Who owns iShares ESG Aware MSCI USA Value ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of EVUS from SEC Form 13F filings across 129 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 129 institutions disclosed 9.0M shares of iShares ESG Aware MSCI USA Value ETF worth $315.1M — about 194.4% of shares outstanding; the largest disclosed holder is ENVESTNET ASSET MANAGEMENT INC. Source: SEC Form 13F filings, parsed by EvidInvest.
129
13F holders
$315.1M
value, 2026 filers
194.4%
of shares outstanding (9.0M sh)
32
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of EVUS's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 3.1M | $107.2M | 0.0% | 66.2% | +0.6% |
| 2 | JPMORGAN CHASE & CO | 1.5M | $51.1M | 0.0% | 31.5% | -4.4% |
| 3 | LPL Financial LLC | 851,858 | $29.9M | 0.0% | 18.5% | +10.2% |
| 4 | Envestnet Portfolio Solutions, Inc. | 588,537 | $20.7M | 0.1% | 12.8% | +1.3% |
| 5 | PARK AVENUE SECURITIES LLC | 290,840 | $10.2M | 0.1% | 6.3% | -1.7% |
| 6 | Lido Advisors, LLC | 268,168 | $9.4M | 0.0% | 5.8% | +16.2% |
| 7 | Cetera Investment Advisers | 200,317 | $7.0M | 0.0% | 4.3% | +3.0% |
| 8 | MML INVESTORS SERVICES, LLC | 160,239 | $5.6M | 0.0% | 3.5% | +19.7% |
| 9 | eCIO, Inc.NEW | 135,346 | $4.8M | 1.3% | 2.9% | new |
| 10 | Janney Montgomery Scott LLC | 94,809 | $3.3M | 0.0% | 2.1% | +5.7% |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | 80,304 | $2.8M | 0.0% | 1.7% | -26.5% |
| 12 | ASSETMARK, INC | 75,086 | $2.6M | 0.0% | 1.6% | 0.0% |
| 13 | Archer Investment Management, LLC | 73,379 | $2.6M | 0.9% | 1.6% | +73.1% |
| 14 | GeoWealth Management, LLC | 70,384 | $2.5M | 0.1% | 1.5% | +33.1% |
| 15 | ROYAL BANK OF CANADA | 69,669 | $2.4M | 0.0% | 1.5% | +1.8% |
| 16 | Creative Planning | 68,107 | $2.4M | 0.0% | 1.5% | +0.3% |
| 17 | SageView Advisory Group, LLCNEW | 67,752 | $2.4M | 0.1% | 1.5% | new |
| 18 | Avise Financial Cooperative, Inc. | 62,462 | $2.2M | 1.6% | 1.4% | -6.7% |
| 19 | Perigon Wealth Management, LLC | 51,686 | $1.8M | 0.0% | 1.1% | +12.4% |
| 20 | One Wealth Advisors, LLC | 48,656 | $1.7M | 0.2% | 1.1% | +6.8% |
| 21 | Affiance Financial, LLC | 41,937 | $1.5M | 0.2% | 0.9% | +1.9% |
| 22 | Cambridge Investment Research Advisors, Inc. | 41,596 | $1.5M | 0.0% | 0.9% | +19.2% |
| 23 | Merit Financial Group, LLC | 40,336 | $1.4M | 0.0% | 0.9% | +12.4% |
| 24 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 40,110 | $1.4M | 0.0% | 0.9% | -12.0% |
| 25 | Horst & Graben Wealth Management LLC | 39,669 | $1.4M | 0.2% | 0.9% | +2.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.