iSHARES TRUST - EVUS
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 3,334,235 | 106,828 | 0.03% | 0.02% | 1 | +1,292,992 | 63.34% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 797,952 | 25,566 | 0.01% | 0.0% | 2 | +362,508 | 83.25% | Q4 2025 | Feb 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 666,388 | 21,351 | 0.07% | 0.05% | 3 | +261,366 | 64.53% | Q4 2025 | Feb 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 455,575 | 14,596 | 0.0% | 0.0% | 4 | +169,767 | 59.4% | Q4 2025 | Feb 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 331,020 | 10,606 | 0.09% | 0.05% | 5 | +130,881 | 65.4% | Q4 2025 | Jan 05, 2026 |
| Lido Advisors, LLC | History | Added to | 232,858 | 7,331 | 0.02% | 0.02% | 6 | +8,095 | 3.6% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Added to | 216,258 | 6,928 | 0.01% | 0.0% | 7 | +86,423 | 66.56% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 168,348 | 5,393 | 0.01% | 0.01% | 8 | +76,355 | 83.0% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 151,103 | 4,841 | 0.01% | 0.01% | 9 | +41,853 | 38.31% | Q4 2025 | Jan 26, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 107,711 | 3,451 | 0.0% | 0.0% | 10 | +82,894 | 334.02% | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 100,268 | 3,213 | 0.01% | 0.0% | 11 | +44,274 | 79.07% | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | Added to | 83,970 | 2,690 | 0.01% | 0.0% | 12 | +31,416 | 59.78% | Q4 2025 | Jan 23, 2026 |
| SageView Advisory Group, LLC | History | Added to | 67,259 | 2,154 | 0.07% | 0.07% | 13 | +1,834 | 2.8% | Q4 2025 | Feb 17, 2026 |
| Avise Financial Cooperative, Inc. | History | New | 60,943 | 1,952 | 1.76% | — | 14 | +60,943 | New | Q4 2025 | Feb 11, 2026 |
| GeoWealth Management, LLC | History | Added to | 58,198 | 1,864 | 0.07% | 0.03% | 15 | +29,206 | 100.74% | Q4 2025 | Feb 17, 2026 |
| One Wealth Advisors, LLC | History | Added to | 52,004 | 1,666 | 0.2% | 0.13% | 16 | +19,255 | 58.8% | Q4 2025 | Feb 02, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 51,291 | 1,643 | 0.01% | 0.01% | 17 | +21,255 | 70.77% | Q4 2025 | Feb 17, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 50,725 | 1,625 | 0.03% | 0.02% | 18 | +26,429 | 108.78% | Q4 2025 | Jan 16, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 43,013 | 1,378 | 0.01% | 0.01% | 19 | +24,465 | 131.9% | Q4 2025 | Feb 13, 2026 |
| Sharkey, Howes & Javer | History | Added to | 42,947 | 1,376 | 0.17% | 0.1% | 20 | +18,829 | 78.07% | Q4 2025 | Jan 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 41,951 | 1,344 | 0.0% | 0.0% | 21 | +20,813 | 98.46% | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 41,103 | 1,317 | 0.0% | 0.0% | 22 | +16,917 | 69.95% | Q4 2025 | Feb 05, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 39,270 | 1,258 | 0.19% | 0.12% | 23 | +14,066 | 55.81% | Q4 2025 | Jan 27, 2026 |
| GTS SECURITIES LLC | History | New | 38,781 | 1,242 | 0.04% | — | 24 | +38,781 | New | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 38,651 | 1,238 | 0.0% | 0.0% | 25 | -13,327 | -25.64% | Q4 2025 | Feb 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 36,198 | 1,159 | 0.01% | 0.01% | 26 | +14,693 | 68.32% | Q4 2025 | Feb 12, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 31,057 | 995 | 0.03% | 0.02% | 27 | +9,012 | 40.88% | Q4 2025 | Jan 16, 2026 |
| Davis Wealth Advisors, LLC | History | New | 30,042 | 962 | 0.8% | — | 28 | +30,042 | New | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Added to | 29,845 | 956 | 0.01% | 0.0% | 29 | +15,733 | 111.49% | Q4 2025 | Jan 26, 2026 |
| HighTower Advisors, LLC | History | Added to | 23,237 | 744 | 0.0% | 0.0% | 30 | +14,334 | 161.0% | Q4 2025 | Feb 06, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 22,087 | 707 | 0.15% | 0.14% | 31 | +9,355 | 73.48% | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 21,672 | 694 | 0.0% | 0.0% | 32 | +12,841 | 145.41% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 21,403 | 685 | 0.01% | 0.01% | 33 | -10,907 | -33.76% | Q4 2025 | Feb 11, 2026 |
| Austin Private Wealth, LLC | History | Added to | 19,394 | 621 | 0.05% | 0.03% | 34 | +7,230 | 59.44% | Q4 2025 | Jan 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 18,171 | 582 | 0.0% | 0.0% | 35 | -8,923 | -32.93% | Q4 2025 | Feb 17, 2026 |
| RFG Advisory, LLC | History | New | 18,019 | 577 | 0.01% | — | 36 | +18,019 | New | Q4 2025 | Feb 03, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 17,722 | 567 | 0.01% | 0.01% | 37 | +6,672 | 60.38% | Q4 2025 | Jan 07, 2026 |
| Regal Investment Advisors LLC | History | Added to | 17,602 | 563 | 0.03% | 0.02% | 38 | +6,281 | 55.48% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 16,841 | 539 | 0.01% | 0.0% | 39 | +11,896 | 240.57% | Q4 2025 | Feb 17, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 15,990 | 512 | 0.01% | 0.01% | 40 | -639 | -3.84% | Q4 2025 | Feb 03, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 14,725 | 471 | 0.01% | 0.01% | 41 | +300 | 2.08% | Q4 2025 | Feb 03, 2026 |
| World Investment Advisors | History | Added to | 14,181 | 454 | 0.01% | 0.0% | 42 | +6,582 | 86.62% | Q4 2025 | Mar 12, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | New | 14,121 | 452 | 0.02% | — | 43 | +14,121 | New | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 13,701 | 439 | 0.0% | — | 44 | +13,701 | New | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 13,499 | 432 | 0.0% | 0.0% | 45 | +3,777 | 38.85% | Q4 2025 | Feb 17, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Added to | 12,222 | 391 | 0.17% | 0.12% | 46 | +4,020 | 49.01% | Q4 2025 | Feb 18, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 11,622 | 372 | 0.0% | 0.0% | 47 | -2,899 | -19.96% | Q4 2025 | Feb 17, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 11,588 | 371 | 0.04% | 0.03% | 48 | +2,664 | 29.85% | Q4 2025 | Feb 13, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 11,424 | 366 | 0.01% | — | 49 | +11,424 | New | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | New | 10,997 | 352 | 0.0% | — | 50 | +10,997 | New | Q4 2025 | Feb 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 10,449 | 334 | 0.0% | 0.0% | 51 | +9,031 | 636.88% | Q4 2025 | Jan 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 10,183 | 326 | 0.01% | 0.01% | 52 | +4,303 | 73.18% | Q4 2025 | Feb 06, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | New | 10,123 | 324 | 0.09% | — | 53 | +10,123 | New | Q4 2025 | Jan 12, 2026 |
| RCS Financial Planning, LLC | History | New | 10,058 | 322 | 0.14% | — | 54 | +10,058 | New | Q4 2025 | Jan 15, 2026 |
| THEORY FINANCIAL LLC | History | New | 9,648 | 320 | 0.11% | — | 55 | +9,648 | New | Q4 2025 | Feb 10, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 9,574 | 306 | 0.01% | 0.01% | 56 | +73 | 0.77% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 9,273 | 297 | 0.0% | — | 57 | +9,273 | New | Q4 2025 | Feb 18, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 8,607 | 282 | 0.01% | — | 58 | +8,607 | New | Q4 2025 | Feb 03, 2026 |
| Archer Investment Management, LLC | History | New | 8,227 | 263 | 0.14% | — | 59 | +8,227 | New | Q4 2025 | Jan 12, 2026 |
| Kelsey Financial, LLC | History | New | 8,114 | 259 | 0.22% | — | 60 | +8,114 | New | Q4 2025 | Jan 23, 2026 |
| Keystone Financial Services | History | New | 8,033 | 257 | 0.08% | — | 61 | +8,033 | New | Q4 2025 | Feb 12, 2026 |
| EQ LLC | History | New | 7,995 | 256 | 0.07% | — | 62 | +7,995 | New | Q4 2025 | Feb 10, 2026 |
| Charter Oak Capital Management, LLC | History | Added to | 7,794 | 249 | 0.02% | 0.02% | 63 | +663 | 9.3% | Q4 2025 | Jan 23, 2026 |
| WEALTHGARDEN F.S. LLC | History | New | 7,154 | 237 | 0.16% | — | 64 | +7,154 | New | Q4 2025 | Feb 11, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 7,150 | 229 | 0.0% | — | 65 | +7,150 | New | Q4 2025 | Jan 29, 2026 |
