Vault-13

ISHARES TR IGE

NORTH AMERN NAT · ETP · CUSIP 464287374

171 institutional holders -3 vs Q1 2026
7,033,4367.0m shares reported held*
$397.7mreported value*
22 new 61 added 49 reduced 24 sold out net sold ≈ $36.2m (-686.2k 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 ($21.7k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $56.54.

Trends to Q2 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: 174Q2 26: 171171Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026171

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 51 bought or addedQ3 24: 60 cut or sold outQ4 24: 66 bought or addedQ4 24: 54 cut or sold outQ4 24Q1 25: 63 bought or addedQ1 25: 53 cut or sold outQ2 25: 62 bought or addedQ2 25: 59 cut or sold outQ2 25Q3 25: 65 bought or addedQ3 25: 59 cut or sold outQ4 25: 77 bought or addedQ4 25: 53 cut or sold outQ4 25Q1 26: 96 bought or addedQ1 26: 66 cut or sold outQ2 26: 83 bought or addedQ2 26: 73 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20245160
Q4 20246654
Q1 20256353
Q2 20256259
Q3 20256559
Q4 20257753
Q1 20269666
Q2 20268373

Biggest buyers

TWO SIGMA INVESTMENTS, LP New +254,900+254.9k
AMERIPRISE FINANCIAL INC Added +218,392+218.4k
Qube Research & Technologies Ltd New +112,693+112.7k
Chicago Wealth Management, Inc. New +109,862+109.9k
GOLDMAN SACHS GROUP INC Added +86,053+86.1k
JENNISON ASSOCIATES LLC Added +42,493+42.5k
Wealthcare Advisory Partners LLC Added +31,686+31.7k
CITADEL ADVISORS LLC Added +27,680+27.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +27,436+27.4k
D. E. Shaw & Co., Inc. New +25,353+25.4k

Biggest sellers

MORGAN STANLEY Reduced -318,878-318.9k
BANK OF AMERICA CORP /DE/ Reduced -197,297-197.3k
BNP PARIBAS FINANCIAL MARKETS Sold out -150,200-150.2k
Norris Financial Group, LLC Sold out -141,888-141.9k
Karpus Management, Inc. Sold out -127,079-127.1k
MinichMacGregor Wealth Management, LLC Sold out -127,042-127.0k
UBS Group AG Reduced -80,502-80.5k
Monument Capital Management Sold out -79,801-79.8k
Steward Partners Investment Advisory, LLC Reduced -73,012-73.0k
Midwest Professional Planners, LTD. Sold out -57,384-57.4k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 801,288801.3k $45.0m $45.0m 0.00% Reduced -197.3k -197,297
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 792,391792.4k $44.5m $44.5m 0.00% Reduced -318.9k -318,878
3 CITIZENS & NORTHERN CORP 5.49% of their portfolio WELLSBORO, PA 427,918427.9k $24.0m $24.0m 5.49% Reduced -41.9k -41,851
4 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 358,112358.1k $20.1m $20.1m 0.00% Added +86.1k +86,053
5 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 273,711273.7k $15.4m $15.4m 0.00% Added +1.9k +1,941
6 Wealthcare Advisory Partners LLC 0.28% of their portfolio WEST CHESTER, PA 261,750261.8k $14.7m $14.7m 0.28% Added +31.7k +31,686
7 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 254,900254.9k $14.3m $14.3m 0.01% New
8 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 246,691246.7k $13.9m $13.9m 0.00% Reduced -20.1k -20,101
9 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 236,243236.2k $13.3m $13.3m 0.00% Added +218.4k +218,392
10 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 203,193203.2k $11.4m $11.4m 0.00% Reduced -14.7k -14,704
11 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 180,049180.0k $10.1m $10.1m 0.00% Added +6.3k +6,343
12 Ameritas Investment Partners, Inc. 0.23% of their portfolio LINCOLN, NE 154,661154.7k $8.7m $8.7m 0.23% Added +2.4k +2,363
13 Beacon Pointe Advisors, LLC 0.04% of their portfolio NEWPORT BEACH, CA 154,027154.0k $8.7m $8.7m 0.04% Reduced -39.9k -39,859
14 Steward Partners Investment Advisory, LLC 0.04% of their portfolio STAMFORD, CT 122,526122.5k $6.9m $6.9m 0.04% Reduced -73.0k -73,012
15 D.A. DAVIDSON & CO. 0.04% of their portfolio GREAT FALLS, MT 120,095120.1k $6.7m $6.7m 0.04% Reduced -2.1k -2,078
16 Qube Research & Technologies Ltd 0.01% of their portfolio LONDON, X0 112,693112.7k $6.3m $6.3m 0.01% New
17 Chicago Wealth Management, Inc. 2.19% of their portfolio CHICAGO, IL 109,862109.9k $6.2m $6.2m 2.19% New
18 Pure Financial Advisors, LLC 0.08% of their portfolio SAN DIEGO, CA 105,750105.8k $5.9m $5.9m 0.08% Added +18 +18
19 Factor Wealth Management LTD 0.89% of their portfolio CHICAGO, IL 104,309104.3k $5.9m $5.9m 0.89% Added +7.4k +7,352
20 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 101,905101.9k $5.7m $5.7m 0.00% Reduced -34.4k -34,395
21 UBS Group AG 0.00% of their portfolio ZURICH, V8 88,04388.0k $4.9m $4.9m 0.00% Reduced -80.5k -80,502
22 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 73,03573.0k $4.1m $4.1m 0.01% Added +15.0k +15,002
23 Allianz Asset Management GmbH 0.00% of their portfolio MUNICH, 2M 65,00065.0k $4.1m $4.1m 0.00% Unchanged
24 Courage Miller Partners, LLC 0.82% of their portfolio NORFOLK, VA 55,58055.6k $3.1m $3.1m 0.82% Added +557 +557
25 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 52,11452.1k $2.9m $2.9m 0.00% Reduced -4.6k -4,584
26 JENNISON ASSOCIATES LLC 0.00% of their portfolio NEW YORK, NY 51,36551.4k $2.9m $2.9m 0.00% Added +42.5k +42,493
27 Zeit Capital LLC 1.56% of their portfolio GREENWOOD VILLAGE, CO 45,95346.0k $2.6m $2.6m 1.56% Added +54 +54
28 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 43,04543.0k $2.4m $2.4m 0.00% Added +27.4k +27,436
29 Sachetta, LLC 1.04% of their portfolio LYNNFIELD, MA 38,08738.1k $2.1m $2.1m 1.04% Reduced -1.6k -1,563
30 Wealthcare Capital Partners, LLC 0.83% of their portfolio WEST CHESTER, PA 35,58335.6k $2.0m $2.0m 0.83% Added +1.2k +1,166
