iShares ESG Aw MSCI US ValueEVUSETF
13F holders, Q1 2026 (March 31)113holders +14
24new positions
10sold out
1famous investor
$31.73avg. 13F price*
At the end of Q1 2026, 113 institutions reported holding iShares ESG Aw MSCI US Value (EVUS) in their 13F filings, up 14 from Q4 2025. 24 opened new positions and 10 sold out. The largest holders were Envestnet Asset Management Inc. ($96.6M), JPMorgan Chase & Co. ($47.4M) and LPL Financial LLC ($24.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares ESG Aw MSCI US Value
- CUSIP
- 46436E221
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $8.3M |
| Exits | 10 | $902K |
All 13F filers, Q4 2025 → Q1 2026: 1,582,228 shares bought and 626,140 shares sold, net +956,088 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 113 holders
| Envestnet Asset Management Inc. | 0.03% | Reduce -9.0% | 3,034,058 | $96.6M |
| JPMorgan Chase & Co. | 0.00% | Add +233.9% | 1,521,107 | $47.4M |
| LPL Financial LLC | 0.01% | Reduce -3.1% | 773,213 | $24.6M |
| Envestnet Portfolio Solutions, Inc. | 0.10% | Reduce -12.8% | 580,773 | $18.5M |
| Park Avenue Securities LLC | 0.07% | Reduce -10.6% | 295,814 | $9.4M |
| Lido Advisors, LLC | 0.03% | Reduce -0.9% | 230,836 | $7.3M |
| Cetera Investment Advisers | 0.01% | Reduce -10.0% | 194,564 | $6.2M |
| Cwm, LLC | 0.01% | Add +3.7% | 156,705 | $5.0M |
| MML Investors Services, LLC | 0.01% | Reduce -20.5% | 133,908 | $4.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.5% | 109,330 | $3.5M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -10.6% | 89,684 | $2.9M |
| Thrivent Financial for Lutherans | 0.01% | Add +113.5% | 82,521 | $2.6M |
| Assetmark, Inc. | 0.00% | Reduce -10.6% | 75,093 | $2.4M |
| Royal Bank of Canada | 0.00% | Add +399.4% | 68,429 | $2.2M |
| Creative Planning | 0.00% | New | 67,881 | $2.2M |
| SageView Advisory Group, LLC | 0.08% | Add +0.3% | 67,459 | $2.1M |
| Avise Financial Cooperative, Inc. | 1.77% | Add +9.8% | 66,912 | $2.1M |
| GTS Securities LLC | 0.07% | Add +49.5% | 57,973 | $1.8M |
| GeoWealth Management, LLC | 0.06% | Reduce -9.1% | 52,890 | $1.7M |
| Perigon Wealth Management, LLC | 0.03% | Reduce -9.3% | 45,988 | $1.5M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -11.1% | 45,595 | $1.5M |
| One Wealth Advisors, LLC | 0.18% | Reduce -12.4% | 45,575 | $1.5M |
| Archer Investment Management, LLC | 0.57% | Add +415.2% | 42,384 | $1.3M |
| Affiance Financial, LLC | 0.21% | New | 41,167 | $1.3M |
| Horst & Graben Wealth Management LLC | 0.18% | Reduce -1.6% | 38,629 | $1.3M |
| Sharkey, Howes & Javer | 0.17% | Reduce -10.2% | 38,585 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -14.4% | 36,831 | $1.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -12.3% | 36,772 | $1.2M |
| Merit Financial Group, LLC | 0.01% | Add +20.2% | 35,884 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +91.9% | 34,877 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -15.1% | 34,886 | $1.1M |
| SigFig Wealth Management, LLC | 0.03% | Add +3.7% | 32,218 | $1.0M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -11.7% | 31,959 | $1.0M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +40.8% | 30,131 | $959K |
| Davis Wealth Advisors, LLC | 0.74% | Reduce -7.4% | 27,806 | $885K |
| Citadel Advisors | 0.00% | New | 26,684 | $849K |
| HighTower Advisors, LLC | 0.00% | Add +3.9% | 24,131 | $768K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.6% | 22,025 | $701K |
| Investor's Fiduciary Advisor Network, LLC | 0.21% | Reduce -3.4% | 21,338 | $679K |
| Raymond James Financial Inc. | 0.00% | Add +119.3% | 20,339 | $647K |
| Mgo One Seven LLC | 0.01% | Add +18.0% | 18,868 | $601K |
| OpenArc Corporate Advisory, LLC | 0.01% | Add +54.7% | 17,675 | $563K |
| Cerity Partners LLC | 0.00% | New | 17,265 | $550K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +21.5% | 17,154 | $546K |
| Advisory Services Network, LLC | 0.01% | Reduce -1.2% | 16,643 | $530K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 16,385 | $522K |
| RFG Advisory, LLC | 0.01% | Reduce -10.0% | 16,211 | $516K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -9.7% | 16,003 | $509K |
| LexAurum Advisors, LLC | 0.06% | — | 15,021 | $478K |
