iShares ESG Aw MSCI US ValueEVUSETF
13F holders, Q4 2025 (December 31)99holders +26
28new positions
8sold out
$32.03avg. 13F price*
At the end of Q4 2025, 99 institutions reported holding iShares ESG Aw MSCI US Value (EVUS) in their 13F filings, up 26 from Q3 2025. 28 opened new positions and 8 sold out. The largest holders were Envestnet Asset Management Inc. ($106.8M), LPL Financial LLC ($25.6M) and Envestnet Portfolio Solutions, Inc. ($21.4M).
- Company
- iShares ESG Aw MSCI US Value
- CUSIP
- 46436E221
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $6.6M |
| Exits | 8 | $1.6M |
All 13F filers, Q3 2025 → Q4 2025: 3,154,892 shares bought and 88,883 shares sold, net +3,066,009 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 99 holders
| Envestnet Asset Management Inc. | 0.03% | Add +63.3% | 3,334,235 | $106.8M |
| LPL Financial LLC | 0.01% | Add +83.3% | 797,952 | $25.6M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Add +64.5% | 666,388 | $21.4M |
| JPMorgan Chase & Co. | 0.00% | Add +59.4% | 455,575 | $14.6M |
| Park Avenue Securities LLC | 0.09% | Add +65.4% | 331,020 | $10.6M |
| Lido Advisors, LLC | 0.03% | Add +3.6% | 232,858 | $7.3M |
| Cetera Investment Advisers | 0.01% | Add +66.6% | 216,258 | $6.9M |
| MML Investors Services, LLC | 0.01% | Add +83.0% | 168,348 | $5.4M |
| Cwm, LLC | 0.01% | Add +38.3% | 151,103 | $4.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +334.0% | 107,711 | $3.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +79.1% | 100,268 | $3.2M |
| Assetmark, Inc. | 0.01% | Add +59.8% | 83,970 | $2.7M |
| SageView Advisory Group, LLC | 0.07% | Add +2.8% | 67,259 | $2.2M |
| Avise Financial Cooperative, Inc. | 1.77% | — | 60,943 | $2.0M |
| GeoWealth Management, LLC | 0.07% | Add +100.7% | 58,198 | $1.9M |
| One Wealth Advisors, LLC | 0.20% | Add +58.8% | 52,004 | $1.7M |
| United Capital Financial Advisors, LLC | 0.01% | Add +70.8% | 51,291 | $1.6M |
| Perigon Wealth Management, LLC | 0.03% | Add +108.8% | 50,725 | $1.6M |
| OneDigital Investment Advisors LLC | 0.01% | Add +131.9% | 43,013 | $1.4M |
| Sharkey, Howes & Javer | 0.17% | Add +78.1% | 42,947 | $1.4M |
| Bank of New York Mellon Corp | 0.00% | Add +98.5% | 41,951 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +70.0% | 41,103 | $1.3M |
| Horst & Graben Wealth Management LLC | 0.19% | Add +55.8% | 39,270 | $1.3M |
| GTS Securities LLC | 0.04% | New | 38,781 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -25.6% | 38,651 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +68.3% | 36,198 | $1.2M |
| SigFig Wealth Management, LLC | 0.03% | Add +40.9% | 31,057 | $995K |
| Davis Wealth Advisors, LLC | 0.80% | Add +79.8% | 30,042 | $963K |
| Merit Financial Group, LLC | 0.01% | Add +111.5% | 29,845 | $956K |
| HighTower Advisors, LLC | 0.00% | Add +161.0% | 23,237 | $745K |
| Investor's Fiduciary Advisor Network, LLC | 0.15% | Add +73.5% | 22,087 | $707K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +145.4% | 21,672 | $694K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -33.8% | 21,403 | $686K |
| Austin Private Wealth, LLC | 0.05% | Add +59.4% | 19,394 | $621K |
| Susquehanna International Group, LLP | 0.00% | Reduce -32.9% | 18,171 | $582K |
| RFG Advisory, LLC | 0.01% | New | 18,019 | $577K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +60.4% | 17,722 | $568K |
| Regal Investment Advisors LLC | 0.03% | Add +55.5% | 17,602 | $564K |
| Advisory Services Network, LLC | 0.01% | Add +240.6% | 16,841 | $540K |
| Mgo One Seven LLC | 0.01% | Reduce -3.8% | 15,990 | $512K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +2.1% | 14,725 | $472K |
