EGUS · iShares ESG Aware MSCI USA Growth ETF ETF
$58.52
-0.16 (-0.27%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 17
Total Value: $16,098,152
Total Shares: 337,219
Institutional Ownership Trend
13 quarters
Holder Concentration
Across 17 13F filers · Δ vs Dec 31, 2025Top Holder
48.8%
−0.3 pts
Top 5
87.6%
+3.2 pts
Top 10
97.8%
+2.0 pts
HHI
2,808
Highly concentrated+36
Quarterly Activity
vs Dec 31, 2025
New
4
Increased
2
Decreased
5
Sold Out
7
Unchanged
6
Holder count:
-3
Institutional value:
-10.9%
Shares held:
-1.2%
Top Buyers
vs Dec 31, 2025| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mid Tower Research Capital LLC (TRC) | +2,003 | 4,899 | |
| Mid Sunbelt Securities, Inc. | +3 | 243 |
Top Sellers
vs Dec 31, 2025| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega GOLDMAN SACHS GROUP INC | −4,899 | 17,395 | |
| Mid Apollon Wealth Management, LLC | −4,828 | 8,888 | |
| Large Lido Advisors, LLC | −2,959 | 164,428 | |
| Mid Larson Financial Group LLC | −746 | 1,652 | |
| Mid BENJAMIN EDWARDS INC | −150 | 4,542 |
Top New Positions
vs Dec 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Creative Planning | 41,208 | $1,967,187 | |
| Mid Perigon Wealth Management, LLC | 38,329 | $1,829,749 | |
| Mega JPMORGAN CHASE & CO | 34,083 | $1,627,054 | |
| Micro Ascentis Independent Advisors | 1,338 | $63,873 |
Top Sold-Out Positions
vs Dec 31, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Small SageView Advisory Group, LLC | 40,932 | $2,166,121 | |
| Large Thrivent Financial for Lutherans | 33,786 | $1,787,955 | |
| Mega CITADEL ADVISORS LLC | 23,570 | $1,247,324 | |
| Mega JANE STREET GROUP, LLC | 4,622 | $244,596 | |
| Micro Prosperity Planning, Inc. | 4,421 | $233,959 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Lido Advisors, LLC EGUS | $7,849,463 | 48.76% | 164,428 | Shares | 2026-05-13 | |
| Large Creative Planning EGUS | $1,967,187 | 12.22% | 41,208 | Shares | 2026-05-12 | |
| Mid Perigon Wealth Management, LLC EGUS | $1,829,749 | 11.37% | 38,329 | Shares | 2026-04-10 | |
| Mega JPMORGAN CHASE & CO EGUS | $1,627,054 | 10.11% | 34,083 | Shares | 2026-05-13 | |
| Mega GOLDMAN SACHS GROUP INC EGUS | $830,402 | 5.16% | 17,395 | Shares | 2026-05-15 | |
| Mid Apollon Wealth Management, LLC EGUS | $424,295 | 2.64% | 8,888 | Shares | 2026-04-22 | |
| Small Serenus Wealth Advisors, LLC EGUS | $418,519 | 2.60% | 8,767 | Shares | 2026-04-27 | |
| Micro J. Mark Nickell & Co. EGUS | $344,668 | 2.14% | 7,220 | Shares | 2026-05-15 | |
| Mid Tower Research Capital LLC (TRC) EGUS | $233,868 | 1.45% | 4,899 | Shares | 2026-05-15 | |
| Mid BENJAMIN EDWARDS INC EGUS | $216,825 | 1.35% | 4,542 | Shares | 2026-05-12 | |
| Mid IFP Advisors, Inc EGUS | $131,040 | 0.81% | 2,745 | Shares | 2026-04-13 | |
| Mid Larson Financial Group LLC EGUS | $78,863 | 0.49% | 1,652 | Shares | 2026-05-15 | |
| Micro Ascentis Independent Advisors EGUS | $63,873 | 0.40% | 1,338 | Shares | 2026-04-28 | |
| Small Front Row Advisors LLC EGUS | $32,461 | 0.20% | 680 | Shares | 2026-05-19 | |
| Small BFSG, LLC EGUS | $21,482 | 0.13% | 450 | Shares | 2026-04-29 | |
| Micro Sherman Asset Management, Inc. EGUS | $16,803 | 0.10% | 352 | Shares | 2026-05-05 | |
| Mid Sunbelt Securities, Inc. Broker-Dealer EGUS | $11,600 | 0.07% | 243 | Shares | 2026-05-18 |