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 103 institutions that hold shares in the stock, with a total of 4.32 Million shares, which have been reported (via 13F filing form) to have a value of $397 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Schroder Investment Management Group
London, X0 |
Aug 12, 2024 Q2 2024 |
530,765
shares
|
$48.7 Million
0.05% of portfolio
|
Q2 2024
Reduced 3.12%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
528,681
shares
|
$48.5 Million
0.0% of portfolio
|
Q2 2024
Added 1.51%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
356,563
shares
|
$32.7 Million
0.01% of portfolio
|
Q2 2024
Reduced 6.26%
|
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
331,841
shares
|
$30.5 Million
0.26% of portfolio
|
Q2 2024
Reduced 7.13%
|
|
|
Arkadios Wealth Advisors
|
Jul 29, 2024 Q2 2024 |
311,808
shares
|
$28.6 Million
1.97% of portfolio
|
Q2 2024
Added 3.63%
|
|
|
Davidson Investment Advisors
|
Jul 31, 2024 Q2 2024 |
306,707
shares
|
$28.2 Million
1.42% of portfolio
|
Q2 2024
Added 3.84%
|
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
256,270
shares
|
$23.5 Million
0.0% of portfolio
|
Q1 2024
Reduced 30.83%
|
|
|
Ironwood Financial, LLC
|
Jul 19, 2024 Q2 2024 |
131,250
shares
|
$12.1 Million
2.6% of portfolio
|
Q2 2024
Added 0.95%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
125,553
shares
|
$11.5 Million
0.0% of portfolio
|
Q2 2024
Added 10.76%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 31, 2024 Q2 2024 |
111,588
shares
|
$10.2 Million
5.52% of portfolio
|
Q2 2024
Reduced 2.77%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
88,170
shares
|
$8.1 Million
7.45% of portfolio
|
Q3 2023
Reduced 1.12%
|
|
|
Running Point Capital Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
85,982
shares
|
$7.9 Million
3.15% of portfolio
|
Q2 2024
Reduced 2.0%
|
|
|
Financial Architects, LLC
Woodstock, GA |
Jul 16, 2024 Q2 2024 |
82,144
shares
|
$7.54 Million
4.93% of portfolio
|
Q2 2024
Reduced 2.68%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
81,882
shares
|
$7.52 Million
0.0% of portfolio
|
Q2 2024
Reduced 11.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
67,872
shares
|
$6.23 Million
0.0% of portfolio
|
Q2 2024
Added 1.36%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
57,521
shares
|
$5.28 Million
0.01% of portfolio
|
Q2 2024
Added 812.74%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
49,504
shares
|
$4.55 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
41,910
shares
|
$3.85 Million
0.01% of portfolio
|
Q2 2024
Added 8.27%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
38,429
shares
|
$3.53 Million
0.0% of portfolio
|
Q2 2024
Added 42.93%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
37,117
shares
|
$3.41 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.19%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
36,660
shares
|
$3.37 Million
0.0% of portfolio
|
Q2 2024
Added 30.02%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
34,074
shares
|
$3.13 Million
0.34% of portfolio
|
Q2 2024
Added 9.93%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
32,640
shares
|
$3 Million
0.0% of portfolio
|
Q2 2024
Added 132.83%
|
|
|
First Heartland Consultants, Inc.
|
Jul 25, 2024 Q2 2024 |
28,365
shares
|
$2.6 Million
0.17% of portfolio
|
Q2 2024
Reduced 2.24%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
23,505
shares
|
$2.16 Million
0.0% of portfolio
|
Q2 2024
Added 2.38%
|