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 4.92 Million shares, which have been reported (via 13F filing form) to have a value of $490 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
8,086
shares
|
$793,964
0.03% of portfolio
|
Q4 2023
Added 200.71%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
7,700
shares
|
$756,063
0.06% of portfolio
|
Q3 2020
New holding
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
7,430
shares
|
$729,551
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Nov 01, 2024 Q3 2024 |
6,921
shares
|
$679,572
0.22% of portfolio
|
Q1 2024
Added 14.8%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Nov 12, 2024 Q3 2024 |
6,692
shares
|
$657,087
0.47% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
6,668
shares
|
$654,730
0.0% of portfolio
|
Q3 2024
Added 24.36%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
5,900
shares
|
$579,321
0.0% of portfolio
|
Q3 2024
Reduced 8.73%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
5,528
shares
|
$542,794
0.01% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
4,937
shares
|
$484,764
0.03% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Klingenstein Fields & CO LP
|
Oct 29, 2024 Q3 2024 |
4,737
shares
|
$465,126
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
4,720
shares
|
$463,456
0.1% of portfolio
|
Q1 2024
Added 96.67%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
4,600
shares
|
$451,674
0.0% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
4,351
shares
|
$427,224
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
4,169
shares
|
$409,354
0.06% of portfolio
|
Q3 2024
Reduced 5.76%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
3,690
shares
|
$362,321
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
3,572
shares
|
$350,734
0.21% of portfolio
|
Q2 2023
Reduced 1.68%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
3,505
shares
|
$344,155
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
3,458
shares
|
$339,541
0.1% of portfolio
|
Q2 2022
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,449
shares
|
$338,657
0.0% of portfolio
|
Q3 2024
Reduced 51.86%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,274
shares
|
$321,474
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
3,231
shares
|
$317,251
0.02% of portfolio
|
Q3 2024
Added 5.28%
|
|
|
Flagship Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
3,221
shares
|
$316,269
0.16% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
2,999
shares
|
$294,471
0.01% of portfolio
|
Q3 2023
Added 20.3%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
2,950
shares
|
$289,660
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
2,943
shares
|
$288,973
0.0% of portfolio
|
Q3 2024
Added 22.93%
|