EGUS Institutional Ownership
iShares ESG Aware MSCI USA Growth ETF
1W: +0.8%
1M: +3.1%
3M: +2.3%
YTD: +13.5%
1Y: +15.4%
3Y: +105.5%
$59.81
+0.65 (+1.09%)
Weekly Expected Move ±1.9%
$58
$59
$60
$61
$62
Overview
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Institutional Ownership — EGUS
26
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
24M
Total Invested
9
New Positions
6
Increased
5
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (31 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Lido Advisors, LLC | 160,044 | $10M | -4,384 | -2.7% | 6Q | SEC ↗ |
| 2 | Perigon Wealth Management, LLC | 42,276 | $3M | +3,947 | +10.3% | 2Q | SEC ↗ |
| 3 | SageView Advisory Group, LLC | 41,256 | $2M | +48 | +0.1% | 6Q | SEC ↗ |
| 4 | Creative Planning | 41,256 | $2M | +48 | +0.1% | 2Q | SEC ↗ |
| 5 | JPMORGAN CHASE & CO | 31,519 | $2M | -2,564 | -7.5% | 2Q | SEC ↗ |
| 6 | GOLDMAN SACHS GROUP INC | 17,395 | $1M | — | +0.0% | 6Q | SEC ↗ |
| 7 | Tower Research Capital LLC (TRC) | 16,083 | $962K | +11,184 | +228.3% | 14Q | SEC ↗ |
| 8 | Pathstone Holdings, LLC NEW | 8,907 | $533K | — | +0.0% | 1Q | SEC ↗ |
| 9 | Apollon Wealth Management, LLC | 8,888 | $532K | — | +0.0% | 7Q | SEC ↗ |
| 10 | J. Mark Nickell & Co. | 8,413 | $503K | +1,193 | +16.5% | 3Q | SEC ↗ |
| 11 | JANE STREET GROUP, LLC NEW | 7,966 | $476K | — | +0.0% | 1Q | SEC ↗ |
| 12 | GTS SECURITIES LLC NEW | 5,950 | $356K | — | +0.0% | 1Q | SEC ↗ |
| 13 | SOA Wealth Advisors, LLC. NEW | 5,184 | $310K | — | +0.0% | 1Q | SEC ↗ |
| 14 | BENJAMIN EDWARDS INC | 4,506 | $270K | -36 | -0.8% | 3Q | SEC ↗ |
| 15 | MERCER GLOBAL ADVISORS INC /ADV NEW | 4,060 | $243K | — | +0.0% | 1Q | SEC ↗ |
| 16 | Prosperity Planning, Inc. NEW | 4,044 | $242K | — | +0.0% | 1Q | SEC ↗ |
| 17 | IFP Advisors, Inc | 2,745 | $164K | — | +0.0% | 3Q | SEC ↗ |
| 18 | Larson Financial Group LLC | 2,392 | $143K | +740 | +44.8% | 5Q | SEC ↗ |
| 19 | Front Row Advisors LLC | 680 | $41K | — | +0.0% | 7Q | SEC ↗ |
| 20 | Integrated Wealth Concepts LLC NEW | 481 | $29K | — | +0.0% | 1Q | SEC ↗ |
| 21 | BFSG, LLC | 450 | $27K | — | +0.0% | 8Q | SEC ↗ |
| 22 | Sherman Asset Management, Inc. | 352 | $21K | — | +0.0% | 3Q | SEC ↗ |
| 23 | Sunbelt Securities, Inc. | 243 | $15K | +3 | +1.2% | 3Q | SEC ↗ |
| 24 | VANGUARD ADVISERS INC NEW | 70 | $4K | — | +0.0% | 1Q | SEC ↗ |
| 25 | IFG Advisory, LLC NEW | 8 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 26 | Thrivent Financial for Lutherans | 0 | $0K | -33,786 | -100.0% | 1Q | SEC ↗ |
| 27 | Serenus Wealth Advisors, LLC | 0 | $0K | -8,767 | -100.0% | 5Q | SEC ↗ |
| 28 | Ascentis Independent Advisors | 0 | $0K | -1,338 | -100.0% | 1Q | SEC ↗ |
| 29 | ROYAL BANK OF CANADA | 0 | $0K | -10 | -100.0% | 2Q | SEC ↗ |
| 30 | CITADEL ADVISORS LLC | 0 | $0K | -23,570 | -100.0% | 3Q | SEC ↗ |
| 31 | Portfolio Resources Advisor Group, Inc | 0 | $0K | -100 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (9)
| Holder | Shares | Value |
|---|---|---|
| Pathstone Holdings, LLC | 8,907 | $533K |
| JANE STREET GROUP, LLC | 7,966 | $476K |
| GTS SECURITIES LLC | 5,950 | $356K |
| SOA Wealth Advisors, LLC. | 5,184 | $310K |
| MERCER GLOBAL ADVISORS INC /ADV | 4,060 | $243K |
| Prosperity Planning, Inc. | 4,044 | $242K |
| Integrated Wealth Concepts LLC | 481 | $29K |
| VANGUARD ADVISERS INC | 70 | $4K |
| IFG Advisory, LLC | 8 | $0K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Thrivent Financial for Lutherans | 33,786 | $2M |
| CITADEL ADVISORS LLC | 23,570 | $1M |
| Serenus Wealth Advisors, LLC | 8,767 | $524K |
| Ascentis Independent Advisors | 1,338 | $80K |
| Portfolio Resources Advisor Group, | 100 | $6K |
| ROYAL BANK OF CANADA | 10 | $1K |
Biggest Increases (7)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Tower Research Capital LLC (TRC) | +11,184 | +228.3% | 16,083 |
| Perigon Wealth Management, LLC | +3,947 | +10.3% | 42,276 |
| J. Mark Nickell & Co. | +1,193 | +16.5% | 8,413 |
| Larson Financial Group LLC | +740 | +44.8% | 2,392 |
| Creative Planning | +48 | +0.1% | 41,256 |
| SageView Advisory Group, LLC | +48 | +0.1% | 41,256 |
| Sunbelt Securities, Inc. | +3 | +1.2% | 243 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Lido Advisors, LLC | -4,384 | -2.7% | 160,044 |
| JPMORGAN CHASE & CO | -2,564 | -7.5% | 31,519 |
| BENJAMIN EDWARDS INC | -36 | -0.8% | 4,506 |