iShares MSCI USA Equal WeighEUSAETF
13F holders, Q2 2026 (June 30)154holders +5
21new positions
14sold out
1famous investor
$114.20avg. 13F price*
At the end of Q2 2026, 154 institutions reported holding iShares MSCI USA Equal Weigh (EUSA) in their 13F filings, up 5 from Q1 2026. 21 opened new positions and 14 sold out. The largest holders were Stifel Financial Corp. ($253.8M), Bank of America Corp. ($122.0M) and Henshaw Capital LLC ($88.2M). One famous investor held it Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- iShares MSCI USA Equal Weigh
- CUSIP
- 464286681
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $11.5M |
| Exits | 14 | $13.0M |
All 13F filers, Q1 2026 → Q2 2026: 526,355 shares bought and 637,242 shares sold, net −110,887 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 154 holders
| Stifel Financial Corp. | 0.21% | Add +7.3% | 2,222,997 | $253.8M |
| Bank of America Corp. | 0.01% | Reduce -0.1% | 1,068,393 | $122.0M |
| Henshaw Capital LLC | 2.87% | Reduce -0.3% | 772,000 | $88.2M |
| Strategic Financial Services, Inc. | 1.95% | Add +1.8% | 390,238 | $44.6M |
| GenTrust, LLC | 1.58% | Reduce -2.4% | 360,054 | $41.1M |
| LPL Financial LLC | 0.01% | Add +29.2% | 348,434 | $39.8M |
| Morgan Stanley | 0.00% | Reduce -4.2% | 323,146 | $36.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -2.8% | 304,748 | $34.8M |
| Calydon Capital | 4.76% | Add +0.2% | 284,423 | $32.5M |
| D.A. Davidson & Co. | 0.18% | Reduce -3.8% | 284,370 | $32.5M |
| HighTower Advisors, LLC | 0.03% | Add +0.2% | 264,950 | $30.3M |
| Arkadios Wealth Advisors | 0.46% | Add +5.4% | 264,884 | $30.2M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -9.3% | 252,790 | $28.9M |
| Davidson Investment Advisors | 1.17% | Add +1.2% | 251,532 | $28.7M |
| Cetera Investment Advisers | 0.02% | Add +1.9% | 179,720 | $20.5M |
| Wells Fargo & Company | 0.00% | Add +3.4% | 173,882 | $19.9M |
| Private Advisory Group LLC | 1.07% | Reduce -18.8% | 168,089 | $19.2M |
| Crews Bank & Trust | 2.13% | Reduce -1.5% | 143,137 | $16.3M |
| Ironwood Financial, llc | 2.07% | Reduce -3.6% | 115,285 | $13.2M |
| Adventist Health System Sunbelt Healthcare Corp. | 0.37% | Reduce 0.0% | 99,998 | $11.4M |
| Swisher Financial Concepts, Inc. | 6.01% | Reduce -0.1% | 83,605 | $9.5M |
| Financial Architects, LLC | 4.51% | Add +0.7% | 82,322 | $9.4M |
| JPMorgan Chase & Co. | 0.00% | Add +17.2% | 78,669 | $9.0M |
| Genesis Wealth Advisors, LLC | 5.35% | Add +2.3% | 78,386 | $9.0M |
| UBS Group AG | 0.00% | Add +37.4% | 75,385 | $8.6M |
| Dynasty Wealth Management, LLC | 0.06% | Add +79.4% | 70,423 | $8.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +80.1% | 67,089 | $7.7M |
| Cerity Partners LLC | 0.01% | Reduce -13.7% | 66,201 | $7.6M |
| First Heartland Consultants, Inc. | 0.46% | Add +1.7% | 61,853 | $7.1M |
| Scotia Capital Inc. | 0.02% | New | 50,101 | $5.7M |
| Royal Bank of Canada | 0.00% | Add +11.7% | 45,650 | $5.2M |
| Elmwood Wealth Management, Inc. | 1.30% | Reduce -0.4% | 45,476 | $5.2M |
| Advisory Services Network, LLC | 0.06% | Add +6.4% | 42,411 | $4.8M |
| Farther Finance Advisors, LLC | 0.04% | Add +13.4% | 39,906 | $4.6M |
| L2 Asset Management, LLC | 0.46% | Add +0.3% | 38,655 | $4.4M |
| First Manhattan Co. Llc. | 0.01% | Reduce -8.9% | 29,032 | $3.3M |
| Stratos Investment Management, LLC | 0.11% | Reduce -0.6% | 27,663 | $3.2M |
| FMR LLC | 0.00% | Add +30.5% | 26,764 | $3.1M |
| Mariner, LLC | 0.00% | Add +4.3% | 26,621 | $3.0M |
| LBMC Investment Advisors, LLC | 0.16% | Add +0.2% | 25,067 | $2.9M |
| Sagespring Wealth Partners, LLC | 0.04% | Add +31.0% | 24,862 | $2.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.0% | 23,847 | $2.7M |
| Pembroke Management, LTD | 0.35% | No change | 23,623 | $2.7M |
| Corient Private Wealth LP | 0.00% | Reduce -64.9% | 22,600 | $2.6M |
| ZWJ Investment Counsel Inc. | 0.08% | Reduce -12.5% | 21,642 | $2.5M |
