iShares ESG Aware MSCI US GREGUSETF
13F holders, Q1 2025 (March 31)12holders +4
5new positions
1sold out
$39.45avg. 13F price*
At the end of Q1 2025, 12 institutions reported holding iShares ESG Aware MSCI US GR (EGUS) in their 13F filings, up 4 from Q4 2024. 5 opened new positions and 1 sold out. The largest holders were Lido Advisors, LLC ($12.3M), SageView Advisory Group, LLC ($1.5M) and Goldman Sachs Group Inc. ($811K).
- Company
- iShares ESG Aware MSCI US GR
- CUSIP
- 46436E239
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $14.9M |
| Exits | 1 | $5.3M |
All 13F filers, Q4 2024 → Q1 2025: 378,437 shares bought and 138,639 shares sold, net +239,798 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| Lido Advisors, LLC | 0.07% | New | 310,726 | $12.3M |
| SageView Advisory Group, LLC | 0.06% | New | 37,330 | $1.5M |
| Goldman Sachs Group Inc. | 0.00% | New | 20,552 | $811K |
| Apollon Wealth Management, LLC | 0.01% | No change | 14,380 | $567K |
| Serenus Wealth Advisors, LLC | 0.06% | New | 8,767 | $346K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -68.2% | 8,696 | $343K |
| Fermata Advisors, LLC | 0.04% | Add +10.1% | 5,332 | $210K |
| Assetmark, Inc. | 0.00% | Add +9.1% | 3,794 | $150K |
| Front Row Advisors LLC | 0.01% | No change | 680 | $27K |
| UBS Group AG | 0.00% | Add +94.3% | 511 | $20K |
| Bfsg, LLC | 0.00% | No change | 355 | $14K |
| Royal Bank of Canada | 0.00% | New | 10 | $0 |
"% 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.