iShares MSCI USA Equal WeighEUSAETF
13F holders, Q3 2024 (September 30)95holders −2
8new positions
10sold out
1famous investor
$95.70avg. 13F price*
At the end of Q3 2024, 95 institutions reported holding iShares MSCI USA Equal Weigh (EUSA) in their 13F filings, down 2 from Q2 2024. 8 opened new positions and 10 sold out. The largest holders were Stifel Financial Corp. ($78.4M), Henshaw Capital LLC ($68.1M) and Schroder Investment Management Group ($51.2M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- iShares MSCI USA Equal Weigh
- CUSIP
- 464286681
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $4.6M |
| Exits | 10 | $19.9M |
All 13F filers, Q2 2024 → Q3 2024: 1,205,582 shares bought and 529,282 shares sold, net +676,300 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 95 holders
| Stifel Financial Corp. | 0.08% | Add +13188.4% | 819,227 | $78.4M |
| Henshaw Capital LLC | 2.85% | Add +25.6% | 710,950 | $68.1M |
| Schroder Investment Management Group | 0.05% | Add +0.8% | 535,274 | $51.2M |
| Bank of America Corp. | 0.00% | Reduce -7.4% | 489,555 | $46.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +0.1% | 356,725 | $34.2M |
| Arkadios Wealth Advisors | 1.78% | Add +5.0% | 327,385 | $31.3M |
| D.A. Davidson & Co. | 0.25% | Reduce -3.8% | 319,387 | $30.6M |
| Morgan Stanley | 0.00% | Add +11.9% | 286,690 | $27.4M |
| Wells Fargo & Company | 0.01% | Add +72.8% | 216,905 | $20.8M |
| Davidson Investment Advisors | 0.97% | Reduce -31.3% | 210,858 | $20.2M |
| BlackRock, Inc. | 0.00% | — | 168,809 | $16.2M |
| Ironwood Financial, llc | 2.66% | Add +0.7% | 132,206 | $12.7M |
| Running Point Capital Advisors, LLC | 3.15% | Reduce -1.0% | 85,137 | $8.2M |
| Financial Architects, LLC | 5.00% | Reduce -1.4% | 81,004 | $7.8M |
| LPL Financial LLC | 0.00% | Add +5.2% | 71,412 | $6.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +23.0% | 51,536 | $4.9M |
| Sunbelt Securities, Inc. | 0.35% | Add +10.3% | 37,590 | $3.6M |
| Truist Financial Corp. | 0.01% | Reduce -0.5% | 36,925 | $3.5M |
| Raymond James & Associates | 0.00% | Reduce -25.5% | 36,877 | $3.5M |
| UBS Group AG | 0.00% | Reduce -14.3% | 31,420 | $3.0M |
| Mariner, LLC | 0.00% | Add +22.1% | 28,691 | $2.7M |
| First Heartland Consultants, Inc. | 0.28% | Reduce -3.6% | 27,354 | $2.6M |
| Farther Finance Advisors, LLC | 0.09% | Add +24.6% | 25,448 | $2.4M |
| JPMorgan Chase & Co. | 0.00% | Add +16.7% | 23,919 | $2.3M |
| Jane Street Group, LLC | 0.00% | New | 21,655 | $2.1M |
| Elmwood Wealth Management, Inc. | 0.80% | Reduce -11.5% | 20,311 | $1.9M |
| Citigroup Inc. | 0.00% | Add +243.5% | 19,780 | $1.9M |
| Bessemer Group Inc. | 0.00% | No change | 19,400 | $1.9M |
| John W. Brooker & Co., CPAs | 0.83% | Reduce -0.3% | 18,832 | $1.8M |
| Royal Bank of Canada | 0.00% | Reduce -4.7% | 18,185 | $1.7M |
| Shufro Rose & Co. LLC | 0.14% | No change | 19,437 | $1.7M |
| Virtu Financial LLC | 0.09% | New | 17,325 | $1.7M |
| FMR LLC | 0.00% | Add +0.4% | 16,793 | $1.6M |
| Cetera Investment Advisers | 0.00% | Reduce -2.5% | 16,393 | $1.6M |
| Walled Lake Planning & Wealth Management, LLC | 0.56% | Reduce -3.7% | 15,620 | $1.5M |
| Delta Wealth Advisors LLC | 1.39% | Reduce -78.3% | 15,207 | $1.5M |
| Benchmark Financial Wealth Advisors, LLC | 0.47% | Reduce -8.5% | 14,811 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 14,696 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Add +36.7% | 14,496 | $1.4M |
| Bangor Savings Bank | 0.13% | No change | 14,201 | $1.4M |
| WESCAP Management Group, Inc. | 0.30% | No change | 12,489 | $1.2M |
