ISHARES ESG AW MSCI US VALUE (EVUS) Institutional Shareholders
ISHARES ESG AW MSCI US VALUE (EVUS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $311.14M in EVUS holdings during the latest filing period.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of EVUS tracked by InsiderSet, reporting ownership valued at approximately $107.16M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $111.52M, representing an estimated gain of +4.07% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 81% of the total disclosed EVUS value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Jpmorgan Chase & Co, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in ISHARES ESG AW MSCI US VALUE (EVUS).
This page ranks the largest institutional EVUS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
123
Total Reported Value
$311.14M
Largest Holder
Envestnet Asset Management Inc
Largest Position
$107.16M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
129
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 0.03% | 3,052,109 | $107,159,544 | $111,524,063 | +$4,364,519 | +4.07% | |
| Jpmorgan Chase & Co | 0.00% | 1,453,690 | $51,105,537 | $53,117,833 | +$2,012,296 | +3.94% | |
| Lpl Financial Llc | 0.01% | 851,858 | $29,908,742 | $31,126,891 | +$1,218,149 | +4.07% | |
| Envestnet Portfolio Solutions, Inc. | 0.10% | 588,537 | $20,663,517 | $21,505,142 | +$841,625 | +4.07% | |
| Park Avenue Securities Llc | 0.06% | 290,840 | $10,211,000 | $10,627,294 | +$416,294 | +4.08% | |
| Lido Advisors, Llc | 0.03% | 268,168 | $9,415,397 | $9,798,859 | +$383,462 | +4.07% | |
| Cetera Investment Advisers | 0.01% | 200,317 | $7,033,098 | $7,319,583 | +$286,485 | +4.07% | |
| Mml Investors Services, Llc | 0.01% | 160,239 | $5,625,979 | $5,855,133 | +$229,154 | +4.07% | |
| Cwm, Llc | 0.01% | 156,705 | $4,988,183 | $5,726,001 | +$737,818 | +14.79% | |
| Ecio, Inc. | 1.34% | 135,346 | $4,751,993 | $4,945,543 | +$193,550 | +4.07% | |
| Janney Montgomery Scott Llc | 0.01% | 94,809 | $3,329,000 | $3,464,321 | +$135,321 | +4.06% | |
| Commonwealth Equity Services, Llc | 0.00% | 80,304 | $2,819,490 | $2,934,308 | +$114,818 | +4.07% | |
| Assetmark, Inc | 0.00% | 75,086 | $2,636,269 | $2,743,642 | +$107,373 | +4.07% | |
| Archer Investment Management, Llc | 0.88% | 73,379 | $2,576,340 | $2,681,269 | +$104,929 | +4.07% | |
| Geowealth Management, Llc | 0.08% | 70,384 | $2,471,167 | $2,571,831 | +$100,664 | +4.07% | |
| Royal Bank Of Canada | 0.00% | 69,669 | $2,446,000 | $2,545,705 | +$99,705 | +4.08% | |
| Avise Financial Cooperative, Inc. | 1.56% | 62,462 | $2,193,053 | $2,282,361 | +$89,308 | +4.07% | |
| Perigon Wealth Management, Llc | 0.03% | 51,686 | $1,814,713 | $1,888,606 | +$73,893 | +4.07% | |
| One Wealth Advisors, Llc | 0.19% | 48,656 | $1,708,312 | $1,777,890 | +$69,578 | +4.07% | |
| Affiance Financial, Llc | 0.21% | 41,937 | $1,472,408 | $1,532,378 | +$59,970 | +4.07% | |
| Merit Financial Group, Llc | 0.01% | 40,336 | $1,416,192 | $1,473,877 | +$57,685 | +4.07% | |
| United Capital Financial Advisors, Llc | 0.01% | 40,110 | $1,408,688 | $1,465,619 | +$56,931 | +4.04% | |
