ISHARES TR

Ticker: EGUS CUSIP: 46436E239 Class: ESG AWARE MSCI

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

New Positions (4)

Sherman Asset Management, Inc.
Value ($000) $19 Shares 352
BENJAMIN EDWARDS INC
Value ($000) $248 Shares 4,692
IFP Advisors, Inc
Value ($000) $145 Shares 2,745
Thrivent Financial for Lutherans
Value ($000) $2 Shares 33,786

Increased Positions (3)

Larson Financial Group LLC
Value ($000) $127 (+296.7%) Shares 2,398 (+286.8%)
Lido Advisors, LLC
Value ($000) $8,648 (+3.5%) Shares 167,387 (+3.4%)
Sunbelt Securities, Inc.
Value ($000) $13 (+73.4%) Shares 240 (+69.0%)

Decreased Positions (5)

Tower Research Capital LLC (TRC)
Value ($000) $153 (-89.4%) Shares 2,896 (-89.7%)
SageView Advisory Group, LLC
Value ($000) $2,166 (-0.1%) Shares 40,932 (-2.6%)
CITADEL ADVISORS LLC
Value ($000) $1,247 (-23.4%) Shares 23,570 (-25.3%)
JANE STREET GROUP, LLC
Value ($000) $245 (-37.7%) Shares 4,622 (-39.2%)
GOLDMAN SACHS GROUP INC
Value ($000) $1,180 (+1.5%) Shares 22,294 (-1.1%)

Exited Positions (4)

Sonoma Allocations LLC
Value ($000) $331 Shares 6,474
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Value ($000) $206 Shares 3,955
MORGAN STANLEY
Value ($000) $67 Shares 1,297
UBS Group AG
Value ($000) $12 Shares 236