iSHARES TRUST - Common Stock (EGUS) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2023 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
EGUS
Shares outstanding
240,000
Price per share
$52.40
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
334,547
Total reported value
$17,259,514
% of total 13F portfolios
0%
Share change
+21,977
Value change
+$1,135,366
Number of holders
17
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 17 institutional investors reported holding 334,547 shares of iSHARES TRUST - Common Stock (EGUS). This represents 139% of the company’s total 240,000 outstanding shares.

Top 19 Institutional Shareholders

The largest institutional shareholders of iSHARES TRUST - Common Stock (EGUS) together control 139% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Lido Advisors, LLC 67% 161,958 -10% 0.03% $8,356,133
SageView Advisory Group, LLC 18% 42,037 +1.5% 0.07% $2,168,856
CITADEL ADVISORS LLC 13% 31,562 +41% 0% $1,628,416
Tower Research Capital LLC (TRC) 12% 28,075 +152% 0.04% $1,448,507
GOLDMAN SACHS GROUP INC 9.4% 22,537 0% 0% $1,162,778
Apollon Wealth Management, LLC 5.7% 13,730 -0.05% 0.01% $708,388
Serenus Wealth Advisors, LLC 3.7% 8,767 0% 0.08% $452,326
JANE STREET GROUP, LLC 3.2% 7,606 0% $392,425
Sonoma Allocations LLC 2.7% 6,474 0% 0.12% $331,347
Prosperity Planning, Inc. 1.8% 4,421 0% 0.06% $228,098
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1.6% 3,955 0% $205,530
MORGAN STANLEY 0.54% 1,297 0% $66,918
Front Row Advisors LLC 0.28% 680 0% 0.01% $35,084
Larson Financial Group LLC 0.26% 620 0% 0% $31,988
BFSG, LLC 0.19% 450 +27% 0% $23,218
UBS Group AG 0.1% 236 0% $12,176
Sunbelt Securities, Inc. 0.06% 142 0% $7,326
ASSETMARK, INC 0% 0 -100% $0
ROYAL BANK OF CANADA 0% 10 0% $1,000

Institutional Holders of iSHARES TRUST - Common Stock (EGUS) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 0 $0 -$205,530 $52.40 0
2025 Q3 334,547 $17,259,514 +$1,135,366 $51.59 17
2025 Q2 306,096 $14,401,354 -$5,120,503 $46.76 12
2025 Q1 416,681 $16,438,097 +$9,064,628 $39.45 12
2024 Q4 171,335 $7,636,239 +$1,983,130 $44.57 8
2024 Q3 140,115 $5,916,680 +$68,919 $41.50 6
2024 Q2 141,275 $5,736,144 -$280,893 $40.61 4
2024 Q1 148,193 $5,529,769 -$170,878 $37.32 6
2023 Q4 152,772 $5,139,076 -$92,541 $33.64 3
2023 Q3 155,523 $4,586,034 -$5,276 $29.48 3
2023 Q2 155,718 $4,747,171 -$116,822 $30.49 2
2023 Q1 159,550 $4,286,776 +$4,286,777 $26.87 2