IGE Institutional Ownership
iShares North American Natural Resources ETF
1W: -0.2%
1M: -5.2%
3M: +11.1%
YTD: +22.6%
1Y: +28.5%
3Y: +57.5%
5Y: +143.3%
$62.67
+0.35 (+0.56%)
Weekly Expected Move ±2.2%
$60
$61
$63
$64
$65
Overview
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Institutional Ownership — IGE
197
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
398M
Total Invested
25
New Positions
61
Increased
74
Reduced
24
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (213 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 801,288 | $50M | -197,297 | -19.8% | 15Q | SEC ↗ |
| 2 | MORGAN STANLEY | 792,391 | $50M | -318,878 | -28.7% | 60Q | SEC ↗ |
| 3 | CITIZENS & NORTHERN CORP | 427,918 | $27M | -41,851 | -8.9% | 7Q | SEC ↗ |
| 4 | GOLDMAN SACHS GROUP INC | 358,112 | $22M | +86,053 | +31.6% | 15Q | SEC ↗ |
| 5 | CWM, LLC | 317,295 | $20M | +43,506 | +15.9% | 11Q | SEC ↗ |
| 6 | LPL Financial LLC | 273,711 | $17M | +1,941 | +0.7% | 54Q | SEC ↗ |
| 7 | Wealthcare Advisory Partners LLC | 261,750 | $16M | +31,686 | +13.8% | 3Q | SEC ↗ |
| 8 | TWO SIGMA INVESTMENTS, LP NEW | 254,900 | $16M | — | +0.0% | 1Q | SEC ↗ |
| 9 | ROYAL BANK OF CANADA | 246,691 | $15M | -20,101 | -7.5% | 70Q | SEC ↗ |
| 10 | AMERIPRISE FINANCIAL INC | 236,243 | $15M | +218,392 | +1223.4% | 16Q | SEC ↗ |
| 11 | WELLS FARGO & COMPANY/MN | 203,193 | $13M | -14,704 | -6.7% | 90Q | SEC ↗ |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 180,049 | $11M | +6,343 | +3.7% | 77Q | SEC ↗ |
| 13 | Ameritas Investment Partners, Inc. | 154,661 | $10M | +2,363 | +1.6% | 53Q | SEC ↗ |
| 14 | Beacon Pointe Advisors, LLC | 154,027 | $10M | -39,859 | -20.6% | 3Q | SEC ↗ |
| 15 | Steward Partners Investment Advisory, | 122,526 | $8M | -73,012 | -37.3% | 29Q | SEC ↗ |
| 16 | D.A. DAVIDSON & CO. | 120,095 | $8M | -2,078 | -1.7% | 27Q | SEC ↗ |
| 17 | Qube Research & Technologies Ltd NEW | 112,693 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 18 | Chicago Wealth Management, Inc. NEW | 109,862 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 19 | Pure Financial Advisors, LLC | 105,750 | $7M | +18 | +0.0% | 55Q | SEC ↗ |
| 20 | Factor Wealth Management LTD | 104,309 | $7M | +7,352 | +7.6% | 7Q | SEC ↗ |
| 21 | PNC Financial Services Group, Inc. | 101,905 | $6M | -34,395 | -25.2% | 15Q | SEC ↗ |
| 22 | UBS Group AG | 88,043 | $6M | -80,502 | -47.8% | 47Q | SEC ↗ |
| 23 | MML INVESTORS SERVICES, LLC | 73,035 | $5M | +15,002 | +25.9% | 37Q | SEC ↗ |
| 24 | Allianz Asset Management GmbH | 65,000 | $4M | — | +0.0% | 2Q | SEC ↗ |
| 25 | Courage Miller Partners, LLC | 55,580 | $3M | +557 | +1.0% | 59Q | SEC ↗ |
| 26 | Cetera Investment Advisers | 52,114 | $3M | -4,584 | -8.1% | 10Q | SEC ↗ |
| 27 | JENNISON ASSOCIATES LLC | 51,365 | $3M | +42,493 | +479.0% | 4Q | SEC ↗ |
| 28 | Zeit Capital LLC | 45,953 | $3M | +54 | +0.1% | 23Q | SEC ↗ |
| 29 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 43,045 | $3M | +27,436 | +175.8% | 6Q | SEC ↗ |
