iShares MSCI USA Equal WeighEUSAETF
13F holders, Q2 2024 (June 30)97holders −1
11new positions
12sold out
1famous investor
$88.25avg. 13F price*
At the end of Q2 2024, 97 institutions reported holding iShares MSCI USA Equal Weigh (EUSA) in their 13F filings, down 1 from Q1 2024. 11 opened new positions and 12 sold out. The largest holders were Henshaw Capital LLC ($49.9M), Schroder Investment Management Group ($46.8M) and Bank of America Corp. ($46.7M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $3.6M |
| Exits | 12 | $18.0M |
All 13F filers, Q1 2024 → Q2 2024: 206,854 shares bought and 454,193 shares sold, net −247,339 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 97 holders
| Henshaw Capital LLC | 2.25% | No change | 566,000 | $49.9M |
| Schroder Investment Management Group | 0.05% | Reduce -3.1% | 530,765 | $46.8M |
| Bank of America Corp. | 0.00% | Add +1.5% | 528,681 | $46.7M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -6.3% | 356,563 | $31.5M |
| D.A. Davidson & Co. | 0.26% | Reduce -7.1% | 331,841 | $29.3M |
| Arkadios Wealth Advisors | 1.86% | Add +3.6% | 311,808 | $27.5M |
| Davidson Investment Advisors | 1.39% | Add +3.8% | 306,707 | $27.1M |
| Morgan Stanley | 0.00% | Reduce -8.9% | 256,270 | $22.6M |
| Ironwood Financial, llc | 2.60% | Add +0.9% | 131,250 | $11.6M |
| Wells Fargo & Company | 0.00% | Add +10.8% | 125,553 | $11.1M |
| Avaii Wealth Management, LLC | 5.46% | Reduce -2.8% | 111,588 | $9.8M |
| Running Point Capital Advisors, LLC | 3.14% | Reduce -2.0% | 85,982 | $7.6M |
| Financial Architects, LLC | 4.93% | Reduce -2.7% | 82,144 | $7.2M |
| BlackRock Inc. | 0.00% | Reduce -11.6% | 81,882 | $7.2M |
| Delta Wealth Advisors LLC | 6.07% | Add +5.8% | 70,241 | $6.2M |
| LPL Financial LLC | 0.00% | Add +1.4% | 67,872 | $6.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +812.7% | 57,521 | $5.1M |
| Raymond James & Associates | 0.00% | Reduce -1.2% | 49,504 | $4.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +8.3% | 41,910 | $3.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +42.9% | 38,429 | $3.4M |
| Truist Financial Corp. | 0.01% | Reduce -1.2% | 37,117 | $3.3M |
| UBS Group AG | 0.00% | Add +30.0% | 36,660 | $3.2M |
| Sunbelt Securities, Inc. | 0.31% | Add +9.9% | 34,074 | $3.0M |
| Citadel Advisors | 0.00% | Add +132.8% | 32,640 | $2.9M |
| First Heartland Consultants, Inc. | 0.25% | Reduce -2.2% | 28,365 | $2.5M |
| Mariner, LLC | 0.00% | Add +2.4% | 23,505 | $2.1M |
| Elmwood Wealth Management, Inc. | 0.90% | Add +6.6% | 22,960 | $2.0M |
| JPMorgan Chase & Co. | 0.00% | Add +6.9% | 20,496 | $1.8M |
| Farther Finance Advisors, LLC | 0.09% | Add +26.4% | 20,417 | $1.8M |
| Shufro Rose & Co. LLC | 0.14% | Add +0.1% | 19,437 | $1.7M |
| Bessemer Group Inc. | 0.00% | No change | 19,400 | $1.7M |
| Royal Bank of Canada | 0.00% | Reduce -10.2% | 19,089 | $1.7M |
| John W. Brooker & Co., CPAs | 0.83% | Reduce -0.1% | 18,881 | $1.7M |
| Independent Financial Group, LLC | 0.06% | Add +9.2% | 17,169 | $1.5M |
| Cetera Investment Advisers | 0.00% | Reduce -1.9% | 16,810 | $1.5M |
| FMR LLC | 0.00% | Add +9.5% | 16,719 | $1.5M |
| Walled Lake Planning & Wealth Management, LLC | 0.59% | Reduce -86.7% | 16,224 | $1.4M |
| Benchmark Financial Wealth Advisors, LLC | 0.53% | Add +3.9% | 16,192 | $1.4M |
| Sharkey, Howes & Javer | 0.22% | No change | 15,545 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.5% | 14,696 | $1.3M |
| Bangor Savings Bank | 0.13% | Add +24.2% | 14,201 | $1.3M |
| WESCAP Management Group, Inc. | 0.31% | No change | 12,489 | $1.1M |
| Parallel Advisors, LLC | 0.03% | Reduce -0.4% | 12,039 | $1.1M |
