iShares MSCI USA Equal WeighEUSAETF
13F holders, Q3 2025 (September 30)148holders +9
21new positions
9sold out
3famous investors
$100.47avg. 13F price*
At the end of Q3 2025, 148 institutions reported holding iShares MSCI USA Equal Weigh (EUSA) in their 13F filings, up 9 from Q2 2025. 21 opened new positions and 9 sold out. The largest holders were Stifel Financial Corp. ($188.8M), Henshaw Capital LLC ($79.7M) and JPMorgan Chase & Co. ($55.5M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $59.1M |
| Exits | 9 | $99.4M |
All 13F filers, Q2 2025 → Q3 2025: 2,000,788 shares bought and 2,449,357 shares sold, net −448,569 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 148 holders
| Stifel Financial Corp. | 0.17% | Add +89.6% | 1,833,958 | $188.8M |
| Henshaw Capital LLC | 2.97% | No change | 774,400 | $79.7M |
| JPMorgan Chase & Co. | 0.00% | Add +8.1% | 539,349 | $55.5M |
| Dynasty Wealth Management, LLC | 0.71% | New | 515,260 | $53.1M |
| Sagespring Wealth Partners, LLC | 0.90% | Add +67.2% | 695,209 | $46.1M |
| GenTrust, LLC | 1.76% | Reduce -8.8% | 375,093 | $38.6M |
| Morgan Stanley | 0.00% | Add +11.0% | 360,783 | $37.1M |
| Strategic Financial Services, Inc. | 1.81% | Add +3.0% | 350,890 | $36.1M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -6.1% | 330,754 | $34.1M |
| Bank of America Corp. | 0.00% | Reduce -40.6% | 321,226 | $33.1M |
| D.A. Davidson & Co. | 0.20% | Reduce -1.0% | 310,584 | $32.0M |
| BlackRock, Inc. | 0.00% | Reduce -60.6% | 272,919 | $28.1M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -4.3% | 242,660 | $25.0M |
| Arkadios Wealth Advisors | 0.61% | Reduce -37.9% | 240,906 | $24.8M |
| Davidson Investment Advisors | 0.98% | Add +12.9% | 223,608 | $23.0M |
| Private Advisory Group LLC | 1.85% | Add +1.2% | 206,501 | $21.3M |
| Calydon Capital | 3.38% | Reduce -33.5% | 205,952 | $21.2M |
| HighTower Advisors, LLC | 0.02% | Add +18.3% | 186,480 | $19.2M |
| Crews Bank & Trust | 2.28% | Reduce -6.9% | 151,030 | $15.6M |
| LPL Financial LLC | 0.00% | Add +15.3% | 129,046 | $13.3M |
| Ironwood Financial, llc | 2.35% | Add +8.2% | 129,043 | $13.3M |
| Adventist Health System Sunbelt Healthcare Corp. | 0.45% | Reduce -6.0% | 100,000 | $10.3M |
| Wells Fargo & Company | 0.00% | Reduce -13.0% | 90,577 | $9.3M |
| Swisher Financial Concepts, Inc. | 4.97% | Add +16.2% | 80,584 | $8.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -20.7% | 75,589 | $7.8M |
| Financial Architects, LLC | 4.23% | Reduce -5.7% | 72,295 | $7.4M |
| Genesis Wealth Advisors, LLC | 5.14% | Add +1.8% | 70,789 | $7.3M |
| Running Point Capital Advisors, LLC | 1.84% | Reduce -2.1% | 66,849 | $6.9M |
| First Heartland Consultants, Inc. | 0.48% | Add +0.9% | 58,026 | $6.0M |
| Unique Wealth, LLC | 0.80% | Add +17.2% | 53,067 | $5.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.0% | 50,404 | $5.2M |
| Sunbelt Securities, Inc. | 0.33% | Reduce -13.8% | 46,109 | $4.7M |
| Bangor Savings Bank | 0.39% | Add +9.1% | 45,638 | $4.7M |
| UBS Group AG | 0.00% | Add +20.8% | 42,470 | $4.4M |
| Farther Finance Advisors, LLC | 0.05% | Add +6.1% | 34,777 | $3.6M |
| Royal Bank of Canada | 0.00% | Add +3.4% | 33,015 | $3.4M |
| Corient Private Wealth LP | 0.01% | Add +453.1% | 32,912 | $3.4M |
| Citadel Advisors | 0.00% | Add +0.5% | 31,904 | $3.3M |
| Stratos Investment Management, LLC | 0.12% | Reduce -1.3% | 29,121 | $3.0M |
| Mariner, LLC | 0.00% | Reduce -5.1% | 27,323 | $2.8M |
| Legacy PCG, LLC | 1.66% | Add +2.5% | 26,928 | $2.8M |
| First Manhattan Co. Llc. | 0.01% | Add +19.5% | 26,716 | $2.8M |
| L2 Asset Management, LLC | 0.37% | Add +47.8% | 25,109 | $2.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -69.9% | 25,043 | $2.6M |
