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 160 institutions that hold shares in the stock, with a total of 9.42 Million shares, which have been reported (via 13F filing form) to have a value of $958 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
1,833,958
shares
|
$186 Million
0.18% of portfolio
|
Q3 2025
Added 89.64%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
695,209
shares
|
$70.7 Million
0.9% of portfolio
|
Q3 2025
Added 67.15%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
539,349
shares
|
$54.8 Million
0.0% of portfolio
|
Q3 2025
Added 1766.71%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
515,260
shares
|
$52.4 Million
0.71% of portfolio
|
Q3 2025
New holding
|
|
|
Gen Trust, LLC
|
Nov 06, 2025 Q3 2025 |
375,093
shares
|
$38.1 Million
1.79% of portfolio
|
Q3 2025
Reduced 8.84%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
360,783
shares
|
$36.7 Million
0.0% of portfolio
|
Q3 2025
Added 11.04%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2025 Q3 2025 |
350,890
shares
|
$35.7 Million
1.83% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
330,754
shares
|
$33.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.14%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
321,226
shares
|
$32.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 40.56%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
310,584
shares
|
$31.6 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
242,660
shares
|
$24.7 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.31%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
240,906
shares
|
$24.5 Million
0.65% of portfolio
|
Q3 2025
Reduced 37.92%
|
|
|
Davidson Investment Advisors
|
Oct 21, 2025 Q3 2025 |
223,608
shares
|
$22.7 Million
1.02% of portfolio
|
Q3 2025
Added 12.95%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Nov 10, 2025 Q3 2025 |
206,501
shares
|
$21 Million
1.84% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
205,952
shares
|
$20.9 Million
3.47% of portfolio
|
Q3 2025
Reduced 33.5%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
186,480
shares
|
$19 Million
0.02% of portfolio
|
Q3 2025
Added 18.27%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
151,030
shares
|
$15.4 Million
2.28% of portfolio
|
Q3 2025
Reduced 6.9%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
129,046
shares
|
$13.1 Million
0.0% of portfolio
|
Q3 2025
Added 15.29%
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
129,043
shares
|
$13.1 Million
2.37% of portfolio
|
Q3 2025
Added 8.21%
|
|
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
Nov 10, 2025 Q3 2025 |
100,000
shares
|
$10.2 Million
0.46% of portfolio
|
Q3 2025
Reduced 6.02%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
90,577
shares
|
$9.21 Million
0.0% of portfolio
|
Q3 2025
Reduced 12.96%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
88,170
shares
|
$8.96 Million
7.45% of portfolio
|
Q3 2023
Reduced 1.12%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
81,882
shares
|
$8.32 Million
0.0% of portfolio
|
Q2 2024
Reduced 11.57%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Oct 20, 2025 Q3 2025 |
80,584
shares
|
$8.19 Million
5.51% of portfolio
|
Q3 2025
Added 16.21%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
75,589
shares
|
$7.68 Million
0.01% of portfolio
|
Q3 2025
Reduced 20.66%
|
|