EVUS - iShares Trust - iShares ESG Aware MSCI USA Value ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (BATS)

iShares Trust - iShares ESG Aware MSCI USA Value ETF
US ˙ BATS

Grundlæggende statistik
Institutionelle ejere 99 total, 99 long only, 0 short only, 0 long/short - change of 41,43% MRQ
Gennemsnitlig porteføljeallokering 0.0621 % - change of 256,67% MRQ
Institutionelle aktier (lange) 7.907.067 (ex 13D/G) - change of 3,00MM shares 61,05% MRQ
Institutionel værdi (lang) $ 232.161 USD ($1000)
Institutionelt ejerskab og aktionærer

iShares Trust - iShares ESG Aware MSCI USA Value ETF (US:EVUS) har 99 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 7,907,067 aktier. Største aktionærer omfatter Envestnet Asset Management Inc, LPL Financial LLC, Envestnet Portfolio Solutions, Inc., Jpmorgan Chase & Co, Park Avenue Securities Llc, Lido Advisors, LLC, Cetera Investment Advisers, Mml Investors Services, Llc, Cwm, Llc, and Commonwealth Equity Services, Llc .

iShares Trust - iShares ESG Aware MSCI USA Value ETF (BATS:EVUS) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.

The share price as of April 7, 2026 is 32,24 / share. Previously, on April 8, 2025, the share price was 25,95 / share. This represents an increase of 24,24% over that period.

EVUS / iShares Trust - iShares ESG Aware MSCI USA Value ETF Institutional Ownership
Fondens stemningsscore

Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.

Opdateringsfrekvens: Dagligt

Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.

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Institutionel Put/Call-forhold

Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.

Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.

EVUS / iShares Trust - iShares ESG Aware MSCI USA Value ETF Historical Put/Call Ratio
13F og NPORT arkivering

Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.

Opgrader for at låse premium-data op og eksportere til Excel .

Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2026-02-10 13F Eq Llc 7.995 256
2026-02-17 13F SageView Advisory Group, LLC 67.259 2,80 2.155 4,72
2026-01-07 13F Sagespring Wealth Partners, Llc 17.722 60,38 568 63,40
2026-02-12 13F Gerber Kawasaki Wealth & Investment Management 14.121 452
2026-02-10 13F Bank of New York Mellon Corp 41.951 98,46 1.344 102,41
2026-02-12 13F BlackRock, Inc. 1.527 74,12 49 77,78
2026-02-03 13F Cassaday & Co Wealth Management LLC 14.725 2,08 472 3,97
2026-02-12 13F Brinker Capital Investments, LLC 36.198 68,32 1.160 71,45
2026-02-17 13F Snowden Capital Advisors LLC 9.574 0,77 307 2,68
2026-02-05 13F Bessemer Group Inc 784 0
2025-11-14 13F Strategic Wealth Partners, Ltd. 33 1
2026-02-06 13F Envestnet Portfolio Solutions, Inc. 666.388 64,53 21.351 67,63
2026-01-13 13F Sharkey, Howes & Javer 42.947 78,07 1.376 81,53
2026-02-13 13F Resources Investment Advisors, LLC. 43.013 131,90 1.378 136,36
2026-02-17 13F Fmr Llc 617 20
2026-02-13 13F Kestra Advisory Services, LLC 978 31
2026-02-13 13F Kilter Group LLC 300 57,07 10 50,00
2026-02-11 13F Capital Analysts, Inc. 6.800 69,96 0
2026-02-12 13F Investor's Fiduciary Advisor Network, LLC 22.087 73,48 1
2026-02-13 13F Wells Fargo & Company/mn 153 5
2026-02-17 13F Wiley Bros.-aintree Capital, Llc 13.499 38,85 432 41,64
2026-02-17 13F Susquehanna International Group, Llp 18.171 -32,93 582 -31,69
2026-02-17 13F Cetera Investment Advisers 216.258 66,56 6.929 69,68
2026-02-13 13F Gen-Wealth Partners Inc 4.997 40,76 160 44,14
2026-01-20 13F Austin Private Wealth, LLC 19.394 59,44 621 62,57
2026-02-12 13F Commonwealth Equity Services, Llc 107.711 334,02 3.451
2026-01-12 13F Archer Investment Management, LLC 8.227 264
2026-01-13 13F Mather Group, Llc. 0 -100,00 0
2026-01-23 13F Assetmark, Inc 83.970 59,78 2.690 62,83
2026-01-29 13F Comerica Bank 2.604 57,25 83 59,62
2026-01-15 13F RCS Financial Planning, LLC 10.058 322
2026-02-13 13F Mml Investors Services, Llc 168.348 83,00 5.394 86,42
2026-02-06 13F Larson Financial Group LLC 3.066 213,50 98 226,67
2026-02-10 13F Lido Advisors, LLC 232.858 3,60 7.331 3,72
2026-02-11 13F Janney Montgomery Scott LLC 100.268 79,07 3 200,00
2026-02-10 13F Theory Financial Llc 9.648 320
2026-01-26 13F Key Capital Management, INC 47 2
2026-02-04 13F Pensionmark Financial Group, Llc 14.181 86,62 426 78,99
2026-01-29 13F Concurrent Investment Advisors, LLC 7.150 229
2026-02-02 13F Truist Financial Corp 6.559 0,00 210 1,94
2026-02-06 13F Global Retirement Partners, LLC 0 -100,00 0
2026-02-17 13F GeoWealth Management, LLC 58.198 100,74 1.865 104,61
2026-02-11 13F Wealthgarden F.s. Llc 7.154 238
2026-02-10 13F Godfrey Financial Associates, Inc. 336 11
2026-02-17 13F One Wealth Capital Management, Llc 12.222 49,01 392 52,14
2026-02-17 13F Bank Of America Corp /de/ 695 22
2026-02-02 13F One Wealth Advisors, LLC 52.004 58,80 1.666 61,90
2026-04-07 13F CoreCap Advisors, LLC 1.189 167,79 38 171,43
2026-02-17 13F Tower Research Capital LLC (TRC) 0 -100,00 0
2026-02-20 13F Sunbelt Securities, Inc. 104 96,23 3 200,00
2026-02-17 13F Royal Bank Of Canada 13.701 439
2026-02-11 13F Jpmorgan Chase & Co 455.575 59,40 14.597 62,39
2026-02-17 13F Scarborough Advisors, LLC 1.624 57,06 52 62,50
2026-02-13 13F Wealth Alliance 11.588 29,85 371 32,50
2026-01-16 13F Oregon Pacific Wealth Management, LLC 6.532 209
2026-01-23 13F Kelsey Financial, LLC 8.114 260
2026-02-13 13F Aptus Capital Advisors, LLC 705 63,95 23 69,23
2025-11-14 13F Goldman Sachs Group Inc 0 -100,00 0
2026-02-11 13F Buckingham Strategic Partners 21.403 -33,76 686 -32,71
2026-02-12 13F Steward Partners Investment Advisory, Llc 21.672 145,41 694 150,54
2026-01-16 13F Perigon Wealth Management, LLC 50.725 108,78 1.625 112,70
2026-01-23 13F Charter Oak Capital Management, LLC 7.794 9,30 250 11,16
2026-02-11 13F LPL Financial LLC 797.952 83,25 25.566 86,69
2026-01-12 13F Lifelong Wealth Advisors, Inc. 10.123 324
2026-01-29 13F UMA Financial Services, Inc. 328 11
2026-02-02 13F Cornerstone Planning Group LLC 101 3
2026-02-03 13F RFG Advisory, LLC 18.019 577
2026-02-17 13F Regal Investment Advisors LLC 17.602 55,48 564 58,15
2026-02-05 13F Cambridge Investment Research Advisors, Inc. 41.103 69,95 1
2026-02-06 13F Pnc Financial Services Group, Inc. 928 58,09 30 61,11
2026-02-13 13F OpenArc Corporate Advisory, LLC 11.424 366
2026-02-03 13F Diversify Wealth Management, Llc 8.607 283
2026-01-21 13F Flagship Harbor Advisors, Llc 359 12
2026-02-17 13F Raymond James Financial Inc 9.273 297
2026-04-07 13F Park Avenue Securities Llc 295.814 -10,64 9 -10,00
2026-02-10 13F Envestnet Asset Management Inc 3.334.235 63,34 106.829 66,41
2026-02-11 13F Commonwealth Retirement Investments LLC 67 2
2026-02-12 13F Keystone Financial Services 8.033 257
2026-02-03 13F We Are One Seven, LLC 15.990 -3,84 512 -1,92
2026-01-29 13F UBS Group AG 0 -100,00 0
2026-02-03 13F Emerald Investment Partners, Llc 373 64,32 12 57,14
2026-01-26 13F Merit Financial Group, LLC 29.845 111,49 956 115,80
2026-02-05 13F Allworth Financial LP 0 -100,00 0
2026-02-11 13F Avise Financial Cooperative, Inc. 60.943 1.953
2026-02-17 13F Davis Wealth Advisors, LLC 30.042 963
2026-02-05 13F Atria Investments Llc 10.997 352
2026-02-12 13F Jane Street Group, Llc 0 -100,00 0
2026-02-06 13F Addison Advisors LLC 1.855 44,36 59 47,50
2026-02-09 13F LifePlan Investment Advisors, Inc. 6.527 209
2026-02-06 13F EverSource Wealth Advisors, LLC 10.183 73,18 326 77,17
2026-02-17 13F Advisory Services Network, LLC 16.841 240,57 540 247,74
2026-02-03 13F International Assets Investment Management, Llc 101 3
2026-01-20 13F SOA Wealth Advisors, LLC. 793 0,00 25 4,17
2026-01-16 13F SigFig Wealth Management, LLC 31.057 40,88 995 43,99
2026-02-13 13F Gts Securities Llc 38.781 1.243
2026-02-13 13F Maia Wealth LLC 6.023 201
2026-02-06 13F HighTower Advisors, LLC 23.237 161,00 745 166,67
2026-01-26 13F Cwm, Llc 151.103 38,31 5 33,33
2026-01-26 13F AE Wealth Management LLC 5.294 128,09 170 134,72
2026-02-13 13F Transamerica Financial Advisors, Inc. 1.072 34
2026-02-05 13F Thrivent Financial For Lutherans 38.651 -25,64 1 0,00
2026-02-13 13F Integrated Wealth Concepts LLC 0 -100,00 0
2026-04-07 13F Farther Finance Advisors, LLC 14.867 42,28 476 42,51
2026-01-27 13F Horst & Graben Wealth Management LLC 39.270 55,81 1.258 58,84
2026-01-14 13F Jfs Wealth Advisors, Llc 2.820 68,06 90 73,08
2026-02-17 13F United Capital Financial Advisers, Llc 51.291 70,77 1.643 74,05
2026-02-17 13F Advisor Group Holdings, Inc. 11.622 -19,96 372 -18,24
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