iShares MSCI USA Equal WeighEUSAETF
13F holders, Q1 2025 (March 31)120holders +9
18new positions
6sold out
2famous investors
$93.55avg. 13F price*
At the end of Q1 2025, 120 institutions reported holding iShares MSCI USA Equal Weigh (EUSA) in their 13F filings, up 9 from Q4 2024. 18 opened new positions and 6 sold out. The largest holders were Stifel Financial Corp. ($152.7M), Bank of America Corp. ($80.2M) and Henshaw Capital LLC ($72.5M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $30.4M |
| Exits | 6 | $4.4M |
All 13F filers, Q4 2024 → Q1 2025: 1,883,399 shares bought and 424,117 shares sold, net +1,459,282 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 120 holders
| Stifel Financial Corp. | 0.16% | Add +90.3% | 1,631,539 | $152.7M |
| Bank of America Corp. | 0.01% | Add +58.0% | 856,667 | $80.2M |
| Henshaw Capital LLC | 3.19% | Add +8.9% | 774,400 | $72.5M |
| BlackRock, Inc. | 0.00% | Add +0.1% | 692,000 | $64.8M |
| Strategic Financial Services, Inc. | 2.64% | Add +16.1% | 482,044 | $45.1M |
| Schroder Investment Management Group | 0.04% | Reduce -3.7% | 459,877 | $42.8M |
| Arkadios Wealth Advisors | 1.30% | Add +2.7% | 365,580 | $34.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +1.9% | 363,431 | $34.0M |
| D.A. Davidson & Co. | 0.24% | Reduce -2.2% | 317,384 | $29.7M |
| Morgan Stanley | 0.00% | Reduce -15.5% | 240,665 | $22.5M |
| Davidson Investment Advisors | 0.89% | Reduce -5.8% | 191,947 | $18.0M |
| M&T Bank Corp | 0.06% | Add +6.6% | 167,099 | $15.6M |
| LPL Financial LLC | 0.01% | Add +80.2% | 165,910 | $15.5M |
| Crews Bank & Trust | 2.47% | Add +2.9% | 154,518 | $14.5M |
| Wells Fargo & Company | 0.00% | Reduce -37.9% | 121,462 | $11.4M |
| Ironwood Financial, llc | 2.39% | Add +0.5% | 119,252 | $11.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +587.4% | 109,926 | $10.3M |
| Adventist Health System Sunbelt Healthcare Corp. | 0.40% | New | 106,400 | $10.0M |
| Financial Architects, LLC | 4.84% | Add +5.3% | 80,952 | $7.6M |
| Running Point Capital Advisors, LLC | 2.22% | Reduce -3.0% | 74,765 | $7.0M |
| Genesis Wealth Advisors, LLC | 5.01% | Add +3.5% | 66,161 | $6.2M |
| Swisher Financial Concepts, Inc. | 4.45% | New | 57,581 | $5.4M |
| First Heartland Consultants, Inc. | 0.54% | Add +103.8% | 55,994 | $5.2M |
| HSBC Holdings PLC | 0.00% | New | 53,076 | $5.0M |
| Jane Street Group, LLC | 0.01% | New | 50,141 | $4.7M |
| Truist Financial Corp. | 0.01% | Add +37.8% | 48,316 | $4.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -12.3% | 48,016 | $4.5M |
| Sunbelt Securities, Inc. | 0.38% | Reduce -15.7% | 45,083 | $4.2M |
| Bangor Savings Bank | 0.35% | Add +61.7% | 39,060 | $3.7M |
| UBS Group AG | 0.00% | Add +14.3% | 36,299 | $3.4M |
| Farther Finance Advisors, LLC | 0.08% | Add +14.5% | 32,624 | $3.1M |
| Cerity Partners LLC | 0.01% | Reduce -8.6% | 32,524 | $3.0M |
| Royal Bank of Canada | 0.00% | Reduce -17.0% | 32,223 | $3.0M |
| Mariner, LLC | 0.00% | Add +3.2% | 29,156 | $2.7M |
| JPMorgan Chase & Co. | 0.00% | Add +5.5% | 28,893 | $2.7M |
| Elmwood Wealth Management, Inc. | 0.94% | Add +12.4% | 24,360 | $2.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.8% | 22,108 | $2.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +192.1% | 21,253 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -58.4% | 19,866 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Reduce -70.7% | 19,768 | $1.9M |
| Bessemer Group Inc. | 0.00% | No change | 19,400 | $1.8M |
| John W. Brooker & Co., CPAs | 0.73% | Reduce -0.0% | 18,827 | $1.8M |
| FMR LLC | 0.00% | Add +4.4% | 18,200 | $1.7M |
| Cetera Investment Advisers | 0.00% | Add +7.3% | 17,366 | $1.6M |
| Shufro Rose & Co. LLC | 0.12% | Add +3.5% | 16,730 | $1.6M |
