iShares ESG Aw MSCI US ValueEVUSETF

13F holders, Q3 2025 (September 30)
73holders +60
61new positions
1sold out
$31.45avg. 13F price*

At the end of Q3 2025, 73 institutions reported holding iShares ESG Aw MSCI US Value (EVUS) in their 13F filings, up 60 from Q2 2025. 61 opened new positions and 1 sold out. The largest holders were Envestnet Asset Management Inc. ($64.2M), LPL Financial LLC ($13.7M) and Envestnet Portfolio Solutions, Inc. ($12.7M).

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 2025 → Q3 2025

InstitutionsTotal Value
New Positions61$124.7M
Exits1$205K

All 13F filers, Q2 2025 → Q3 2025: 4,440,118 shares bought and 47,633 shares sold, net +4,392,485 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 73 holders

Envestnet Asset Management Inc. 0.02% New 2,041,243 $64.2M
LPL Financial LLC 0.00% Add +5112.4% 435,444 $13.7M
Envestnet Portfolio Solutions, Inc. 0.05% New 405,022 $12.7M
JPMorgan Chase & Co. 0.00% New 285,808 $9.0M
Lido Advisors, LLC 0.03% Reduce -9.1% 224,763 $7.1M
Park Avenue Securities LLC 0.05% New 200,139 $6.3M
Cetera Investment Advisers 0.00% New 129,835 $4.1M
Cwm, LLC 0.01% New 109,250 $3.4M
MML Investors Services, LLC 0.01% New 91,993 $2.9M
SageView Advisory Group, LLC 0.07% Add +4.1% 65,425 $2.1M
Janney Montgomery Scott LLC 0.00% New 55,994 $1.8M
Assetmark, Inc. 0.00% New 52,554 $1.7M
Thrivent Financial for Lutherans 0.00% New 51,978 $1.6M
Jane Street Group, LLC 0.00% New 40,767 $1.3M
One Wealth Advisors, LLC 0.13% New 32,749 $1.0M
Focus Partners Advisor Solutions, LLC 0.01% Add +291.2% 32,310 $1.0M
United Capital Financial Advisors, LLC 0.01% New 30,036 $945K
GeoWealth Management, LLC 0.03% New 28,992 $912K
Susquehanna International Group, LLP 0.00% New 27,094 $852K
Horst & Graben Wealth Management LLC 0.12% New 25,204 $793K
Commonwealth Equity Services, LLC 0.00% Add +35.4% 24,817 $781K
Perigon Wealth Management, LLC 0.02% New 24,296 $764K
Cambridge Investment Research Advisors, Inc. 0.00% New 24,186 $761K
Sharkey, Howes & Javer 0.10% New 24,118 $759K
SigFig Wealth Management, LLC 0.02% New 22,045 $692K
Orion Porfolio Solutions, LLC 0.01% New 21,505 $676K
Bank of New York Mellon Corp 0.00% New 21,138 $665K
OneDigital Investment Advisors LLC 0.01% New 18,548 $583K
Davis Wealth Advisors, LLC 0.47% New 16,708 $525K
Mgo One Seven LLC 0.01% New 16,629 $523K
Osaic Holdings, Inc. 0.00% Add +13729.5% 14,521 $456K
Cassaday & Co Wealth Management LLC 0.01% No change 14,425 $454K
Merit Financial Group, LLC 0.00% New 14,112 $444K
Investor's Fiduciary Advisor Network, LLC 0.14% New 12,732 $400K
Austin Private Wealth, LLC 0.03% New 12,164 $383K
Regal Investment Advisors LLC 0.02% New 11,321 $356K
Sagespring Wealth Partners, LLC 0.01% New 11,050 $348K
&partners 0.00% New 9,722 $306K
Snowden Capital Advisors LLC 0.01% New 9,501 $299K
Wealth Alliance, LLC 0.03% New 8,924 $281K
HighTower Advisors, LLC 0.00% Add +9.7% 8,903 $280K
Steward Partners Investment Advisory, LLC 0.00% New 8,831 $278K
One Wealth Capital Management, LLC 0.12% New 8,202 $258K
World Investment Advisors 0.00% New 7,599 $239K
Charter Oak Capital Management, LLC 0.02% New 7,131 $224K
Integrated Wealth Concepts LLC 0.00% New 7,053 $222K
Truist Financial Corp. 0.00% New 6,559 $206K
EverSource Wealth Advisors, LLC 0.01% New 5,880 $185K
Advisory Services Network, LLC 0.00% New 4,945 $156K
Capital Analysts, LLC 0.00% New 4,001 $126K
Gen-Wealth Partners Inc 0.04% New 3,550 $112K
AE Wealth Management LLC 0.00% New 2,321 $73K
UBS Group AG 0.00% New 2,045 $64K
Tower Research Capital LLC (TRC) 0.00% Reduce -90.8% 1,814 $57K
JFS Wealth Advisors, LLC 0.00% New 1,678 $53K
Comerica Bank 0.00% New 1,656 $52K
Farther Finance Advisors, LLC 0.00% New 1,418 $45K
Addison Advisors LLC 0.01% No change 1,285 $40K
Scarborough Advisors, LLC 0.01% New 1,034 $33K
Larson Financial Group LLC 0.00% Reduce -30.6% 978 $31K
BlackRock, Inc. 0.00% New 877 $28K
SOA Wealth Advisors, LLC. 0.00% No change 793 $25K
PNC Financial Services Group, Inc. 0.00% New 587 $18K
Aptus Capital Advisors, LLC 0.00% New 430 $14K
Transamerica Financial Advisors, LLC 0.00% New 400 $13K
Global Retirement Partners, LLC 0.00% New 307 $10K
WealthShield Partners, LLC 0.00% New 227 $7K
CoreCap Advisors, LLC 0.00% New 192 $6K
Kilter Group LLC 0.00% New 191 $6K
Mather Group, Llc. 0.00% New 164 $5K
Sunbelt Securities, Inc. 0.00% New 53 $2K
Strategic Wealth Partners, Ltd. 0.00% New 33 $1K
Allworth Financial LP 0.00% New 5 $158

"% 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.