EVUS · iShares ESG Aware MSCI USA Value ETF · Holdings ETF

$37.35 +0.30 (+0.81%) At close · Oct 20

Volume · Oct 20 11.49K Avg daily vol (3M) 30.83K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.

Quarter:

Holders: 28

Total Value: $0

Total Shares: 368,627

Institutional Ownership Trend

15 quarters

Who Holds EVUS

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 129 filers, like-for-like change +2.7%; actively managed books +2.7%; index-like books -2.3%.

Holder type	Share	Filers	Change	New	Exited
Registered adviser	61.4%	83	+1.6%	17	7
Adviser	1.1%	1	+5.7%	0	0
Bank	17.5%	9	-4.0%	2	0
Broker-dealer	9.5%	1	+10.2%	0	0
Holding company	0.2%	3	+23.0%	0	0
Unknown	10.4%	32	+16.1%	11	4

Style	Share	Filers	Change	New	Exited
Index-like	0.4%	2	-2.3%	0	0
Systematic-like	0.4%	2	-26.7%	0	0
Concentrated	9.9%	42	+20.2%	8	4
Diversified active	89.4%	83	+1.3%	22	7
Not measured	0.0%	0	—	0	0
Unknown	0.0%	0	—	0	0

Turnover	Share	Filers	Change	New	Exited
Low turnover	90.8%	93	+4.5%	22	4
Medium turnover	6.4%	23	-11.5%	7	5
High turnover	1.6%	4	-23.3%	0	2
Unknown	1.2%	9	+0.7%	1	0
Not measured	0.0%	0	—	0	0

Holding horizon	Share	Filers	Change	New	Exited
Short horizon	1.8%	8	+20.4%	1	0
Medium horizon	11.5%	31	+11.5%	9	4
Long horizon	83.2%	87	+1.6%	19	6
Unknown	3.4%	3	-5.3%	1	1
Not measured	0.0%	0	—	0	0

13F book size	Share	Filers	Change	New	Exited
Under $1B	7.4%	42	+37.5%	13	6
$1B to $10B	6.4%	42	-1.7%	10	3
$10B to $100B	23.6%	29	+1.8%	4	1
$100B or more	62.7%	16	+0.5%	3	1
Not measured	0.0%	0	—	0	0

Client base	Share	Filers	Change	New	Exited
Individuals and high net worth	59.7%	78	+3.6%	16	4
Pooled investment vehicles	0.3%	1	+6.7%	0	0
Pension and profit sharing plans	1.3%	3	+0.5%	0	0
Other investment advisers	0.1%	1	-39.5%	1	1
Registered funds and BDCs	0.0%	0	-100.0%	0	1
Other	0.0%	0	-100.0%	0	1
Diversified	0.0%	0	—	0	0
Unknown	38.6%	46	+4.5%	13	4

Private funds	Share	Filers	Change	New	Exited
Hedge funds	3.3%	2	+15.2%	0	0
Private equity funds	0.8%	1	-54.7%	0	1
Real estate funds	0.1%	1	+21.6%	0	0
Other private funds	0.6%	3	-0.1%	0	0
No private funds	56.6%	76	+2.6%	17	6
Unknown	38.6%	46	+4.5%	13	4

Location	Share	Filers	Change	New	Exited
United States	99.2%	126	+2.7%	29	11
Outside the US	0.8%	3	+3.6%	1	0

The Sep 30, 2026 filing window is still open, so its bar shows only the filers that have filed so far.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 1 holder with no observed 2026-03-31 13F and 4 holders with no observed 2026-06-30 13F.

Conviction and Crowding

129 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders

15.5% of filers hold it in their top 10

Mar 31, 2026: 0

Holders above 5%

median weight 0.112%

Mar 31, 2026: 0

Crowding

—

shares outstanding is an issuer-wide count, not one listing's

Private-fund advisers

—

of shares outstanding

Institutional ownership

—

shares outstanding is an issuer-wide count, not one listing's

Top 10 holders

79.1%

of 13F shares, Herfindahl 0.159

Active holders

+2.7%

like-for-like share change of active filers

5% stakes on record

0 13D, 1 13G (1 institutional, 0 passive, 0 exempt)

How long holders have held it value-weighted 2.6 quarters

Under 1 year 69.9% 1 to 3 years 30.1% 3 years or more 0.000% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Quarterly Activity

vs Jun 30, 2026

New

Increased

Decreased

Sold Out

Unchanged

New and Sold Out count only filers that reported a 13F for both quarters: a first-time filer's book is not a buy, and a fund that has not filed, or withheld its positions under confidential treatment, has not sold.

