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EGUS ISHARES TR

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ESG AWARE MSCI (fund)

18 managers (18 13F filers) reported a position in EGUS shares at 2026-03-31, 378,427 shares in all. 4 filers opened a position and 5 filers sold out during the quarter.

Managers
18
13F filers
18
New
4
Added
3
Reduced
5
Sold out
5
Shares held by filers
378,427

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.

HolderSharesValue% of portfolioChangeSource
Lido Advisors, LLCin group Lido Advisors, LLC164,428$7.85M0.03%-2,95913F-HRTimelineGroup
Creative Planningin group Creative Planning41,208$1.97M<0.01%new13F-HRTimelineGroup
SageView Advisory Group, LLC41,208$1.97M0.07%+27613F-HRTimeline
Perigon Wealth Management, LLC38,329$1.83M0.03%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO34,083$1.57M<0.01%new13F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC17,395$830K<0.01%-4,89913F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC8,888$424K0.01%-4,82813F-HRTimelineGroup
Serenus Wealth Advisors, LLC8,767$419K0.08%013F-HRTimeline
J. Mark Nickell & Co.7,220$345K0.31%013F-HR/ATimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,899$234K0.01%+2,00313F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,542$217K<0.01%-15013F-HRTimelineGroup
IFP Advisors, Inc2,745$131K<0.01%013F-HRTimeline
Larson Financial Group LLC1,652$78.9K<0.01%-74613F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…1,338$63.9K<0.01%new13F-HRTimelineGroup
Front Row Advisors LLC680$32.5K0.01%013F-HRTimeline
BFSG, LLC450$21.5K<0.01%013F-HRTimeline
Sherman Asset Management, Inc.352$16.8K0.02%013F-HRTimeline
Sunbelt Securities, Inc.243$11.6K<0.01%+313F-HRTimeline