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 146 institutions that hold shares in the stock, with a total of 8.86 Million shares, which have been reported (via 13F filing form) to have a value of $886 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,250
shares
|
$824,340
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Aug 13, 2025 Q2 2025 |
8,158
shares
|
$815,147
0.66% of portfolio
|
Q2 2025
Reduced 40.74%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
8,086
shares
|
$807,953
0.03% of portfolio
|
Q4 2023
Added 200.71%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
8,034
shares
|
$802,757
0.08% of portfolio
|
Q2 2025
Added 32.9%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
7,978
shares
|
$797,161
0.14% of portfolio
|
Q1 2025
Added 7.38%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
7,700
shares
|
$769,384
0.06% of portfolio
|
Q3 2020
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
6,771
shares
|
$676,558
0.0% of portfolio
|
Q2 2025
Reduced 5.34%
|
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
6,701
shares
|
$669,563
0.03% of portfolio
|
Q2 2025
Added 132.03%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jul 14, 2025 Q2 2025 |
6,589
shares
|
$658,372
0.44% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Evolution Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
6,426
shares
|
$642,085
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
6,000
shares
|
$599,520
0.3% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
5,951
shares
|
$594,623
0.0% of portfolio
|
Q2 2025
Reduced 23.76%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
5,804
shares
|
$579,935
0.0% of portfolio
|
Q4 2024
Added 77.28%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
5,749
shares
|
$574,440
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jul 15, 2025 Q2 2025 |
5,600
shares
|
$559,552
0.42% of portfolio
|
Q1 2025
Reduced 9.68%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
5,500
shares
|
$549,560
0.0% of portfolio
|
Q2 2025
Reduced 18.2%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
4,896
shares
|
$489,208
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
4,837
shares
|
$483,313
0.03% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
4,833
shares
|
$482,913
0.0% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
4,761
shares
|
$475,719
0.06% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Klingenstein Fields & CO LP
|
Jul 30, 2025 Q2 2025 |
4,737
shares
|
$473,321
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
4,720
shares
|
$471,622
0.1% of portfolio
|
Q1 2024
Added 96.67%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
4,476
shares
|
$447,241
0.0% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
4,427
shares
|
$442,345
0.0% of portfolio
|
Q2 2025
Reduced 4.63%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
4,351
shares
|
$434,751
0.0% of portfolio
|
Q3 2023
New holding
|