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 | 164,428 | 7,849 | 0.02% | 0.03% | 1 | -2,959 | -1.77% | Q1 2026 | May 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 40,932 | 2,166 | 0.07% | 0.07% | 2 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | New | 41,208 | 1,967 | 0.0% | — | 3 | +41,208 | New | Q1 2026 | May 12, 2026 |
| Perigon Wealth Management, LLC | History | New | 38,329 | 1,829 | 0.03% | — | 4 | +38,329 | New | Q1 2026 | Apr 10, 2026 |
| JPMORGAN CHASE & CO | History | New | 34,083 | 1,569 | 0.0% | — | 5 | +34,083 | New | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 17,395 | 830 | 0.0% | 0.0% | 6 | -4,899 | -21.97% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 8,888 | 424 | 0.01% | 0.01% | 7 | -4,828 | -35.2% | Q1 2026 | Apr 22, 2026 |
| Serenus Wealth Advisors, LLC | History | No change | 8,767 | 418 | 0.08% | 0.09% | 8 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| J. Mark Nickell & Co. | History | No change | 7,220 | 344 | 0.36% | 0.35% | 9 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 4,899 | 233 | 0.01% | 0.0% | 10 | +2,003 | 69.16% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 4,542 | 216 | 0.0% | 0.0% | 11 | -150 | -3.2% | Q1 2026 | May 12, 2026 |
| IFP Advisors, Inc | History | No change | 2,745 | 131 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,652 | 78 | 0.0% | 0.0% | 13 | -746 | -31.11% | Q1 2026 | May 15, 2026 |
| Ascentis Independent Advisors | History | New | 1,338 | 63 | 0.0% | — | 14 | +1,338 | New | Q1 2026 | Apr 28, 2026 |
| Front Row Advisors LLC | History | No change | 680 | 32 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| BFSG, LLC | History | No change | 450 | 21 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Sherman Asset Management, Inc. | History | No change | 352 | 16 | 0.01% | 0.02% | 17 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 243 | 11 | 0.0% | 0.0% | 18 | +3 | 1.25% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -33,786 | -100.0% | Q1 2026 | May 01, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,570 | -100.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,622 | -100.0% | Q1 2026 | May 12, 2026 |
| Prosperity Planning, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -4,421 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | Apr 14, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q1 2026 | May 15, 2026 |