31 Windward Private Wealth Management Inc. 0.63% of their portfolio OVERLAND PARK, KS 35,11635.1k $2.0m $2.0m 0.63% Reduced -915 -915
32 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 34,45234.5k $1.9m $1.9m 0.00% Added +3.2k +3,249
33 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 32,96633.0k $1.9m $1.9m 0.00% Added +16.3k +16,305
34 GUIDANCE CAPITAL, INC 0.40% of their portfolio LOUSVILLE, KY 32,49832.5k $1.9m $1.9m 0.40% Added +3.2k +3,173
35 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 32,49432.5k $1.8m $1.8m 0.00% Added +2.4k +2,410
36 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 31,81031.8k $1.8m $1.8m 0.00% Reduced -2.4k -2,395
37 American Wealth Advisors, LLC 1.68% of their portfolio JOHNS CREEK, GA 31,80331.8k $1.8m $1.8m 1.68% Reduced -187 -187
38 Arkadios Wealth Advisors 0.03% of their portfolio ATLANTA, GA 31,47831.5k $1.8m $1.8m 0.03% Added +1.1k +1,124
39 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 31,14731.1k $1.7m $1.7m 0.00% Added +27.7k +27,680
40 ROTHSCHILD INVESTMENT LLC 0.06% of their portfolio CHICAGO, IL 29,87929.9k $1.7m $1.7m 0.06% Added +4 +4
41 ARKANSAS FINANCIAL GROUP, INC. 0.21% of their portfolio LITTLE ROCK, AR 29,17529.2k $1.6m $1.6m 0.21% Added +316 +316
42 Independent Advisor Alliance 0.04% of their portfolio CHARLOTTE, NC 28,92428.9k $1.6m $1.6m 0.04% Reduced -580 -580
43 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.08% of their portfolio CEDAR RAPIDS, IA 27,94927.9k $1.6m $1.6m 0.08% Reduced -341 -341
44 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 27,10927.1k $1.5m $1.5m 0.00% Reduced -684 -684
45 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 25,35325.4k $1.4m $1.4m 0.00% New
46 LEAVELL INVESTMENT MANAGEMENT, INC. 0.05% of their portfolio MOBILE, AL 24,83024.8k $1.4m $1.4m 0.05% Added +6.5k +6,460
47 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 24,59024.6k $1.4m $1.4m 0.00% Added +2.9k +2,885
48 Asset Management Group, Inc. 0.20% of their portfolio STAMFORD, CT 24,00324.0k $1.3m $1.3m 0.20% Reduced -1.8k -1,832
49 Cooper Financial Group 0.11% of their portfolio IRVINE, CA 22,59822.6k $1.3m $1.3m 0.11% Added +523 +523
50 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 22,58222.6k $1.3m $1.3m 0.00% Reduced -41.2k -41,224
51 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 22,15922.2k $1.2m $1.2m 0.00% Reduced -304 -304
52 Sowa Financial Group, Inc. 0.55% of their portfolio LINCOLN, RI 21,17121.2k $1.2m $1.2m 0.55% Reduced -2.4k -2,404
53 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 20,57920.6k $1.2m $1.2m 0.00% Reduced -137 -137
54 Q3 Asset Management 0.21% of their portfolio BIRMINGHAM, MI 19,94819.9k $1.1m $1.1m 0.21% Reduced -7.7k -7,705
55 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 19,77119.8k $1.1m $1.1m 0.01% Added +5.8k +5,802
56 Outlook Wealth Advisors, LLC 0.24% of their portfolio SHENANDOAH, TX 19,48319.5k $1.1m $1.1m 0.24% Added +1.2k +1,211
57 IEQ CAPITAL, LLC 0.00% of their portfolio Foster City, CA 18,55718.6k $1.0m $1.0m 0.00% Reduced -17.6k -17,629
58 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 18,54518.5k $1.0m $1.0m 0.02% Reduced -9.4k -9,371
59 Family Investment Center, Inc. 0.17% of their portfolio Saint Joseph, MO 18,13718.1k $1.0m $1.0m 0.17% Added +1.7k +1,704
60 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 17,78017.8k $998.8k $998.8k 0.00% Reduced -779 -779
61 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.07% of their portfolio FORT WAYNE, IN 17,42417.4k $978.9k $978.9k 0.07% Reduced -212 -212
62 Mariner, LLC 0.00% of their portfolio Overland Park, KS 17,41017.4k $978.1k $978.1k 0.00% Reduced -5.7k -5,686
63 Valmark Advisers, Inc. 0.01% of their portfolio AKRON, OH 15,94315.9k $895.7k $895.7k 0.01% Added +3 +3
64 Prime Buchholz LLC 0.31% of their portfolio PORTSMOUTH, NH 15,42015.4k $866.3k $866.3k 0.31% Unchanged
