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

iShares ESG Aware MSCI USA Value ETF logo
$37.61 -0.03 (-0.08%)
As of 12:35 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares ESG Aware MSCI USA Value ETF (BATS:EVUS)

Number of
Institutional Buyers
(last 12 months)
88
Total
Institutional Inflows
(last 12 months)
$106.01M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$3.66M
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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
11/13/2026One Wealth Advisors LLC48,091$1.74M0.2%-1.2%0.457%
11/11/2026 Focus Advisor Solutions LLC33,732$1.22M0.0%+7.2%0.321%
11/10/2026 MA Private Wealth9,494$344K0.1%+8.9%0.090%
11/10/2026 Global Retirement Partners LLC2,836$103K0.0%+21.5%0.027%
11/10/2026 HighTower Advisors LLC24,160$876K0.0%N/A0.230%
11/9/2026 Harbour Investments Inc.3,047$110K0.0%N/A0.029%
11/5/2026 Lido Advisors LLC267,832$9.71M0.0%N/A35.241%
11/4/2026 Gen Wealth Partners Inc5,174$188K0.1%-8.9%0.681%
11/2/2026 Kestra Advisory Services LLC8,322$302K0.0%N/A1.095%
11/2/2026 Commonwealth Equity Services LLC78,343$2.84M0.0%N/A10.308%
11/2/2026 eCIO Inc.156,178$5.75M2.0%+15.4%20.550%
10/30/2026 Gerber Kawasaki Wealth & Investment Management19,268$699K0.0%+8.8%2.535%
10/29/2026 Vise Technologies Inc.48,964$1.78M0.0%N/A6.443%
10/26/2026 Park Avenue Securities LLC300,755$10.91M0.1%N/A39.573%
10/23/2026 One Wealth Capital Management LLC9,161$332K0.1%-24.8%1.205%
10/22/2026 Sharkey Howes & Javer37,924$1.38M0.2%N/A4.990%
10/21/2026 Diversify Advisory Services LLC13,759$513K0.0%+52.4%1.810%
10/20/2026 Maia Wealth LLC5,816$211K0.0%N/A0.765%
10/19/2026 LexAurum Advisors LLC7,392$268K0.0%-61.0%0.973%
10/14/2026 RCS Financial Planning LLC10,011$363K0.2%+11.7%1.317%
10/14/2026 WestHill Financial Advisors Inc.37,996$1.38M0.2%N/A4.999%
10/8/2026 Farther Finance Advisors LLC18,565$673K0.0%-3.8%2.443%
10/8/2026 CoreCap Advisors LLC3,221$117K0.0%+85.4%0.424%
9/23/2026Envestnet Portfolio Solutions Inc.588,537$20.66M0.1%+1.3%77.439%
9/23/2026Envestnet Asset Management Inc.3,052,109$107.16M0.0%+0.6%401.593%
9/9/2026Capital Analysts LLC7,390$259K0.0%+24.6%0.972%
9/9/2026Integrated Wealth Concepts LLC14,043$493K0.0%+12.8%1.848%
9/9/2026 RFG Advisory LLC16,623$584K0.0%+2.5%2.187%
9/2/2026Citadel Advisors LLC28,465$999K0.0%+6.7%3.745%
8/22/2026 Concurrent Investment Advisors LLC12,862$452K0.0%+10.1%1.692%
8/21/2026Continuum Advisory LLC1,313$46K0.0%N/A0.173%
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%
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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%
5/14/2026 Lido Advisors LLC230,836$7.35M0.0%-0.9%30.373%
5/13/2026Cetera Investment Advisers194,564$6.19M0.0%-10.0%25.601%
5/8/2026 Cassaday & Co Wealth Management LLC12,566$400K0.0%-14.7%1.653%
5/6/2026 Cornerstone Planning Group LLC7,295$251K0.0%+7,122.8%0.960%
5/6/2026 Assetmark Inc.75,093$2.39M0.0%-10.6%9.881%
5/5/2026 Navigation Group LLC8,263$263K0.1%N/A1.087%
5/5/2026 Bank of New York Mellon Corp36,772$1.17M0.0%-12.3%4.838%
5/5/2026 Theory Financial LLC8,871$282K0.1%-8.1%1.167%
5/5/2026 Wealthgarden F.S. LLC6,507$207K0.1%-9.0%0.856%
5/2/2026 Diversify Wealth Management LLC9,580$324K0.0%+11.3%1.261%
5/1/2026 Fifth 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%
4/20/2026 Kestra 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%
2/18/2026 Maia 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%
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%
2/13/2026 Kestra Advisory Services LLC978$31K0.0%N/A0.129%
2/13/2026Transamerica Financial Advisors LLC1,072$34K0.0%+168.0%0.141%
2/13/2026 Gen Wealth Partners Inc4,997$160K0.0%+40.8%0.658%
2/13/2026 OpenArc Corporate Advisory LLC11,424$366K0.0%N/A1.503%
2/13/2026 Gerber Kawasaki Wealth & Investment Management14,121$452K0.0%N/A1.858%
2/12/2026Orion Porfolio Solutions LLC36,198$1.16M0.0%+68.3%4.763%
2/12/2026 Commonwealth 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%
2/11/2026 Focus Partners Advisor Solutions LLC21,403$686K0.0%-33.8%2.816%
2/11/2026 LPL Financial LLC797,952$25.57M0.0%+83.3%104.994%
2/11/2026JPMorgan Chase & Co.455,575$14.60M0.0%+59.4%59.944%
2/11/2026 Wealthgarden F.S. LLC7,154$238K0.2%N/A0.941%
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2/11/2026 Avise Financial Cooperative Inc.60,943$1.95M1.8%N/A8.019%
2/10/2026 Lido 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%
2/6/2026 Addison Advisors LLC1,855$59K0.0%+44.4%0.244%
2/6/2026 PNC Financial Services Group Inc.928$30K0.0%+58.1%0.122%
2/6/2026 Larson Financial Group LLC3,066$98K0.0%+213.5%0.403%
2/6/2026 HighTower Advisors LLC23,237$745K0.0%+161.0%3.058%
2/6/2026Envestnet Portfolio Solutions Inc.666,388$21.35M0.1%+64.5%87.683%
2/4/2026World Investment Advisors14,181$426K0.0%+86.6%1.866%


