ISHARES TR (EGUS)
Institutional ownership reported to the SEC as of Q2 2026, across 14 quarters.
24
Reporting holders
$24.4M
Reported value
0.0%
Held as options
+6
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Lido Advisors, LLC | $9.3M | 160,044 | 0.03% | 6q | -2.7%-$256.1K |
| Perigon Wealth Management, LLC | $2.5M | 42,276 | 0.04% | 2q | +10.3%+$230.6K |
| SageView Advisory Group, LLC | $2.4M | 41,256 | 0.08% | 6q | HELD |
| Creative Planning | $2.4M | 41,256 | 0.00% | 2q | HELD |
| JPMORGAN CHASE & CO | $1.8M | 31,519 | 0.00% | 2q | -7.5%-$147.2K |
| GOLDMAN SACHS GROUP INC | $1.0M | 17,395 | 0.00% | 6q | HELD |
| Tower Research Capital LLC (TRC) | $939.6K | 16,083 | 0.02% | 14q | +228.3%+$653.4K |
| Pathstone Holdings, LLC | $520.3K | 8,907 | 0.00% | new | NEW |
| Apollon Wealth Management, LLC | $519.2K | 8,888 | 0.01% | 7q | HELD |
| J. Mark Nickell & Co. | $491.5K | 8,413 | 0.39% | 3q | -41.7%-$352.1K |
| MERCER GLOBAL ADVISORS INC /ADV | $474.4K | 8,120 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $465.4K | 7,966 | 0.00% | new | NEW |
| GTS SECURITIES LLC | $347.6K | 5,950 | 0.01% | new | NEW |
| SOA Wealth Advisors, LLC. | $302.8K | 5,184 | 0.05% | new | NEW |
| BENJAMIN EDWARDS INC | $263.2K | 4,506 | 0.00% | 3q | -0.8%-$2.1K |
| Prosperity Planning, Inc. | $236.2K | 4,044 | 0.05% | new | NEW |
| IFP Advisors, Inc | $160.4K | 2,745 | 0.00% | 3q | HELD |
| Larson Financial Group LLC | $139.7K | 2,392 | 0.00% | 5q | +44.8%+$43.2K |
| Front Row Advisors LLC | $40.0K | 680 | 0.01% | 7q | HELD |
| Integrated Wealth Concepts LLC | $28.1K | 481 | 0.00% | new | NEW |
| BFSG, LLC | $26.3K | 450 | 0.00% | 8q | HELD |
| Sherman Asset Management, Inc. | $20.6K | 352 | 0.02% | 3q | HELD |
| VANGUARD ADVISERS INC | $4.1K | 70 | 0.00% | new | NEW |
| IFG Advisory, LLC | $467 | 8 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 24 | $24.4M | 418,985 | 9 | 3 | 4 | 0.0% |
| Q1 2026 | 18 | $18.4M | 385,647 | 4 | 4 | 5 | 0.0% |
| Q4 2025 | 19 | $16.1M | 307,492 | 3 | 3 | 5 | 0.0% |
| Q3 2025 | 18 | $17.3M | 334,557 | 6 | 4 | 1 | 0.0% |
| Q2 2025 | 12 | $14.4M | 306,096 | 2 | 3 | 4 | 0.0% |
| Q1 2025 | 12 | $16.4M | 416,681 | 5 | 3 | 1 | 0.0% |
| Q4 2024 | 8 | $7.6M | 171,335 | 4 | 2 | 0 | 0.0% |
| Q3 2024 | 6 | $5.9M | 140,115 | 3 | 0 | 1 | 0.0% |
| Q2 2024 | 4 | $5.7M | 141,275 | 0 | 0 | 1 | 0.0% |
| Q1 2024 | 6 | $5.7M | 150,661 | 4 | 0 | 1 | 0.0% |
| Q4 2023 | 3 | $5.1M | 152,772 | 0 | 0 | 1 | 0.0% |
| Q3 2023 | 3 | $4.6M | 155,523 | 1 | 0 | 1 | 0.0% |
| Q2 2023 | 2 | $4.7M | 155,718 | 0 | 0 | 1 | 0.0% |
| Q1 2023 | 2 | $3.2M | 159,550 | 2 | 0 | 0 | 0.0% |