13F Insight
DOSSIER · 13F Holders · Q1 2026
EGUS

ISHARES TR

21 institutions still hold ISHARES TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46436E239·21 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$18M
visible holders
Holders
21
filers reporting
Concentration
42.78%
Lido Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

21 institutions reported EGUS in Q1 2026. Lido Advisors, LLC leads at 42.8% 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
$8M164K0.02%Q1 202602
Creative Planning
CIK 0001540235
$2M41K0.00%Q1 202603
Perigon Wealth Management, LLC
CIK 0001575239
$2M38K0.03%Q1 202604
JPMORGAN CHASE & CO
CIK 0000019617
$2M34K0.00%Q1 202605
CITADEL ADVISORS LLC
CIK 0001423053
$1M24K0.00%Q4 202506
GOLDMAN SACHS GROUP INC
CIK 0000886982
$830K17K0.00%Q1 202607
J. Mark Nickell & Co.
CIK 0001811161
$689K14K0.33%Q1 202608
Apollon Wealth Management, LLC
CIK 0001764387
$519K9K0.01%Q2 202609
Serenus Wealth Advisors, LLC
CIK 0002053695
$419K9K0.08%Q1 202610
SOA Wealth Advisors, LLC.
CIK 0001849444
$303K5K0.05%Q2 202611
BENJAMIN EDWARDS INC
CIK 0001451623
$263K5K0.00%Q2 202612
Prosperity Planning, Inc.
CIK 0001843292
$236K4K0.05%Q2 202613
Tower Research Capital LLC (TRC)
CIK 0001533421
$234K5K0.01%Q1 202614
IFP Advisors, Inc
CIK 0001641866
$160K3K0.00%Q2 202615
Larson Financial Group LLC
CIK 0001731061
$79K2K0.00%Q1 202616
Golden State Equity Partners
CIK 0001845003
$64K1K0.00%Q1 202617
Front Row Advisors LLC
CIK 0001729254
$32K6800.01%Q1 202618
BFSG, LLC
CIK 0001706836
$26K4500.00%Q2 202619
Sherman Asset Management, Inc.
CIK 0001736535
$17K3520.02%Q1 202620
Sunbelt Securities, Inc.
CIK 0001632932
$12K2430.00%Q1 2026
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