| Citadel Advisors | 0.00% | New | 16,542 | $1.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -86.5% | 15,566 | $1.5M |
| Aspire Growth Partners LLC | 1.14% | Reduce -2.4% | 13,766 | $1.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -10.8% | 13,423 | $1.3M |
| GSG Advisors LLC | 0.41% | Add +100.0% | 13,841 | $1.2M |
| Walled Lake Planning & Wealth Management, LLC | 0.42% | Reduce -8.6% | 12,769 | $1.2M |
| Benchmark Financial Wealth Advisors, LLC | 0.44% | Reduce -13.6% | 12,576 | $1.2M |
| WESCAP Management Group, Inc. | 0.29% | Add +0.4% | 12,541 | $1.2M |
| Edmond DE Rothschild Holding S.A. | 0.02% | No change | 12,000 | $1.1M |
| Sharkey, Howes & Javer | 0.15% | Reduce -7.9% | 10,986 | $1.0M |
| Jones Financial Companies LLLP | 0.00% | Add +1199.9% | 10,984 | $1.0M |
| Parallel Advisors, LLC | 0.02% | Add +0.1% | 10,726 | $1.0M |
| Sage Investment Counsel LLC | 1.14% | Add +10.4% | 9,609 | $899K |
| Stratos Investment Management, LLC | 0.05% | Add +262.5% | 9,439 | $883K |
| Dorsey & Whitney Trust CO LLC | 0.05% | New | 9,422 | $882K |
| OneDigital Investment Advisors LLC | 0.01% | Add +1.5% | 8,991 | $842K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +534.8% | 8,658 | $810K |
| Capital Analysts, LLC | 0.03% | No change | 8,086 | $757K |
| McLean Asset Management Corp | 0.25% | No change | 9,095 | $754K |
| Tolleson Wealth Management, Inc. | 0.14% | Add +7.4% | 7,978 | $747K |
| PFG Advisors | 0.04% | Reduce -3.1% | 7,898 | $739K |
| Corient Private Wealth LP | 0.00% | Add +238.9% | 7,806 | $731K |
| YHB Investment Advisors, Inc. | 0.06% | No change | 7,700 | $721K |
| L2 Asset Management, LLC | 0.15% | New | 7,578 | $709K |
| Ameriprise Financial Inc. | 0.00% | Add +21.9% | 7,153 | $669K |
| Transcend Capital Advisors, LLC | 0.05% | Add +54.7% | 6,755 | $632K |
| Farrell Financial LLC | 0.46% | Add +0.3% | 6,740 | $631K |
| NewEdge Advisors, LLC | 0.00% | Add +12.1% | 6,724 | $629K |
| Webster Bank, N. A. | 0.06% | Add +6.5% | 6,045 | $566K |
| D. E. Shaw & Co. | 0.00% | No change | 5,804 | $543K |
| Bay Capital Advisors, LLC | 0.44% | Reduce -9.7% | 5,600 | $524K |
| Delta Wealth Advisors LLC | 0.44% | Reduce -31.9% | 5,145 | $482K |
| WealthShield Partners, LLC | 0.06% | Add +1.5% | 5,077 | $475K |
| One Wealth Advisors, LLC | 0.07% | New | 4,896 | $458K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -1.2% | 4,844 | $453K |
| CW Advisors, LLC | 0.01% | Add +0.0% | 4,833 | $452K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +19.1% | 4,755 | $445K |
| Klingenstein Fields & Co. LP | 0.02% | No change | 4,737 | $443K |
| Finley Financial, LLC | 0.25% | New | 4,800 | $440K |
| EP Wealth Advisors, LLC | 0.00% | Add +0.9% | 4,642 | $434K |
| Equitable Holdings, Inc. | 0.00% | Add +37.1% | 4,319 | $404K |
| Creative Planning | 0.00% | No change | 3,690 | $345K |
| Advisory Services Network, LLC | 0.01% | Add +4.3% | 3,655 | $342K |
| Crescent Grove Advisors, LLC | 0.03% | Add +30.0% | 3,457 | $324K |
| Blair William & Co. | 0.00% | No change | 3,449 | $323K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | New | 3,225 | $302K |
| Captrust Financial Advisors | 0.00% | Reduce -8.9% | 3,183 | $298K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -14.7% | 2,946 | $276K |
| Virtu Financial LLC | 0.01% | New | 2,888 | $270K |
| Focus Partners Wealth | 0.00% | No change | 2,600 | $243K |
| Vontobel Holding Ltd. | 0.00% | New | 2,513 | $235K |
| Centaurus Financial, Inc. | 0.01% | Reduce -6.8% | 2,448 | $229K |
| Moors & Cabot, Inc. | 0.01% | New | 2,366 | $221K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 2,331 | $218K |
| Cordgrass Capital Advisors, LLC | 0.06% | No change | 2,306 | $216K |
"% 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.