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iShares North American Natural Resources ETF (IGE) Institutional Ownership

iShares North American Natural Resources ETF logo
$63.96 +0.38 (+0.60%)
As of 10:22 AM 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)
14
Total
Institutional Inflows
(last 12 months)
$6.78M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$1.20M
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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
7/2/2026 CX Institutional6,385$359K0.0%-7.4%0.047%
5/19/2026 Arkadios 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%
4/22/2026 Janney 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%
2/18/2026 NewEdge Advisors LLC4,823$242K0.0%+4.7%0.035%
2/10/2026 BNP 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%
1/1/2026 JPMorgan 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%
11/17/2025 NewEdge Advisors LLC4,607$226K0.0%+1,344.2%0.034%
11/17/2025Ameriprise Financial Inc.14,752$724K0.0%+50.1%0.108%
11/13/2025 BNP Paribas Financial Markets50,000$2.45M0.0%-1.0%0.366%
11/10/2025 Advisors Preferred LLC704$35K0.0%N/A0.005%
11/7/2025 Rothschild Investment LLC32,495$1.59M0.1%-2.7%0.238%
11/7/2025 JPMorgan 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%
8/12/2025 JPMorgan Chase & Co.34,349$1.52M0.0%-1.9%0.252%
8/11/2025 Rothschild Investment LLC33,390$1.48M0.1%+2.6%0.245%
8/8/2025Family Firm Inc.316,622$14.01M3.4%+3.4%2.320%
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%
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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%
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%
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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%
8/4/2023Parallel Advisors LLC980$38K0.0%+221.3%0.006%
7/19/2023Fifth Third Securities Inc.27,215$1.06M0.1%-37.7%0.180%
7/19/2023Leavell Investment Management Inc.13,545$526K0.0%+19.9%0.090%
7/18/2023Rothschild Investment Corp IL34,080$1.32M0.1%+2.4%0.226%
5/11/2023One Capital Management LLC100,531$3.94M0.2%-3.3%0.490%
5/10/2023Nelson Van Denburg & Campbell Wealth Management Group LLC4,263$167K0.0%-12.1%0.021%
5/1/2023Family Firm Inc.255,072$9.99M2.8%+2.9%1.244%


IGE Institutional Ownership - Frequently Asked Questions

During the previous two years, 26 institutional investors and hedge funds held shares of iShares North American Natural Resources ETF. The most heavily invested institutionals were Citizens & Northern Corp ($24.73M), 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 24 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: Arkansas Financial Group Inc. ($887.16K), Citizens & Northern Corp ($499.97K), Jones Financial Companies Lllp ($109.47K), BNP Paribas Financial Markets ($100.50K), Arkadios Wealth Advisors ($30.35K), IFP Advisors Inc ($23.32K), and Q3 Asset Management ($20.97K).

Institutional investors have bought a total of 126,538 shares in the last 24 months. This purchase volume represents approximately $6.78M in transactions.

Of the 9 institutional investors that sold iShares North American Natural Resources ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Midwest Professional Planners LTD. ($8.90K), Citizens & Northern Corp ($2.97K), JPMorgan Chase & Co. ($2.75K), Sunbelt Securities Inc. ($2.60K), Jones Financial Companies Lllp ($1.79K), Rothschild Investment LLC ($895.00), and Nations Financial Group Inc. IA ADV ($835.00).

Institutional investors have sold a total of 21,759 shares in the last 24 months. This volume of shares sold represents approximately $1.20M 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 7/2/2026. New 13F filings are added each quarter as they're published.
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