iShares ESG Aware MSCI US GREGUSETF
13F holders, Q1 2026 (March 31)18holders −1
4new positions
5sold out
$47.59avg. 13F price*
At the end of Q1 2026, 18 institutions reported holding iShares ESG Aware MSCI US GR (EGUS) in their 13F filings, down 1 from Q4 2025. 4 opened new positions and 5 sold out. The largest holders were Lido Advisors, LLC ($7.8M), SageView Advisory Group, LLC ($2.0M) and Creative Planning ($2.0M).
- Company
- iShares ESG Aware MSCI US GR
- CUSIP
- 46436E239
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $5.4M |
| Exits | 5 | $3.3M |
All 13F filers, Q4 2025 → Q1 2026: 117,240 shares bought and 75,670 shares sold, net +41,570 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Lido Advisors, LLC | 0.03% | Reduce -1.8% | 164,428 | $7.8M |
| SageView Advisory Group, LLC | 0.07% | Add +0.7% | 41,208 | $2.0M |
| Creative Planning | 0.00% | New | 41,208 | $2.0M |
| Perigon Wealth Management, LLC | 0.03% | New | 38,329 | $1.8M |
| JPMorgan Chase & Co. | 0.00% | New | 34,083 | $1.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -22.0% | 17,395 | $830K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -35.2% | 8,888 | $424K |
| Serenus Wealth Advisors, LLC | 0.08% | No change | 8,767 | $419K |
| J. Mark Nickell & Co. | 0.31% | No change | 7,220 | $345K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +69.2% | 4,899 | $234K |
| Benjamin Edwards Inc. | 0.00% | Reduce -3.2% | 4,542 | $217K |
| IFP Advisors, Inc | 0.00% | No change | 2,745 | $131K |
| Larson Financial Group LLC | 0.00% | Reduce -31.1% | 1,652 | $79K |
| Ascentis Independent Advisors | 0.00% | New | 1,338 | $64K |
| Front Row Advisors LLC | 0.01% | No change | 680 | $32K |
| Bfsg, LLC | 0.00% | No change | 450 | $21K |
| Sherman Asset Management, Inc. | 0.02% | No change | 352 | $17K |
| Sunbelt Securities, Inc. | 0.00% | Add +1.3% | 243 | $12K |
"% 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.