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 122 institutions that hold shares in the stock, with a total of 6.17 Million shares, which have been reported (via 13F filing form) to have a value of $567 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
857,547
shares
|
$78.8 Million
0.09% of portfolio
|
Q4 2024
Added 4.68%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
542,195
shares
|
$49.8 Million
0.0% of portfolio
|
Q4 2024
Added 10.75%
|
|
|
Schroder Investment Management Group
London, X0 |
Feb 12, 2025 Q4 2024 |
477,757
shares
|
$43.9 Million
0.05% of portfolio
|
Q4 2024
Reduced 10.75%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Feb 11, 2025 Q4 2024 |
415,161
shares
|
$38.2 Million
2.37% of portfolio
|
Q4 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
365,580
shares
|
$33.6 Million
1.38% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
363,431
shares
|
$33.4 Million
0.01% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
317,384
shares
|
$29.2 Million
0.24% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
284,909
shares
|
$26.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
195,564
shares
|
$18 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.84%
|
|
|
Davidson Investment Advisors
|
Apr 29, 2025 Q1 2025 |
191,947
shares
|
$17.6 Million
0.92% of portfolio
|
Q1 2025
Reduced 5.83%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
167,099
shares
|
$15.4 Million
0.06% of portfolio
|
Q1 2025
Added 6.63%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
165,910
shares
|
$15.3 Million
0.01% of portfolio
|
Q1 2025
Added 80.24%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
154,518
shares
|
$14.2 Million
2.47% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
119,252
shares
|
$11 Million
2.4% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
88,170
shares
|
$8.11 Million
7.45% of portfolio
|
Q3 2023
Reduced 1.12%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
81,882
shares
|
$7.53 Million
0.0% of portfolio
|
Q2 2024
Reduced 11.57%
|
|
|
Financial Architects, LLC
Woodstock, GA |
Apr 29, 2025 Q1 2025 |
80,952
shares
|
$7.44 Million
4.84% of portfolio
|
Q1 2025
Added 5.28%
|
|
|
Running Point Capital Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
77,047
shares
|
$7.08 Million
2.53% of portfolio
|
Q4 2024
Reduced 9.5%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
May 05, 2025 Q1 2025 |
66,161
shares
|
$6.08 Million
5.01% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Apr 09, 2025 Q1 2025 |
57,581
shares
|
$5.29 Million
4.94% of portfolio
|
Q1 2025
New holding
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
55,994
shares
|
$5.15 Million
0.6% of portfolio
|
Q1 2025
Added 103.76%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
48,316
shares
|
$4.44 Million
0.01% of portfolio
|
Q1 2025
Added 37.83%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
48,016
shares
|
$4.41 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.26%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
47,725
shares
|
$4.39 Million
0.0% of portfolio
|
Q4 2024
Added 229.23%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
45,083
shares
|
$4.14 Million
0.42% of portfolio
|
Q1 2025
Reduced 15.74%
|