-5.6%0.082%
10/24/2023Cambridge Investment Research Advisors Inc.13,351$555K0.0%+6.0%0.094%
10/20/2023Family Firm Inc.257,385$10.71M3.0%-2.0%1.806%
10/18/2023CX Institutional16,521$687K0.0%-10.6%0.116%
10/16/2023Leavell Investment Management Inc.14,129$592K0.0%+4.3%0.099%
8/17/2023Coppell Advisory Solutions LLC14,611$563K0.2%+22.0%0.103%


IGE Institutional Ownership - Frequently Asked Questions

During the previous two years, 32 institutional investors and hedge funds held shares of iShares North American Natural Resources ETF. The most heavily invested institutionals were Citizens & Northern Corp ($26.39M), Family Firm Inc. ($14.01M), BNP Paribas Financial Markets ($5.05M), Midwest Professional Planners LTD. ($3.61M), Arkadios Wealth Advisors ($1.91M), Nations Financial Group Inc. IA ADV ($1.78M), and JPMorgan Chase & Co. ($1.62M).Learn more on iShares North American Natural Resources ETF's institutional investors.

Of the 27 institutional investors that purchased iShares North American Natural Resources ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Citizens & Northern Corp ($500.25K), Jones Financial Companies Lllp ($109.47K), BNP Paribas Financial Markets ($100.50K), Quantitative Investment Management LLC ($45.41K), Arkadios Wealth Advisors ($30.35K), IFP Advisors Inc ($23.32K), and Q3 Asset Management ($20.97K).

Institutional investors have bought a total of 170,289 shares in the last 24 months. This purchase volume represents approximately $9.29M in transactions.

The following institutional investors have sold iShares North American Natural Resources ETF stock in the last 24 months: Harbour Investments Inc. ($24.23K), Midwest Professional Planners LTD. ($8.90K), Citizens & Northern Corp ($2.97K), Sunbelt Securities Inc. ($2.60K), JPMorgan Chase & Co. ($1.38K), Nations Financial Group Inc. IA ADV ($555.00), and CX Institutional ($511.00).

Institutional investors have sold a total of 41,645 shares in the last 24 months. This volume of shares sold represents approximately $2.48M in transactions.


Related Companies

Institutional ownership data for BATS:IGE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/9/2026. New 13F filings are added each quarter as they're published.
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