| World Investment Advisors | 0.01% | Add +86.6% | 14,181 | $454K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | New | 14,121 | $452K |
| Royal Bank of Canada | 0.00% | New | 13,701 | $439K |
| &partners | 0.00% | Add +38.9% | 13,499 | $432K |
| One Wealth Capital Management, LLC | 0.17% | Add +49.0% | 12,222 | $392K |
| Osaic Holdings, Inc. | 0.00% | Reduce -20.0% | 11,622 | $372K |
| Wealth Alliance, LLC | 0.04% | Add +29.9% | 11,588 | $371K |
| OpenArc Corporate Advisory, LLC | 0.01% | — | 11,424 | $366K |
| Atria Investments, Inc | 0.00% | New | 10,997 | $352K |
| Farther Finance Advisors, LLC | 0.00% | Add +636.9% | 10,449 | $335K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +73.2% | 10,183 | $326K |
| Lifelong Wealth Advisors, Inc. | 0.09% | New | 10,123 | $324K |
| RCS Financial Planning, LLC | 0.14% | New | 10,058 | $322K |
| Theory Financial LLC | 0.11% | New | 9,648 | $320K |
| Snowden Capital Advisors LLC | 0.01% | Add +0.8% | 9,574 | $307K |
| Raymond James Financial Inc. | 0.00% | New | 9,273 | $297K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.04% | — | 9,134 | $293K |
| Diversify Wealth Management, LLC | 0.01% | New | 8,607 | $283K |
| Archer Investment Management, LLC | 0.14% | New | 8,227 | $264K |
| Kelsey Financial, LLC | 0.22% | — | 8,114 | $260K |
| Keystone Financial Services | 0.08% | New | 8,033 | $257K |
| Eq LLC | 0.07% | New | 7,995 | $256K |
| Charter Oak Capital Management, LLC | 0.02% | Add +9.3% | 7,794 | $250K |
| Wealthgarden F.S. LLC | 0.16% | New | 7,154 | $238K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 7,150 | $229K |
| Capital Analysts, LLC | 0.01% | Add +70.0% | 6,800 | $218K |
| Truist Financial Corp. | 0.00% | No change | 6,559 | $210K |
| Oregon Pacific Wealth Management, LLC | 0.22% | New | 6,532 | $209K |
| LifePlan Investment Advisors, Inc. | 0.09% | New | 6,527 | $209K |
| Maia Wealth LLC | 0.03% | New | 6,023 | $201K |
| AE Wealth Management LLC | 0.00% | Add +128.1% | 5,294 | $170K |
| Gen-Wealth Partners Inc | 0.05% | Add +40.8% | 4,997 | $160K |
| Larson Financial Group LLC | 0.00% | Add +213.5% | 3,066 | $98K |
| JFS Wealth Advisors, LLC | 0.01% | Add +68.1% | 2,820 | $90K |
| Comerica Bank | 0.00% | Add +57.3% | 2,604 | $83K |
| Addison Advisors LLC | 0.01% | Add +44.4% | 1,855 | $59K |
| Scarborough Advisors, LLC | 0.01% | Add +57.1% | 1,624 | $52K |
| BlackRock, Inc. | 0.00% | Add +74.1% | 1,527 | $49K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +168.0% | 1,072 | $34K |
| Kestra Advisory Services, LLC | 0.00% | New | 978 | $31K |
| PNC Financial Services Group, Inc. | 0.00% | Add +58.1% | 928 | $30K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 793 | $25K |
| Bessemer Group Inc. | 0.00% | New | 784 | $25K |
| Aptus Capital Advisors, LLC | 0.00% | Add +64.0% | 705 | $23K |
| Bank of America Corp. | 0.00% | New | 695 | $22K |
| FMR LLC | 0.00% | New | 617 | $20K |
| CoreCap Advisors, LLC | 0.00% | Add +131.3% | 444 | $14K |
| WealthShield Partners, LLC | 0.00% | Add +64.3% | 373 | $12K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 359 | $12K |
| Godfrey Financial Associates, Inc. | 0.01% | — | 336 | $11K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 328 | $11K |
| Kilter Group LLC | 0.00% | Add +57.1% | 300 | $10K |
| Wells Fargo & Company | 0.00% | New | 153 | $5K |
| Cornerstone Planning Group LLC | 0.00% | New | 101 | $3K |
| Sunbelt Securities, Inc. | 0.00% | Add +96.2% | 104 | $3K |
| International Assets Investment Management, LLC | 0.00% | New | 101 | $3K |
| Commonwealth Retirement Investments LLC | 0.00% | New | 67 | $2K |
| Key Capital Management, INC | 0.00% | — | 47 | $2K |
"% 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.