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iShares ESG Aware MSCI USA Value ETF (EVUS) Institutional Ownership

iShares ESG Aware MSCI USA Value ETF logo
$36.09 +0.28 (+0.78%)
As of 07/28/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares ESG Aware MSCI USA Value ETF (BATS:EVUS)

Number of
Institutional Buyers
(last 12 months)
87
Total
Institutional Inflows
(last 12 months)
$184.33M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$9.84M
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EVUS Institutional Buying and Selling by Quarter

iShares ESG Aware MSCI USA Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Fiduciary Financial Group LLC9,673$340K0.0%N/A1.273%
7/10/2026 Affiance Financial LLC41,937$1.47M0.2%+1.9%5.518%
7/9/2026 Focus Financial Network Inc.6,282$221K0.0%N/A0.827%
7/8/2026 Archer Investment Management LLC73,379$2.58M0.9%+73.1%9.655%
7/7/2026 CoreCap Advisors LLC1,737$61K0.0%+46.1%0.229%
7/6/2026 Trilogy Capital Inc.5,773$203K0.0%N/A0.760%
6/9/2026Contango Wealth Management LLC7,258$231K0.3%N/A0.955%
5/18/2026 EverSource Wealth Advisors LLC9,336$297K0.0%-8.3%1.228%
5/18/2026Royal Bank of Canada68,429$2.18M0.0%+399.4%9.004%
5/18/2026Estate Counselors LLC13,055$416K0.0%N/A1.718%
5/15/2026Gateway Wealth Partners LLC12,131$386K0.0%N/A1.596%
5/15/2026Wealth Alliance LLC10,319$328K0.0%-11.0%1.358%
5/14/2026Lido Advisors LLC230,836$7.35M0.0%-0.9%30.373%
5/13/2026Cetera Investment Advisers194,564$6.19M0.0%-10.0%25.601%
5/8/2026Cassaday & Co Wealth Management LLC12,566$400K0.0%-14.7%1.653%
5/6/2026Cornerstone Planning Group LLC7,295$251K0.0%+7,122.8%0.960%
5/6/2026Assetmark Inc.75,093$2.39M0.0%-10.6%9.881%
5/5/2026Navigation Group LLC8,263$263K0.1%N/A1.087%
5/5/2026Bank of New York Mellon Corp36,772$1.17M0.0%-12.3%4.838%
5/5/2026Theory Financial LLC8,871$282K0.1%-8.1%1.167%
5/5/2026Wealthgarden F.S. LLC6,507$207K0.1%-9.0%0.856%
5/2/2026Diversify Wealth Management LLC9,580$324K0.0%+11.3%1.261%
5/1/2026Fifth Third Bancorp2,199$70K0.0%N/A0.289%
4/29/2026 Horst & Graben Wealth Management LLC38,629$1.31M0.2%-1.6%5.083%
4/27/2026World Investment Advisors12,664$403K0.0%-10.7%1.666%
4/25/2026 Physician Wealth Advisors Inc.1,495$48K0.0%+355.8%0.197%
4/22/2026 Patriot Financial Group Insurance Agency LLC9,696$309K0.0%N/A1.276%
4/22/2026Janney Montgomery Scott LLC89,684$2.86M0.0%-10.6%11.801%
4/21/2026 RCS Financial Planning LLC8,878$283K0.1%-11.7%1.168%
4/21/2026 Hoxton Planning & Management LLC6,893$219K0.1%N/A0.907%
4/20/2026Kestra Private Wealth Services LLC9,777$311K0.0%N/A1.286%
4/20/2026 RFG Advisory LLC16,211$516K0.0%-10.0%2.133%
3/13/2026World Investment Advisors14,181$454K0.0%+86.6%1.866%
2/18/2026Maia Wealth LLC6,023$201K0.0%N/A0.793%
2/17/2026 Scarborough Advisors LLC1,624$52K0.0%+57.1%0.214%
2/17/2026Cetera Investment Advisers216,258$6.93M0.0%+66.6%28.455%
2/17/2026GeoWealth Management LLC58,198$1.87M0.1%+100.7%7.658%
2/17/2026Osaic Holdings Inc.11,622$372K0.0%-20.0%1.529%
2/17/2026Regal Investment Advisors LLC17,602$564K0.0%+55.5%2.316%
2/17/2026Advisory Services Network LLC16,841$540K0.0%+240.6%2.216%
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2/17/2026&PARTNERS13,499$432K0.0%+38.9%1.776%
2/17/2026Royal Bank of Canada13,701$439K0.0%N/A1.803%
2/16/2026MML Investors Services LLC168,348$5.39M0.0%+83.0%22.151%
2/13/2026Kestra Advisory Services LLC978$31K0.0%N/A0.129%
2/13/2026Transamerica Financial Advisors LLC1,072$34K0.0%+168.0%0.141%
2/13/2026Gen Wealth Partners Inc4,997$160K0.0%+40.8%0.658%
