Who Owns ISHARES ESG AWARE MSCI USA GROWTH ETF (EGUS)? -- Institutional Holders (2026-06-30)

25 institutions reported holding $24.2M of ISHARES ESG AWARE MSCI USA GROWTH ETF (EGUS) in SEC 13F filings for 2026-06-30. Largest institutional holders: Lido Advisors, LLC ($9.3M), Perigon Wealth Management, LLC ($2.5M), SageView Advisory Group, LLC ($2.4M), Creative Planning ($2.4M), JPMORGAN CHASE & CO ($1.8M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Lido Advisors, LLC	$9.3M	160,044	Trimmed
2	Perigon Wealth Management, LLC	$2.5M	42,276	Added
3	SageView Advisory Group, LLC	$2.4M	41,256	Added
4	Creative Planning	$2.4M	41,256	Added
5	JPMORGAN CHASE & CO	$1.8M	31,519	Trimmed
6	GOLDMAN SACHS GROUP INC	$1.0M	17,395	Hold
7	Tower Research Capital LLC (TRC)	$939,569	16,083	Added
8	Pathstone Holdings, LLC	$520,347	8,907	New
9	Apollon Wealth Management, LLC	$519,237	8,888	Hold
10	J. Mark Nickell & Co.	$491,487	8,413	Added
11	JANE STREET GROUP, LLC	$465,374	7,966	New
12	GTS SECURITIES LLC	$347,599	5,950	New
13	SOA Wealth Advisors, LLC.	$302,849	5,184	New
14	BENJAMIN EDWARDS INC	$263,236	4,506	Trimmed
15	MERCER GLOBAL ADVISORS INC /ADV	$237,185	4,060	New
16	Prosperity Planning, Inc.	$236,250	4,044	New
17	IFP Advisors, Inc	$160,363	2,745	Hold
18	Larson Financial Group LLC	$139,741	2,392	Added
19	Front Row Advisors LLC	$40,018	680	Hold
20	BFSG, LLC	$26,289	450	Hold
21	Sherman Asset Management, Inc.	$20,564	352	Hold
22	VANGUARD GROUP INC	$4,089	70	New
23	IFG Advisory, LLC	$467	8	New
24	Golden State Equity Partners	$0	0	Exited
25	Serenus Wealth Advisors, LLC	$0	0	Exited

Source: SEC Form 13F filings · as of 2026-06-30