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 | Added to | 167,387 | 8,648 | 0.03% | 0.03% | 1 | +5,429 | 3.35% | Q4 2025 | Feb 10, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 40,932 | 2,166 | 0.07% | 0.07% | 2 | -1,105 | -2.63% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 33,786 | 1,788 | 0.0% | — | 3 | +33,786 | New | Q4 2025 | Feb 05, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 23,570 | 1,247 | 0.0% | 0.0% | 4 | -7,992 | -25.32% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 22,294 | 1,179 | 0.0% | 0.0% | 5 | -243 | -1.08% | Q4 2025 | Mar 25, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 13,716 | 725 | 0.01% | 0.01% | 6 | -14 | -0.1% | Q4 2025 | Jan 22, 2026 |
| Serenus Wealth Advisors, LLC | History | No change | 8,767 | 463 | 0.09% | 0.08% | 7 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| J. Mark Nickell & Co. | History | New | 7,220 | 382 | 0.35% | — | 8 | +7,220 | New | Q4 2025 | Feb 13, 2026 |
| BENJAMIN EDWARDS INC | History | New | 4,692 | 248 | 0.0% | — | 9 | +4,692 | New | Q4 2025 | Feb 02, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 4,622 | 244 | 0.0% | 0.0% | 10 | -2,984 | -39.23% | Q4 2025 | Feb 12, 2026 |
| Prosperity Planning, Inc. | History | No change | 4,421 | 233 | 0.06% | 0.06% | 11 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,896 | 153 | 0.0% | 0.04% | 12 | -25,179 | -89.68% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | New | 2,745 | 145 | 0.0% | — | 13 | +2,745 | New | Q4 2025 | Feb 06, 2026 |
| Larson Financial Group LLC | History | Added to | 2,398 | 126 | 0.0% | 0.0% | 14 | +1,778 | 286.77% | Q4 2025 | Feb 06, 2026 |
| Front Row Advisors LLC | History | No change | 680 | 35 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BFSG, LLC | History | No change | 450 | 23 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Sherman Asset Management, Inc. | History | New | 352 | 18 | 0.02% | — | 17 | +352 | New | Q4 2025 | Feb 05, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 240 | 12 | 0.0% | 0.0% | 18 | +98 | 69.01% | Q4 2025 | Feb 20, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 100 | 5 | 0.0% | — | 19 | +100 | New | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 10 | 1 | 0.0% | — | 20 | +10 | New | Q4 2025 | Feb 17, 2026 |
| Sonoma Allocations LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -6,474 | -100.0% | Q3 2025 | Oct 24, 2025 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,955 | -100.0% | Q3 2025 | Oct 29, 2025 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -1,297 | -100.0% | Q3 2025 | Nov 14, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -236 | -100.0% | Q3 2025 | Nov 13, 2025 |