iShares ESG Aw MSCI US ValueEVUSETF
13F holders, Q2 2026 (June 30)129holders +16
30new positions
11sold out
1famous investor
$35.12avg. 13F price*
At the end of Q2 2026, 129 institutions reported holding iShares ESG Aw MSCI US Value (EVUS) in their 13F filings, up 16 from Q1 2026. 30 opened new positions and 11 sold out. The largest holders were Envestnet Asset Management Inc. ($107.2M), JPMorgan Chase & Co. ($51.1M) and LPL Financial LLC ($29.9M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $9.6M |
| Exits | 11 | $6.8M |
All 13F filers, Q1 2026 → Q2 2026: 585,662 shares bought and 348,474 shares sold, net +237,188 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 129 holders
| Envestnet Asset Management Inc. | 0.03% | Add +0.6% | 3,052,109 | $107.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.4% | 1,453,690 | $51.1M |
| LPL Financial LLC | 0.01% | Add +10.2% | 851,858 | $29.9M |
| Envestnet Portfolio Solutions, Inc. | 0.10% | Add +1.3% | 588,537 | $20.7M |
| Park Avenue Securities LLC | 0.06% | Reduce -1.7% | 290,840 | $10.2M |
| Lido Advisors, LLC | 0.03% | Add +16.2% | 268,168 | $9.4M |
| Cetera Investment Advisers | 0.01% | Add +3.0% | 200,317 | $7.0M |
| MML Investors Services, LLC | 0.01% | Add +19.7% | 160,239 | $5.6M |
| eCIO, Inc. | 1.34% | New | 135,346 | $4.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +5.7% | 94,809 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -26.6% | 80,304 | $2.8M |
| Assetmark, Inc. | 0.00% | Reduce -0.0% | 75,086 | $2.6M |
| Archer Investment Management, LLC | 0.88% | Add +73.1% | 73,379 | $2.6M |
| GeoWealth Management, LLC | 0.08% | Add +33.1% | 70,384 | $2.5M |
| Royal Bank of Canada | 0.00% | Add +1.8% | 69,669 | $2.4M |
| Creative Planning | 0.00% | Add +0.3% | 68,107 | $2.4M |
| SageView Advisory Group, LLC | 0.08% | Add +0.4% | 67,752 | $2.4M |
| Avise Financial Cooperative, Inc. | 1.56% | Reduce -6.7% | 62,462 | $2.2M |
| Perigon Wealth Management, LLC | 0.03% | Add +12.4% | 51,686 | $1.8M |
| One Wealth Advisors, LLC | 0.19% | Add +6.8% | 48,656 | $1.7M |
| Affiance Financial, LLC | 0.21% | Add +1.9% | 41,937 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +19.2% | 41,596 | $1.5M |
| Merit Financial Group, LLC | 0.01% | Add +12.4% | 40,336 | $1.4M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -12.0% | 40,110 | $1.4M |
| Horst & Graben Wealth Management LLC | 0.18% | Add +2.7% | 39,669 | $1.4M |
| OneDigital Investment Advisors LLC | 0.01% | Add +3.0% | 37,950 | $1.3M |
| Sharkey, Howes & Javer | 0.16% | Reduce -2.3% | 37,712 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Add +7.7% | 37,547 | $1.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.4% | 35,879 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +11.9% | 35,754 | $1.3M |
| SigFig Wealth Management, LLC | 0.03% | Add +0.9% | 32,519 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +4.5% | 31,479 | $1.1M |
| Davis Wealth Advisors, LLC | 0.85% | Add +12.5% | 31,291 | $1.1M |
| Citadel Advisors | 0.00% | Add +6.7% | 28,465 | $999K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +16.7% | 25,700 | $902K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.3% | 24,062 | $845K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 21,624 | $773K |
| Raymond James Financial Inc. | 0.00% | Add +1.4% | 20,615 | $724K |
| Farther Finance Advisors, LLC | 0.01% | Add +29.8% | 19,292 | $677K |
| Mgo One Seven LLC | 0.01% | Add +0.8% | 19,010 | $667K |
| LexAurum Advisors, LLC | 0.08% | Add +26.0% | 18,932 | $665K |
| OpenArc Corporate Advisory, LLC | 0.01% | Add +2.1% | 18,048 | $634K |
| Cerity Partners LLC | 0.00% | Add +3.9% | 17,931 | $630K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +3.3% | 17,717 | $622K |
| Advisory Services Network, LLC | 0.01% | Add +2.7% | 17,091 | $600K |
| RFG Advisory, LLC | 0.01% | Add +2.5% | 16,623 | $584K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +2.6% | 16,425 | $577K |
| Mercer Global Advisors Inc. | 0.00% | New | 15,704 | $551K |
| Regal Investment Advisors LLC | 0.03% | Add +1.6% | 15,187 | $533K |
| Integrated Wealth Concepts LLC | 0.00% | Add +12.8% | 14,043 | $493K |
| &partners | 0.00% | Add +8.3% | 13,669 | $480K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +10.1% | 12,862 | $452K |
| Snowden Capital Advisors LLC | 0.01% | Add +11.1% | 12,667 | $445K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 12,566 | $441K |
| One Wealth Capital Management, LLC | 0.12% | Add +11.7% | 12,183 | $428K |
| Osaic Holdings, Inc. | 0.00% | Add +21.3% | 12,068 | $424K |
