Go Pro
→ From the man who predicted 2008 crash… (From Porter & Company) (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
$35.30 -0.38 (-1.07%)
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)
84
Total
Institutional Inflows
(last 12 months)
$183.74M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$9.84M
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
7/8/2026Archer 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%
5/18/2026EverSource 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%
4/29/2026Horst & Graben Wealth Management LLC38,629$1.31M0.2%-1.6%5.083%
4/27/2026World Investment Advisors12,664$403K0.0%-10.7%1.666%
4/25/2026Physician Wealth Advisors Inc.1,495$48K0.0%+355.8%0.197%
4/22/2026Patriot 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%
4/21/2026RCS Financial Planning LLC8,878$283K0.1%-11.7%1.168%
4/21/2026Hoxton Planning & Management LLC6,893$219K0.1%N/A0.907%
4/20/2026Kestra Private Wealth Services LLC9,777$311K0.0%N/A1.286%
4/20/2026RFG 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%
2/17/2026Scarborough 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%
2/16/2026MML Investors Services LLC168,348$5.39M0.0%+83.0%22.151%
Porter flew 3,300 miles to investigate this system (Ad)

Porter Stansberry flew the Porter and Co. team 3,300 miles to Dublin to investigate a 17-year investing experiment called Project Prophet - and documented everything on film. Rooted in the laws of physics, this quantitative approach challenges conventional wealth-building wisdom. With 17 years of verified data behind it, Porter calls it unlike anything he has seen in nearly 30 years in the business.tc pixel

Watch the full investigation and decide for yourself
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%
2/6/2026EverSource 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%
2/6/2026Envestnet Portfolio Solutions Inc.666,388$21.35M0.1%+64.5%87.683%
2/4/2026World Investment Advisors14,181$426K0.0%+86.6%1.866%
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%
2/3/2026RFG 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%
1/29/2026Concurrent Investment Advisors LLC7,150$229K0.0%N/A0.941%
1/27/2026Horst & Graben Wealth Management LLC39,270$1.26M0.2%+55.8%5.167%
1/26/2026Merit Financial Group LLC29,845$956K0.0%+111.5%3.927%
1/26/2026CWM LLC151,103$4.84M0.0%+38.3%19.882%
1/23/2026Farther 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%
1/16/2026Oregon Pacific Wealth Management LLC6,532$209K0.2%N/A0.859%
1/16/2026SigFig Wealth Management LLC31,057$995K0.0%+40.9%4.086%
1/15/2026RCS Financial Planning LLC10,058$322K0.1%N/A1.323%
1/14/2026JFS Wealth Advisors LLC2,820$90K0.0%+68.1%0.371%
1/13/2026Sharkey Howes & Javer42,947$1.38M0.2%+78.1%5.651%
1/12/2026Archer Investment Management LLC8,227$264K0.1%N/A1.083%
1/12/2026Lifelong Wealth Advisors Inc.10,123$324K0.1%N/A1.332%
1/7/2026Sagespring Wealth Partners LLC17,722$568K0.0%+60.4%2.332%
Solar is dead. Here’s what replaces it. (Ad)

Starting July 4th, every new solar and wind project in America loses its federal tax credits. But one zero-carbon energy source retains full government backing for eight more years - and it runs around the clock without batteries. Investment in this sector has surged 100x in seven years. The Pentagon named it a top energy priority, California mandated it, and Google, Meta, and Berkshire Hathaway are already under contract. One company controls the entire chain from the ground to the grid.tc pixel

See the last clean energy source with full government backing
1/5/2026Park 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%


EVUS Institutional Ownership - Frequently Asked Questions

During the previous two years, 89 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 86 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 5,799,724 shares in the last 24 months. This purchase volume represents approximately $183.74M 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.


Related Companies

This page (BATS:EVUS) was last updated on 7/8/2026 by MarketBeat.com Staff.
From Our Partners
Buy this stock today
Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to mo...
Chaikin Analytics | Sponsoredtc pixel
BofA: Digital Dollar Coming 2025-2030
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel
Three companies about to leapfrog Nvidia [And transform the entire industry]
Tech forecaster George Gilder - who identified Amazon when it was still just an online bookstore and predicted...
Eagle Publishing | Sponsoredtc pixel
Jeff Brown and Marc Chaikin's latest AI prediction explained
Jeff Brown and Marc Chaikin - the duo who identified Nvidia a decade ago - are forecasting that Elon Musk's AI...
Brownstone Research | Sponsoredtc pixel
SpaceX Opens Up 11% — Here’s What You Need to Know
SpaceX - ticker SPCX - just completed the biggest IPO in American history, raising $75 billion at a $1.8 trill...
Porter & Company | Sponsoredtc pixel
Your First Trade Playbook is expiring
Most beginners stay stuck on the sidelines for years because no one shows them the simple steps between being ...
Profits Run | Sponsoredtc pixel
UBS puts recession odds at 93 percent for 2026
UBS has placed a 93% probability on a U.S. recession hitting in 2026, citing slowing job growth, declining ind...
Cedar Gold Group | Sponsoredtc pixel
A “Foolish” US Investment That Paid More than 5 Million Per Cent
In 1803, Thomas Jefferson paid $15 million for land critics called worthless. Today that land is valued at $20...
Monument Traders Alliance | Sponsoredtc pixel