| Edmond DE Rothschild Holding S.A. | 0.02% | Add +26.3% | 12,000 | $1.1M |
| Drive Wealth Management, LLC | 0.28% | Add +0.4% | 11,636 | $1.0M |
| PFG Advisors | 0.07% | Reduce -8.8% | 11,600 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -71.5% | 10,602 | $936K |
| Cerity Partners LLC | 0.00% | New | 10,350 | $913K |
| Osaic Holdings, Inc. | 0.00% | Add +3.8% | 10,005 | $884K |
| McLean Asset Management Corp | 0.26% | No change | 9,095 | $807K |
| Centaurus Financial, Inc. | 0.05% | Reduce -2.4% | 9,042 | $798K |
| OneDigital Investment Advisors LLC | 0.01% | New | 8,860 | $782K |
| Capital Analysts, LLC | 0.03% | No change | 8,086 | $714K |
| YHB Investment Advisors, Inc. | 0.06% | No change | 7,700 | $680K |
| Global Retirement Partners, LLC | 0.02% | Add +1.6% | 7,691 | $679K |
| Hirtle & Co., LLC | 0.03% | New | 7,450 | $657K |
| Tolleson Wealth Management, Inc. | 0.13% | No change | 7,430 | $656K |
| Blair William & Co. | 0.00% | Add +1.4% | 7,164 | $632K |
| GSG Advisors LLC | 0.21% | No change | 6,921 | $607K |
| Farrell Financial LLC | 0.47% | Add +0.3% | 6,809 | $601K |
| Ameriprise Financial Inc. | 0.00% | Add +112.6% | 6,464 | $570K |
| Stifel Financial Corp. | 0.00% | Reduce -7.3% | 6,165 | $544K |
| Wealthspire Advisors, LLC | 0.01% | No change | 5,789 | $511K |
| Citigroup Inc. | 0.00% | Reduce -9.1% | 5,759 | $508K |
| NewEdge Advisors, LLC | 0.00% | Add +9.8% | 5,362 | $473K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -0.1% | 4,945 | $436K |
| Klingenstein Fields & Co. LP | 0.02% | No change | 4,737 | $418K |
| CW Advisors, LLC | 0.01% | New | 4,720 | $417K |
| EP Wealth Advisors, LLC | 0.00% | Add +22.5% | 4,630 | $409K |
| WealthShield Partners, LLC | 0.06% | Reduce -4.8% | 4,424 | $390K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +0.1% | 3,715 | $328K |
| Creative Planning | 0.00% | No change | 3,690 | $326K |
| Advisory Services Network, LLC | 0.01% | New | 3,505 | $309K |
| Flagship Private Wealth, LLC | 0.17% | Reduce -40.6% | 3,219 | $284K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.2% | 3,202 | $283K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -40.7% | 3,153 | $278K |
| Transcend Capital Advisors, LLC | 0.02% | Add +3.3% | 3,069 | $271K |
| Cwm, LLC | 0.00% | Reduce -38.7% | 2,606 | $230K |
| Kathleen S. Wright Associates Inc. | 0.10% | No change | 2,580 | $228K |
| Equitable Holdings, Inc. | 0.00% | New | 2,449 | $216K |
| Captrust Financial Advisors | 0.00% | Reduce -33.7% | 2,394 | $211K |
| Cordgrass Capital Advisors, LLC | 0.06% | Reduce -18.5% | 2,306 | $204K |
| Corient Private Wealth LP | 0.00% | New | 2,303 | $203K |
| Cassady Schiller Wealth Management, LLC | 0.07% | No change | 2,020 | $178K |
| FAS Wealth Partners, Inc. | 0.01% | Reduce -11.7% | 1,590 | $140K |
| Concord Wealth Partners | 0.02% | No change | 1,500 | $132K |
| Comerica Bank | 0.00% | No change | 1,467 | $129K |
| Qube Research & Technologies Ltd | 0.00% | New | 639 | $56K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 596 | $53K |
| Jones Financial Companies LLLP | 0.00% | New | 228 | $20K |
| WFA of San Diego, LLC | 0.01% | — | 165 | $15K |
| Aspire Private Capital, LLC | 0.00% | No change | 85 | $7K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 83 | $7K |
| International Assets Investment Management, LLC | 0.00% | New | 50 | $4K |
| Allworth Financial LP | 0.00% | No change | 26 | $2K |
| Glassman Wealth Services | 0.00% | No change | 18 | $2K |
| Abound Wealth Management | 0.00% | New | 1 | $109 |
"% 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.