| Capital Analysts, LLC | History | Added to | 6,800 | 218 | 0.01% | 0.0% | 66 | +2,799 | 69.96% | Q4 2025 | Feb 11, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 6,559 | 210 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Oregon Pacific Wealth Management, LLC | History | New | 6,532 | 209 | 0.22% | — | 68 | +6,532 | New | Q4 2025 | Jan 16, 2026 |
| LifePlan Investment Advisors, Inc. | History | New | 6,527 | 209 | 0.09% | — | 69 | +6,527 | New | Q4 2025 | Feb 09, 2026 |
| Maia Wealth LLC | History | New | 6,023 | 201 | 0.03% | — | 70 | +6,023 | New | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Added to | 5,294 | 169 | 0.0% | 0.0% | 71 | +2,973 | 128.09% | Q4 2025 | Jan 26, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 4,997 | 160 | 0.05% | 0.04% | 72 | +1,447 | 40.76% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Added to | 3,066 | 98 | 0.0% | 0.0% | 73 | +2,088 | 213.5% | Q4 2025 | Feb 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 2,820 | 90 | 0.01% | 0.0% | 74 | +1,142 | 68.06% | Q4 2025 | Jan 14, 2026 |
| COMERICA BANK | History | Added to | 2,604 | 83 | 0.0% | 0.0% | 75 | +948 | 57.25% | Q4 2025 | Jan 29, 2026 |
| Addison Advisors LLC | History | Added to | 1,855 | 59 | 0.01% | 0.01% | 76 | +570 | 44.36% | Q4 2025 | Feb 06, 2026 |
| Scarborough Advisors, LLC | History | Added to | 1,624 | 52 | 0.01% | 0.01% | 77 | +590 | 57.06% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 1,527 | 48 | 0.0% | 0.0% | 78 | +650 | 74.12% | Q4 2025 | Feb 12, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 1,072 | 34 | 0.0% | 0.0% | 79 | +672 | 168.0% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | New | 978 | 31 | 0.0% | — | 80 | +978 | New | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 928 | 29 | 0.0% | 0.0% | 81 | +341 | 58.09% | Q4 2025 | Feb 06, 2026 |
| BESSEMER GROUP INC | History | New | 784 | 25 | 0.0% | — | 82 | +784 | New | Q4 2025 | Feb 05, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 793 | 25 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 695 | 22 | 0.0% | — | 84 | +695 | New | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 705 | 22 | 0.0% | 0.0% | 85 | +275 | 63.95% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | New | 617 | 19 | 0.0% | — | 86 | +617 | New | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | Added to | 444 | 14 | 0.0% | 0.0% | 87 | +252 | 131.25% | Q4 2025 | Jan 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 359 | 11 | 0.0% | — | 88 | +359 | New | Q4 2025 | Jan 21, 2026 |
| WealthShield Partners, LLC | History | Added to | 373 | 11 | 0.0% | 0.0% | 89 | +146 | 64.32% | Q4 2025 | Feb 03, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 336 | 10 | 0.01% | — | 91 | +336 | New | Q4 2025 | Feb 10, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 328 | 10 | 0.0% | — | 90 | +328 | New | Q4 2025 | Jan 29, 2026 |
| Kilter Group LLC | History | Added to | 300 | 9 | 0.0% | 0.0% | 92 | +109 | 57.07% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 153 | 4 | 0.0% | — | 93 | +153 | New | Q4 2025 | Feb 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 101 | 3 | 0.0% | — | 95 | +101 | New | Q4 2025 | Feb 03, 2026 |
| Cornerstone Planning Group LLC | History | New | 101 | 3 | 0.0% | — | 96 | +101 | New | Q4 2025 | Feb 02, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 104 | 3 | 0.0% | 0.0% | 94 | +51 | 96.23% | Q4 2025 | Feb 20, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 67 | 2 | 0.0% | — | 97 | +67 | New | Q4 2025 | Feb 11, 2026 |
| Key Capital Management, INC | History | New | 47 | 1 | 0.0% | — | 98 | +47 | New | Q4 2025 | Jan 26, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40,767 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,053 | -100.0% | Q3 2025 | Nov 14, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -2,045 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -1,814 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -307 | -100.0% | Q3 2025 | Oct 21, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -164 | -100.0% | Q3 2025 | Oct 21, 2025 |