# ISHARES TR (IGE)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IGE/

- Reporting holders: 6
- Reported value: $10.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Factor Wealth Management LTD](https://holderbook.com/funds/2055816-factor-wealth-management-ltd/) | $6.2M | 100,640 | 0.9% | 8 |
| [FIG FINANCIAL ADVISORY SERVICES INC /ADV](https://holderbook.com/funds/753967-fig-financial-advisory-services-inc-adv/) | $1.8M | 29,178 | 1.1% | 1 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $1.4M | 23,082 | 0.0% | 1 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $509.0K | 8,259 | 0.0% | 3 |
| [MJT & Associates Financial Advisory Group, Inc.](https://holderbook.com/funds/2065777-mjt-associates-financial-advisory-group-inc/) | $24.7K | 400 | 0.0% | 7 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $3.1K | 50 | 0.0% | 9 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $395 | 6,407 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 6 | $10.0M |
| Q2 2026 | 173 | $411.3M |
| Q1 2026 | 173 | $521.6M |
| Q4 2025 | 154 | $359.2M |
| Q3 2025 | 146 | $337.7M |
| Q2 2025 | 140 | $339.4M |
| Q1 2025 | 146 | $345.4M |
| Q4 2024 | 143 | $330.9M |
| Q3 2024 | 133 | $249.5M |
| Q2 2024 | 133 | $264.4M |
| Q1 2024 | 141 | $365.5M |
| Q4 2023 | 142 | $339.5M |