| Keystone Financial Services | 0.11% | Add +12.1% | 11,932 | $419K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +17.6% | 11,493 | $404K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +21.6% | 11,350 | $399K |
| Lifelong Wealth Advisors, Inc. | 0.09% | Add +6.1% | 10,827 | $380K |
| World Investment Advisors | 0.01% | Reduce -6.2% | 11,880 | $378K |
| Wealth Alliance, LLC | 0.03% | Add +0.9% | 10,417 | $366K |
| Gateway Wealth Partners, LLC | 0.02% | Reduce -18.3% | 9,909 | $348K |
| LifePlan Investment Advisors, Inc. | 0.12% | Reduce -2.1% | 9,873 | $347K |
| Fiduciary Financial Group, LLC | 0.04% | New | 9,673 | $340K |
| Theory Financial LLC | 0.10% | Add +6.0% | 9,408 | $330K |
| Diversify Advisory Services, LLC | 0.01% | New | 9,030 | $323K |
| Diversify Wealth Management, LLC | 0.01% | Reduce -5.7% | 9,030 | $323K |
| RCS Financial Planning, LLC | 0.15% | Add +1.0% | 8,964 | $315K |
| Navigation Group, LLC | 0.06% | Add +7.2% | 8,856 | $311K |
| MA Private Wealth | 0.05% | New | 8,716 | $306K |
| Eq LLC | 0.07% | Reduce -7.2% | 8,190 | $288K |
| Cornerstone Planning Group LLC | 0.04% | Add +10.6% | 8,068 | $287K |
| Savvy Advisors, Inc. | 0.01% | New | 8,056 | $283K |
| Pathstone Holdings, LLC | 0.00% | New | 7,923 | $278K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +634.9% | 7,702 | $270K |
| Capital Analysts, LLC | 0.01% | Add +24.6% | 7,390 | $259K |
| Truist Financial Corp. | 0.00% | No change | 6,559 | $230K |
| Traveka Wealth, LLC | 0.08% | New | 6,487 | $228K |
| Oregon Pacific Wealth Management, LLC | 0.21% | Add +2.1% | 6,451 | $226K |
| Focus Financial Network, Inc. | 0.01% | New | 6,282 | $221K |
| MJP Associates Inc. | 0.02% | New | 6,233 | $219K |
| Advisor OS, LLC | 0.01% | New | 6,233 | $219K |
| Wealthgarden F.S. LLC | 0.12% | Reduce -6.0% | 6,119 | $215K |
| AE Wealth Management LLC | 0.00% | Add +66.4% | 6,062 | $213K |
| CreativeOne Wealth, LLC | 0.00% | New | 5,875 | $206K |
| Trilogy Capital Inc. | 0.01% | New | 5,773 | $203K |
| Cypress Wealth Services, LLC | 0.02% | New | 5,767 | $202K |
| Bison Wealth, LLC | 0.02% | New | 5,625 | $200K |
| Gen-Wealth Partners Inc | 0.06% | Add +8.9% | 5,678 | $199K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +113.3% | 3,119 | $110K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -81.1% | 3,104 | $109K |
| Larson Financial Group LLC | 0.00% | No change | 3,102 | $109K |
| Harbour Investments, Inc. | 0.00% | Reduce -3.1% | 3,053 | $107K |
| Addison Advisors LLC | 0.05% | Reduce -42.7% | 3,045 | $107K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 2,394 | $84K |
| Global Retirement Partners, LLC | 0.00% | — | 2,334 | $82K |
| Fifth Third Bancorp | 0.00% | No change | 2,199 | $77K |
| Founders Financial Alliance, LLC | 0.01% | New | 1,858 | $65K |
| CoreCap Advisors, LLC | 0.00% | Add +46.1% | 1,737 | $61K |
| StrongBox Wealth, LLC | 0.02% | New | 1,699 | $60K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +12.9% | 1,688 | $59K |
| Continuum Advisory, LLC | 0.00% | New | 1,313 | $46K |
| BlackRock, Inc. | 0.00% | Add +0.7% | 1,309 | $46K |
| UBS Group AG | 0.00% | New | 1,278 | $45K |
| FMR LLC | 0.00% | Add +96.1% | 1,210 | $42K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +10.5% | 1,065 | $37K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.5% | 876 | $31K |
| Parallel Advisors, LLC | 0.00% | New | 747 | $26K |
| Rossby Financial, LCC | 0.00% | Reduce -20.1% | 720 | $25K |
| EFG International AG | 0.00% | Reduce -0.1% | 654 | $23K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 621 | $22K |
| IFG Advisory, LLC | 0.00% | New | 476 | $17K |
| Buck Wealth Strategies, LLC | 0.00% | New | 476 | $17K |
| First Bancorp, Inc | 0.01% | New | 446 | $16K |
| NBT Bank, N.A. | 0.00% | New | 438 | $15K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 406 | $14K |
| Mather Group, Llc. | 0.00% | Add +9.9% | 345 | $12K |
| Oakmont Advisory Group, LLC | 0.01% | New | 344 | $12K |
| WealthShield Partners, LLC | 0.00% | Add +6.0% | 333 | $12K |
| Wells Fargo & Company | 0.00% | Add +115.7% | 330 | $12K |
| Kilter Group LLC | 0.00% | Add +3.6% | 286 | $10K |
| Commonwealth Retirement Investments LLC | 0.00% | New | 153 | $5K |
| Jones Financial Companies LLLP | 0.00% | New | 149 | $5K |
| IFP Advisors, Inc | 0.00% | Reduce -58.3% | 140 | $5K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 99 | $3K |
| Creative Financial Designs Inc. | 0.00% | Add +28.2% | 91 | $3K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 76 | $3K |
| Key Capital Management, INC | 0.00% | No change | 41 | $1K |
"% 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.