Public ownership evidence

iShares ESG Aware MSCI USA Value ETF (EVUS) Ownership Disclosures

Read EVUS insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares ESG Aware MSCI USA Value ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
MLG Wealth Management DBA Pine Grove Financial Group
Report period
2025-12-31
Available
2026-08-26
Reported shares
9,134
Value (USD)
$292,653
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001754960-26-000782
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read EVUS fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read EVUS fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-269,134$292,653None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2015,704$551,367None
Transamerica Financial Advisors, LLC2026-06-302026-08-183,119$109,512None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1840,110$1,408,688None
EFG International AG2026-06-302026-08-15654$22,962None
IFG Advisory, LLC2026-06-302026-08-15476$16,712None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,891$66,383None
OSAIC HOLDINGS, INC.2026-06-302026-08-1510,177$357,403None
Orion Porfolio Solutions, LLC2026-06-302026-08-1535,754$1,255,333None
Regal Investment Advisors LLC2026-06-302026-08-1515,187$533,216None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1537,547$1,318,275None
Davis Wealth Advisors, LLC2026-06-302026-08-1531,291$1,098,657None
&PARTNERS2026-06-302026-08-1513,669$479,912None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15149$5,252None
Cerity Partners LLC2026-06-302026-08-1517,931$629,557None
ROYAL BANK OF CANADA2026-06-302026-08-1568,995$2,422,000None
ROYAL BANK OF CANADA2026-06-302026-08-15674$24,000None
CITADEL ADVISORS LLC2026-06-302026-08-1528,465$999,406None
Larson Financial Group LLC2026-06-302026-08-153,102$108,911None
World Investment Advisors2026-06-302026-08-1511,880$378,160None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1519,837$696,477None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15778$27,316None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15330$11,586None
Pathstone Holdings, LLC2026-06-302026-08-147,923$278,177None
CreativeOne Wealth, LLC2026-06-302026-08-144,968$174,440None
CreativeOne Wealth, LLC2026-06-302026-08-14907$31,845None
Steward Partners Investment Advisory, LLC2026-06-302026-08-1425,700$902,327None
UBS Group AG2026-06-302026-08-141,278$44,871None
Creative Planning2026-06-302026-08-1468,107$2,391,252None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-1499$3,476None
Snowden Capital Advisors LLC2026-06-302026-08-1412,667$444,738None
FMR LLC2026-06-302026-08-141,210$42,477None
Integrated Wealth Concepts LLC2026-06-302026-08-1318,513$649,991None
Cetera Investment Advisers2026-06-302026-08-13200,317$7,033,098None
Advisory Services Network, LLC2026-06-302026-08-1313,804$484,658None
Advisory Services Network, LLC2026-06-302026-08-133,287$115,402None
Aptus Capital Advisors, LLC2026-06-302026-08-13621$21,803None
WealthShield Partners, LLC2026-06-302026-08-13333$11,692None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-1376$2,668None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-133,053$107,191None
JPMORGAN CHASE & CO2026-06-302026-08-1344,753$1,573,356None
JPMORGAN CHASE & CO2026-06-302026-08-131,398$49,148None
JPMORGAN CHASE & CO2026-06-302026-08-1319,566$687,856None
JPMORGAN CHASE & CO2026-06-302026-08-13584,613$20,552,479None
JPMORGAN CHASE & CO2026-06-302026-08-13370,053$13,009,475None
JPMORGAN CHASE & CO2026-06-302026-08-134,939$173,634None
JPMORGAN CHASE & CO2026-06-302026-08-13424,626$14,928,036None
JPMORGAN CHASE & CO2026-06-302026-08-133,742$131,553None
Godfrey Financial Associates, Inc.2026-06-302026-08-12406$14,255None
Kilter Group LLC2026-06-302026-08-12286$10,042None

90-day public filing window, up to 50 source positions.

MLG Wealth Management DBA Pine Grove Financial Group ↗MERCER GLOBAL ADVISORS INC /ADV ↗Transamerica Financial Advisors, LLC ↗UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗EFG International AG ↗IFG Advisory, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗Orion Porfolio Solutions, LLC ↗Regal Investment Advisors LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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