| WESCAP Management Group, Inc. | 0.46% | Add +4.1% | 21,479 | $2.5M |
| XY Planning Network, Inc. | 0.29% | Add +3.0% | 20,498 | $2.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +10.8% | 18,959 | $2.2M |
| Jones Financial Companies LLLP | 0.00% | Add +30.6% | 18,971 | $2.2M |
| Unique Wealth, LLC | 0.25% | Add +35.9% | 18,606 | $2.1M |
| Goodman Financial Corp | 0.32% | Add +33.5% | 18,326 | $2.1M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 18,084 | $2.1M |
| Gotham Asset Management | 0.00% | No change | 17,911 | $2.0M |
| Truist Financial Corp. | 0.00% | Add +0.3% | 17,686 | $2.0M |
| Cary Street Partners Financial LLC | 0.04% | Add +9.4% | 17,115 | $2.0M |
| Selby Wealth Management, LLC | 0.67% | Reduce -0.8% | 16,499 | $1.9M |
| Klingenstein Fields & Co. LP | 0.06% | No change | 16,000 | $1.8M |
| Shufro Rose & Co. LLC | 0.10% | Reduce -3.7% | 15,640 | $1.8M |
| GSG Advisors LLC | 0.39% | Add +7.2% | 15,414 | $1.8M |
| Crescent Grove Advisors, LLC | 0.15% | Add +23.7% | 15,099 | $1.7M |
| Bessemer Group Inc. | 0.00% | Reduce -10.9% | 13,936 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Add +22.0% | 13,591 | $1.6M |
| OpenArc Corporate Advisory, LLC | 0.02% | Reduce -7.7% | 12,925 | $1.5M |
| Gilbert Capital Group, Inc. | 0.97% | Reduce -15.7% | 12,128 | $1.4M |
| NewEdge Advisors, LLC | 0.00% | Add +120.5% | 11,585 | $1.3M |
| Walled Lake Planning & Wealth Management, LLC | 0.33% | Add +0.1% | 11,488 | $1.3M |
| Bangor Savings Bank | 0.09% | Reduce -24.1% | 10,953 | $1.3M |
| Sage Investment Counsel LLC | 1.24% | Add +0.7% | 10,812 | $1.2M |
| Sharkey, Howes & Javer | 0.14% | No change | 9,974 | $1.1M |
| Finley Financial, LLC | 0.46% | Reduce -5.7% | 9,960 | $1.1M |
| Affinity Capital Advisors, LLC | 0.14% | New | 9,850 | $1.1M |
| Global Retirement Partners, LLC | 0.02% | — | 9,679 | $1.1M |
| Dorsey & Whitney Trust CO LLC | 0.05% | No change | 9,422 | $1.1M |
| McLean Asset Management Corp | 0.14% | No change | 9,095 | $1.0M |
| Webster Bank, N. A. | 0.09% | Add +5.2% | 8,884 | $1.0M |
| Benchmark Financial Wealth Advisors, LLC | 0.25% | Reduce -26.3% | 8,834 | $1.0M |
| OneDigital Investment Advisors LLC | 0.01% | No change | 8,831 | $1.0M |
| Capital Analysts, LLC | 0.02% | Add +8.9% | 8,805 | $1.0M |
| Aspire Growth Partners LLC | 0.55% | Add +0.3% | 8,288 | $946K |
| Tolleson Wealth Management, Inc. | 0.12% | No change | 7,978 | $911K |
| Delta Wealth Advisors LLC | 0.64% | Reduce -1.4% | 7,800 | $891K |
| YHB Investment Advisors, Inc. | 0.06% | No change | 7,700 | $879K |
| Parallel Advisors, LLC | 0.01% | Reduce -30.6% | 7,364 | $841K |
| LCW Services, LLC | 0.33% | Add +0.1% | 6,675 | $762K |
| Miller Capital Partners, Inc. | 0.30% | No change | 6,626 | $757K |
| PFG Advisors | 0.04% | Reduce -0.8% | 6,595 | $753K |
| Ameriprise Financial Inc. | 0.00% | Add +0.1% | 6,593 | $753K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +158.7% | 6,451 | $737K |
| Evolution Wealth Advisors, LLC | 0.09% | No change | 6,426 | $734K |
| Farrell Financial LLC | 0.40% | Reduce -3.5% | 6,397 | $730K |
| HRT Financial LP | 0.00% | New | 6,278 | $716K |
| Equitable Holdings, Inc. | 0.00% | Reduce -11.4% | 5,947 | $679K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -6.6% | 5,851 | $668K |
| Regatta Capital Group, LLC | 0.09% | No change | 5,749 | $656K |
| Bay Capital Advisors, LLC | 0.34% | No change | 5,500 | $628K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +0.0% | 4,689 | $535K |
| Focus Partners Wealth | 0.00% | Add +62.8% | 4,674 | $534K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 4,525 | $517K |
| Centerline Wealth Advisors, LLC | 0.16% | Reduce -6.9% | 4,518 | $516K |
| Raymond James Financial Inc. | 0.00% | Reduce -70.7% | 4,337 | $495K |
"% of holder's portfolio" is EUSA's weight in each manager's 13F, not the share of iShares MSCI USA Equal Weigh the manager owns.