iShares MSCI USA Equal WeighEUSAETF
13F holders, Q1 2024 (March 31)98holders
1famous investor
$90.98avg. 13F price*
At the end of Q1 2024, 98 institutions reported holding iShares MSCI USA Equal Weigh (EUSA) in their 13F filings. The largest holders were Henshaw Capital LLC ($51.5M), Schroder Investment Management Group ($49.9M) and Bank of America Corp. ($47.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $66.3M |
| Exits | 4 | $422K |
Ownership 98 holders
| Henshaw Capital LLC | 2.41% | New | 566,000 | $51.5M |
| Schroder Investment Management Group | 0.06% | Add +10.3% | 547,877 | $49.9M |
| Bank of America Corp. | 0.00% | Reduce -30.6% | 520,823 | $47.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +6.1% | 380,381 | $34.6M |
| D.A. Davidson & Co. | 0.29% | Add +6.1% | 357,303 | $32.5M |
| Arkadios Wealth Advisors | 2.12% | Add +2.3% | 300,878 | $27.4M |
| Davidson Investment Advisors | 1.40% | Add +9.6% | 295,363 | $26.9M |
| Morgan Stanley | 0.00% | Reduce -30.8% | 281,475 | $25.6M |
| Ironwood Financial, llc | 2.72% | Reduce -1.5% | 130,014 | $11.8M |
| Walled Lake Planning & Wealth Management, LLC | 4.55% | Add +7.0% | 121,718 | $11.1M |
| Avaii Wealth Management, LLC | 6.13% | Add +3890.5% | 114,768 | $10.4M |
| Wells Fargo & Company | 0.00% | Add +25.2% | 113,359 | $10.3M |
| Pictet Asset Management Holding SA | 0.01% | New | 110,000 | $10.0M |
| BlackRock Inc. | 0.00% | Add +295.3% | 92,598 | $8.4M |
| Running Point Capital Advisors, LLC | 3.57% | Reduce -1.8% | 87,740 | $8.0M |
| Financial Architects, LLC | 5.32% | Add +3.4% | 84,409 | $7.7M |
| LPL Financial LLC | 0.00% | Reduce -2.8% | 66,959 | $6.1M |
| Delta Wealth Advisors LLC | 6.24% | — | 66,380 | $6.0M |
| Northern Trust Corp. | 0.00% | Add +1.1% | 52,409 | $4.8M |
| Raymond James & Associates | 0.00% | Add +28.5% | 50,108 | $4.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.1% | 38,710 | $3.5M |
| Truist Financial Corp. | 0.01% | Add +2.2% | 37,563 | $3.4M |
| Susquehanna International Group, LLP | 0.01% | Reduce -19.4% | 37,256 | $3.4M |
| Sunbelt Securities, Inc. | 0.31% | Reduce -4.3% | 30,996 | $2.8M |
| First Heartland Consultants, Inc. | 0.27% | Reduce -1.4% | 29,014 | $2.6M |
| UBS Group AG | 0.00% | Reduce -8.9% | 28,196 | $2.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +9.2% | 26,887 | $2.4M |
| Mariner, LLC | 0.00% | Reduce -6.0% | 22,958 | $2.1M |
| Norway Savings Bank | 0.85% | Add +1.0% | 22,296 | $2.0M |
| Elmwood Wealth Management, Inc. | 0.84% | Add +264.6% | 21,545 | $2.0M |
| Royal Bank of Canada | 0.00% | Reduce -8.3% | 21,265 | $1.9M |
| Shufro Rose & Co. LLC | 0.15% | Add +4.1% | 19,420 | $1.8M |
| Bessemer Group Inc. | 0.00% | No change | 19,400 | $1.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -18.4% | 19,177 | $1.7M |
| John W. Brooker & Co., CPAs | 0.92% | Reduce -0.3% | 18,899 | $1.7M |
| Cetera Investment Advisers | 0.00% | Add +619.2% | 17,138 | $1.6M |
| Farther Finance Advisors, LLC | 0.09% | Add +19.8% | 16,159 | $1.5M |
| Independent Financial Group, LLC | 0.07% | Add +15.0% | 15,721 | $1.4M |
| Benchmark Financial Wealth Advisors, LLC | 0.54% | Reduce -6.2% | 15,591 | $1.4M |
| Sharkey, Howes & Javer | 0.23% | No change | 15,545 | $1.4M |
| FMR LLC | 0.00% | Add +1.8% | 15,265 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +5.5% | 14,769 | $1.3M |
| Citadel Advisors | 0.00% | New | 14,019 | $1.3M |
| PFG Advisors | 0.08% | Reduce -13.2% | 12,719 | $1.2M |