| Horst & Graben Wealth Management Llc | 0.18% | 39,669 | $1,401,506 | $1,449,505 | +$47,999 | +3.42% | |
| Onedigital Investment Advisors Llc | 0.01% | 37,950 | $1,332,413 | $1,386,693 | +$54,280 | +4.07% | |
| Sharkey, Howes & Javer | 0.16% | 37,712 | $1,324,085 | $1,377,996 | +$53,911 | +4.07% | |
| Susquehanna International Group, Llp | 0.00% | 37,547 | $1,318,275 | $1,371,967 | +$53,692 | +4.07% | |
| Bank Of New York Mellon Corp | 0.00% | 35,879 | $1,259,703 | $1,311,019 | +$51,316 | +4.07% | |
| Orion Porfolio Solutions, Llc | 0.01% | 35,754 | $1,255,333 | $1,306,451 | +$51,118 | +4.07% | |
| Sigfig Wealth Management, Llc | 0.03% | 32,519 | $1,143,226 | $1,188,244 | +$45,018 | +3.94% | |
| Focus Partners Advisor Solutions, Llc | 0.01% | 31,479 | $1,105,228 | $1,150,243 | +$45,015 | +4.07% | |
| Citadel Advisors Llc | 0.00% | 28,465 | $999,406 | $1,040,111 | +$40,705 | +4.07% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 25,700 | $902,327 | $939,078 | +$36,751 | +4.07% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 21,624 | $772,935 | $790,141 | +$17,206 | +2.23% | |
| Raymond James Financial Inc | 0.00% | 20,615 | $723,793 | $753,272 | +$29,479 | +4.07% | |
| Farther Finance Advisors, Llc | 0.01% | 19,292 | $677,326 | $704,930 | +$27,604 | +4.08% | |
| Mgo One Seven Llc | 0.01% | 19,010 | $667,449 | $694,625 | +$27,176 | +4.07% | |
| Lexaurum Advisors, Llc | 0.08% | 18,932 | $664,703 | $691,775 | +$27,072 | +4.07% | |
| Openarc Corporate Advisory, Llc | 0.01% | 18,048 | $633,665 | $659,474 | +$25,809 | +4.07% | |
| Cerity Partners Llc | 0.00% | 17,931 | $629,557 | $655,199 | +$25,642 | +4.07% | |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | 17,717 | $622,051 | $647,379 | +$25,328 | +4.07% | |
| Advisory Services Network, Llc | 0.01% | 17,091 | $600,060 | $624,505 | +$24,445 | +4.07% | |
| Rfg Advisory, Llc | 0.01% | 16,623 | $583,617 | $607,404 | +$23,787 | +4.08% | |
| Sagespring Wealth Partners, Llc | 0.01% | 16,425 | $576,688 | $600,170 | +$23,482 | +4.07% | |
| Mercer Global Advisors Inc | 0.00% | 15,704 | $551,367 | $573,824 | +$22,457 | +4.07% | |
| Regal Investment Advisors Llc | 0.03% | 15,187 | $533,216 | $554,933 | +$21,717 | +4.07% | |
| Integrated Wealth Concepts Llc | 0.00% | 14,043 | $493,049 | $513,131 | +$20,082 | +4.07% | |
| &Partners | 0.00% | 13,669 | $479,912 | $499,465 | +$19,553 | +4.07% | |
| Concurrent Investment Advisors, Llc | 0.00% | 12,862 | $451,585 | $469,977 | +$18,392 | +4.07% | |
| Snowden Capital Advisors Llc | 0.01% | 12,667 | $444,738 | $462,852 | +$18,114 | +4.07% | |
| Cassaday & Co Wealth Management Llc | 0.01% | 12,566 | $441,193 | $459,162 | +$17,969 | +4.07% |
Frequently asked questions about EVUS
Who owns the most EVUS stock?
The largest holders of EVUS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES ESG AW MSCI US VALUE (EVUS).
Is EVUS widely held by superinvestors?
Many widely followed stocks like EVUS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly EVUS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.