iShares ESG Aware MSCI US GREGUSETF
13F holders, Q2 2026 (June 30)23holders +5
8new positions
2sold out
$58.34avg. 13F price*
At the end of Q2 2026, 23 institutions reported holding iShares ESG Aware MSCI US GR (EGUS) in their 13F filings, up 5 from Q1 2026. 8 opened new positions and 2 sold out. The largest holders were Lido Advisors, LLC ($9.3M), Perigon Wealth Management, LLC ($2.5M) and SageView Advisory Group, LLC ($2.4M).
- Company
- iShares ESG Aware MSCI US GR
- CUSIP
- 46436E239
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $2.1M |
| Exits | 2 | $482K |
All 13F filers, Q1 2026 → Q2 2026: 53,349 shares bought and 17,089 shares sold, net +36,260 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 23 holders
| Lido Advisors, LLC | 0.03% | Reduce -2.7% | 160,044 | $9.3M |
| Perigon Wealth Management, LLC | 0.04% | Add +10.3% | 42,276 | $2.5M |
| SageView Advisory Group, LLC | 0.08% | Add +0.1% | 41,256 | $2.4M |
| Creative Planning | 0.00% | Add +0.1% | 41,256 | $2.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.5% | 31,519 | $1.8M |
| Goldman Sachs Group Inc. | 0.00% | No change | 17,395 | $1.0M |
| Tower Research Capital LLC (TRC) | 0.02% | Add +228.3% | 16,083 | $940K |
| Pathstone Holdings, LLC | 0.00% | New | 8,907 | $520K |
| Apollon Wealth Management, LLC | 0.01% | No change | 8,888 | $519K |
| J. Mark Nickell & Co. | 0.39% | Add +16.5% | 8,413 | $491K |
| Jane Street Group, LLC | 0.00% | New | 7,966 | $465K |
| GTS Securities LLC | 0.01% | New | 5,950 | $348K |
| SOA Wealth Advisors, LLC. | 0.05% | New | 5,184 | $303K |
| Benjamin Edwards Inc. | 0.00% | Reduce -0.8% | 4,506 | $263K |
| Mercer Global Advisors Inc. | 0.00% | New | 4,060 | $237K |
| Prosperity Planning, Inc. | 0.08% | New | 4,044 | $236K |
| IFP Advisors, Inc | 0.00% | No change | 2,745 | $160K |
| Larson Financial Group LLC | 0.00% | Add +44.8% | 2,392 | $140K |
| Front Row Advisors LLC | 0.01% | No change | 680 | $40K |
| Bfsg, LLC | 0.00% | No change | 450 | $26K |
| Sherman Asset Management, Inc. | 0.02% | No change | 352 | $21K |
| Vanguard Advisers Inc. | 0.00% | New | 70 | $4K |
| IFG Advisory, LLC | 0.00% | New | 8 | $467 |
"% of holder's portfolio" is EGUS's weight in each manager's 13F, not the share of iShares ESG Aware MSCI US GR the manager owns.