iSHARES TRUST - EGUS
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Lido Advisors, LLC | History | Reduced | 160,044 | 9,349 | 0.03% | 0.02% | 1 | -4,384 | -2.67% | Q2 2026 | Aug 07, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 42,276 | 2,469 | 0.04% | 0.03% | 2 | +3,947 | 10.3% | Q2 2026 | Aug 07, 2026 |
| Creative Planning | History | Added to | 41,256 | 2,410 | 0.0% | 0.0% | 3 | +48 | 0.12% | Q2 2026 | Aug 13, 2026 |
| SageView Advisory Group, LLC | History | Added to | 41,256 | 2,410 | 0.08% | 0.07% | 4 | +48 | 0.12% | Q2 2026 | Aug 10, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 31,519 | 1,809 | 0.0% | 0.0% | 5 | -2,564 | -7.52% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 17,395 | 1,016 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 16,083 | 939 | 0.02% | 0.01% | 7 | +11,184 | 228.29% | Q2 2026 | Aug 11, 2026 |
| Pathstone Holdings, LLC | History | New | 8,907 | 520 | 0.0% | — | 8 | +8,907 | New | Q2 2026 | Aug 13, 2026 |
| Apollon Wealth Management, LLC | History | No change | 8,888 | 519 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| J. Mark Nickell & Co. | History | Added to | 8,413 | 491 | 0.39% | 0.36% | 10 | +1,193 | 16.52% | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | New | 7,966 | 465 | 0.0% | — | 11 | +7,966 | New | Q2 2026 | Aug 14, 2026 |
| GTS SECURITIES LLC | History | New | 5,950 | 347 | 0.01% | — | 12 | +5,950 | New | Q2 2026 | Aug 14, 2026 |
| SOA Wealth Advisors, LLC. | History | New | 5,184 | 302 | 0.05% | — | 13 | +5,184 | New | Q2 2026 | Jul 21, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 4,506 | 263 | 0.0% | 0.0% | 14 | -36 | -0.79% | Q2 2026 | Jul 24, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 4,060 | 237 | 0.0% | — | 15 | +4,060 | New | Q2 2026 | Aug 19, 2026 |
| Prosperity Planning, Inc. | History | New | 4,044 | 236 | 0.05% | — | 16 | +4,044 | New | Q2 2026 | Jul 10, 2026 |
| IFP Advisors, Inc | History | No change | 2,745 | 160 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Larson Financial Group LLC | History | Added to | 2,392 | 139 | 0.0% | 0.0% | 18 | +740 | 44.79% | Q2 2026 | Aug 14, 2026 |
| Front Row Advisors LLC | History | No change | 680 | 40 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFSG, LLC | History | No change | 450 | 26 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sherman Asset Management, Inc. | History | No change | 352 | 20 | 0.02% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sunbelt Securities, Inc. | History | No change | 243 | 11 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD ADVISERS INC | History | New | 70 | 4 | 0.0% | — | 23 | +70 | New | Q2 2026 | Aug 13, 2026 |
| Serenus Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -8,767 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -1,338 | -100.0% | Q2 2026 | Aug 04, 2026 |
| IFG Advisory, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q2 2026 | Aug 13, 2026 |