Who Owns ISHARES ESG AWARE MSCI USA GROWTH ETF (EGUS)? -- Institutional Holders (2026-06-30)
26 institutions reported holding $24.2M of ISHARES ESG AWARE MSCI USA GROWTH ETF (EGUS) in SEC 13F filings for 2026-06-30. Largest institutional holders: Lido Advisors, LLC ($9.3M), Perigon Wealth Management, LLC ($2.5M), SageView Advisory Group, LLC ($2.4M), Creative Planning ($2.4M), JPMORGAN CHASE & CO ($1.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Lido Advisors, LLC | $9.3M | 160,044 | Trimmed |
| 2 | Perigon Wealth Management, LLC | $2.5M | 42,276 | Added |
| 3 | SageView Advisory Group, LLC | $2.4M | 41,256 | Added |
| 4 | Creative Planning | $2.4M | 41,256 | Added |
| 5 | JPMORGAN CHASE & CO | $1.8M | 31,519 | Trimmed |
| 6 | GOLDMAN SACHS GROUP INC | $1.0M | 17,395 | Hold |
| 7 | Tower Research Capital LLC (TRC) | $939,569 | 16,083 | Added |
| 8 | Pathstone Holdings, LLC | $520,347 | 8,907 | New |
| 9 | Apollon Wealth Management, LLC | $519,237 | 8,888 | Hold |
| 10 | J. Mark Nickell & Co. | $491,487 | 8,413 | Added |
| 11 | JANE STREET GROUP, LLC | $465,374 | 7,966 | New |
| 12 | GTS SECURITIES LLC | $347,599 | 5,950 | New |
| 13 | SOA Wealth Advisors, LLC. | $302,849 | 5,184 | New |
| 14 | BENJAMIN EDWARDS INC | $263,236 | 4,506 | Trimmed |
| 15 | MERCER GLOBAL ADVISORS INC /ADV | $237,185 | 4,060 | New |
| 16 | Prosperity Planning, Inc. | $236,250 | 4,044 | New |
| 17 | IFP Advisors, Inc | $160,363 | 2,745 | Hold |
| 18 | Larson Financial Group LLC | $139,741 | 2,392 | Added |
| 19 | Front Row Advisors LLC | $40,018 | 680 | Hold |
| 20 | Integrated Wealth Concepts LLC | $28,100 | 481 | New |
| 21 | BFSG, LLC | $26,289 | 450 | Hold |
| 22 | Sherman Asset Management, Inc. | $20,564 | 352 | Hold |
| 23 | VANGUARD GROUP INC | $4,089 | 70 | New |
| 24 | IFG Advisory, LLC | $467 | 8 | New |
| 25 | Golden State Equity Partners | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30