iShares ESG Aware MSCI US GREGUSETF

13F holders, Q2 2025 (June 30)
12holders
2new positions
2sold out
1famous investor
$47.05avg. 13F price*

At the end of Q2 2025, 12 institutions reported holding iShares ESG Aware MSCI US GR (EGUS) in their 13F filings, unchanged from Q1 2025. 2 opened new positions and 2 sold out. The largest holders were Lido Advisors, LLC ($8.4M), SageView Advisory Group, LLC ($2.0M) and Goldman Sachs Group Inc. ($1.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares ESG Aware MSCI US GR
CUSIP
46436E239
Latest filing quarter
Q2 2026

History

Number of 13F holders

0510152025 Q1 2024: 7Q1 2024Q2 2024: 4Q2 2024Q3 2024: 6Q3 2024Q4 2024: 8Q4 2024Q1 2025: 12Q1 2025Q2 2025: 12Q2 2025Q3 2025: 17Q3 2025Q4 2025: 19Q4 2025Q1 2026: 18Q1 2026Q2 2026: 23Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions2$1.1M
Exits2$231K

All 13F filers, Q1 2025 → Q2 2025: 31,476 shares bought and 140,924 shares sold, net −109,448 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 12 holders

Lido Advisors, LLC 0.04% Reduce -42.0% 180,080 $8.4M
SageView Advisory Group, LLC 0.08% Add +10.9% 41,397 $2.0M
Goldman Sachs Group Inc. 0.00% Add +9.7% 22,537 $1.1M
Citadel Advisors 0.00% New 22,353 $1.0M
Apollon Wealth Management, LLC 0.01% Reduce -4.5% 13,737 $642K
Tower Research Capital LLC (TRC) 0.01% Add +28.2% 11,147 $521K
Serenus Wealth Advisors, LLC 0.07% No change 8,767 $410K
Front Row Advisors LLC 0.01% No change 680 $32K
Larson Financial Group LLC 0.00% New 620 $29K
Bfsg, LLC 0.00% No change 355 $17K
Assetmark, Inc. 0.00% Reduce -100.0% 2 $94
Royal Bank of Canada 0.00% No change 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.