ISHARES ESG AWARE MSCI USA VALUE ETF

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EVUS·46436E221·US·ETF

EVUS (ISHARES ESG AWARE MSCI USA VALUE ETF) is held by 42 institutional investors as of Q2 2026. Largest holders: ENVESTNET ASSET MANAGEMENT INC ($107.2M), JPMORGAN CHASE & CO ($51.1M), LPL Financial LLC ($29.9M). Net institutional sentiment: Bullish.

42

Holders

(5 Elite)

$257.7M

Total Value

80% (40)

Consensus

32 buying - 8 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)68

Insider (Form 4)34

Activist (13D/13G)58

Congressional (STOCK Act)44

Holder Quality

58

★★★★★

Elite

36

★★★★

Strong

66

★★★

Solid

24

★★

Below

37

★

Weak

Held by 42 funds

5 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for EVUS.

Top Holders

Top Holders (42)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	Increased	3.1M(+0.6%)	$107.2M	0.0%	+16.68%	30
JPMORGAN CHASE & CO	Decreased	1.5M(-4.4%)	$51.1M	0.0%	+12.78%	0
LPL Financial LLC	Increased	851,858(+10.2%)	$29.9M	0.0%	+15.46%	32
Envestnet Portfolio Solutions, Inc.	Increased	588,537(+1.3%)	$20.7M	0.1%	+16.58%	29
Lido Advisors, LLC	Increased	268,168(+16.2%)	$9.4M	0.0%	+24.86%	32
Cetera Investment Advisers	Increased	200,317(+3.0%)	$7M	0.0%	+16.35%	28
MML INVESTORS SERVICES, LLC	Increased	160,239(+19.7%)	$5.6M	0.0%	+14.50%	32
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	80,304(-26.6%)	$2.8M	0.0%	+16.54%	0
ASSETMARK, INC	Decreased	75,086(-0.0%)	$2.6M	0.0%	+16.81%	0
ROYAL BANK OF CANADA	Increased	69,669(+1.8%)	$2.4M	0.0%	+11.23%	27
Creative Planning	Increased	68,107(+0.3%)	$2.4M	0.0%	+10.57%	26
MFMerit Financial Group, LLC	Increased	40,336(+12.4%)	$1.4M	0.0%	+14.05%	29
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Decreased	40,110(-12.0%)	$1.4M	0.0%	+18.27%	0
OneDigital Investment Advisors LLC	Increased	37,950(+3.0%)	$1.3M	0.0%	+15.72%	26
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	37,547(+7.7%)	$1.3M	0.0%	+13.76%	27
Bank of New York Mellon Corp	Decreased	35,879(-2.4%)	$1.3M	0.0%	+16.35%	0
OPOrion Porfolio Solutions, LLC	Increased	35,754(+11.9%)	$1.3M	0.0%	+15.37%	28
CITADEL ADVISORS LLC	Increased	28,465(+6.7%)	$999,406	0.0%	+10.24%	27
Steward Partners Investment Advisory, LLC	Increased	25,700(+16.7%)	$902,327	0.0%	+14.25%	29
HighTower Advisors, LLC	Decreased	24,062(-0.3%)	$844,808	0.0%	+19.44%	0

Showing 1-20 of 43

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer