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 114 institutions that hold shares in the stock, with a total of 5.89 Million shares, which have been reported (via 13F filing form) to have a value of $579 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
819,227
shares
|
$80.4 Million
0.08% of portfolio
|
Q3 2024
Added 13188.35%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
489,555
shares
|
$48.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.4%
|
|
|
Schroder Investment Management Group
London, X0 |
Feb 12, 2025 Q4 2024 |
477,757
shares
|
$46.9 Million
0.05% of portfolio
|
Q4 2024
Reduced 10.75%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Feb 11, 2025 Q4 2024 |
415,161
shares
|
$40.8 Million
2.37% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
356,725
shares
|
$35 Million
0.01% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
356,049
shares
|
$35 Million
1.98% of portfolio
|
Q4 2024
Added 8.76%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
324,604
shares
|
$31.9 Million
0.26% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
286,690
shares
|
$28.2 Million
0.0% of portfolio
|
Q3 2024
Added 11.87%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
216,905
shares
|
$21.3 Million
0.0% of portfolio
|
Q3 2024
Added 72.76%
|
|
|
Davidson Investment Advisors
|
Jan 31, 2025 Q4 2024 |
203,831
shares
|
$20 Million
0.98% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
156,708
shares
|
$15.4 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
150,193
shares
|
$14.7 Million
2.41% of portfolio
|
Q4 2024
New holding
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
118,696
shares
|
$11.7 Million
2.38% of portfolio
|
Q4 2024
Reduced 10.22%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
115,092
shares
|
$11.3 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
92,050
shares
|
$9.04 Million
0.0% of portfolio
|
Q4 2024
Added 28.9%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
88,170
shares
|
$8.66 Million
7.45% of portfolio
|
Q3 2023
Reduced 1.12%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
81,882
shares
|
$8.04 Million
0.0% of portfolio
|
Q2 2024
Reduced 11.57%
|
|
|
Running Point Capital Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
77,047
shares
|
$7.57 Million
2.53% of portfolio
|
Q4 2024
Reduced 9.5%
|
|
|
Financial Architects, LLC
Woodstock, GA |
Jan 27, 2025 Q4 2024 |
76,892
shares
|
$7.55 Million
4.7% of portfolio
|
Q4 2024
Reduced 5.08%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Feb 04, 2025 Q4 2024 |
63,924
shares
|
$6.28 Million
5.31% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
54,723
shares
|
$5.37 Million
0.01% of portfolio
|
Q4 2024
Added 6.18%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
54,394
shares
|
$5.34 Million
0.01% of portfolio
|
Q4 2024
Added 1776.95%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
37,590
shares
|
$3.69 Million
0.39% of portfolio
|
Q3 2024
Added 10.32%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
36,877
shares
|
$3.62 Million
0.0% of portfolio
|
Q3 2024
Reduced 25.51%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
35,056
shares
|
$3.44 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.06%
|