ISHARES TR (EVUS)
Institutional ownership reported to the SEC as of Q2 2026, across 14 quarters.
125
Reporting holders
$301.9M
Reported value
0.0%
Held as options
+18
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 |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $107.2M | 3,052,109 | 0.03% | 4q | +0.6%+$633.8K |
| JPMORGAN CHASE & CO | $51.1M | 1,453,690 | 0.00% | 4q | -4.4%-$2.4M |
| LPL Financial LLC | $29.9M | 851,858 | 0.01% | 6q | +10.2%+$2.8M |
| Envestnet Portfolio Solutions, Inc. | $20.7M | 588,537 | 0.10% | 4q | +1.3%+$272.6K |
| Lido Advisors, LLC | $9.4M | 268,168 | 0.03% | 6q | +16.2%+$1.3M |
| Cetera Investment Advisers | $7.0M | 200,317 | 0.01% | 4q | +3.0%+$202.0K |
| MML INVESTORS SERVICES, LLC | $5.6M | 160,239 | 0.01% | 4q | +19.7%+$924.5K |
| eCIO, Inc. | $4.8M | 135,346 | 1.34% | new | NEW |
| Merit Financial Group, LLC | $2.8M | 80,672 | 0.01% | 4q | +124.8%+$1.6M |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.8M | 80,304 | 0.00% | 6q | -26.5%-$1.0M |
| ASSETMARK, INC | $2.6M | 75,086 | 0.00% | 4q | HELD |
| Archer Investment Management, LLC | $2.6M | 73,379 | 0.88% | 3q | +73.1%+$1.1M |
| GeoWealth Management, LLC | $2.5M | 70,384 | 0.08% | 4q | +33.1%+$614.2K |
| ROYAL BANK OF CANADA | $2.4M | 69,669 | 0.00% | 3q | +1.8%+$43.5K |
| Creative Planning | $2.4M | 68,107 | 0.00% | 2q | HELD |
| SageView Advisory Group, LLC | $2.4M | 67,752 | 0.08% | 6q | HELD |
| Avise Financial Cooperative, Inc. | $2.2M | 62,462 | 1.56% | 3q | -6.7%-$156.2K |
| Perigon Wealth Management, LLC | $1.8M | 51,686 | 0.03% | 4q | +12.4%+$200.1K |
| One Wealth Advisors, LLC | $1.7M | 48,656 | 0.19% | 4q | +6.8%+$108.2K |
| Affiance Financial, LLC | $1.5M | 41,937 | 0.21% | 2q | +1.9%+$27.0K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $1.4M | 40,110 | 0.01% | 4q | -12.0%-$192.6K |
| Horst & Graben Wealth Management LLC | $1.4M | 39,669 | 0.18% | 4q | +2.7%+$36.7K |
| OneDigital Investment Advisors LLC | $1.3M | 37,950 | 0.01% | 4q | +3.0%+$39.3K |
| Sharkey, Howes & Javer | $1.3M | 37,712 | 0.16% | 4q | -2.3%-$30.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 37,547 | 0.00% | 4q | +7.7%+$93.7K |
| Bank of New York Mellon Corp | $1.3M | 35,879 | 0.00% | 4q | -2.4%-$31.4K |
| Orion Porfolio Solutions, LLC | $1.3M | 35,754 | 0.01% | 4q | +11.9%+$133.2K |
| SigFig Wealth Management, LLC | $1.1M | 32,519 | 0.03% | 4q | +0.9%+$10.6K |
| Focus Partners Advisor Solutions, LLC | $1.1M | 31,479 | 0.01% | 6q | +4.5%+$47.3K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.1M | 31,408 | 0.00% | new | NEW |
| Davis Wealth Advisors, LLC | $1.1M | 31,291 | 0.85% | 3q | +12.5%+$122.4K |
| CITADEL ADVISORS LLC | $999.4K | 28,465 | 0.00% | 2q | +6.7%+$62.5K |
| Steward Partners Investment Advisory, LLC | $902.3K | 25,700 | 0.00% | 4q | +16.7%+$129.0K |