2/13/2026OpenArc Corporate Advisory LLC11,424$366K0.0%N/A1.503%
2/13/2026Gerber Kawasaki Wealth & Investment Management14,121$452K0.0%N/A1.858%
2/12/2026Orion Porfolio Solutions LLC36,198$1.16M0.0%+68.3%4.763%
2/12/2026Commonwealth Equity Services LLC107,711$3.45M0.0%+334.0%14.173%
2/12/2026Keystone Financial Services8,033$257K0.1%N/A1.057%
2/12/2026Steward Partners Investment Advisory LLC21,672$694K0.0%+145.4%2.852%
2/12/2026Investor s Fiduciary Advisor Network LLC22,087$707K0.2%+73.5%2.906%
2/11/2026Janney Montgomery Scott LLC100,268$3.21M0.0%+79.1%13.193%
2/11/2026Capital Analysts LLC6,800$218K0.0%+70.0%0.895%
2/11/2026Focus Partners Advisor Solutions LLC21,403$686K0.0%-33.8%2.816%
2/11/2026LPL Financial LLC797,952$25.57M0.0%+83.3%104.994%
2/11/2026JPMorgan Chase & Co.455,575$14.60M0.0%+59.4%59.944%
2/11/2026Wealthgarden F.S. LLC7,154$238K0.2%N/A0.941%
2/11/2026Avise Financial Cooperative Inc.60,943$1.95M1.8%N/A8.019%
2/10/2026Lido Advisors LLC232,858$7.33M0.0%+3.6%30.639%
2/9/2026LifePlan Investment Advisors Inc.6,527$209K0.1%N/A0.859%
2/6/2026 EverSource Wealth Advisors LLC10,183$326K0.0%+73.2%1.340%
2/6/2026Addison Advisors LLC1,855$59K0.0%+44.4%0.244%
2/6/2026PNC Financial Services Group Inc.928$30K0.0%+58.1%0.122%
2/6/2026Larson Financial Group LLC3,066$98K0.0%+213.5%0.403%
2/6/2026HighTower Advisors LLC23,237$745K0.0%+161.0%3.058%
2/6/2026 Envestnet Portfolio Solutions Inc.666,388$21.35M0.1%+64.5%87.683%
2/4/2026World Investment Advisors14,181$426K0.0%+86.6%1.866%
2/3/2026Diversify Wealth Management LLC8,607$283K0.0%N/A1.133%
2/3/2026MGO One Seven LLC15,990$512K0.0%-3.8%2.104%
2/3/2026Cassaday & Co Wealth Management LLC14,725$472K0.0%+2.1%1.938%
2/3/2026 RFG Advisory LLC18,019$577K0.0%N/A2.371%
2/2/2026One Wealth Advisors LLC52,004$1.67M0.2%+58.8%6.843%
1/29/2026Comerica Bank2,604$83K0.0%+57.2%0.343%
1/29/2026 Concurrent Investment Advisors LLC7,150$229K0.0%N/A0.941%
1/27/2026 Horst & Graben Wealth Management LLC39,270$1.26M0.2%+55.8%5.167%
1/26/2026 Merit Financial Group LLC29,845$956K0.0%+111.5%3.927%
1/26/2026CWM LLC151,103$4.84M0.0%+38.3%19.882%
1/23/2026 Farther Finance Advisors LLC10,449$335K0.0%+636.9%1.375%
1/23/2026Assetmark Inc.83,970$2.69M0.0%+59.8%11.049%
1/23/2026Charter Oak Capital Management LLC7,794$250K0.0%+9.3%1.026%
1/23/2026Kelsey Financial LLC8,114$260K0.2%N/A1.068%
1/20/2026Austin Private Wealth LLC19,394$621K0.0%+59.4%2.552%
1/16/2026Perigon Wealth Management LLC50,725$1.63M0.0%+108.8%6.674%
1/16/2026 Oregon Pacific Wealth Management LLC6,532$209K0.2%N/A0.859%
1/16/2026 SigFig Wealth Management LLC31,057$995K0.0%+40.9%4.086%
1/15/2026 RCS Financial Planning LLC10,058$322K0.1%N/A1.323%
1/14/2026 JFS Wealth Advisors LLC2,820$90K0.0%+68.1%0.371%
1/13/2026 Sharkey Howes & Javer42,947$1.38M0.2%+78.1%5.651%
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1/12/2026 Archer Investment Management LLC8,227$264K0.1%N/A1.083%
1/12/2026 Lifelong Wealth Advisors Inc.10,123$324K0.1%N/A1.332%
1/7/2026Sagespring Wealth Partners LLC17,722$568K0.0%+60.4%2.332%
1/5/2026 Park Avenue Securities LLC331,020$10.61M0.1%+65.4%43.555%
1/1/2026JPMorgan Chase & Co.285,808$8.99M0.0%N/A37.606%
11/18/2025Advisory Services Network LLC4,945$156K0.0%N/A0.651%
11/17/2025United Capital Financial Advisors LLC30,036$945K0.0%N/A3.952%
11/17/2025Susquehanna International Group LLP27,094$852K0.0%N/A3.565%
11/17/2025Larson Financial Group LLC978$31K0.0%-30.6%0.129%
11/17/2025Lido Advisors LLC224,763$7.07M0.0%-9.1%29.574%


