Vault-13

ISHARES TR IGE

NORTH AMERN NAT · ETP · CUSIP 464287374

174 institutional holders +20 vs Q4 2025
8,080,9268.1m shares reported held*
$507.2mreported value*
39 new 57 added 51 reduced 15 sold out net bought ≈ $58.3m (+947.3k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($48.7k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $62.77.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 148Q4 22: 162Q1 23: 153Q2 23: 142Q3 23: 146Q4 23: 142Q1 24: 141Q2 24: 134Q3 24: 134Q4 24: 143Q1 25: 148Q2 25: 141Q3 25: 146Q4 25: 154Q1 26: 174174Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 2022148
Q4 2022162
Q1 2023153
Q2 2023142
Q3 2023146
Q4 2023142
Q1 2024141
Q2 2024134
Q3 2024134
Q4 2024143
Q1 2025148
Q2 2025141
Q3 2025146
Q4 2025154
Q1 2026174

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q2 24: 48 bought or addedQ2 24: 68 cut or sold outQ3 24: 51 bought or addedQ3 24: 60 cut or sold outQ3 24Q4 24: 66 bought or addedQ4 24: 54 cut or sold outQ1 25: 63 bought or addedQ1 25: 53 cut or sold outQ1 25Q2 25: 62 bought or addedQ2 25: 59 cut or sold outQ3 25: 65 bought or addedQ3 25: 59 cut or sold outQ3 25Q4 25: 77 bought or addedQ4 25: 53 cut or sold outQ1 26: 96 bought or addedQ1 26: 66 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20244868
Q3 20245160
Q4 20246654
Q1 20256353
Q2 20256259
Q3 20256559
Q4 20257753
Q1 20269666

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +507,385+507.4k
MORGAN STANLEY Added +294,631+294.6k
Norris Financial Group, LLC New +141,888+141.9k
Karpus Management, Inc. New +127,079+127.1k
MinichMacGregor Wealth Management, LLC New +127,042+127.0k
Wealthcare Advisory Partners LLC Added +105,374+105.4k
UBS Group AG Added +102,508+102.5k
Monument Capital Management New +79,801+79.8k
Allianz Asset Management GmbH New +65,000+65.0k
WELLS FARGO & COMPANY/MN Added +62,891+62.9k

