Who Owns ISHARES ESG AW MSCI US VALUE (EVUS)? -- Institutional Holders (2026-06-30)

140 institutions reported holding $315.1M of ISHARES ESG AW MSCI US VALUE (EVUS) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($107.2M), JPMORGAN CHASE & CO ($51.1M), LPL Financial LLC ($29.9M), Envestnet Portfolio Solutions, Inc. ($20.7M), PARK AVENUE SECURITIES LLC ($10.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$107.2M3.1MAdded
2JPMORGAN CHASE & CO$51.1M1.5MTrimmed
3LPL Financial LLC$29.9M851,858Added
4Envestnet Portfolio Solutions, Inc.$20.7M588,537Added
5PARK AVENUE SECURITIES LLC$10.2M290,840Trimmed
6Lido Advisors, LLC$9.4M268,168Added
7Cetera Investment Advisers$7.0M200,317Added
8MML INVESTORS SERVICES, LLC$5.6M160,239Added
9eCIO, Inc.$4.8M135,346New
10Janney Montgomery Scott LLC$3.3M94,809Added
11COMMONWEALTH EQUITY SERVICES, LLC$2.8M80,304Trimmed
12ASSETMARK, INC$2.6M75,086Trimmed
13Archer Investment Management, LLC$2.6M73,379Added
14GeoWealth Management, LLC$2.5M70,384Added
15Royal Bank of Canada$2.4M69,669Added
16Creative Planning$2.4M68,107Added
17SageView Advisory Group, LLC$2.4M67,752Added
18Avise Financial Cooperative, Inc.$2.2M62,462Trimmed
19Perigon Wealth Management, LLC$1.8M51,686Added
20One Wealth Advisors, LLC$1.7M48,656Added
21Affiance Financial, LLC$1.5M41,937Added
22Cambridge Investment Research Advisors, Inc.$1.5M41,596Added
23Merit Financial Group, LLC$1.4M40,336Added
24UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.4M40,110Trimmed
25Horst & Graben Wealth Management LLC$1.4M39,669Added

Source: SEC Form 13F filings · as of 2026-06-30