iShares MSCI USA Equal WeighEUSAETF
13F holders, Q4 2024 (December 31)111holders +16
14new positions
3sold out
1famous investor
$95.04avg. 13F price*
At the end of Q4 2024, 111 institutions reported holding iShares MSCI USA Equal Weigh (EUSA) in their 13F filings, up 16 from Q3 2024. 14 opened new positions and 3 sold out. The largest holders were Stifel Financial Corp. ($81.8M), Henshaw Capital LLC ($67.8M) and BlackRock, Inc. ($65.9M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $71.1M |
| Exits | 3 | $3.7M |
All 13F filers, Q3 2024 → Q4 2024: 1,620,723 shares bought and 189,281 shares sold, net +1,431,442 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 111 holders
| Stifel Financial Corp. | 0.09% | Add +4.7% | 857,547 | $81.8M |
| Henshaw Capital LLC | 2.82% | No change | 710,950 | $67.8M |
| BlackRock, Inc. | 0.00% | Add +309.6% | 691,510 | $65.9M |
| Bank of America Corp. | 0.00% | Add +10.8% | 542,195 | $51.7M |
| Schroder Investment Management Group | 0.04% | Reduce -10.8% | 477,757 | $45.5M |
| Strategic Financial Services, Inc. | 2.36% | New | 415,161 | $39.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +0.0% | 356,847 | $34.0M |
| Arkadios Wealth Advisors | 1.85% | Add +8.8% | 356,049 | $34.0M |
| D.A. Davidson & Co. | 0.25% | Add +1.6% | 324,604 | $31.0M |
| Morgan Stanley | 0.00% | Reduce -0.6% | 284,909 | $27.2M |
| Davidson Investment Advisors | 0.94% | Reduce -3.3% | 203,831 | $19.4M |
| Wells Fargo & Company | 0.00% | Reduce -9.8% | 195,564 | $18.6M |
| M&T Bank Corp | 0.05% | New | 156,708 | $14.9M |
| Crews Bank & Trust | 2.41% | — | 150,193 | $14.3M |
| Ironwood Financial, llc | 2.37% | Reduce -10.2% | 118,696 | $11.3M |
| Goldman Sachs Group Inc. | 0.00% | New | 115,092 | $11.0M |
| LPL Financial LLC | 0.00% | Add +28.9% | 92,050 | $8.8M |
| Running Point Capital Advisors, LLC | 2.52% | Reduce -9.5% | 77,047 | $7.3M |
| Financial Architects, LLC | 4.70% | Reduce -5.1% | 76,892 | $7.3M |
| Osaic Holdings, Inc. | 0.01% | Add +2231.6% | 67,569 | $6.4M |
| Genesis Wealth Advisors, LLC | 5.31% | — | 63,924 | $6.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +6.2% | 54,723 | $5.2M |
| Sunbelt Securities, Inc. | 0.45% | Add +42.3% | 53,503 | $5.1M |
| Susquehanna International Group, LLP | 0.01% | Add +229.2% | 47,725 | $4.6M |
| Royal Bank of Canada | 0.00% | Add +113.4% | 38,810 | $3.7M |
| Cerity Partners LLC | 0.01% | Add +277.3% | 35,585 | $3.4M |
| Truist Financial Corp. | 0.01% | Reduce -5.1% | 35,056 | $3.3M |
| UBS Group AG | 0.00% | Add +1.1% | 31,766 | $3.0M |
| Farther Finance Advisors, LLC | 0.10% | Add +12.0% | 28,494 | $2.7M |
| Mariner, LLC | 0.00% | Reduce -1.6% | 28,243 | $2.7M |
| JPMorgan Chase & Co. | 0.00% | Add +14.5% | 27,389 | $2.6M |
| Snowden Capital Advisors LLC | 0.08% | New | 27,322 | $2.6M |
| Bangor Savings Bank | 0.22% | Add +70.1% | 24,159 | $2.3M |
| Elmwood Wealth Management, Inc. | 0.83% | Add +6.7% | 21,666 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +46.3% | 21,504 | $2.1M |
| Bessemer Group Inc. | 0.00% | No change | 19,400 | $1.9M |
| John W. Brooker & Co., CPAs | 0.77% | Add +0.0% | 18,835 | $1.8M |
| FMR LLC | 0.00% | Add +3.8% | 17,437 | $1.7M |
| Cetera Investment Advisers | 0.00% | Reduce -1.3% | 16,180 | $1.5M |
| Shufro Rose & Co. LLC | 0.12% | Reduce -16.8% | 16,170 | $1.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +39.0% | 15,992 | $1.5M |
| Raymond James Financial Inc. | 0.00% | — | 15,051 | $1.4M |
| Benchmark Financial Wealth Advisors, LLC | 0.45% | Reduce -1.7% | 14,560 | $1.4M |
| Aspire Growth Partners LLC | 1.34% | — | 14,104 | $1.4M |
