EGUS ISHARES TR
FollowESG AWARE MSCI (fund)
13 managers (13 13F filers) reported a position in EGUS shares at 2025-03-31, 411,133 shares in all. 5 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 13
- 13F filers
- 13
- New
- 5
- Added
- 3
- Reduced
- 1
- Sold out
- 1
- Shares held by filers
- 411,133
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q1 2025
Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Lido Advisors, LLCin group Lido Advisors, LLC | 310,726 | $12.3M | 0.07% | new | 13F-HRTimelineGroup |
| SageView Advisory Group, LLC | 37,330 | $1.47M | 0.06% | new | 13F-HRTimeline |
| GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC | 20,552 | $811K | <0.01% | new | 13F-HR/ATimelineGroup |
| Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC | 14,380 | $567K | 0.01% | 0 | 13F-HRTimelineGroup |
| Serenus Wealth Advisors, LLC | 8,767 | $346K | 0.06% | new | 13F-HRTimeline |
| Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T… | 8,696 | $343K | 0.01% | -18,639 | 13F-HRTimelineGroup |
| Fermata Advisors, LLC | 5,332 | $210K | 0.04% | +489 | 13F-HRTimeline |
| ASSETMARK, INCin group ASSETMARK, INC | 3,794 | $150K | <0.01% | +315 | 13F-HRTimelineGroup |
| Front Row Advisors LLC | 680 | $26.8K | 0.01% | 0 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 511 | $20.2K | <0.01% | +248 | 13F-HRTimelineGroup |
| BFSG, LLC | 355 | $14K | <0.01% | 0 | 13F-HRTimeline |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 10 | $0 | 0% | new | 13F-HR/ATimelineGroupValue filed as zero, left out of ratios. |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |