iShares ESG Aw MSCI US ValueEVUSETF
13F holders, Q2 2025 (June 30)13holders −1
0new positions
1sold out
$30.13avg. 13F price*
At the end of Q2 2025, 13 institutions reported holding iShares ESG Aw MSCI US Value (EVUS) in their 13F filings, down 1 from Q1 2025. 0 opened new positions and 1 sold out. The largest holders were Lido Advisors, LLC ($7.4M), SageView Advisory Group, LLC ($1.9M) and Tower Research Capital LLC (TRC) ($596K).
- Company
- iShares ESG Aw MSCI US Value
- CUSIP
- 46436E221
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $791 |
All 13F filers, Q1 2025 → Q2 2025: 25,303 shares bought and 232,291 shares sold, net −206,988 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 13 holders
| Lido Advisors, LLC | 0.04% | Reduce -47.7% | 247,159 | $7.4M |
| SageView Advisory Group, LLC | 0.07% | Add +11.0% | 62,855 | $1.9M |
| Tower Research Capital LLC (TRC) | 0.02% | Add +51.8% | 19,815 | $596K |
| Commonwealth Equity Services, LLC | 0.00% | Add +105.5% | 18,336 | $551K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +11.7% | 14,425 | $434K |
| LPL Financial LLC | 0.00% | No change | 8,354 | $251K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +12.9% | 8,260 | $248K |
| HighTower Advisors, LLC | 0.00% | Add +3.3% | 8,118 | $244K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -48.9% | 6,805 | $205K |
| Larson Financial Group LLC | 0.00% | Add +2.7% | 1,409 | $42K |
| Addison Advisors LLC | 0.01% | Add +11.7% | 1,285 | $39K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 793 | $24K |
| 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.