IGE — Ishares Tr Institutional Holders · Q3 2026
Who owns Ishares Tr (IGE)? 7 institutions reported holding $10.35M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Clune & Associates, Ltd. ($6.2M), Fig Financial Advisory Services Inc ($1.8M), Avidian Wealth Enterprises, LLC ($1.4M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CLUNE & ASSOCIATES, LTD. | $6.2M | 100,640 | Trimmed |
| 2 | FIG FINANCIAL ADVISORY SERVICES INC /ADV | $1.8M | 29,178 | New |
| 3 | Avidian Wealth Enterprises, LLC | $1.4M | 23,082 | New |
| 4 | Cooper Financial Group | $508,984 | 8,259 | Trimmed |
| 5 | CX Institutional | $395,000 | 6,407 | Added |
| 6 | MJT & Associates Financial Advisory Group, Inc. | $24,652 | 400 | Hold |
| 7 | CoreCap Advisors, LLC | $3,082 | 50 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30