65 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 15,11215.1k $853.1k $853.1k 0.00% Added +602 +602
66 Tower Research Capital LLC (TRC) 0.02% of their portfolio NEW YORK, NY 14,86114.9k $834.9k $834.9k 0.02% New
67 HighPoint Advisor Group LLC 0.03% of their portfolio DOWNERS GROVE, IL 14,85714.9k $834.7k $834.7k 0.03% Reduced -353 -353
68 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 14,32214.3k $804.6k $804.6k 0.00% Added +108 +108
69 XML Financial, LLC 0.06% of their portfolio BETHESDA, MD 14,10514.1k $792.4k $792.4k 0.06% Added +735 +735
70 XTX Topco Ltd 0.01% of their portfolio LONDON, X0 13,92213.9k $782.1k $782.1k 0.01% New
71 FLOW TRADERS U.S. LLC 0.03% of their portfolio NEW YORK, NY 13,35413.4k $750.0k $750.0k 0.03% Added +1 +1
72 Nikulski Financial, Inc. 0.16% of their portfolio BETTENDORF, IA 13,31013.3k $747.8k $747.8k 0.16% New
73 KKM Financial LLC 0.10% of their portfolio CHICAGO, IL 13,08213.1k $734.9k $734.9k 0.10% Added +7.5k +7,451
74 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 12,63112.6k $709.6k $709.6k 0.00% Reduced -4.8k -4,783
75 Westside Investment Management, Inc. 0.09% of their portfolio SANTA MONICA, CA 11,80511.8k $663.2k $663.2k 0.09% Unchanged
76 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 11,09511.1k $623.3k $623.3k 0.00% Added +40 +40
77 Kesler, Norman & Wride, LLC 0.10% of their portfolio OGDEN, UT 10,96711.0k $616.1k $616.1k 0.10% Added +16 +16
78 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 10,65810.7k $598.8k $598.8k 0.00% Added +2.6k +2,613
79 COURIER CAPITAL LLC 0.03% of their portfolio BUFFALO, NY 9,7059.7k $545.2k $545.2k 0.03% Unchanged
80 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 9,6139.6k $540.0k $540.0k 0.00% Added +2.5k +2,535
81 HBW ADVISORY SERVICES LLC 0.05% of their portfolio SIMI VALLEY, CA 9,5299.5k $535.3k $535.3k 0.05% Reduced -108 -108
82 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 9,2999.3k $522.4k $522.4k 0.01% Reduced -698 -698
83 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 9,0679.1k $509.4k $509.4k 0.00% Added +614 +614
84 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 9,0599.1k $516.9k $516.9k 0.00% Reduced -165 -165
85 Mezzasalma Advisors, LLC 0.10% of their portfolio TINTON FALLS, NJ 8,8858.9k $499.2k $499.2k 0.10% Added +45 +45
86 GFS Advisors, LLC 0.13% of their portfolio HOUSTON, TX 8,7888.8k $2.5m $2.5m 0.13% Reduced -41.3k -41,315
87 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 8,7878.8k $494.0k $494.0k 0.00% Reduced -479 -479
88 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 8,7278.7k $490.3k $490.3k 0.00% New
89 PFG Advisors 0.02% of their portfolio Phoenix, AZ 8,7018.7k $488.8k $488.8k 0.02% Added +925 +925
90 WEALTHCARE CAPITAL MANAGEMENT LLC 0.05% of their portfolio RICHMOND, VA 8,4718.5k $475.9k $475.9k 0.05% Added +1.9k +1,869
91 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 8,2968.3k $466.1k $466.1k 0.00% Reduced -22.1k -22,125
92 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 8,0848.1k $454.2k $454.2k 0.00% Unchanged
93 SeaCrest Wealth Management, LLC 0.05% of their portfolio PURCHASE, NY 8,0208.0k $450.5k $450.5k 0.05% Added +718 +718
94 Secure Asset Management, LLC 0.06% of their portfolio Troy, MI 7,7257.7k $434.0k $434.0k 0.06% New
95 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 7,5837.6k $426.0k $426.0k 0.00% Unchanged
96 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 7,4737.5k $419.8k $419.8k 0.01% Reduced -15 -15
97 INTERACTIVE FINANCIAL ADVISORS, INC. 0.23% of their portfolio New Lenox, IL 7,3657.4k $378.1k $378.1k 0.23% Added +469 +469
98 New England Private Wealth Advisors LLC 0.04% of their portfolio WELLESLEY, MA 6,7126.7k $377.1k $377.1k 0.04% Added +34 +34
99 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 6,5006.5k $365.2k $365.2k 0.00% New
100 CX Institutional 0.01% of their portfolio AUBURN, IN 6,3856.4k $359.0k $359.0k 0.01% Reduced -511 -511