DaveManuel.com · Institutional Ownership · Who Owns It
ISHARES TR (EVUS)
Institutional ownership reported to the SEC as of Q2 2026, across 15 quarters.
129
Reporting holders
$316.5M
Reported value
0.0%
Calls
0.0%
Puts
+16
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| PARK AVENUE SECURITIES LLC | $10.2M | 290,840 | 0.06% | 4q | -1.7%-$174.6K |
| 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 |
| Janney Montgomery Scott LLC | $3.3M | 94,809 | 0.01% | 4q | +5.7%+$180.0K |
| Cambridge Investment Research Advisors, Inc. | $2.9M | 83,192 | 0.00% | 4q | +138.5%+$1.7M |
| 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 |
| Merit Financial Group, LLC | $1.4M | 40,336 | 0.01% | 4q | +12.4%+$156.3K |
| 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 |
| Davis Wealth Advisors, LLC | $1.1M | 31,291 | 0.85% | 4q | +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 |
| 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 |
| MERCER GLOBAL ADVISORS INC /ADV | $551.4K | 15,704 | 0.00% | new | NEW |
| Regal Investment Advisors LLC | $533.2K | 15,187 | 0.03% | 4q | +1.7%+$8.7K |
| Integrated Wealth Concepts LLC | $493.0K | 14,043 | 0.00% | 2q | +12.8%+$55.9K |
| &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 |
| Capital Analysts, LLC | $259.0K | 7,390 | 0.01% | 4q | +24.6%+$51.2K |
| 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 |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 44 | $35.8M | 984,641 | 8 | 14 | 19 | 0.0% |
| Q2 2026 | 129 | $316.5M | 9,012,842 | 31 | 66 | 19 | 0.0% |
| Q1 2026 | 113 | $282.5M | 8,903,585 | 25 | 35 | 46 | 0.0% |
| Q4 2025 | 99 | $254.5M | 7,946,211 | 28 | 57 | 6 | 0.0% |
| Q3 2025 | 73 | $159.6M | 5,076,012 | 61 | 6 | 3 | 0.0% |
| Q2 2025 | 13 | $12.0M | 397,719 | 0 | 8 | 2 | 0.0% |
| Q1 2025 | 14 | $17.7M | 604,707 | 7 | 1 | 1 | 0.0% |
| Q4 2024 | 8 | $4.3M | 148,865 | 3 | 2 | 0 | 0.0% |
| Q3 2024 | 7 | $3.5M | 118,062 | 4 | 1 | 1 | 0.0% |
| Q2 2024 | 4 | $4.0M | 146,671 | 2 | 1 | 0 | 0.0% |
| Q1 2024 | 2 | $3.4M | 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 | $3.8M | 158,397 | 2 | 0 | 0 | 0.0% |