| Walled Lake Planning & Wealth Management, LLC | 0.50% | Reduce -10.5% | 13,973 | $1.3M |
| WESCAP Management Group, Inc. | 0.29% | 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% | No change | 11,925 | $1.1M |
| Parallel Advisors, LLC | 0.02% | Add +0.1% | 10,719 | $1.0M |
| Goodman Financial Corp | 0.20% | New | 9,773 | $932K |
| Global Retirement Partners, LLC | 0.03% | Add +8.2% | 9,496 | $906K |
| McLean Asset Management Corp | 0.26% | No change | 9,095 | $867K |
| OneDigital Investment Advisors LLC | 0.01% | No change | 8,860 | $845K |
| Sage Investment Counsel LLC | 1.08% | — | 8,707 | $830K |
| Citigroup Inc. | 0.00% | Reduce -57.7% | 8,368 | $798K |
| PFG Advisors | 0.05% | Reduce -14.1% | 8,154 | $778K |
| Capital Analysts, LLC | 0.03% | No change | 8,086 | $771K |
| YHB Investment Advisors, Inc. | 0.06% | No change | 7,700 | $734K |
| Delta Wealth Advisors LLC | 0.68% | Reduce -50.3% | 7,553 | $720K |
| Tolleson Wealth Management, Inc. | 0.15% | No change | 7,430 | $709K |
| Avantax Advisory Services, Inc. | 0.00% | Add +146.6% | 7,275 | $694K |
| GSG Advisors LLC | 0.21% | No change | 6,921 | $660K |
| Farrell Financial LLC | 0.46% | Add +0.4% | 6,718 | $641K |
| Bay Capital Advisors, LLC | 0.48% | — | 6,200 | $591K |
| NewEdge Advisors, LLC | 0.00% | Reduce -10.0% | 6,001 | $572K |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.5% | 5,869 | $560K |
| D. E. Shaw & Co. | 0.00% | Add +77.3% | 5,804 | $553K |
| Webster Bank, N. A. | 0.06% | New | 5,674 | $541K |
| WealthShield Partners, LLC | 0.07% | Add +19.9% | 5,000 | $477K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -0.7% | 4,902 | $467K |
| CW Advisors, LLC | 0.01% | Reduce -49.4% | 4,832 | $461K |
| Klingenstein Fields & Co. LP | 0.02% | No change | 4,737 | $452K |
| EP Wealth Advisors, LLC | 0.00% | No change | 4,600 | $439K |
| Transcend Capital Advisors, LLC | 0.03% | Add +35.1% | 4,366 | $416K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +41.0% | 3,994 | $381K |
| Syon Capital LLC | 0.03% | New | 3,951 | $377K |
| Creative Planning | 0.00% | No change | 3,690 | $352K |
| Advisory Services Network, LLC | 0.01% | No change | 3,505 | $334K |
| Captrust Financial Advisors | 0.00% | Add +18.7% | 3,493 | $333K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -37.5% | 3,454 | $329K |
| Blair William & Co. | 0.00% | No change | 3,449 | $329K |
| Flagship Private Wealth, LLC | 0.15% | Add +0.1% | 3,223 | $307K |
| Equitable Holdings, Inc. | 0.00% | Add +19.8% | 3,151 | $300K |
| First Heartland Consultants, Inc. | 0.03% | Add +0.5% | 27,481 | $263K |
| Crescent Grove Advisors, LLC | 0.03% | New | 2,660 | $254K |
| Centaurus Financial, Inc. | 0.02% | Reduce -7.4% | 2,628 | $251K |
| Stratos Investment Management, LLC | 0.01% | New | 2,604 | $248K |
| Focus Partners Wealth | 0.00% | New | 2,600 | $248K |
| Kathleen S. Wright Associates Inc. | 0.10% | No change | 2,580 | $246K |
| Cordgrass Capital Advisors, LLC | 0.06% | No change | 2,306 | $220K |
| Corient Private Wealth LP | 0.00% | No change | 2,303 | $220K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +0.3% | 2,281 | $217K |
| Cibc World Market Inc. | 0.00% | New | 2,120 | $202K |
| Cassady Schiller Wealth Management, LLC | 0.07% | No change | 2,020 | $193K |
| Cwm, LLC | 0.00% | Reduce -4.3% | 1,583 | $151K |
| Concord Wealth Partners | 0.02% | No change | 1,500 | $143K |
| Comerica Bank | 0.00% | No change | 1,467 | $140K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1,364 | $130K |
| FAS Wealth Partners, Inc. | 0.01% | Reduce -31.4% | 1,090 | $104K |
| Jones Financial Companies LLLP | 0.00% | Add +135.4% | 845 | $81K |
"% 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.