Who owns EGUS?
Ishares ESG Aware MSCI USA Growth ETF · iShares
24 institutions reported holding EGUS, worth $24.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of EGUS
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Lido Advisors, LLC | Los Angeles, CA | $9.3M | 160,044 | −4,384 shares |
| Perigon Wealth Management, LLC | San Francisco, CA | $2.5M | 42,276 | +3,947 shares |
| SageView Advisory Group, LLC | Newport Beach, CA | $2.4M | 41,256 | New position |
| Creative Planning | Overland Park, KS | $2.4M | 41,256 | +48 shares |
| JPMorgan Chase & Co | New York, NY | $1.8M | 31,519 | −2,564 shares |
| Goldman Sachs Group Inc. | New York, NY | $1.0M | 17,395 | No change |
| Tower Research Capital LLC (TRC) | New York, NY | $940K | 16,083 | +11,184 shares |
| Pathstone Holdings, LLC | Englewood, NJ | $520K | 8,907 | New position |
| Apollon Wealth Management, LLC | Mount Pleasant, SC | $519K | 8,888 | No change |
| J. Mark Nickell & Co. | Brentwood, TN | $491K | 8,413 | −6,027 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns EGUS?
24 institutional managers reported holding EGUS in Form 13F filings for June 30, 2026, worth $24.2M in total. The largest reported position was held by Lido Advisors, LLC, at $9.3M.
Did institutions buy or sell EGUS last quarter?
Reported 13F value rose 47.9% from March 31, 2026, which includes price moves as well as buying and selling. 10 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is EGUS ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.