Free Trial
→ Elon Musk’s $1 Quadrillion AI IPO (From Brownstone Research) (Ad)tc pixel Free EVUS Stock Alerts

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

iShares ESG Aware MSCI USA Value ETF logo
$34.36 +0.35 (+1.03%)
As of 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)
78
Total
Institutional Inflows
(last 12 months)
$181.82M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$8.67M
Get EVUS Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares ESG Aware MSCI USA Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

EVUS Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/5/2026 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%
4/27/2026 World 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%
4/22/2026 Janney 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%
3/13/2026 World Investment Advisors14,181$454K0.0%+86.6%1.866%
2/18/2026Maia Wealth LLC6,023$201K0.0%N/A0.793%
2/17/2026Scarborough 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%
2/16/2026 MML 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%
2/13/2026Gen 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%
2/12/2026 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%
2/11/2026 Janney 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%
2/11/2026 Wealthgarden F.S. LLC7,154$238K0.2%N/A0.941%
2/11/2026 Avise 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%
2/6/2026EverSource 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%
2/4/2026 World Investment Advisors14,181$426K0.0%+86.6%1.866%
2/3/2026 Diversify 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%
2/2/2026 One 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%
1/23/2026 Charter 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%
1/16/2026 Perigon 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%
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%
11/17/2025Integrated Wealth Concepts LLC7,053$222K0.0%N/A0.928%
11/14/2025Comerica Bank1,656$52K0.0%N/A0.218%
11/14/2025Regal Investment Advisors LLC11,321$356K0.0%N/A1.490%
11/13/2025GeoWealth Management LLC28,992$912K0.0%N/A3.815%
11/13/2025SageView Advisory Group LLC65,425$2.06M0.1%+4.1%8.609%
11/12/2025 One Wealth Capital Management LLC8,202$258K0.1%N/A1.079%
11/12/2025Orion Porfolio Solutions LLC21,505$676K0.0%N/A2.830%
11/12/2025Focus Partners Advisor Solutions LLC32,310$1.02M0.0%+291.2%4.251%
11/10/2025 JFS Wealth Advisors LLC1,678$53K0.0%N/A0.221%
11/10/2025EverSource Wealth Advisors LLC5,880$185K0.0%N/A0.774%
11/10/2025OneDigital Investment Advisors LLC18,548$583K0.0%N/A2.441%
11/7/2025Wealth Alliance LLC8,924$281K0.0%N/A1.174%
11/7/2025JPMorgan Chase & Co.285,808$8.99M0.0%N/A37.606%
11/6/2025Assetmark Inc.52,554$1.65M0.0%N/A6.915%
11/5/2025 Envestnet Asset Management Inc.2,041,243$64.20M0.0%N/A268.585%
11/4/2025 Thrivent Financial for Lutherans51,978$1.64M0.0%N/A6.839%
11/3/2025AE Wealth Management LLC2,321$73K0.0%N/A0.305%
11/3/2025Investor s Fiduciary Advisor Network LLC12,732$400K0.1%N/A1.675%


EVUS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EVUS shares?

During the previous two years, 82 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 ($7.33M), and Cetera Investment Advisers ($6.93M).Learn more on iShares ESG Aware MSCI USA Value ETF's institutional investors.

Which institutional investors have been buying iShares ESG Aware MSCI USA Value ETF's stock?

Of the 79 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).

How much institutional buying is happening at iShares ESG Aware MSCI USA Value ETF?

Institutional investors have bought a total of 5,750,349 shares in the last 24 months. This purchase volume represents approximately $181.82M in transactions.

Which of iShares ESG Aware MSCI USA Value ETF's major shareholders have been selling company stock?

Of the 13 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 ($248.15K), Focus Partners Advisor Solutions LLC ($10.91K), Janney Montgomery Scott LLC ($10.58K), Bank of New York Mellon Corp ($5.18K), Osaic Holdings Inc. ($2.90K), RFG Advisory LLC ($1.81K), and World Investment Advisors ($1.52K).

How much institutional selling is happening at iShares ESG Aware MSCI USA Value ETF?

Institutional investors have sold a total of 285,355 shares in the last 24 months. This volume of shares sold represents approximately $8.67M in transactions.


Related Companies

This page (BATS:EVUS) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
The $1.75T "Backdoor" ticker (NOT Starlink)
When the SpaceX IPO launches, most investors will already be too late. The real opportunity isn't the IPO itse...
Behind the Markets | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel