EVUSISHARES TR
CUSIP 46436E221 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (EVUS) has 111 institutional holders in Filings Flow’s 13F database, together reporting 8.83M shares worth $280M as of Q1 2026. The largest reported holders are Envestnet Asset Management Inc, Jpmorgan Chase & Co, and Lpl Financial LLC.
Institutional Holders
111
Q1 2026
Reported Value
$280M
Ticker
EVUS
Quarters Tracked
13
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.03% | $97M | 3.03M | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $47M | 1.52M | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.01% | $25M | 773.2K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.10% | $18M | 580.8K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.07% | $9M | 295.8K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.02% | $7M | 230.8K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $6M | 194.6K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.01% | $5M | 156.7K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $4M | 133.9K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $3M | 109.3K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.01% | $3M | 89.7K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.00% | $3M | 82.5K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $2M | 75.1K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 68.4K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $2M | 67.9K | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.07% | $2M | 67.3K | Q4 2025OLDER |
| Avise Financial Cooperative, Inc.$121M AUM | 1.76% | $2M | 66.9K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.07% | $2M | 58.0K | Q1 2026 |
| GeoWealth Management, LLC$2.8B AUM | 0.06% | $2M | 52.9K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.03% | $1M | 46.0K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.01% | $1M | 45.6K | Q1 2026 |
| One Wealth Advisors, LLC$803M AUM | 0.18% | $1M | 45.6K | Q1 2026 |
| Archer Investment Management, LLC$293M AUM | 0.57% | $1M | 42.4K | Q1 2026 |
| Affiance Financial, LLC$695M AUM | 0.21% | $1M | 41.2K | Q1 2026 |
| Horst & Graben Wealth Management LLC$729M AUM | 0.18% | $1M | 38.6K | Q1 2026 |
| Sharkey, Howes & Javer$829M AUM | 0.17% | $1M | 38.6K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $1M | 36.8K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $1M | 36.8K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $1M | 35.9K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 34.9K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $1M | 34.9K | Q1 2026 |
| SigFig Wealth Management, LLC$3.8B AUM | 0.03% | $1M | 32.2K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $1M | 32.0K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.01% | $959,131 | 30.1K | Q1 2026 |
| Davis Wealth Advisors, LLC$120M AUM | 0.74% | $885,103 | 27.8K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $849,394 | 26.7K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $768,118 | 24.1K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $701,091 | 22.0K | Q1 2026 |
| Investor's Fiduciary Advisor Network, LLC$326M AUM | 0.21% | $679,000 | 21.3K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $647,423 | 20.3K | Q1 2026 |
| Austin Private Wealth, LLC$1.3B AUM | 0.05% | $621,384 | 19.4K | Q4 2025OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $600,612 | 18.9K | Q1 2026 |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.01% | $562,624 | 17.7K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $549,573 | 17.3K | Q1 2026 |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 0.02% | $546,063 | 17.2K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $529,770 | 16.6K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $521,561 | 16.4K | Q1 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $516,016 | 16.2K | Q1 2026 |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.01% | $509,395 | 16.0K | Q1 2026 |
| LexAurum Advisors, LLC$771M AUM | 0.06% | $478,142 | 15.0K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $476,182 | 14.9K | Q1 2026 |
| Regal Investment Advisors LLC$1.7B AUM | 0.03% | $475,565 | 14.9K | Q1 2026 |
| Estate Counselors, LLC$1.1B AUM | 0.04% | $415,562 | 13.1K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.01% | $403,116 | 12.7K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $401,719 | 12.6K | Q1 2026 |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.01% | $399,996 | 12.6K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $396,333 | 12.5K | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.02% | $386,154 | 12.1K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $371,856 | 11.7K | Q1 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC$229M AUM | 0.16% | $367,826 | 10.9K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $362,785 | 11.4K | Q1 2026 |
| Keystone Financial Services$341M AUM | 0.10% | $338,975 | 10.6K | Q1 2026 |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.03% | $328,475 | 10.3K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.00% | $327,876 | 10.3K | Q1 2026 |
| LIFELONG WEALTH ADVISORS, INC.$376M AUM | 0.09% | $324,746 | 10.2K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $323,839 | 9.6K | Q1 2026 |
| LifePlan Investment Advisors, Inc.$254M AUM | 0.13% | $320,990 | 10.1K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $316,588 | 9.9K | Q1 2026 |
| Skyline Advisors, Inc.$287M AUM | 0.11% | $316,410 | 9.9K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $311,210 | 9.8K | Q1 2026 |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.02% | $308,640 | 9.7K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.01% | $297,178 | 9.3K | Q1 2026 |
| RCS Financial Planning, LLC$193M AUM | 0.15% | $282,601 | 8.9K | Q1 2026 |
| THEORY FINANCIAL LLC$285M AUM | 0.10% | $282,378 | 8.9K | Q1 2026 |
| EQ LLC$355M AUM | 0.08% | $280,955 | 8.8K | Q1 2026 |
| Navigation Group, LLC$427M AUM | 0.06% | $263,040 | 8.3K | Q1 2026 |
| Kelsey Financial, LLC$114M AUM | 0.22% | $259,973 | 8.1K | Q4 2025OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.03% | $250,657 | 7.3K | Q1 2026 |
| Charter Oak Capital Management, LLC$1.3B AUM | 0.02% | $248,096 | 7.8K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $241,729 | 7.6K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $208,783 | 6.6K | Q1 2026 |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.14% | $207,127 | 6.5K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $204,608 | 6.8K | Q2 2025OLDER |
| Maia Wealth LLC$591M AUM | 0.03% | $201,409 | 6.0K | Q4 2025OLDER |
| Oregon Pacific Wealth Management, LLC$96M AUM | 0.21% | $201,176 | 6.3K | Q1 2026 |
| Capital Analysts, LLC$3.6B AUM | 0.00% | $188,000 | 5.9K | Q1 2026 |
| Addison Advisors LLC$452M AUM | 0.04% | $169,026 | 5.3K | Q1 2026 |
| Gen-Wealth Partners Inc$317M AUM | 0.05% | $165,938 | 5.2K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $115,965 | 3.6K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $100,270 | 3.1K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $98,742 | 3.1K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $83,432 | 2.6K | Q4 2025OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $76,205 | 2.4K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $69,998 | 2.2K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $64,315 | 2.0K | Q3 2025OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.01% | $54,248 | 1.7K | Q1 2026 |
| Scarborough Advisors, LLC$914M AUM | 0.01% | $52,033 | 1.6K | Q4 2025OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.01% | $47,580 | 1.5K | Q1 2026 |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $46,555 | 1.5K | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $41,381 | 1.3K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $38,145 | 1.2K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $33,360 | 1.0K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $31,320 | 978 | Q4 2025OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.01% | $30,692 | 964 | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $28,889 | 908 | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.01% | $28,863 | 901 | Q1 2026 |
| BESSEMER GROUP INC$63.6B AUM | 0.00% | $25,000 | 784 | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $22,268 | 695 | Q4 2025OLDER |
| EFG International AG$4.7B AUM | 0.00% | $20,850 | 655 | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $19,767 | 621 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $19,640 | 617 | Q1 2026 |
| Godfrey Financial Associates, Inc.$117M AUM | 0.01% | $12,924 | 406 | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $11,502 | 359 | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $10,695 | 336 | Q1 2026 |
| WealthShield Partners, LLC$898M AUM | 0.00% | $9,995 | 314 | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $9,995 | 314 | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $9,655 | 307 | Q3 2025OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $9,168 | 288 | Q1 2026 |
| Kilter Group LLC$232M AUM | 0.00% | $8,786 | 276 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $4,870 | 153 | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $3,310 | 104 | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $3,236 | 101 | Q4 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $2,260 | 71 | Q1 2026 |
| Commonwealth Retirement Investments LLC$323M AUM | 0.00% | $2,147 | 67 | Q4 2025OLDER |
| Key Capital Management, INC$151M AUM | 0.00% | $1,305 | 41 | Q1 2026 |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $1,038 | 33 | Q3 2025OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.00% | $863 | 27 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.