iShares ESG Aware MSCI US GREGUSETF

13F holders, Q4 2025 (December 31)
19holders +2
4new positions
4sold out
1famous investor
$52.30avg. 13F price*

At the end of Q4 2025, 19 institutions reported holding iShares ESG Aware MSCI US GR (EGUS) in their 13F filings, up 2 from Q3 2025. 4 opened new positions and 4 sold out. The largest holders were Lido Advisors, LLC ($8.6M), SageView Advisory Group, LLC ($2.2M) and Thrivent Financial for Lutherans ($1.8M). 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions4$2.2M
Exits4$616K

All 13F filers, Q3 2025 → Q4 2025: 48,880 shares bought and 49,479 shares sold, net −599 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 19 holders

Lido Advisors, LLC 0.03% Add +3.4% 167,387 $8.6M
SageView Advisory Group, LLC 0.07% Reduce -2.6% 40,932 $2.2M
Thrivent Financial for Lutherans 0.00% New 33,786 $1.8M
Citadel Advisors 0.00% Reduce -25.3% 23,570 $1.2M
Goldman Sachs Group Inc. 0.00% Reduce -1.1% 22,294 $1.2M
Apollon Wealth Management, LLC 0.01% Reduce -0.1% 13,716 $726K
Serenus Wealth Advisors, LLC 0.09% No change 8,767 $464K
J. Mark Nickell & Co. 0.35% — 7,220 $382K
Benjamin Edwards Inc. 0.00% New 4,692 $248K
Jane Street Group, LLC 0.00% Reduce -39.2% 4,622 $245K
Tower Research Capital LLC (TRC) 0.00% Reduce -89.7% 2,896 $153K
IFP Advisors, Inc 0.00% New 2,745 $145K
Larson Financial Group LLC 0.00% Add +286.8% 2,398 $127K
Front Row Advisors LLC 0.01% No change 680 $36K
Bfsg, LLC 0.00% No change 450 $24K
Sherman Asset Management, Inc. 0.02% New 352 $19K
Sunbelt Securities, Inc. 0.00% Add +69.0% 240 $13K
Portfolio Resources Advisor Group, Inc. 0.01% — 100 $5K
Royal Bank of Canada 0.00% No change 10 $1K

"% 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.