Biggest sellers

ASSETMARK, INC Reduced -920,533-920.5k
Beacon Pointe Advisors, LLC Reduced -83,209-83.2k
Biondo Investment Advisors, LLC Sold out -43,081-43.1k
Mariner, LLC Reduced -27,022-27.0k
ENVESTNET ASSET MANAGEMENT INC Reduced -24,035-24.0k
CITIZENS & NORTHERN CORP Reduced -22,767-22.8k
MML INVESTORS SERVICES, LLC Reduced -18,470-18.5k
Balefire, LLC Sold out -15,227-15.2k
Ameritas Advisory Services, LLC Reduced -14,636-14.6k
Algorithmic Investment Models, LLC Sold out -10,987-11.0k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,111,2691.1m $69.9m $69.9m 0.00% Added +294.6k +294,631
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 998,585998.6k $62.9m $62.9m 0.00% Added +507.4k +507,385
3 CITIZENS & NORTHERN CORP 7.37% of their portfolio WELLSBORO, PA 469,769469.8k $29.6m $29.6m 7.37% Reduced -22.8k -22,767
4 CWM, LLC 0.05% of their portfolio OMAHA, NE 317,295317.3k $20.0m $20.0m 0.05% Added +43.5k +43,506
5 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 272,059272.1k $17.1m $17.1m 0.00% Reduced -2.3k -2,329
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 271,770271.8k $17.1m $17.1m 0.00% Added +19.4k +19,417
7 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 266,792266.8k $16.8m $16.8m 0.00% Added +40.2k +40,210
8 Wealthcare Advisory Partners LLC 0.28% of their portfolio WEST CHESTER, PA 230,064230.1k $14.5m $14.5m 0.28% Added +105.4k +105,374
9 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 217,897217.9k $13.7m $13.7m 0.00% Added +62.9k +62,891
10 Steward Partners Investment Advisory, LLC 0.06% of their portfolio STAMFORD, CT 195,538195.5k $12.3m $12.3m 0.06% Added +30.4k +30,439
11 Beacon Pointe Advisors, LLC 0.06% of their portfolio NEWPORT BEACH, CA 193,886193.9k $12.2m $12.2m 0.06% Reduced -83.2k -83,209
12 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 173,706173.7k $10.9m $10.9m 0.00% Reduced -24.0k -24,035
13 UBS Group AG 0.00% of their portfolio ZURICH, V8 168,545168.5k $10.6m $10.6m 0.00% Added +102.5k +102,508
14 Ameritas Investment Partners, Inc. 0.29% of their portfolio LINCOLN, NE 152,298152.3k $9.6m $9.6m 0.29% Reduced -655 -655
15 BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio PARIS, I0 150,200150.2k $9.5m $9.5m 0.01% Added +49.7k +49,700
16 Norris Financial Group, LLC 2.91% of their portfolio GREENVILLE, SC 141,888141.9k $8.9m $8.9m 2.91% New
17 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 136,300136.3k $8.6m $8.6m 0.00% Added +1.4k +1,449
18 Karpus Management, Inc. 0.25% of their portfolio Pittsford, NY 127,079127.1k $8.0m $8.0m 0.25% New
19 MinichMacGregor Wealth Management, LLC 1.41% of their portfolio Saratoga Springs, NY 127,042127.0k $8.0m $8.0m 1.41% New
20 D.A. DAVIDSON & CO. 0.05% of their portfolio GREAT FALLS, MT 122,173122.2k $7.7m $7.7m 0.05% Added +5.6k +5,630
21 Pure Financial Advisors, LLC 0.10% of their portfolio SAN DIEGO, CA 105,732105.7k $6.7m $6.7m 0.10% Reduced -1.7k -1,689
22 Factor Wealth Management LTD 1.15% of their portfolio CHICAGO, IL 96,95797.0k $6.1m $6.1m 1.15% Added +7.2k +7,198
23 Monument Capital Management 1.26% of their portfolio ALEXANDRIA, VA 79,80179.8k $5.0m $5.0m 1.26% New
24 Allianz Asset Management GmbH 0.00% of their portfolio MUNICH, 2M 65,00065.0k $4.1m $4.1m 0.00% New
25 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 63,80663.8k $4.0m $4.0m 0.01% Reduced -920.5k -920,533
26 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 58,03358.0k $3.7m $3.7m 0.01% Reduced -18.5k -18,470
27 Midwest Professional Planners, LTD. 0.85% of their portfolio WAUSAU, WI 57,38457.4k $3.6m $3.6m 0.85% Reduced -8.9k -8,904
28 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 56,69856.7k $3.6m $3.6m 0.00% Added +663 +663
29 Courage Miller Partners, LLC 0.98% of their portfolio NORFOLK, VA 55,02355.0k $3.5m $3.5m 0.98% Reduced -471 -471
30 GFS Advisors, LLC 0.12% of their portfolio HOUSTON, TX 50,10350.1k $1.9m $1.9m 0.12% Added +40.9k +40,923