| Edmond DE Rothschild Holding S.A. | 0.02% | No change | 12,000 | $1.1M |
| Sharkey, Howes & Javer | 0.16% | Reduce -23.3% | 11,925 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -80.0% | 11,508 | $1.1M |
| Parallel Advisors, LLC | 0.02% | Reduce -11.0% | 10,712 | $1.0M |
| CW Advisors, LLC | 0.01% | Add +102.4% | 9,552 | $915K |
| PFG Advisors | 0.06% | Reduce -18.2% | 9,493 | $909K |
| Cerity Partners LLC | 0.00% | Reduce -8.9% | 9,432 | $903K |
| McLean Asset Management Corp | 0.26% | No change | 9,095 | $869K |
| OneDigital Investment Advisors LLC | 0.01% | No change | 8,860 | $848K |
| Global Retirement Partners, LLC | 0.03% | Add +14.1% | 8,777 | $840K |
| Capital Analysts, LLC | 0.03% | No change | 8,086 | $774K |
| YHB Investment Advisors, Inc. | 0.06% | No change | 7,700 | $737K |
| Tolleson Wealth Management, Inc. | 0.14% | No change | 7,430 | $711K |
| Farrell Financial LLC | 0.47% | Reduce -1.7% | 6,692 | $666K |
| GSG Advisors LLC | 0.22% | No change | 6,921 | $659K |
| NewEdge Advisors, LLC | 0.00% | Add +24.4% | 6,668 | $638K |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.7% | 5,900 | $565K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -4.5% | 5,528 | $529K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -0.2% | 4,937 | $473K |
| Klingenstein Fields & Co. LP | 0.02% | No change | 4,737 | $454K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -0.7% | 4,600 | $440K |
| WealthShield Partners, LLC | 0.05% | Reduce -5.8% | 4,169 | $399K |
| Creative Planning | 0.00% | No change | 3,690 | $353K |
| Blair William & Co. | 0.00% | Reduce -51.9% | 3,449 | $330K |
| D. E. Shaw & Co. | 0.00% | New | 3,274 | $313K |
| Transcend Capital Advisors, LLC | 0.02% | Add +5.3% | 3,231 | $309K |
| Advisory Services Network, LLC | 0.01% | No change | 3,505 | $309K |
| Flagship Private Wealth, LLC | 0.16% | Add +0.1% | 3,221 | $308K |
| Avantax Advisory Services, Inc. | 0.00% | New | 2,950 | $282K |
| Captrust Financial Advisors | 0.00% | Add +22.9% | 2,943 | $282K |
| Osaic Holdings, Inc. | 0.00% | Reduce -71.0% | 2,898 | $277K |
| Centaurus Financial, Inc. | 0.02% | Reduce -68.6% | 2,837 | $272K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -11.6% | 2,832 | $271K |
| Equitable Holdings, Inc. | 0.00% | Add +7.4% | 2,631 | $252K |
| Kathleen S. Wright Associates Inc. | 0.10% | No change | 2,580 | $247K |
| Cordgrass Capital Advisors, LLC | 0.06% | No change | 2,306 | $221K |
| Corient Private Wealth LP | 0.00% | No change | 2,303 | $220K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 2,273 | $218K |
| Cassady Schiller Wealth Management, LLC | 0.07% | No change | 2,020 | $193K |
| Cwm, LLC | 0.00% | Reduce -36.5% | 1,655 | $158K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 1,590 | $152K |
| Concord Wealth Partners | 0.02% | No change | 1,500 | $144K |
| Comerica Bank | 0.00% | No change | 1,467 | $140K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -7.2% | 553 | $53K |
| Riverview Trust Co | 0.04% | New | 475 | $45K |
| Jones Financial Companies LLLP | 0.00% | Add +57.5% | 359 | $34K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -49.8% | 321 | $31K |
| WFA of San Diego, LLC | 0.01% | No change | 165 | $16K |
| Aspire Private Capital, LLC | 0.00% | No change | 85 | $8K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 83 | $8K |
| Heck Capital Advisors, LLC | 0.00% | New | 58 | $6K |
| Allworth Financial LP | 0.00% | No change | 26 | $2K |
| Principal Securities, Inc. | 0.00% | New | 23 | $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.