DOSSIER · 13F Holders · Q2 2026
EGUS

ISHARES TR

27 institutions still hold ISHARES TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46436E239·27 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$25M
visible holders
Holders
27
filers reporting
Concentration
37.09%
Lido Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

27 institutions reported EGUS in Q2 2026. Lido Advisors, LLC leads at 37.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Lido Advisors, LLC
CIK 0001650150
$9M160K0.03%Q2 2026
02
Perigon Wealth Management, LLC
CIK 0001575239
$2M42K0.04%Q2 2026
03
SageView Advisory Group, LLC
CIK 0001914558
$2M41K0.08%Q2 2026
04
Creative Planning
CIK 0001540235
$2M41K0.00%Q2 2026
05
JPMORGAN CHASE & CO
CIK 0000019617
$2M32K0.00%Q2 2026
06
WestHill Financial Advisors, Inc.
CIK 0001759641
$1M24K0.24%Q3 2026
07
GOLDMAN SACHS GROUP INC
CIK 0000886982
$1M17K0.00%Q2 2026
08
Tower Research Capital LLC (TRC)
CIK 0001533421
$940K16K0.02%Q2 2026
09
Pathstone Holdings, LLC
CIK 0002011612
$520K9K0.00%Q2 2026
10
Apollon Wealth Management, LLC
CIK 0001764387
$519K9K0.01%Q2 2026
11
J. Mark Nickell & Co.
CIK 0001811161
$491K8K0.39%Q2 2026
12
GTS SECURITIES LLC
CIK 0001452765· Market maker
$348K6K0.01%Q2 2026
13
SOA Wealth Advisors, LLC.
CIK 0001849444
$303K5K0.05%Q2 2026
14
BENJAMIN EDWARDS INC
CIK 0001451623
$263K5K0.00%Q2 2026
15
Prosperity Planning, Inc.
CIK 0001843292
$239K4K0.05%Q3 2026
16
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$237K4K0.00%Q2 2026
17
IFP Advisors, Inc
CIK 0001641866
$192K3K0.00%Q3 2026
18
Larson Financial Group LLC
CIK 0001731061
$140K2K0.00%Q2 2026
19
Golden State Equity Partners
CIK 0001845003
$64K1K0.00%Q1 2026
20
Front Row Advisors LLC
CIK 0001729254
$40K6800.01%Q2 2026
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