ISHARES ESG AW MSCI US VALUE EVUS
$35.57
+0.7% 52w: $28.74 – $35.57
Latest 13F among current holders filed 26 days ago (Jun 9, 2026)
Price — last 12 months
research preview data28.7432.1635.57
Jun 20, 2025 Jul 2, 2026
Institutional holders
112
+14 QoQ
13F value
$280.4M
+10.3% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns EVUS?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 3.0M | $96.6M | 0.0% | -9.0% |
| JPMORGAN CHASE & CO | Bank broker | 1.5M | $47.4M | 0.0% | +233.9% |
| LPL Financial LLC | Bank broker | 773.2K | $24.6M | 0.0% | -3.1% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 580.8K | $18.5M | 0.1% | -12.8% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 295.8K | $9.4M | 0.1% | -10.6% |
| Lido Advisors, LLC | Wealth advisor | 230.8K | $7.3M | 0.0% | -0.9% |
| Cetera Investment Advisers | Wealth advisor | 194.6K | $6.2M | 0.0% | -10.0% |
| CWM, LLC | Wealth advisor | 156.7K | $5.0M | 0.0% | +3.7% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 133.9K | $4.3M | 0.0% | -20.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 109.3K | $3.5M | 0.0% | +1.5% |
| Janney Montgomery Scott LLC | Diversified mechanical | 89.7K | $2.9M | 0.0% | -10.6% |
| Thrivent Financial for Lutherans | Diversified mechanical | 82.5K | $2.6M | 0.0% | +113.5% |
| ASSETMARK, INC | Wealth advisor | 75.1K | $2.4M | 0.0% | -10.6% |
| ROYAL BANK OF CANADA | Bank broker | 68.4K | $2.2M | 0.0% | +399.4% |
| Creative Planning | Wealth advisor | 67.9K | $2.2M | 0.0% | New |
| Avise Financial Cooperative, Inc. | Wealth advisor | 66.9K | $2.1M | 1.8% | +9.8% |
| GTS SECURITIES LLC | Market maker | 58.0K | $1.8M | 0.1% | +49.5% |
| GeoWealth Management, LLC | Wealth advisor | 52.9K | $1.7M | 0.1% | -9.1% |
| Perigon Wealth Management, LLC | Wealth advisor | 46.0K | $1.5M | 0.0% | -9.3% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 45.6K | $1.5M | 0.0% | -11.1% |
| One Wealth Advisors, LLC | Wealth advisor | 45.6K | $1.5M | 0.2% | -12.4% |
| Archer Investment Management, LLC | Wealth advisor | 42.4K | $1.3M | 0.6% | +415.2% |
| Affiance Financial, LLC | Wealth advisor | 41.2K | $1.3M | 0.2% | New |
| Horst & Graben Wealth Management LLC | Wealth advisor | 38.6K | $1.3M | 0.2% | -1.6% |
| Sharkey, Howes & Javer | Wealth advisor | 38.6K | $1.2M | 0.2% | -10.2% |
| OneDigital Investment Advisors LLC | Wealth advisor | 36.8K | $1.2M | 0.0% | -14.4% |
| Bank of New York Mellon Corp | Diversified mechanical | 36.8K | $1.2M | 0.0% | -12.3% |
| Merit Financial Group, LLC | Wealth advisor | 35.9K | $1.1M | 0.0% | +20.2% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 34.9K | $1.1M | 0.0% | +91.9% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 34.9K | $1.1M | 0.0% | -15.1% |
| SigFig Wealth Management, LLC | Wealth advisor | 32.2K | $1.0M | 0.0% | +3.7% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 32.0K | $1.0M | 0.0% | -11.7% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 30.1K | $959K | 0.0% | +40.8% |
| Davis Wealth Advisors, LLC | Wealth advisor | 27.8K | $885K | 0.7% | -7.4% |
| CITADEL ADVISORS LLC | Multistrat pod | 26.7K | $849K | 0.0% | New |
| HighTower Advisors, LLC | Diversified mechanical | 24.1K | $768K | 0.0% | +3.8% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 22.0K | $701K | 0.0% | +1.6% |
| Investor's Fiduciary Advisor Network, LLC | Wealth advisor | 21.3K | $679K | 0.2% | -3.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 20.3K | $647K | 0.0% | +119.3% |
| MGO ONE SEVEN LLC | Wealth advisor | 18.9K | $601K | 0.0% | +18.0% |
| OpenArc Corporate Advisory, LLC | Wealth advisor | 17.7K | $563K | 0.0% | +54.7% |
| Cerity Partners LLC | Diversified mechanical | 17.3K | $550K | 0.0% | New |
| Gerber Kawasaki Wealth & Investment Management | Wealth advisor | 17.2K | $546K | 0.0% | +21.5% |
| Advisory Services Network, LLC | Diversified mechanical | 16.6K | $530K | 0.0% | -1.2% |
| Tower Research Capital LLC (TRC) | Market maker | 16.4K | $522K | 0.0% | New |
| RFG Advisory, LLC | Wealth advisor | 16.2K | $516K | 0.0% | -10.0% |
| SAGESPRING WEALTH PARTNERS, LLC | Wealth advisor | 16.0K | $509K | 0.0% | -9.7% |
| LexAurum Advisors, LLC | Wealth advisor | 15.0K | $478K | 0.1% | — |
| Farther Finance Advisors, LLC | Wealth advisor | 14.9K | $476K | 0.0% | +42.3% |
| Regal Investment Advisors LLC | Wealth advisor | 14.9K | $476K | 0.0% | -15.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.