| WESCAP Management Group, Inc. | 0.33% | Reduce -0.5% | 12,489 | $1.1M |
| Parallel Advisors, LLC | 0.03% | Add +0.3% | 12,088 | $1.1M |
| Drive Wealth Management, LLC | 0.30% | Add +170.8% | 11,592 | $1.1M |
| Bangor Savings Bank | 0.11% | Add +94.0% | 11,431 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Add +129.4% | 9,638 | $877K |
| Edmond DE Rothschild Holding S.A. | 0.01% | No change | 9,500 | $864K |
| Centaurus Financial, Inc. | 0.06% | Reduce -3.5% | 9,260 | $843K |
| McLean Asset Management Corp | 0.28% | No change | 9,095 | $819K |
| Capital Analysts, LLC | 0.03% | No change | 8,086 | $736K |
| YHB Investment Advisors, Inc. | 0.06% | No change | 7,700 | $701K |
| Global Retirement Partners, LLC | 0.03% | Add +0.1% | 7,568 | $689K |
| Tolleson Wealth Management, Inc. | 0.13% | New | 7,430 | $676K |
| Blair William & Co. | 0.00% | Add +0.1% | 7,064 | $643K |
| GSG Advisors LLC | 0.23% | Add +14.8% | 6,921 | $621K |
| Farrell Financial LLC | 0.51% | Add +1.0% | 6,788 | $618K |
| Stifel Financial Corp. | 0.00% | Add +34.3% | 6,654 | $605K |
| Citigroup Inc. | 0.00% | No change | 6,332 | $576K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +9.0% | 6,302 | $573K |
| Wealthspire Advisors, LLC | 0.01% | No change | 5,789 | $527K |
| Flagship Private Wealth, LLC | 0.32% | New | 5,421 | $493K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +266.4% | 5,317 | $484K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -0.6% | 4,949 | $450K |
| NewEdge Advisors, LLC | 0.00% | New | 4,881 | $444K |
| Klingenstein Fields & Co. LP | 0.02% | New | 4,737 | $431K |
| Cubic Asset Management, LLC | 0.10% | Add +96.7% | 4,720 | $429K |
| WealthShield Partners, LLC | 0.07% | Reduce -0.3% | 4,645 | $423K |
| Cwm, LLC | 0.00% | Add +45.4% | 4,252 | $387K |
| Prudential PLC | 0.00% | No change | 4,000 | $364K |
| EP Wealth Advisors, LLC | 0.00% | New | 3,780 | $344K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -1.9% | 3,712 | $338K |
| Creative Planning | 0.00% | No change | 3,690 | $336K |
| Captrust Financial Advisors | 0.00% | New | 3,611 | $329K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.3% | 3,377 | $307K |
| Ameriprise Financial Inc. | 0.00% | Reduce -20.1% | 3,041 | $277K |
| Transcend Capital Advisors, LLC | 0.02% | Add +14.9% | 2,971 | $270K |
| Flow Traders U.S. LLC | 0.01% | New | 2,885 | $263K |
| Cordgrass Capital Advisors, LLC | 0.08% | No change | 2,830 | $258K |
| Kathleen S. Wright Associates Inc. | 0.11% | No change | 2,580 | $235K |
| Bank of Montreal | 0.00% | New | 2,408 | $217K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 2,260 | $206K |
| Cassady Schiller Wealth Management, LLC | 0.08% | Add +42.3% | 2,020 | $184K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 1,800 | $164K |
| Concord Wealth Partners | 0.02% | No change | 1,500 | $136K |
| Comerica Bank | 0.00% | Add +74.4% | 1,467 | $133K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 596 | $54K |
| Lanark Financial, Inc. | 0.00% | No change | 445 | $41K |
| Assetmark, Inc. | 0.00% | New | 250 | $23K |
| Investors Research Corp | 0.00% | New | 203 | $18K |
| Aptus Capital Advisors, LLC | 0.00% | New | 153 | $14K |
| Mather Group, Llc. | 0.00% | New | 115 | $10K |
| Aspire Private Capital, LLC | 0.00% | Add +1.2% | 85 | $8K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 83 | $8K |
| Allworth Financial LP | 0.00% | No change | 26 | $2K |
| Glassman Wealth Services | 0.00% | No change | 18 | $2K |
"% 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.