ISHARES TR (EVLU)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
4
Reporting holders
$1.8M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | $1.6M | 38,040 | 0.00% | 5q | +57.1%+$565.2K |
| Cetera Investment Advisers | $238.5K | 5,831 | 0.00% | new | NEW |
| FLOW TRADERS U.S. LLC | $404 | 9,872 | 0.02% | new | NEW |
| UBS Group AG | $41 | 1 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-08 | 13G/A | BlackRock Portfolio Management LLC | 0.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 4 | $1.8M | 53,744 | 3 | 1 | 0 | 0.0% |
| Q1 2026 | 4 | $3.3M | 98,087 | 1 | 1 | 1 | 0.0% |
| Q4 2025 | 2 | $4.2M | 132,562 | 0 | 0 | 2 | 0.0% |
| Q3 2025 | 2 | $6.3M | 208,561 | 0 | 1 | 1 | 0.0% |
| Q2 2025 | 2 | $6.1M | 217,872 | 1 | 0 | 1 | 0.0% |
| Q1 2025 | 1 | $6.0M | 235,000 | 0 | 0 | 1 | 0.0% |
| Q4 2024 | 2 | $7.0M | 288,023 | 0 | 1 | 0 | 0.0% |
| Q3 2024 | 3 | $7.8M | 299,020 | 2 | 0 | 0 | 0.0% |