EVUS Institutional Ownership - Frequently Asked Questions

During the previous two years, 92 institutional investors and hedge funds held shares of iShares ESG Aware MSCI USA Value ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($64.20M), LPL Financial LLC ($25.57M), Envestnet Portfolio Solutions Inc. ($21.35M), JPMorgan Chase & Co. ($14.60M), Park Avenue Securities LLC ($10.61M), Lido Advisors LLC ($7.35M), and Cetera Investment Advisers ($6.19M).Learn more on iShares ESG Aware MSCI USA Value ETF's institutional investors.

Of the 89 institutional investors that purchased iShares ESG Aware MSCI USA Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($2.04M), JPMorgan Chase & Co. ($741.38K), Envestnet Portfolio Solutions Inc. ($666.39K), LPL Financial LLC ($362.51K), Park Avenue Securities LLC ($331.02K), CWM LLC ($151.10K), and Cetera Investment Advisers ($86.42K).

Institutional investors have bought a total of 5,816,449 shares in the last 24 months. This purchase volume represents approximately $184.33M in transactions.

Of the 18 institutional investors that sold iShares ESG Aware MSCI USA Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Lido Advisors LLC ($250.17K), Cetera Investment Advisers ($21.69K), Focus Partners Advisor Solutions LLC ($10.91K), Janney Montgomery Scott LLC ($10.58K), Assetmark Inc. ($8.88K), Bank of New York Mellon Corp ($5.18K), and Osaic Holdings Inc. ($2.90K).

Institutional investors have sold a total of 322,223 shares in the last 24 months. This volume of shares sold represents approximately $9.84M in transactions.


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This page (BATS:EVUS) was last updated on 7/29/2026 by MarketBeat.com Staff.
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