31 Zeit Capital LLC 1.93% of their portfolio GREENWOOD VILLAGE, CO 45,89945.9k $2.9m $2.9m 1.93% Reduced -895 -895
32 Sachetta, LLC 1.35% of their portfolio LYNNFIELD, MA 39,65039.6k $2.5m $2.5m 1.35% Reduced -2.1k -2,146
33 IEQ CAPITAL, LLC 0.01% of their portfolio Foster City, CA 36,18636.2k $2.3m $2.3m 0.01% Reduced -7.4k -7,407
34 Windward Private Wealth Management Inc. 0.78% of their portfolio OVERLAND PARK, KS 36,03136.0k $2.3m $2.3m 0.78% Reduced -1.3k -1,294
35 Wealthcare Capital Partners, LLC 1.01% of their portfolio WEST CHESTER, PA 34,41734.4k $2.2m $2.2m 1.01% Added +11.2k +11,206
36 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 34,20534.2k $2.1m $2.1m 0.00% Added +2.1k +2,089
37 Redhawk Wealth Advisors, Inc. 0.23% of their portfolio MINNEAPOLIS, MN 33,47933.5k $2.1m $2.1m 0.23% New
38 American Wealth Advisors, LLC 2.10% of their portfolio JOHNS CREEK, GA 31,99032.0k $2.0m $2.0m 2.10% Reduced -371 -371
39 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 31,20331.2k $2.0m $2.0m 0.00% Added +1.3k +1,291
40 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 30,42130.4k $1.9m $1.9m 0.00% Added +3.2k +3,154
41 Arkadios Wealth Advisors 0.03% of their portfolio ATLANTA, GA 30,35430.4k $1.9m $1.9m 0.03% New
42 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 30,08430.1k $1.9m $1.9m 0.00% Added +109 +109
43 ROTHSCHILD INVESTMENT LLC 0.10% of their portfolio CHICAGO, IL 29,87529.9k $1.9m $1.9m 0.10% Reduced -2.6k -2,627
44 Independent Advisor Alliance 0.02% of their portfolio CHARLOTTE, NC 29,50429.5k $1.9m $1.9m 0.02% Added +2.0k +1,958
45 GUIDANCE CAPITAL, INC 0.41% of their portfolio LOUSVILLE, KY 29,32529.3k $1.8m $1.8m 0.41% Added +21.3k +21,264
46 ARKANSAS FINANCIAL GROUP, INC. 0.25% of their portfolio LITTLE ROCK, AR 28,85928.9k $1.8m $1.8m 0.25% Reduced -1.7k -1,681
47 Parkside Financial Bank & Trust 0.14% of their portfolio SAINT LOUIS, MO 28,71428.7k $1.8m $1.8m 0.14% Added +3.2k +3,233
48 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.09% of their portfolio CEDAR RAPIDS, IA 28,29028.3k $1.8m $1.8m 0.09% Reduced -210 -210
49 IFP Advisors, Inc 0.04% of their portfolio TAMPA, FL 27,91627.9k $1.8m $1.8m 0.04% Reduced -4.3k -4,304
50 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 27,79327.8k $1.7m $1.7m 0.00% Reduced -3.1k -3,109
51 Q3 Asset Management 0.42% of their portfolio BIRMINGHAM, MI 27,65327.7k $1.7m $1.7m 0.42% New
52 Asset Management Group, Inc. 0.26% of their portfolio STAMFORD, CT 25,83525.8k $1.6m $1.6m 0.26% Added +94 +94
53 Sowa Financial Group, Inc. 0.74% of their portfolio LINCOLN, RI 23,57523.6k $1.5m $1.5m 0.74% Reduced -5.4k -5,358
54 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 23,12023.1k $1.5m $1.5m 0.00% Reduced -7.0k -7,016
55 Mariner, LLC 0.00% of their portfolio Overland Park, KS 23,09623.1k $1.5m $1.5m 0.00% Reduced -27.0k -27,022
56 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 22,46322.5k $1.4m $1.4m 0.00% Reduced -89 -89
57 Cooper Financial Group 0.14% of their portfolio IRVINE, CA 22,07522.1k $1.4m $1.4m 0.14% New
58 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 21,70521.7k $1.4m $1.4m 0.00% Reduced -502 -502
59 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 20,71620.7k $1.3m $1.3m 0.00% Reduced -522 -522
60 Sunbelt Securities, Inc. 0.08% of their portfolio HOUSTON, TX 19,26019.3k $1.2m $1.2m 0.08% Added +6.2k +6,225
61 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 18,55918.6k $1.2m $1.2m 0.00% Added +4.4k +4,442
62 LEAVELL INVESTMENT MANAGEMENT, INC. 0.05% of their portfolio MOBILE, AL 18,37018.4k $1.2m $1.2m 0.05% Added +1.9k +1,925
63 Outlook Wealth Advisors, LLC 0.28% of their portfolio SHENANDOAH, TX 18,27218.3k $1.2m $1.2m 0.28% Added +1.0k +1,037
64 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 18,13918.1k $1.1m $1.1m 0.00% New