| HighTower Advisors, LLC | $844.8K | 24,062 | 0.00% | 7q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $772.9K | 21,624 | 0.00% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $723.8K | 20,615 | 0.00% | 3q | +1.4%+$9.7K |
| Farther Finance Advisors, LLC | $677.3K | 19,292 | 0.01% | 4q | +29.8%+$155.4K |
| MGO ONE SEVEN LLC | $667.4K | 19,010 | 0.01% | 4q | +0.8%+$5.0K |
| LexAurum Advisors, LLC | $664.7K | 18,932 | 0.08% | 2q | +26.0%+$137.3K |
| Integrated Wealth Concepts LLC | $650.0K | 18,513 | 0.00% | 2q | +48.7%+$212.8K |
| OpenArc Corporate Advisory, LLC | $633.7K | 18,048 | 0.01% | 3q | +2.1%+$13.1K |
| Cerity Partners LLC | $629.6K | 17,931 | 0.00% | 2q | +3.9%+$23.4K |
| Gerber Kawasaki Wealth & Investment Management | $622.1K | 17,717 | 0.02% | 3q | +3.3%+$19.8K |
| Advisory Services Network, LLC | $600.1K | 17,091 | 0.01% | 4q | +2.7%+$15.7K |
| RFG Advisory, LLC | $583.6K | 16,623 | 0.01% | 3q | +2.5%+$14.5K |
| SAGESPRING WEALTH PARTNERS, LLC | $576.7K | 16,425 | 0.01% | 4q | +2.6%+$14.8K |
| Regal Investment Advisors LLC | $533.2K | 15,187 | 0.03% | 4q | +1.7%+$8.7K |
| &PARTNERS | $479.9K | 13,669 | 0.00% | 4q | +8.3%+$36.8K |
| Concurrent Investment Advisors, LLC | $451.6K | 12,862 | 0.00% | 3q | +10.1%+$41.4K |
| Snowden Capital Advisors LLC | $444.7K | 12,667 | 0.01% | 4q | +11.1%+$44.6K |
| Cassaday & Co Wealth Management LLC | $441.2K | 12,566 | 0.01% | 7q | HELD |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | $427.7K | 12,183 | 0.12% | 4q | +11.7%+$44.9K |
| OSAIC HOLDINGS, INC. | $423.8K | 12,068 | 0.00% | 8q | +21.3%+$74.5K |
| Keystone Financial Services | $418.9K | 11,932 | 0.11% | 3q | +12.0%+$45.0K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $403.5K | 11,493 | 0.00% | 2q | +17.6%+$60.3K |
| EverSource Wealth Advisors, LLC | $398.5K | 11,350 | 0.01% | 4q | +21.6%+$70.7K |
| Lifelong Wealth Advisors, Inc. | $380.1K | 10,827 | 0.09% | 3q | +6.1%+$21.9K |
| World Investment Advisors | $378.2K | 11,880 | 0.01% | 4q | -6.2%-$25.0K |
| WEALTH ALLIANCE, LLC | $365.7K | 10,417 | 0.03% | 4q | +0.9%+$3.4K |
| Gateway Wealth Partners, LLC | $347.9K | 9,909 | 0.02% | 2q | -18.3%-$78.0K |
| LifePlan Investment Advisors, Inc. | $346.6K | 9,873 | 0.12% | 3q | -2.1%-$7.4K |
| FIDUCIARY FINANCIAL GROUP, LLC | $339.6K | 9,673 | 0.04% | new | NEW |
| THEORY FINANCIAL LLC | $330.3K | 9,408 | 0.10% | 3q | +6.1%+$18.9K |
| Diversify Advisory Services, LLC | $323.4K | 9,030 | 0.01% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $323.4K | 9,030 | 0.01% | 3q | -5.7%-$19.7K |
| RCS Financial Planning, LLC | $314.7K | 8,964 | 0.15% | 3q | +1.0%+$3.0K |
| Navigation Group, LLC | $310.9K | 8,856 | 0.06% | 2q | +7.2%+$20.8K |
| MA Private Wealth | $306.0K | 8,716 | 0.05% | new | NEW |
| EQ LLC | $287.5K | 8,190 | 0.07% | 3q | -7.2%-$22.3K |
| Cornerstone Planning Group LLC | $287.0K | 8,068 | 0.04% | 3q | +10.6%+$27.5K |
| Savvy Advisors, Inc. | $282.8K | 8,056 | 0.01% | new | NEW |
