iShares ESG Aw MSCI US ValueEVUSETF

13F holders, Q3 2024 (September 30)
7holders +3
4new positions
0sold out
$29.94avg. 13F price*

At the end of Q3 2024, 7 institutions reported holding iShares ESG Aw MSCI US Value (EVUS) in their 13F filings, up 3 from Q2 2024. 4 opened new positions and 0 sold out. The largest holders were BlackRock, Inc. ($2.9M), Commonwealth Equity Services, LLC ($294K) and &partners ($200K).

Company
iShares ESG Aw MSCI US Value
CUSIP
46436E221
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 2Q1 2024Q2 2024: 4Q2 2024Q3 2024: 7Q3 2024Q4 2024: 8Q4 2024Q1 2025: 14Q1 2025Q2 2025: 13Q2 2025Q3 2025: 73Q3 2025Q4 2025: 99Q4 2025Q1 2026: 113Q1 2026Q2 2026: 129Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions4$522K
Exits0$0

All 13F filers, Q2 2024 → Q3 2024: 17,797 shares bought and 22,027 shares sold, net −4,230 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 7 holders

BlackRock, Inc. 0.00% — 98,000 $2.9M
Commonwealth Equity Services, LLC 0.00% New 9,814 $294K
&partners 0.00% New 6,689 $200K
Tower Research Capital LLC (TRC) 0.00% Reduce -93.7% 1,490 $45K
Addison Advisors LLC 0.01% Add +48.4% 1,150 $34K
Larson Financial Group LLC 0.00% New 814 $24K
Osaic Holdings, Inc. 0.00% New 105 $3K

"% of holder's portfolio" is EVUS's weight in each manager's 13F, not the share of iShares ESG Aw MSCI US Value the manager owns.