Institutional Ownership Ishares Msci Usa Equal Weighte (EUSA)
This table provides information about the institutional ownership of Ishares Msci Usa Equal Weighte (EUSA). We have compiled data on the 153 institutions that hold shares in the stock, with a total of 9.04 Million shares, which have been reported (via 13F filing form) to have a value of $928 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
967,089
shares
|
$99.3 Million
0.1% of portfolio
|
Q2 2025
Reduced 40.73%
|
|
|
Schroder Investment Management Group
London, X0 |
Aug 13, 2025 Q2 2025 |
821,648
shares
|
$84.4 Million
0.07% of portfolio
|
Q2 2025
Added 78.67%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
540,420
shares
|
$55.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 36.92%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
415,915
shares
|
$42.7 Million
0.89% of portfolio
|
Q2 2025
New holding
|
|
|
Gen Trust, LLC
|
Jul 30, 2025 Q2 2025 |
411,470
shares
|
$42.3 Million
1.96% of portfolio
|
Q2 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
388,029
shares
|
$39.9 Million
1.22% of portfolio
|
Q2 2025
Added 6.14%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
352,404
shares
|
$36.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 01, 2025 Q2 2025 |
340,661
shares
|
$35 Million
1.83% of portfolio
|
Q2 2025
Reduced 29.33%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
324,915
shares
|
$33.4 Million
0.0% of portfolio
|
Q2 2025
Added 35.01%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
310,584
shares
|
$31.9 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
309,692
shares
|
$31.8 Million
3.02% of portfolio
|
Q2 2025
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
303,271
shares
|
$31.2 Million
0.04% of portfolio
|
Q2 2025
Added 9303.75%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
253,601
shares
|
$26.1 Million
0.02% of portfolio
|
Q2 2025
Added 130.7%
|
|
|
Davidson Investment Advisors
|
Oct 21, 2025 Q3 2025 |
223,608
shares
|
$23 Million
1.02% of portfolio
|
Q3 2025
Added 12.95%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Aug 07, 2025 Q2 2025 |
204,117
shares
|
$21 Million
1.91% of portfolio
|
Q2 2025
New holding
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
167,099
shares
|
$17.2 Million
0.06% of portfolio
|
Q1 2025
Added 6.63%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
157,669
shares
|
$16.2 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
151,030
shares
|
$15.5 Million
2.28% of portfolio
|
Q3 2025
Reduced 6.9%
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
129,043
shares
|
$13.3 Million
2.37% of portfolio
|
Q3 2025
Added 8.21%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
111,932
shares
|
$11.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 32.53%
|
|
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
Aug 12, 2025 Q2 2025 |
106,400
shares
|
$10.9 Million
0.84% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
104,059
shares
|
$10.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.33%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
95,269
shares
|
$9.79 Million
0.02% of portfolio
|
Q2 2025
Added 492.73%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
88,170
shares
|
$9.06 Million
7.45% of portfolio
|
Q3 2023
Reduced 1.12%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
83,183
shares
|
$8.55 Million
0.0% of portfolio
|
Q2 2025
Added 434.39%
|