| Farther Finance Advisors, LLC | 0.00% | Add +42.3% | 14,867 | $476K |
| Regal Investment Advisors LLC | 0.03% | Reduce -15.1% | 14,940 | $476K |
| Estate Counselors, LLC | 0.04% | New | 13,055 | $416K |
| World Investment Advisors | 0.01% | Reduce -10.7% | 12,664 | $403K |
| &partners | 0.00% | Reduce -6.5% | 12,620 | $402K |
| Cassaday & Co Wealth Management LLC | 0.01% | Reduce -14.7% | 12,566 | $400K |
| Integrated Wealth Concepts LLC | 0.00% | New | 12,451 | $396K |
| Gateway Wealth Partners, LLC | 0.01% | New | 12,131 | $386K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +63.4% | 11,682 | $372K |
| One Wealth Capital Management, LLC | 0.16% | Reduce -10.8% | 10,905 | $368K |
| Snowden Capital Advisors LLC | 0.01% | Add +19.0% | 11,397 | $363K |
| Keystone Financial Services | 0.10% | Add +32.6% | 10,649 | $339K |
| Wealth Alliance, LLC | 0.03% | Reduce -10.9% | 10,319 | $328K |
| Atria Investments, Inc | 0.00% | Reduce -6.3% | 10,300 | $328K |
| Lifelong Wealth Advisors, Inc. | 0.09% | Add +0.8% | 10,202 | $325K |
| Diversify Wealth Management, LLC | 0.01% | Add +11.3% | 9,580 | $324K |
| LifePlan Investment Advisors, Inc. | 0.13% | Add +54.5% | 10,084 | $321K |
| Osaic Holdings, Inc. | 0.00% | Reduce -14.4% | 9,946 | $317K |
| Skyline Advisors, Inc. | 0.11% | New | 9,940 | $316K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 9,777 | $311K |
| Patriot Financial Group Insurance Agency, LLC | 0.02% | New | 9,696 | $309K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -8.3% | 9,336 | $297K |
| RCS Financial Planning, LLC | 0.15% | Reduce -11.7% | 8,878 | $283K |
| Theory Financial LLC | 0.10% | Reduce -8.1% | 8,871 | $282K |
| Eq LLC | 0.08% | Add +10.4% | 8,826 | $281K |
| Navigation Group, LLC | 0.06% | — | 8,263 | $263K |
| Cornerstone Planning Group LLC | 0.03% | Add +7122.8% | 7,295 | $251K |
| Charter Oak Capital Management, LLC | 0.02% | No change | 7,794 | $248K |
| Jane Street Group, LLC | 0.00% | New | 7,594 | $242K |
| Contango Wealth Management LLC | 0.27% | New | 7,258 | $231K |
| Truist Financial Corp. | 0.00% | No change | 6,559 | $209K |
| Wealthgarden F.S. LLC | 0.14% | Reduce -9.0% | 6,507 | $207K |
| Oregon Pacific Wealth Management, LLC | 0.21% | Reduce -3.3% | 6,320 | $201K |
| Capital Analysts, LLC | 0.00% | Reduce -12.8% | 5,929 | $188K |
| Addison Advisors LLC | 0.04% | Add +186.3% | 5,310 | $169K |
| Gen-Wealth Partners Inc | 0.05% | Add +4.3% | 5,213 | $166K |
| AE Wealth Management LLC | 0.00% | Reduce -31.2% | 3,643 | $116K |
| Harbour Investments, Inc. | 0.00% | New | 3,150 | $100K |
| Larson Financial Group LLC | 0.00% | Add +1.2% | 3,102 | $99K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -15.1% | 2,394 | $76K |
| Fifth Third Bancorp | 0.00% | New | 2,199 | $70K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 1,704 | $54K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +355.8% | 1,495 | $48K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +36.4% | 1,462 | $47K |
| BlackRock, Inc. | 0.00% | Reduce -14.9% | 1,300 | $41K |
| CoreCap Advisors, LLC | 0.00% | Add +167.8% | 1,189 | $38K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 1,048 | $33K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +21.6% | 964 | $31K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.2% | 908 | $29K |
| Rossby Financial, LCC | 0.01% | New | 901 | $29K |
| EFG International AG | 0.00% | New | 655 | $21K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -11.9% | 621 | $20K |
| FMR LLC | 0.00% | No change | 617 | $20K |
| Godfrey Financial Associates, Inc. | 0.01% | Add +20.8% | 406 | $13K |
| IFP Advisors, Inc | 0.00% | New | 336 | $11K |
| WealthShield Partners, LLC | 0.00% | Reduce -15.8% | 314 | $10K |
| Mather Group, Llc. | 0.00% | New | 314 | $10K |
| CVA Family Office, LLC | 0.00% | New | 288 | $9K |
| Kilter Group LLC | 0.00% | Reduce -8.0% | 276 | $9K |
| Wells Fargo & Company | 0.00% | No change | 153 | $5K |
| Sunbelt Securities, Inc. | 0.00% | No change | 104 | $3K |
| Creative Financial Designs Inc. | 0.00% | New | 71 | $2K |
| Key Capital Management, INC | 0.00% | Reduce -12.8% | 41 | $1K |
| Raleigh Capital Management Inc. | 0.00% | New | 27 | $863 |
"% 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.