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 102 institutions that hold shares in the stock, with a total of 4.21 Million shares, which have been reported (via 13F filing form) to have a value of $399 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
8,086
shares
|
$766,876
0.03% of portfolio
|
Q4 2023
Added 200.71%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
7,700
shares
|
$730,268
0.06% of portfolio
|
Q3 2020
New holding
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Aug 13, 2024 Q2 2024 |
7,450
shares
|
$706,558
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Aug 14, 2024 Q2 2024 |
7,430
shares
|
$704,661
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
7,164
shares
|
$679,433
0.0% of portfolio
|
Q2 2024
Added 1.42%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Nov 01, 2024 Q3 2024 |
6,921
shares
|
$656,387
0.22% of portfolio
|
Q1 2024
Added 14.8%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jul 24, 2024 Q2 2024 |
6,809
shares
|
$645,765
0.47% of portfolio
|
Q2 2024
Added 0.31%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
6,464
shares
|
$613,045
0.0% of portfolio
|
Q2 2024
Added 112.56%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
6,165
shares
|
$584,688
0.0% of portfolio
|
Q2 2024
Reduced 7.35%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 08, 2024 Q2 2024 |
5,789
shares
|
$549,028
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
5,759
shares
|
$546,183
0.0% of portfolio
|
Q2 2024
Reduced 9.05%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
5,362
shares
|
$508,532
0.0% of portfolio
|
Q2 2024
Added 9.85%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
4,937
shares
|
$468,225
0.03% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Klingenstein Fields & CO LP
|
Oct 29, 2024 Q3 2024 |
4,737
shares
|
$449,257
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
4,720
shares
|
$447,644
0.1% of portfolio
|
Q1 2024
Added 96.67%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
4,720
shares
|
$447,644
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
4,630
shares
|
$439,109
0.0% of portfolio
|
Q2 2024
Added 22.49%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Jul 26, 2024 Q2 2024 |
4,424
shares
|
$419,572
0.06% of portfolio
|
Q2 2024
Reduced 4.76%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
4,351
shares
|
$412,648
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
3,690
shares
|
$349,959
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
3,572
shares
|
$338,768
0.21% of portfolio
|
Q2 2023
Reduced 1.68%
|
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
3,505
shares
|
$332,414
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
3,458
shares
|
$327,956
0.1% of portfolio
|
Q2 2022
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
3,231
shares
|
$306,428
0.02% of portfolio
|
Q3 2024
Added 5.28%
|
|
|
Flagship Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
3,221
shares
|
$305,479
0.16% of portfolio
|
Q3 2024
Added 0.06%
|