iShares MSCI USA Equal WeighEUSAETF
13F holders, Q2 2025 (June 30)139holders +19
26new positions
12sold out
3famous investors
$96.23avg. 13F price*
At the end of Q2 2025, 139 institutions reported holding iShares MSCI USA Equal Weigh (EUSA) in their 13F filings, up 19 from Q1 2025. 26 opened new positions and 12 sold out. The largest holders were Stifel Financial Corp. ($95.9M), Schroder Investment Management Group ($81.4M) and Henshaw Capital LLC ($76.8M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $166.8M |
| Exits | 12 | $12.5M |
All 13F filers, Q1 2025 → Q2 2025: 3,357,297 shares bought and 1,413,412 shares sold, net +1,943,885 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 139 holders
| Stifel Financial Corp. | 0.09% | Reduce -40.7% | 967,089 | $95.9M |
| Schroder Investment Management Group | 0.07% | Add +78.7% | 821,648 | $81.4M |
| Henshaw Capital LLC | 3.04% | No change | 774,400 | $76.8M |
| BlackRock, Inc. | 0.00% | No change | 692,000 | $68.6M |
| Bank of America Corp. | 0.00% | Reduce -36.9% | 540,420 | $53.6M |
| JPMorgan Chase & Co. | 0.00% | Add +1626.3% | 498,781 | $49.4M |
| Sagespring Wealth Partners, LLC | 0.89% | New | 415,915 | $41.2M |
| GenTrust, LLC | 1.92% | New | 411,470 | $40.8M |
| Arkadios Wealth Advisors | 1.16% | Add +6.1% | 388,029 | $38.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -3.0% | 352,404 | $34.9M |
| Strategic Financial Services, Inc. | 1.82% | Reduce -29.3% | 340,661 | $33.8M |
| Morgan Stanley | 0.00% | Add +35.0% | 324,915 | $32.2M |
| D.A. Davidson & Co. | 0.22% | Reduce -1.2% | 313,583 | $31.1M |
| Calydon Capital | 3.01% | New | 309,692 | $30.7M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +130.7% | 253,601 | $25.1M |
| Private Advisory Group LLC | 1.89% | New | 204,117 | $20.2M |
| Davidson Investment Advisors | 0.88% | Add +3.1% | 197,975 | $19.6M |
| M&T Bank Corp | 0.06% | No change | 167,099 | $16.6M |
| Crews Bank & Trust | 2.53% | Add +5.0% | 162,220 | $16.1M |
| HighTower Advisors, LLC | 0.02% | New | 157,669 | $15.6M |
| Ironwood Financial, llc | 2.39% | No change | 119,252 | $11.2M |
| LPL Financial LLC | 0.00% | Reduce -32.5% | 111,932 | $11.1M |
| Adventist Health System Sunbelt Healthcare Corp. | 0.81% | No change | 106,400 | $10.5M |
| Wells Fargo & Company | 0.00% | Reduce -14.3% | 104,059 | $10.3M |
| Osaic Holdings, Inc. | 0.02% | Add +381.9% | 95,269 | $9.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +434.4% | 83,183 | $8.2M |
| Financial Architects, LLC | 4.61% | Reduce -5.3% | 76,630 | $7.6M |
| Genesis Wealth Advisors, LLC | 5.17% | Add +5.1% | 69,541 | $6.9M |
| Swisher Financial Concepts, Inc. | 4.44% | Add +20.4% | 69,344 | $6.9M |
| Running Point Capital Advisors, LLC | 1.87% | Reduce -8.7% | 68,290 | $6.8M |
| First Heartland Consultants, Inc. | 0.51% | Add +2.6% | 57,480 | $5.7M |
| Sunbelt Securities, Inc. | 0.45% | Add +18.7% | 53,503 | $5.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.9% | 49,430 | $4.9M |
| Unique Wealth, LLC | 0.72% | New | 45,269 | $4.5M |
| Truist Financial Corp. | 0.01% | Reduce -11.9% | 42,560 | $4.2M |
| Bangor Savings Bank | 0.37% | Add +7.1% | 41,844 | $4.1M |
| UBS Group AG | 0.00% | Reduce -3.1% | 35,165 | $3.5M |
| Farther Finance Advisors, LLC | 0.07% | Add +0.5% | 32,780 | $3.2M |
| Royal Bank of Canada | 0.00% | Reduce -0.9% | 31,943 | $3.2M |
| Citadel Advisors | 0.00% | Add +91.9% | 31,739 | $3.1M |
| Susquehanna International Group, LLP | 0.00% | Add +52.3% | 30,263 | $3.0M |
| Stratos Investment Management, LLC | 0.13% | Add +212.6% | 29,507 | $2.9M |
| Mariner, LLC | 0.00% | Reduce -1.3% | 28,791 | $2.9M |
| Legacy PCG, LLC | 1.67% | New | 26,262 | $2.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +9.8% | 24,270 | $2.4M |