EVUS Institutional Ownership - Frequently Asked Questions

During the previous two years, 102 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. ($107.16M), LPL Financial LLC ($25.57M), Envestnet Portfolio Solutions Inc. ($20.66M), JPMorgan Chase & Co. ($14.60M), Park Avenue Securities LLC ($10.91M), Lido Advisors LLC ($9.71M), and Cetera Investment Advisers ($6.19M).Learn more on iShares ESG Aware MSCI USA Value ETF's institutional investors.

Of the 98 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. ($2.06M), JPMorgan Chase & Co. ($741.38K), Envestnet Portfolio Solutions Inc. ($674.15K), Park Avenue Securities LLC ($631.78K), LPL Financial LLC ($362.51K), Lido Advisors LLC ($275.93K), and Commonwealth Equity Services LLC ($161.24K).

Institutional investors have bought a total of 3,194,410 shares in the last 24 months. This purchase volume represents approximately $106.01M in transactions.

Of the 23 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 ($24.42K), Cetera Investment Advisers ($21.69K), LexAurum Advisors LLC ($11.54K), Focus Partners Advisor Solutions LLC ($10.91K), Janney Montgomery Scott LLC ($10.58K), Assetmark Inc. ($8.88K), and Bank of New York Mellon Corp ($5.18K).

Institutional investors have sold a total of 112,831 shares in the last 24 months. This volume of shares sold represents approximately $3.66M in transactions.


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Institutional ownership data for BATS:EVUS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/13/2026. New 13F filings are added each quarter as they're published.
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