| 30 | Sachetta, LLC | 38,087 | $2M | -1,563 | -3.9% | 11Q | SEC ↗ |
| 31 | Wealthcare Capital Partners, LLC | 35,583 | $2M | +1,166 | +3.4% | 3Q | SEC ↗ |
| 32 | Windward Private Wealth Management Inc | 35,116 | $2M | -915 | -2.5% | 23Q | SEC ↗ |
| 33 | OSAIC HOLDINGS, INC. | 34,452 | $2M | +3,249 | +10.4% | 26Q | SEC ↗ |
| 34 | GUIDANCE CAPITAL, INC | 32,498 | $2M | +3,173 | +10.8% | 3Q | SEC ↗ |
| 35 | RAYMOND JAMES FINANCIAL INC | 32,494 | $2M | +2,410 | +8.0% | 7Q | SEC ↗ |
| 36 | JPMORGAN CHASE & CO | 31,810 | $2M | -2,395 | -7.0% | 22Q | SEC ↗ |
| 37 | American Wealth Advisors, LLC | 31,803 | $2M | -187 | -0.6% | 4Q | SEC ↗ |
| 38 | Arkadios Wealth Advisors | 31,478 | $2M | +1,124 | +3.7% | 2Q | SEC ↗ |
| 39 | CITADEL ADVISORS LLC | 31,147 | $2M | +27,680 | +798.4% | 2Q | SEC ↗ |
| 40 | ROTHSCHILD INVESTMENT LLC | 29,879 | $2M | +4 | +0.0% | 11Q | SEC ↗ |
| 41 | Parkside Financial Bank & Trust | 29,607 | $2M | +893 | +3.1% | 44Q | SEC ↗ |
| 42 | ARKANSAS FINANCIAL GROUP, INC. | 29,175 | $2M | +316 | +1.1% | 8Q | SEC ↗ |
| 43 | Independent Advisor Alliance | 28,924 | $2M | -580 | -2.0% | 5Q | SEC ↗ |
| 44 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 27,949 | $2M | -341 | -1.2% | 12Q | SEC ↗ |
| 45 | TRUIST FINANCIAL CORP | 27,109 | $2M | -684 | -2.5% | 27Q | SEC ↗ |
| 46 | D. E. Shaw & Co., Inc. NEW | 25,353 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 47 | LEAVELL INVESTMENT MANAGEMENT, INC. | 24,830 | $2M | +6,460 | +35.2% | 15Q | SEC ↗ |
| 48 | AQR CAPITAL MANAGEMENT LLC | 24,590 | $2M | +2,885 | +13.3% | 4Q | SEC ↗ |
| 49 | Asset Management Group, Inc. | 24,003 | $2M | -1,832 | -7.1% | 59Q | SEC ↗ |
| 50 | Cooper Financial Group | 22,598 | $1M | +523 | +2.4% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 254,900 | $16M |
| Qube Research & Technologies Ltd | 112,693 | $7M |
| Chicago Wealth Management, Inc. | 109,862 | $7M |
| D. E. Shaw & Co., Inc. | 25,353 | $2M |
| Tower Research Capital LLC (TRC) | 14,861 | $931K |
| XTX Topco Ltd | 13,922 | $872K |
| Nikulski Financial, Inc. | 13,310 | $834K |
| Atria Investments, Inc | 8,727 | $547K |
| Secure Asset Management, LLC | 7,725 | $484K |
| Clearstead Advisors, LLC | 6,500 | $407K |
| Vise Technologies, Inc. | 5,453 | $342K |
| HRT FINANCIAL LP | 4,719 | $296K |
| CHOREO, LLC | 4,297 | $269K |
| Stratos Wealth Partners, LTD. | 4,121 | $258K |
| Private Advisor Group, LLC | 4,011 | $251K |
| Global Retirement Partners, LLC | 2,990 | $187K |
| MERCER GLOBAL ADVISORS INC /ADV | 1,181 | $74K |
| Continuum Advisory, LLC | 942 | $59K |
| Regatta Research & Money Management | 553 | $35K |
| WHITTIER TRUST CO | 415 | $26K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| BNP PARIBAS FINANCIAL MARKETS | 150,200 | $9M |
| Norris Financial Group, LLC | 141,888 | $9M |
| Karpus Management, Inc. | 127,079 | $8M |
| MinichMacGregor Wealth Management, | 127,042 | $8M |
| Monument Capital Management | 79,801 | $5M |
| Midwest Professional Planners, LTD. | 57,384 | $4M |
