Who owns iShares ESG Aware MSCI USA Growth ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of EGUS from SEC Form 13F filings across 23 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 23 institutions disclosed 414,444 shares of iShares ESG Aware MSCI USA Growth ETF worth $24.2M — about 85.7% of shares outstanding; the largest disclosed holder is Lido Advisors, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
23
13F holders
$24.2M
value, 2026 filers
85.7%
of shares outstanding (414,444 sh)
9
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of EGUS's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Lido Advisors, LLC | 160,044 | $9.3M | 0.0% | 33.1% | -2.7% |
| 2 | Perigon Wealth Management, LLC | 42,276 | $2.5M | 0.0% | 8.7% | +10.3% |
| 3 | SageView Advisory Group, LLCNEW | 41,256 | $2.4M | 0.1% | 8.5% | new |
| 4 | Creative Planning | 41,256 | $2.4M | 0.0% | 8.5% | +0.1% |
| 5 | JPMORGAN CHASE & CO | 31,519 | $1.8M | 0.0% | 6.5% | -7.5% |
| 6 | GOLDMAN SACHS GROUP INC | 17,395 | $1.0M | 0.0% | 3.6% | 0.0% |
| 7 | Tower Research Capital LLC (TRC) | 16,083 | $939,569 | 0.0% | 3.3% | +228.3% |
| 8 | Pathstone Holdings, LLCNEW | 8,907 | $520,347 | 0.0% | 1.8% | new |
| 9 | Apollon Wealth Management, LLC | 8,888 | $519,237 | 0.0% | 1.8% | 0.0% |
| 10 | J. Mark Nickell & Co. | 8,413 | $491,487 | 0.4% | 1.7% | +16.5% |
| 11 | JANE STREET GROUP, LLCNEW | 7,966 | $465,374 | 0.0% | 1.6% | new |
| 12 | GTS SECURITIES LLCNEW | 5,950 | $347,599 | 0.0% | 1.2% | new |
| 13 | SOA Wealth Advisors, LLC.NEW | 5,184 | $302,849 | 0.1% | 1.1% | new |
| 14 | BENJAMIN EDWARDS INC | 4,506 | $263,236 | 0.0% | 0.9% | -0.8% |
| 15 | MERCER GLOBAL ADVISORS INC /ADVNEW | 4,060 | $237,185 | 0.0% | 0.8% | new |
| 16 | Prosperity Planning, Inc.NEW | 4,044 | $236,250 | 0.1% | 0.8% | new |
| 17 | IFP Advisors, Inc | 2,745 | $160,363 | 0.0% | 0.6% | 0.0% |
| 18 | Larson Financial Group LLC | 2,392 | $139,741 | 0.0% | 0.5% | +44.8% |
| 19 | Front Row Advisors LLC | 680 | $40,018 | 0.0% | 0.1% | 0.0% |
| 20 | BFSG, LLC | 450 | $26,289 | 0.0% | 0.1% | 0.0% |
| 21 | Sherman Asset Management, Inc. | 352 | $20,564 | 0.0% | 0.1% | 0.0% |
| 22 | VANGUARD ADVISERS INCNEW | 70 | $4,089 | 0.0% | 0% | new |
| 23 | IFG Advisory, LLCNEW | 8 | $467 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.