EVUS Institutional Ownership
iShares ESG Aware MSCI USA Value ETF
1W: -1.0%
1M: -1.5%
3M: +2.5%
YTD: +13.1%
1Y: +16.3%
3Y: +61.8%
$36.47
+0.12 (+0.32%)
Weekly Expected Move ±1.3%
$36
$36
$36
$37
$37
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — EVUS
141
Institutional Holders
+17 vs prior quarter
0.0%
Ownership
+0.00pp
312M
Total Invested
31
New Positions
68
Increased
34
Reduced
12
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (154 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 3,052,109 | $111M | +18,051 | +0.6% | 4Q | SEC ↗ |
| 2 | JPMORGAN CHASE & CO | 1,453,690 | $53M | -67,417 | -4.4% | 4Q | SEC ↗ |
| 3 | LPL Financial LLC | 851,858 | $31M | +78,645 | +10.2% | 6Q | SEC ↗ |
| 4 | Envestnet Portfolio Solutions, Inc. | 588,537 | $21M | +7,764 | +1.3% | 4Q | SEC ↗ |
| 5 | PARK AVENUE SECURITIES LLC | 290,840 | $11M | -4,974 | -1.7% | 4Q | SEC ↗ |
| 6 | Lido Advisors, LLC | 268,168 | $10M | +37,332 | +16.2% | 6Q | SEC ↗ |
| 7 | Cetera Investment Advisers | 200,317 | $7M | +5,753 | +3.0% | 4Q | SEC ↗ |
| 8 | MML INVESTORS SERVICES, LLC | 160,239 | $6M | +26,331 | +19.7% | 4Q | SEC ↗ |
| 9 | CWM, LLC | 156,705 | $6M | +5,602 | +3.7% | 3Q | SEC ↗ |
| 10 | eCIO, Inc. NEW | 135,346 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 11 | Janney Montgomery Scott LLC | 94,809 | $3M | +5,125 | +5.7% | 4Q | SEC ↗ |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 80,304 | $3M | -29,026 | -26.5% | 6Q | SEC ↗ |
| 13 | ASSETMARK, INC | 75,086 | $3M | -7 | -0.0% | 4Q | SEC ↗ |
| 14 | Archer Investment Management, LLC | 73,379 | $3M | +30,995 | +73.1% | 3Q | SEC ↗ |
| 15 | GeoWealth Management, LLC | 70,384 | $3M | +17,494 | +33.1% | 4Q | SEC ↗ |
| 16 | ROYAL BANK OF CANADA | 69,669 | $3M | +1,240 | +1.8% | 3Q | SEC ↗ |
| 17 | Creative Planning | 68,107 | $2M | +226 | +0.3% | 2Q | SEC ↗ |
| 18 | SageView Advisory Group, LLC | 67,752 | $2M | +293 | +0.4% | 6Q | SEC ↗ |
| 19 | Avise Financial Cooperative, Inc. | 62,462 | $2M | -4,450 | -6.7% | 3Q | SEC ↗ |
| 20 | Perigon Wealth Management, LLC | 51,686 | $2M | +5,698 | +12.4% | 4Q | SEC ↗ |
| 21 | One Wealth Advisors, LLC | 48,656 | $2M | +3,081 | +6.8% | 4Q | SEC ↗ |
| 22 | Affiance Financial, LLC | 41,937 | $2M | +770 | +1.9% | 2Q | SEC ↗ |
| 23 | Cambridge Investment Research Advisors | 41,596 | $2M | +6,710 | +19.2% | 4Q | SEC ↗ |
| 24 | Merit Financial Group, LLC | 40,336 | $1M | +4,452 | +12.4% | 4Q | SEC ↗ |
| 25 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 40,110 | $1M | -5,485 | -12.0% | 4Q | SEC ↗ |
| 26 | Horst & Graben Wealth Management LLC | 39,669 | $1M | +1,040 | +2.7% | 4Q | SEC ↗ |
| 27 | OneDigital Investment Advisors LLC | 37,950 | $1M | +1,119 | +3.0% | 4Q | SEC ↗ |
| 28 | Sharkey, Howes & Javer | 37,712 | $1M | -873 | -2.3% | 4Q | SEC ↗ |
| 29 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 37,547 | $1M | +2,670 | +7.7% | 4Q | SEC ↗ |
| 30 | Bank of New York Mellon Corp | 35,879 | $1M | -893 | -2.4% | 4Q | SEC ↗ |
| 31 | Orion Porfolio Solutions, LLC | 35,754 | $1M | +3,795 | +11.9% | 4Q | SEC ↗ |
| 32 | SigFig Wealth Management, LLC | 32,519 | $1M | +301 | +0.9% | 4Q | SEC ↗ |
| 33 | Focus Partners Advisor Solutions, LLC | 31,479 | $1M | +1,348 | +4.5% | 6Q | SEC ↗ |
| 34 | Davis Wealth Advisors, LLC | 31,291 | $1M | +3,485 | +12.5% | 4Q | SEC ↗ |
| 35 | CITADEL ADVISORS LLC | 28,465 | $1M | +1,781 | +6.7% | 2Q | SEC ↗ |
| 36 | Steward Partners Investment Advisory, | 25,700 | $937K | +3,675 | +16.7% | 4Q | SEC ↗ |
| 37 | HighTower Advisors, LLC | 24,062 | $877K | -69 | -0.3% | 7Q | SEC ↗ |
| 38 | WEALTH ENHANCEMENT ADVISORY SERVICES, NEW | 21,624 | $789K | — | +0.0% | 1Q | SEC ↗ |
| 39 | RAYMOND JAMES FINANCIAL INC | 20,615 | $752K | +276 | +1.4% | 3Q | SEC ↗ |
| 40 | Farther Finance Advisors, LLC | 19,292 | $703K | +4,425 | +29.8% | 4Q | SEC ↗ |
| 41 | MGO ONE SEVEN LLC | 19,010 | $693K | +142 | +0.8% | 4Q | SEC ↗ |