| Pathstone Holdings, LLC | $278.2K | 7,923 | 0.00% | new | NEW |
| Ashton Thomas Private Wealth, LLC | $270.4K | 7,702 | 0.01% | 2q | +634.9%+$233.6K |
| TRUIST FINANCIAL CORP | $230.3K | 6,559 | 0.00% | 4q | HELD |
| Traveka Wealth, LLC | $227.8K | 6,487 | 0.08% | new | NEW |
| Oregon Pacific Wealth Management, LLC | $226.5K | 6,451 | 0.21% | 3q | +2.1%+$4.6K |
| Focus Financial Network, Inc. | $220.6K | 6,282 | 0.01% | new | NEW |
| MJP ASSOCIATES INC /ADV | $218.9K | 6,233 | 0.02% | new | NEW |
| Advisor OS, LLC | $218.9K | 6,233 | 0.01% | new | NEW |
| WEALTHGARDEN F.S. LLC | $214.8K | 6,119 | 0.12% | 3q | -6.0%-$13.6K |
| AE Wealth Management LLC | $212.9K | 6,062 | 0.00% | 4q | +66.4%+$84.9K |
| CreativeOne Wealth, LLC | $206.3K | 5,875 | 0.00% | new | NEW |
| Trilogy Capital Inc. | $202.7K | 5,773 | 0.01% | new | NEW |
| Cypress Wealth Services, LLC | $202.5K | 5,767 | 0.02% | new | NEW |
| Bison Wealth, LLC | $200.2K | 5,625 | 0.02% | new | NEW |
| Gen-Wealth Partners Inc | $199.4K | 5,678 | 0.06% | 4q | +8.9%+$16.3K |
| Transamerica Financial Advisors, LLC | $109.5K | 3,119 | 0.01% | 4q | +113.3%+$58.2K |
| Tower Research Capital LLC (TRC) | $109.0K | 3,104 | 0.00% | 2q | -81.1%-$466.3K |
| Larson Financial Group LLC | $108.9K | 3,102 | 0.00% | 8q | HELD |
| HARBOUR INVESTMENTS, INC. | $107.2K | 3,053 | 0.00% | 2q | -3.1%-$3.4K |
| Addison Advisors LLC | $106.9K | 3,045 | 0.05% | 9q | -42.7%-$79.5K |
| JFS WEALTH ADVISORS, LLC | $84.1K | 2,394 | 0.00% | 4q | HELD |
| Global Retirement Partners, LLC | $81.9K | 2,334 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $77.2K | 2,199 | 0.00% | 2q | HELD |
| Founders Financial Alliance, LLC | $65.2K | 1,858 | 0.01% | new | NEW |
| CoreCap Advisors, LLC | $60.8K | 1,737 | 0.00% | 4q | +46.1%+$19.2K |
| StrongBox Wealth, LLC | $59.7K | 1,699 | 0.02% | new | NEW |
| Physician Wealth Advisors, Inc. | $59.3K | 1,688 | 0.01% | 3q | +12.9%+$6.8K |
| Continuum Advisory, LLC | $46.1K | 1,313 | 0.00% | new | NEW |
| BlackRock, Inc. | $46.0K | 1,309 | 0.00% | 4q | +0.7% |
Showing the largest 100 of 129 reported holders.
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 | 125 | $301.9M | 8,597,121 | 31 | 63 | 18 | 0.0% |
| Q1 2026 | 107 | $265.5M | 8,366,467 | 25 | 35 | 41 | 0.0% |
| Q4 2025 | 90 | $232.0M | 7,245,261 | 27 | 50 | 5 | 0.0% |
| Q3 2025 | 64 | $143.9M | 4,576,207 | 53 | 5 | 3 | 0.0% |
| Q2 2025 | 12 | $11.4M | 379,383 | 0 | 7 | 2 | 0.0% |
| Q1 2025 | 13 | $17.4M | 595,782 | 6 | 1 | 1 | 0.0% |
| Q4 2024 | 8 | $4.3M | 148,865 | 3 | 2 | 0 | 0.0% |
| Q3 2024 | 6 | $3.2M | 108,248 | 3 | 1 | 1 | 0.0% |
| Q2 2024 | 4 | $3.9M | 146,671 | 2 | 1 | 0 | 0.0% |
| Q1 2024 | 2 | $3.3M | 120,601 | 0 | 0 | 0 | 0.0% |
| Q4 2023 | 3 | $3.5M | 136,446 | 0 | 0 | 1 | 0.0% |
| Q3 2023 | 3 | $3.3M | 138,719 | 1 | 0 | 1 | 0.0% |
| Q2 2023 | 2 | $3.8M | 156,160 | 0 | 0 | 1 | 0.0% |
| Q1 2023 | 2 | $2.9M | 158,397 | 2 | 0 | 0 | 0.0% |