EGUS Institutional Ownership & Shareholders
ISHARES ESG AWARE MSCI US GR (EGUS) is currently held by 24 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $21.17M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lido Advisors, Llc is currently the largest disclosed institutional shareholder of EGUS tracked by InsiderSet, reporting ownership valued at approximately $9.35M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $8.95M, representing an estimated loss of -4.26% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 91% of the total disclosed EGUS value among the investors covered in this analysis. Major shareholders include Lido Advisors, Llc, Perigon Wealth Management, Llc, Jpmorgan Chase & Co, and several other long-term asset managers with concentrated positions in ISHARES ESG AWARE MSCI US GR (EGUS).
This page ranks the largest institutional EGUS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
24
Total Reported Value
$21.17M
Largest Holder
Lido Advisors, Llc
Largest Position
$9.35M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
31
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lido Advisors, Llc | 0.03% | 160,044 | $9,349,829 | $8,951,933 | -$397,896 | -4.26% | |
| Perigon Wealth Management, Llc | 0.04% | 42,189 | $2,493,787 | $2,359,808 | -$133,979 | -5.37% | |
| Jpmorgan Chase & Co | 0.00% | 31,519 | $1,809,825 | $1,762,990 | -$46,835 | -2.59% | |
| Westhill Financial Advisors, Inc. | 0.24% | 24,457 | $1,445,665 | $1,367,983 | -$77,682 | -5.37% | |
| Goldman Sachs Group Inc | 0.00% | 17,395 | $1,016,216 | $972,975 | -$43,241 | -4.26% | |
| Tower Research Capital Llc (Trc) | 0.02% | 16,083 | $939,569 | $899,590 | -$39,979 | -4.26% | |
| Vise Technologies, Inc. | 0.01% | 12,028 | $710,981 | $672,777 | -$38,204 | -5.37% | |
| Apollon Wealth Management, Llc | 0.01% | 8,782 | $519,108 | $491,214 | -$27,894 | -5.37% | |
| J. Mark Nickell & Co. | 0.39% | 8,413 | $491,487 | $470,574 | -$20,913 | -4.25% | |
| Jane Street Group, Llc | 0.00% | 7,966 | $465,374 | $445,572 | -$19,802 | -4.26% | |
| Gts Securities Llc | 0.01% | 5,950 | $347,599 | $332,808 | -$14,791 | -4.26% | |
| Soa Wealth Advisors, Llc. | 0.05% | 5,184 | $302,849 | $289,963 | -$12,886 | -4.25% | |
| Benjamin Edwards Inc | 0.00% | 4,506 | $263,236 | $252,040 | -$11,196 | -4.25% | |
| Prosperity Planning, Inc. | 0.05% | 4,044 | $239,043 | $226,198 | -$12,845 | -5.37% | |
| Mercer Global Advisors Inc | 0.00% | 4,060 | $237,185 | $227,093 | -$10,092 | -4.25% | |
| Ifp Advisors, Inc | 0.00% | 3,241 | $191,577 | $181,283 | -$10,294 | -5.37% | |
| Larson Financial Group Llc | 0.00% | 2,392 | $139,741 | $133,795 | -$5,946 | -4.26% | |
| Assetmark, Inc | 0.00% | 1,904 | $112,546 | $106,499 | -$6,047 | -5.37% | |
| Front Row Advisors Llc | 0.01% | 680 | $40,018 | $38,035 | -$1,983 | -4.95% | |
| Bfsg, Llc | 0.00% | 450 | $26,600 | $25,170 | -$1,430 | -5.37% | |
| Portfolio Resources Advisor Group, Inc. | 0.01% | 200 | $11,822 | $11,187 | -$635 | -5.37% | |
| Sunbelt Securities, Inc. | 0.00% | 243 | $11,600 | $13,592 | +$1,992 | +17.17% | |
| Vanguard Advisers Inc | 0.00% | 70 | $4,089 | $3,915 | -$174 | -4.25% | |
| Ifg Advisory, Llc | 0.00% | 8 | $467 | $447 | -$20 | -4.18% |
Frequently asked questions about EGUS
Who are the largest institutional holders of EGUS?
The largest institutional holders of EGUS reported in the latest SEC Form 13F filings include Lido Advisors, Llc, Perigon Wealth Management, Llc, Jpmorgan Chase & Co, Westhill Financial Advisors, Inc., and Goldman Sachs Group Inc. InsiderSet ranks institutional holders by their latest reported EGUS position.
What is EGUS institutional ownership?
This page tracks EGUS positions reported by institutional investment managers through SEC Form 13F. ISHARES ESG AWARE MSCI US GR (EGUS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EGUS?
InsiderSet currently tracks 24 institutional managers reporting EGUS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of EGUS shareholders.
How much EGUS stock do institutions own?
Institutional investment managers disclosed approximately $21.17M in EGUS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EGUS institutional ownership last updated?
The latest EGUS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional EGUS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its EGUS position after the reporting date.
Are institutions buying or selling EGUS?
Institutional buying and selling can be analyzed by comparing EGUS positions across consecutive 13F reporting periods. InsiderSet's EGUS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EGUS ownership changes.
How has EGUS institutional ownership changed over time?
InsiderSet tracks EGUS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.