| 42 | LexAurum Advisors, LLC | 18,932 | $690K | +3,911 | +26.0% | 2Q | SEC ↗ |
| 43 | OpenArc Corporate Advisory, LLC | 18,048 | $658K | +373 | +2.1% | 3Q | SEC ↗ |
| 44 | Cerity Partners LLC | 17,931 | $654K | +666 | +3.9% | 2Q | SEC ↗ |
| 45 | Gerber Kawasaki Wealth & Investment Ma | 17,717 | $646K | +563 | +3.3% | 3Q | SEC ↗ |
| 46 | Advisory Services Network, LLC | 17,091 | $623K | +448 | +2.7% | 4Q | SEC ↗ |
| 47 | RFG Advisory, LLC | 16,623 | $606K | +412 | +2.5% | 3Q | SEC ↗ |
| 48 | SAGESPRING WEALTH PARTNERS, LLC | 16,425 | $599K | +422 | +2.6% | 4Q | SEC ↗ |
| 49 | MERCER GLOBAL ADVISORS INC /ADV NEW | 15,704 | $573K | — | +0.0% | 1Q | SEC ↗ |
| 50 | Regal Investment Advisors LLC | 15,187 | $554K | +247 | +1.7% | 4Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| eCIO, Inc. | 135,346 | $5M |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 21,624 | $789K |
| MERCER GLOBAL ADVISORS INC /ADV | 15,704 | $573K |
| FIDUCIARY FINANCIAL GROUP, LLC | 9,673 | $353K |
| Diversify Advisory Services, LLC | 9,030 | $329K |
| MA Private Wealth | 8,716 | $318K |
| Savvy Advisors, Inc. | 8,056 | $294K |
| Pathstone Holdings, LLC | 7,923 | $289K |
| Contango Wealth Management LLC | 7,258 | $265K |
| Traveka Wealth, LLC | 6,487 | $237K |
| Focus Financial Network, Inc. | 6,282 | $229K |
| Advisor OS, LLC | 6,233 | $227K |
| MJP ASSOCIATES INC /ADV | 6,233 | $227K |
| CreativeOne Wealth, LLC | 5,875 | $214K |
| Trilogy Capital Inc. | 5,773 | $211K |
| Cypress Wealth Services, LLC | 5,767 | $210K |
| Bison Wealth, LLC | 5,625 | $205K |
| Global Retirement Partners, LLC | 2,334 | $85K |
| Founders Financial Alliance, LLC | 1,858 | $68K |
| StrongBox Wealth, LLC | 1,699 | $62K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Thrivent Financial for Lutherans | 82,521 | $3M |
| GTS SECURITIES LLC | 57,973 | $2M |
| Investor's Fiduciary Advisor Networ | 21,338 | $778K |
| Estate Counselors, LLC | 13,055 | $476K |
| Atria Investments, Inc | 10,300 | $376K |
| Skyline Advisors, Inc. | 9,940 | $362K |
| Patriot Financial Group Insurance A | 9,696 | $354K |
| MLG Wealth Management DBA Pine Grov | 9,134 | $333K |
| Kelsey Financial, LLC | 8,114 | $296K |
| JANE STREET GROUP, LLC | 7,594 | $277K |
| Maia Wealth LLC | 6,023 | $220K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 1,704 | $62K |
| Scarborough Advisors, LLC | 1,624 | $59K |
| Kestra Advisory Services, LLC | 978 | $36K |
| BESSEMER GROUP INC | 784 | $29K |
| BANK OF AMERICA CORP /DE | 695 | $25K |
| FLAGSHIP HARBOR ADVISORS, LLC | 359 | $13K |
| CVA Family Office, LLC | 288 | $11K |
| Western Wealth Management, LLC | 159 | $6K |
| INTERNATIONAL ASSETS INVESTMENT MAN | 101 | $4K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | -67,417 | -4.4% | 1,453,690 |
| COMMONWEALTH EQUITY SERVICES, LLC | -29,026 | -26.5% | 80,304 |
| Tower Research Capital LLC (TRC) | -13,281 | -81.1% | 3,104 |
| UNITED CAPITAL FINANCIAL ADVISORS, | -5,485 | -12.0% | 40,110 |
| PARK AVENUE SECURITIES LLC | -4,974 | -1.7% | 290,840 |
| Avise Financial Cooperative, Inc. | -4,450 | -6.7% | 62,462 |
| Addison Advisors LLC | -2,265 | -42.7% | 3,045 |
| Gateway Wealth Partners, LLC | -2,222 | -18.3% | 9,909 |
| Bank of New York Mellon Corp | -893 | -2.4% | 35,879 |
| Sharkey, Howes & Javer | -873 | -2.3% | 37,712 |
| World Investment Advisors | -784 | -6.2% | 11,880 |
| EQ LLC | -636 | -7.2% | 8,190 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | -550 | -5.7% | 9,030 |
| WEALTHGARDEN F.S. LLC | -388 | -6.0% | 6,119 |
| LifePlan Investment Advisors, Inc. | -211 | -2.1% | 9,873 |
| IFP Advisors, Inc | -196 | -58.3% | 140 |
| Rossby Financial, LCC | -181 | -20.1% | 720 |
| HARBOUR INVESTMENTS, INC. | -97 | -3.1% | 3,053 |
| HighTower Advisors, LLC | -69 | -0.3% | 24,062 |
| PNC Financial Services Group, Inc. | -32 | -3.5% | 876 |