iShares ESG Aw MSCI US ValueEVUSETF
13F holders, Q4 2024 (December 31)8holders +1
3new positions
2sold out
$28.76avg. 13F price*
At the end of Q4 2024, 8 institutions reported holding iShares ESG Aw MSCI US Value (EVUS) in their 13F filings, up 1 from Q3 2024. 3 opened new positions and 2 sold out. The largest holders were BlackRock, Inc. ($2.8M), Tower Research Capital LLC (TRC) ($771K) and Cassaday & Co Wealth Management LLC ($371K).
- Company
- iShares ESG Aw MSCI US Value
- CUSIP
- 46436E221
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $617K |
| Exits | 2 | $494K |
All 13F filers, Q3 2024 → Q4 2024: 47,306 shares bought and 16,503 shares sold, net +30,803 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| BlackRock, Inc. | 0.00% | No change | 98,000 | $2.8M |
| Tower Research Capital LLC (TRC) | 0.02% | Add +1698.2% | 26,793 | $771K |
| Cassaday & Co Wealth Management LLC | 0.01% | New | 12,910 | $371K |
| HighTower Advisors, LLC | 0.00% | New | 7,744 | $223K |
| Larson Financial Group LLC | 0.00% | Add +68.3% | 1,370 | $39K |
| Addison Advisors LLC | 0.01% | No change | 1,150 | $33K |
| SOA Wealth Advisors, LLC. | 0.00% | New | 793 | $23K |
| Osaic Holdings, Inc. | 0.00% | No change | 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.