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 101 institutions that hold shares in the stock, with a total of 4.2 Million shares, which have been reported (via 13F filing form) to have a value of $414 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
|
$52.3 Million
0.05% of portfolio
|
Q2 2024
Reduced 3.12%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
528,681
shares
|
$52.1 Million
0.0% of portfolio
|
Q2 2024
Added 1.51%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
356,725
shares
|
$35.2 Million
0.01% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
331,841
shares
|
$32.7 Million
0.26% of portfolio
|
Q2 2024
Reduced 7.13%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
327,385
shares
|
$32.3 Million
1.91% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Davidson Investment Advisors
|
Jul 31, 2024 Q2 2024 |
306,707
shares
|
$30.2 Million
1.42% of portfolio
|
Q2 2024
Added 3.84%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
256,270
shares
|
$25.3 Million
0.0% of portfolio
|
Q2 2024
Reduced 8.95%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
132,206
shares
|
$13 Million
2.67% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
125,553
shares
|
$12.4 Million
0.0% of portfolio
|
Q2 2024
Added 10.76%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
88,170
shares
|
$8.69 Million
7.45% of portfolio
|
Q3 2023
Reduced 1.12%
|
|
|
Running Point Capital Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
85,982
shares
|
$8.47 Million
3.15% of portfolio
|
Q2 2024
Reduced 2.0%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
81,882
shares
|
$8.07 Million
0.0% of portfolio
|
Q2 2024
Reduced 11.57%
|
|
|
Financial Architects, LLC
Woodstock, GA |
Oct 23, 2024 Q3 2024 |
81,004
shares
|
$7.98 Million
5.0% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
67,872
shares
|
$6.69 Million
0.0% of portfolio
|
Q2 2024
Added 1.36%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
57,521
shares
|
$5.67 Million
0.01% of portfolio
|
Q2 2024
Added 812.74%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
51,536
shares
|
$5.08 Million
0.01% of portfolio
|
Q3 2024
Added 22.97%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
38,429
shares
|
$3.79 Million
0.0% of portfolio
|
Q2 2024
Added 42.93%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
37,117
shares
|
$3.66 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.19%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
36,877
shares
|
$3.63 Million
0.0% of portfolio
|
Q3 2024
Reduced 25.51%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
36,660
shares
|
$3.61 Million
0.0% of portfolio
|
Q2 2024
Added 30.02%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
34,074
shares
|
$3.36 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
|
$3.22 Million
0.0% of portfolio
|
Q2 2024
Added 132.83%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
27,354
shares
|
$2.7 Million
0.28% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
25,448
shares
|
$2.51 Million
0.09% of portfolio
|
Q3 2024
Added 24.64%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
23,505
shares
|
$2.32 Million
0.0% of portfolio
|
Q2 2024
Added 2.38%
|