| Biondo Investment Advisors, LLC | 43,081 | $3M |
| Redhawk Wealth Advisors, Inc. | 33,479 | $2M |
| JANE STREET GROUP, LLC | 23,120 | $1M |
| MARSHALL WACE, LLP | 18,139 | $1M |
| Regal Investment Advisors LLC | 16,635 | $1M |
| HARMONY ASSET MANAGEMENT LLC | 15,650 | $981K |
| Balefire, LLC | 15,227 | $954K |
| Algorithmic Investment Models, LLC | 10,987 | $689K |
| MGO ONE SEVEN LLC | 8,760 | $549K |
| WAYSTONE ADVISORS LLC | 7,759 | $486K |
| Ascent Group, LLC | 7,368 | $462K |
| First Interstate Bank | 6,713 | $421K |
| VestGen Investment Management | 5,657 | $355K |
| INDEPENDENT FINANCIAL GROUP, LLC | 4,845 | $304K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AMERIPRISE FINANCIAL INC | +218,392 | +1223.4% | 236,243 |
| GOLDMAN SACHS GROUP INC | +86,053 | +31.6% | 358,112 |
| CWM, LLC | +43,506 | +15.9% | 317,295 |
| JENNISON ASSOCIATES LLC | +42,493 | +479.0% | 51,365 |
| Wealthcare Advisory Partners LLC | +31,686 | +13.8% | 261,750 |
| CITADEL ADVISORS LLC | +27,680 | +798.4% | 31,147 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +27,436 | +175.8% | 43,045 |
| MML INVESTORS SERVICES, LLC | +15,002 | +25.9% | 73,035 |
| KKM Financial LLC | +7,451 | +132.3% | 13,082 |
| Factor Wealth Management LTD | +7,352 | +7.6% | 104,309 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | +6,460 | +35.2% | 24,830 |
| ENVESTNET ASSET MANAGEMENT INC | +6,343 | +3.7% | 180,049 |
| Sunbelt Securities, Inc. | +6,225 | +47.8% | 19,260 |
| Sanctuary Advisors, LLC | +5,802 | +41.5% | 19,771 |
| OSAIC HOLDINGS, INC. | +3,249 | +10.4% | 34,452 |
| GUIDANCE CAPITAL, INC | +3,173 | +10.8% | 32,498 |
| AQR CAPITAL MANAGEMENT LLC | +2,885 | +13.3% | 24,590 |
| NewEdge Advisors, LLC | +2,613 | +32.5% | 10,658 |
| CITIGROUP INC | +2,535 | +35.8% | 9,613 |
| RAYMOND JAMES FINANCIAL INC | +2,410 | +8.0% | 32,494 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | -318,878 | -28.7% | 792,391 |
| BANK OF AMERICA CORP /DE | -197,297 | -19.8% | 801,288 |
| UBS Group AG | -80,502 | -47.8% | 88,043 |
| Steward Partners Investment Advisor | -73,012 | -37.3% | 122,526 |
| CITIZENS & NORTHERN CORP | -41,851 | -8.9% | 427,918 |
| ASSETMARK, INC | -41,224 | -64.6% | 22,582 |
| Beacon Pointe Advisors, LLC | -39,859 | -20.6% | 154,027 |
| PNC Financial Services Group, Inc. | -34,395 | -25.2% | 101,905 |
| COMMONWEALTH EQUITY SERVICES, LLC | -22,125 | -72.7% | 8,296 |
| ROYAL BANK OF CANADA | -20,101 | -7.5% | 246,691 |
| IEQ CAPITAL, LLC | -17,629 | -48.7% | 18,557 |
| WELLS FARGO & COMPANY/MN | -14,704 | -6.7% | 203,193 |
| IFP Advisors, Inc | -9,371 | -33.6% | 18,545 |
| Q3 Asset Management | -7,705 | -27.9% | 19,948 |
| Mesirow Financial Investment Manage | -6,189 | -50.0% | 6,189 |
| Mariner, LLC | -5,686 | -24.6% | 17,410 |
| Kestra Advisory Services, LLC | -4,783 | -27.5% | 12,631 |
| Cetera Investment Advisers | -4,584 | -8.1% | 52,114 |
| HARBOUR INVESTMENTS, INC. | -2,709 | -39.2% | 4,204 |
| Sowa Financial Group, Inc. | -2,404 | -10.2% | 21,171 |