Holder count: -101

Institutional value: -100.0%

Shares held: -95.9%

Top Buyers

vs Jun 30, 2026

Institution	Added	Now Holds
Mid Diversify Advisory Services, LLC	+4,729	13,759
Mid DIVERSIFY WEALTH MANAGEMENT, LLC	+4,729	13,759
Small Affiance Financial, LLC	+1,801	43,738
Mid CoreCap Advisors, LLC	+1,484	3,221
Small RCS Financial Planning, LLC	+1,047	10,011

Top Sellers

vs Jun 30, 2026

Institution	Sold	Now Holds
Small LexAurum Advisors, LLC	−11,540	7,392
Small Archer Investment Management, LLC	−3,834	69,545
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	−2,580	19,044
Large Farther Finance Advisors, LLC	−727	18,565
Small FIDUCIARY FINANCIAL GROUP, LLC	−594	9,079

Top New Positions

vs Jun 30, 2026

Institution	Acquired	Value (USD)
Small WestHill Financial Advisors, Inc.	37,996	$0
Small West Branch Capital LLC	272	$0
Small Portfolio Resources Advisor Group, Inc.	67	$0
Micro ZENITH SOLUTIONS, INC.	12,221	$0
Small Maia Wealth LLC	5,816	$0

Top Sold-Out Positions

vs Jun 30, 2026

No fully closed positions this quarter.

Filter: New 6 Increased 7 Reduced 14 Sold out 0 Unchanged 1

Holder type: Registered adviser 21 Unknown 7

Showing 28 of 28

All Common Calls Puts

Compact Export CSV

Holder	Value (USD)	% of 13F	Shares	Own %	Change	Type	Filed
Mid SigFig Wealth Management, LLC Registered adviser EVUS	—	—	32,411	—	-108 -0.3%	Shares	2026-10-07
Small West Branch Capital LLC Registered adviser EVUS	—	—	272	—	New	Shares	2026-10-20
Small LexAurum Advisors, LLC Registered adviser EVUS	—	—	7,392	—	-11,540 -61.0%	Shares	2026-10-19
Small Physician Wealth Advisors, Inc. Registered adviser EVUS	—	—	1,669	—	-19 -1.1%	Shares	2026-10-20
Micro ZENITH SOLUTIONS, INC. Registered adviser EVUS	—	—	12,221	—	New	Shares	2026-10-19
Small Lifelong Wealth Advisors, Inc. Registered adviser EVUS	—	—	10,827	—	0 0.0%	Shares	2026-10-19
Mid Diversify Advisory Services, LLC Registered adviser EVUS	—	—	13,759	—	+4,729 +52.4%	Shares	2026-10-20
Mid Trilogy Capital Inc. Registered adviser EVUS	—	—	5,673	—	-100 -1.7%	Shares	2026-10-20
Small FIDUCIARY FINANCIAL GROUP, LLC EVUS	—	—	9,079	—	-594 -6.1%	Shares	2026-10-13
Small MLG Wealth Management DBA Pine Grove Financial Group EVUS	—	—	7,789	—	New	Shares	2026-10-13
Mid DIVERSIFY WEALTH MANAGEMENT, LLC Registered adviser EVUS	—	—	13,759	—	+4,729 +52.4%	Shares	2026-10-20
Small Affiance Financial, LLC Registered adviser EVUS	—	—	43,738	—	+1,801 +4.3%	Shares	2026-10-15
Small RCS Financial Planning, LLC Registered adviser EVUS	—	—	10,011	—	+1,047 +11.7%	Shares	2026-10-14
Large Farther Finance Advisors, LLC Registered adviser EVUS	—	—	18,565	—	-727 -3.8%	Shares	2026-10-08
Small Traveka Wealth, LLC EVUS	—	—	6,427	—	-60 -0.9%	Shares	2026-10-19
Small Maia Wealth LLC EVUS	—	—	5,816	—	New	Shares	2026-10-19
Micro Oregon Pacific Wealth Management, LLC EVUS	—	—	6,337	—	-114 -1.8%	Shares	2026-10-20
Small Bison Wealth, LLC Registered adviser EVUS	—	—	5,593	—	-32 -0.6%	Shares	2026-10-13
Small Portfolio Resources Advisor Group, Inc. Registered adviser EVUS	—	—	67	—	New	Shares	2026-10-20
Mid Focus Financial Network, Inc. EVUS	—	—	6,239	—	-43 -0.7%	Shares	2026-10-14
Large MATHER GROUP, LLC. Registered adviser EVUS	—	—	363	—	+18 +5.2%	Shares	2026-10-14
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC EVUS	—	—	19,044	—	-2,580 -11.9%	Shares	2026-10-13
Large Concurrent Investment Advisors, LLC Registered adviser EVUS	—	—	12,704	—	-158 -1.2%	Shares	2026-10-16
Small WestHill Financial Advisors, Inc. Registered adviser EVUS	—	—	37,996	—	New	Shares	2026-10-14
Small Cornerstone Planning Group LLC Registered adviser EVUS	—	—	7,929	—	-139 -1.7%	Shares	2026-10-16
Mid IFP Advisors, Inc Registered adviser EVUS	—	—	181	—	+41 +29.3%	Shares	2026-10-16
Small Archer Investment Management, LLC Registered adviser EVUS	—	—	69,545	—	-3,834 -5.2%	Shares	2026-10-13
Mid CoreCap Advisors, LLC Registered adviser EVUS	—	—	3,221	—	+1,484 +85.4%	Shares	2026-10-08
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