65 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 17,85117.9k $1.1m $1.1m 0.00% Added +4.7k +4,747
66 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.08% of their portfolio FORT WAYNE, IN 17,63617.6k $1.1m $1.1m 0.08% Reduced -249 -249
67 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 17,41417.4k $1.1m $1.1m 0.00% Reduced -551 -551
68 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 16,66116.7k $1.0m $1.0m 0.00% Reduced -35 -35
69 Regal Investment Advisors LLC 0.06% of their portfolio KENTWOOD, MI 16,63516.6k $1.0m $1.0m 0.06% New
70 Family Investment Center, Inc. 0.20% of their portfolio Saint Joseph, MO 16,43316.4k $1.0m $1.0m 0.20% New
71 Valmark Advisers, Inc. 0.01% of their portfolio AKRON, OH 15,94015.9k $1.0m $1.0m 0.01% Reduced -1.5k -1,544
72 HARMONY ASSET MANAGEMENT LLC 0.30% of their portfolio SCOTTSDALE, AZ 15,65015.7k $985.0k $985.0k 0.30% New
73 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 15,60915.6k $982.4k $982.4k 0.00% Reduced -1.8k -1,848
74 Prime Buchholz LLC 0.51% of their portfolio PORTSMOUTH, NH 15,42015.4k $970.5k $970.5k 0.51% Reduced -4.8k -4,837
75 HighPoint Advisor Group LLC 0.04% of their portfolio DOWNERS GROVE, IL 15,21015.2k $957.3k $957.3k 0.04% Reduced -620 -620
76 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 14,51014.5k $913.3k $913.3k 0.00% New
77 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 14,21414.2k $894.6k $894.6k 0.00% New
78 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 13,96914.0k $879.2k $879.2k 0.00% Added +8.1k +8,119
79 XML Financial, LLC 0.07% of their portfolio BETHESDA, MD 13,37013.4k $841.5k $841.5k 0.07% Added +327 +327
80 FLOW TRADERS U.S. LLC 0.03% of their portfolio NEW YORK, NY 13,35313.4k $840.0k $840.0k 0.03% New
81 Mesirow Financial Investment Management, Inc. 0.01% of their portfolio CHICAGO, IL 12,37812.4k $779.1k $779.1k 0.01% Added +6.2k +6,189
82 Westside Investment Management, Inc. 0.11% of their portfolio SANTA MONICA, CA 11,80511.8k $741.1k $741.1k 0.11% Added +3.3k +3,310
83 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 11,05511.1k $695.8k $695.8k 0.00% Unchanged
84 Kesler, Norman & Wride, LLC 0.12% of their portfolio OGDEN, UT 10,95111.0k $689.2k $689.2k 0.12% New
85 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 9,99710.0k $629.2k $629.2k 0.02% Reduced -14.6k -14,636
86 COURIER CAPITAL LLC 0.03% of their portfolio BUFFALO, NY 9,7059.7k $610.9k $610.9k 0.03% Unchanged
87 HBW ADVISORY SERVICES LLC 0.06% of their portfolio SIMI VALLEY, CA 9,6379.6k $606.6k $606.6k 0.06% Added +4.6k +4,567
88 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 9,2669.3k $583.0k $583.0k 0.00% Added +171 +171
89 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 9,2249.2k $581.4k $581.4k 0.00% Reduced -2.3k -2,285
90 JENNISON ASSOCIATES LLC 0.00% of their portfolio NEW YORK, NY 8,8728.9k $558.4k $558.4k 0.00% Reduced -6.9k -6,863
91 Mezzasalma Advisors, LLC 0.14% of their portfolio TINTON FALLS, NJ 8,8408.8k $556.4k $556.4k 0.14% Added +35 +35
92 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 8,7608.8k $551.4k $551.4k 0.01% New
93 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 8,4538.5k $532.1k $532.1k 0.00% Added +100 +100
94 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 8,0848.1k $508.8k $508.8k 0.00% Unchanged
95 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 8,0458.0k $506.3k $506.3k 0.00% Added +3.2k +3,222
96 PFG Advisors 0.02% of their portfolio Phoenix, AZ 7,7767.8k $489.4k $489.4k 0.02% Added +474 +474
97 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 7,5837.6k $477.2k $477.2k 0.00% Reduced -187 -187
98 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 7,4887.5k $471.3k $471.3k 0.01% Reduced -240 -240
99 SeaCrest Wealth Management, LLC 0.05% of their portfolio PURCHASE, NY 7,3027.3k $459.6k $459.6k 0.05% New
100 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 7,0787.1k $445.5k $445.5k 0.00% Added +639 +639