| Elmwood Wealth Management, Inc. | 0.93% | Reduce -3.1% | 23,612 | $2.3M |
| First Manhattan Co. Llc. | 0.01% | New | 22,349 | $2.2M |
| Advisory Services Network, LLC | 0.03% | Add +481.7% | 21,261 | $2.1M |
| Bessemer Group Inc. | 0.00% | No change | 19,400 | $1.9M |
| FMR LLC | 0.00% | Add +4.9% | 19,086 | $1.9M |
| WESCAP Management Group, Inc. | 0.42% | Add +49.3% | 18,718 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +1.8% | 17,686 | $1.8M |
| L2 Asset Management, LLC | 0.28% | Add +124.2% | 16,990 | $1.7M |
| Gilbert Capital Group, Inc. | 1.34% | — | 16,260 | $1.6M |
| Shufro Rose & Co. LLC | 0.13% | Reduce -1.2% | 16,530 | $1.5M |
| Gotham Asset Management | 0.01% | New | 14,956 | $1.5M |
| GSG Advisors LLC | 0.41% | Add +3.7% | 14,349 | $1.4M |
| Transcend Capital Advisors, LLC | 0.11% | Add +109.7% | 14,165 | $1.4M |
| Raymond James Financial Inc. | 0.00% | Add +1.7% | 13,650 | $1.4M |
| Walled Lake Planning & Wealth Management, LLC | 0.41% | Reduce -0.3% | 12,731 | $1.3M |
| Cyndeo Wealth Partners, LLC | 0.07% | New | 12,706 | $1.3M |
| Benchmark Financial Wealth Advisors, LLC | 0.41% | Reduce -0.5% | 12,518 | $1.2M |
| Ameraudi Asset Management, Inc. | 0.65% | New | 12,490 | $1.2M |
| Jones Financial Companies LLLP | 0.00% | Add +13.0% | 12,407 | $1.2M |
| Edmond DE Rothschild Holding S.A. | 0.02% | No change | 12,000 | $1.2M |
| Cerity Partners LLC | 0.00% | Reduce -64.3% | 11,618 | $1.2M |
| Parallel Advisors, LLC | 0.02% | Add +0.1% | 10,733 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -51.7% | 10,268 | $1.0M |
| Delta Wealth Advisors LLC | 0.84% | Add +96.0% | 10,084 | $1000K |
| Sharkey, Howes & Javer | 0.13% | Reduce -9.2% | 9,974 | $989K |
| Sage Investment Counsel LLC | 1.12% | Add +1.4% | 9,746 | $966K |
| Global Retirement Partners, LLC | 0.02% | — | 9,520 | $944K |
| Dorsey & Whitney Trust CO LLC | 0.05% | No change | 9,422 | $934K |
| Flow Traders U.S. LLC | 0.03% | New | 9,209 | $913K |
| McLean Asset Management Corp | 0.24% | No change | 9,095 | $912K |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.1% | 8,996 | $892K |
| LBMC Investment Advisors, LLC | 0.06% | New | 8,400 | $833K |
| Aspire Growth Partners LLC | 0.66% | Reduce -40.7% | 8,158 | $809K |
| Capital Analysts, LLC | 0.03% | No change | 8,086 | $801K |
| Webster Bank, N. A. | 0.08% | Add +32.9% | 8,034 | $796K |
| Tolleson Wealth Management, Inc. | 0.14% | No change | 7,978 | $791K |
| YHB Investment Advisors, Inc. | 0.06% | No change | 7,700 | $763K |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.3% | 6,771 | $671K |
| Virtu Financial LLC | 0.03% | Add +132.0% | 6,701 | $664K |
| Farrell Financial LLC | 0.44% | Reduce -2.2% | 6,589 | $653K |
| Evolution Wealth Advisors, LLC | 0.09% | New | 6,426 | $637K |
| Finley Financial, LLC | 0.30% | Add +25.0% | 6,000 | $595K |
| Corient Private Wealth LP | 0.00% | Reduce -23.8% | 5,951 | $578K |
| D. E. Shaw & Co. | 0.00% | No change | 5,804 | $575K |
| Regatta Capital Group, LLC | 0.10% | New | 5,749 | $570K |
| Bay Capital Advisors, LLC | 0.42% | No change | 5,600 | $555K |
| NewEdge Advisors, LLC | 0.00% | Reduce -18.2% | 5,500 | $545K |
| One Wealth Advisors, LLC | 0.07% | No change | 4,896 | $485K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -0.1% | 4,837 | $479K |
| CW Advisors, LLC | 0.00% | No change | 4,833 | $479K |
| WealthShield Partners, LLC | 0.06% | Reduce -6.2% | 4,761 | $472K |
| Klingenstein Fields & Co. LP | 0.02% | No change | 4,737 | $470K |
| Equitable Holdings, Inc. | 0.00% | Add +3.6% | 4,476 | $444K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -4.6% | 4,427 | $439K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -12.5% | 4,160 | $412K |
"% 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.