iShares ESG Aw MSCI US ValueEVUSETF
13F holders, Q1 2025 (March 31)14holders +6
7new positions
1sold out
$29.28avg. 13F price*
At the end of Q1 2025, 14 institutions reported holding iShares ESG Aw MSCI US Value (EVUS) in their 13F filings, up 6 from Q4 2024. 7 opened new positions and 1 sold out. The largest holders were Lido Advisors, LLC ($13.8M), SageView Advisory Group, LLC ($1.7M) and Goldman Sachs Group Inc. ($390K).
- Company
- iShares ESG Aw MSCI US Value
- CUSIP
- 46436E221
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $16.6M |
| Exits | 1 | $2.8M |
All 13F filers, Q4 2024 → Q1 2025: 567,580 shares bought and 111,738 shares sold, net +455,842 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| Lido Advisors, LLC | 0.08% | New | 472,909 | $13.8M |
| SageView Advisory Group, LLC | 0.07% | New | 56,619 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | New | 13,319 | $390K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -51.3% | 13,055 | $382K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 12,910 | $378K |
| Commonwealth Equity Services, LLC | 0.00% | New | 8,925 | $261K |
| LPL Financial LLC | 0.00% | New | 8,354 | $245K |
| HighTower Advisors, LLC | 0.00% | Add +1.4% | 7,856 | $230K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 7,313 | $214K |
| Larson Financial Group LLC | 0.00% | Add +0.1% | 1,372 | $40K |
| Addison Advisors LLC | 0.01% | No change | 1,150 | $34K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 793 | $23K |
| Osaic Holdings, Inc. | 0.00% | No change | 105 | $3K |
| UBS Group AG | 0.00% | New | 27 | $791 |
"% 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.