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 130 institutions that hold shares in the stock, with a total of 7.5 Million shares, which have been reported (via 13F filing form) to have a value of $750 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
1,631,539
shares
|
$163 Million
0.17% of portfolio
|
Q1 2025
Added 90.26%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
856,667
shares
|
$85.7 Million
0.01% of portfolio
|
Q1 2025
Added 58.0%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
May 23, 2025 Q1 2025 |
482,044
shares
|
$48.2 Million
2.66% of portfolio
|
Q1 2025
Added 16.11%
|
|
|
Schroder Investment Management Group
London, X0 |
May 13, 2025 Q1 2025 |
459,877
shares
|
$46 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
365,580
shares
|
$36.6 Million
1.38% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
363,431
shares
|
$36.4 Million
0.01% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
317,384
shares
|
$31.7 Million
0.24% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
240,665
shares
|
$24.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.53%
|
|
|
Davidson Investment Advisors
|
Apr 29, 2025 Q1 2025 |
191,947
shares
|
$19.2 Million
0.92% of portfolio
|
Q1 2025
Reduced 5.83%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
167,099
shares
|
$16.7 Million
0.06% of portfolio
|
Q1 2025
Added 6.63%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
165,910
shares
|
$16.6 Million
0.01% of portfolio
|
Q1 2025
Added 80.24%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
154,518
shares
|
$15.5 Million
2.47% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
121,462
shares
|
$12.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 37.89%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
119,252
shares
|
$11.9 Million
2.4% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
109,926
shares
|
$11 Million
0.01% of portfolio
|
Q1 2025
Added 587.38%
|
|
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
May 14, 2025 Q1 2025 |
106,400
shares
|
$10.6 Million
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
88,170
shares
|
$8.82 Million
7.45% of portfolio
|
Q3 2023
Reduced 1.12%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
81,882
shares
|
$8.19 Million
0.0% of portfolio
|
Q2 2024
Reduced 11.57%
|
|
|
Financial Architects, LLC
Woodstock, GA |
Apr 29, 2025 Q1 2025 |
80,952
shares
|
$8.1 Million
4.84% of portfolio
|
Q1 2025
Added 5.28%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
74,765
shares
|
$7.48 Million
2.3% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Jul 15, 2025 Q2 2025 |
69,541
shares
|
$6.96 Million
5.17% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Jul 16, 2025 Q2 2025 |
69,344
shares
|
$6.94 Million
4.9% of portfolio
|
Q2 2025
Added 20.43%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
55,994
shares
|
$5.6 Million
0.6% of portfolio
|
Q1 2025
Added 103.76%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
53,076
shares
|
$5.31 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
50,141
shares
|
$5.02 Million
0.0% of portfolio
|
Q1 2025
New holding
|