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 118 institutions that hold shares in the stock, with a total of 6.09 Million shares, which have been reported (via 13F filing form) to have a value of $571 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
4,600
shares
|
$431,342
0.0% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
4,366
shares
|
$409,399
0.03% of portfolio
|
Q4 2024
Added 35.13%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
4,351
shares
|
$407,993
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
3,994
shares
|
$374,517
0.0% of portfolio
|
Q4 2024
Added 41.03%
|
|
|
Syon Capital LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
3,951
shares
|
$370,485
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
3,690
shares
|
$346,011
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
3,572
shares
|
$334,946
0.21% of portfolio
|
Q2 2023
Reduced 1.68%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
3,505
shares
|
$328,663
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
3,493
shares
|
$327,538
0.0% of portfolio
|
Q4 2024
Added 18.69%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
3,458
shares
|
$324,256
0.1% of portfolio
|
Q2 2022
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
3,454
shares
|
$323,881
0.0% of portfolio
|
Q4 2024
Reduced 37.52%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
3,449
shares
|
$323,412
0.0% of portfolio
|
Q3 2024
Reduced 51.86%
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
3,223
shares
|
$302,220
0.15% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
3,151
shares
|
$295,469
0.0% of portfolio
|
Q4 2024
Added 19.76%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
2,999
shares
|
$281,216
0.01% of portfolio
|
Q3 2023
Added 20.3%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
2,660
shares
|
$249,428
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
2,628
shares
|
$246,427
0.02% of portfolio
|
Q4 2024
Reduced 7.37%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
2,604
shares
|
$244,177
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
2,580
shares
|
$241,926
0.1% of portfolio
|
Q4 2023
Reduced 46.86%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
2,512
shares
|
$235,550
0.0% of portfolio
|
Q3 2022
Reduced 38.98%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
2,306
shares
|
$216,233
0.06% of portfolio
|
Q2 2024
Reduced 18.52%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
2,303
shares
|
$215,952
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
2,281
shares
|
$213,889
0.0% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
2,120
shares
|
$198,792
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2,020
shares
|
$189,415
0.07% of portfolio
|
Q1 2024
Added 42.25%
|