| Elmwood Wealth Management, Inc. | 0.88% | Add +2.5% | 24,200 | $2.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.5% | 24,138 | $2.5M |
| Advisory Services Network, LLC | 0.03% | Add +4.0% | 22,111 | $2.3M |
| Virtu Financial LLC | 0.12% | Add +219.2% | 21,390 | $2.2M |
| Pembroke Management, LTD | 0.20% | New | 20,017 | $2.1M |
| Truist Financial Corp. | 0.00% | Reduce -53.7% | 19,689 | $2.0M |
| FMR LLC | 0.00% | Add +1.3% | 19,337 | $2.0M |
| WESCAP Management Group, Inc. | 0.40% | Reduce -0.3% | 18,655 | $1.9M |
| Bessemer Group Inc. | 0.00% | Reduce -5.0% | 18,420 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +2.7% | 18,170 | $1.9M |
| Klingenstein Fields & Co. LP | 0.06% | Add +237.8% | 16,000 | $1.6M |
| Gilbert Capital Group, Inc. | 1.25% | Reduce -3.4% | 15,705 | $1.6M |
| Shufro Rose & Co. LLC | 0.13% | No change | 16,530 | $1.5M |
| Gotham Asset Management | 0.01% | No change | 14,956 | $1.5M |
| Transcend Capital Advisors, LLC | 0.11% | Add +2.5% | 14,512 | $1.5M |
| GSG Advisors LLC | 0.39% | Reduce -0.2% | 14,314 | $1.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.9% | 13,253 | $1.4M |
| Cyndeo Wealth Partners, LLC | 0.07% | Add +2.0% | 12,960 | $1.3M |
| Walled Lake Planning & Wealth Management, LLC | 0.43% | Reduce -0.6% | 12,650 | $1.3M |
| Benchmark Financial Wealth Advisors, LLC | 0.39% | Add +0.4% | 12,572 | $1.3M |
| Edmond DE Rothschild Holding S.A. | 0.02% | No change | 12,000 | $1.2M |
| Cerity Partners LLC | 0.00% | Add +0.3% | 11,652 | $1.2M |
| Ameraudi Asset Management, Inc. | 0.72% | Reduce -7.7% | 11,534 | $1.2M |
| Jones Financial Companies LLLP | 0.00% | Reduce -11.0% | 11,043 | $1.1M |
| Parallel Advisors, LLC | 0.02% | Add +0.1% | 10,741 | $1.1M |
| Sage Investment Counsel LLC | 1.18% | Add +6.3% | 10,362 | $1.1M |
| Sharkey, Howes & Javer | 0.13% | No change | 9,974 | $1.0M |
| Global Retirement Partners, LLC | 0.02% | Add +0.2% | 9,542 | $983K |
| Dorsey & Whitney Trust CO LLC | 0.05% | No change | 9,422 | $970K |
| Delta Wealth Advisors LLC | 0.76% | Reduce -7.0% | 9,379 | $966K |
| McLean Asset Management Corp | 0.19% | No change | 9,095 | $944K |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.1% | 9,002 | $927K |
| LBMC Investment Advisors, LLC | 0.06% | No change | 8,400 | $865K |
| Webster Bank, N. A. | 0.08% | Add +4.4% | 8,384 | $863K |
| Aspire Growth Partners LLC | 0.62% | Add +0.4% | 8,193 | $844K |
| Capital Analysts, LLC | 0.02% | No change | 8,086 | $833K |
| Tolleson Wealth Management, Inc. | 0.13% | No change | 7,978 | $821K |
| YHB Investment Advisors, Inc. | 0.06% | No change | 7,700 | $793K |
| Ameriprise Financial Inc. | 0.00% | Add +0.1% | 6,776 | $698K |
| Farrell Financial LLC | 0.43% | Add +0.4% | 6,614 | $681K |
| Evolution Wealth Advisors, LLC | 0.09% | No change | 6,426 | $662K |
| Robertson Stephens Wealth Management, LLC | 0.02% | New | 6,365 | $655K |
| Finley Financial, LLC | 0.29% | No change | 6,000 | $618K |
| PFG Advisors | 0.03% | New | 5,974 | $615K |
| D. E. Shaw & Co. | 0.00% | No change | 5,804 | $598K |
| Regatta Capital Group, LLC | 0.09% | No change | 5,749 | $592K |
| Crescent Grove Advisors, LLC | 0.06% | Add +39.4% | 5,635 | $580K |
| Bay Capital Advisors, LLC | 0.38% | No change | 5,600 | $577K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.1% | 5,441 | $560K |
| Equitable Holdings, Inc. | 0.00% | Add +20.9% | 5,412 | $557K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +23.1% | 5,122 | $527K |
| One Wealth Advisors, LLC | 0.06% | No change | 4,896 | $504K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +0.0% | 4,839 | $498K |
| WealthShield Partners, LLC | 0.05% | Reduce -2.3% | 4,650 | $479K |
| Rockefeller Capital Management L.P. | 0.00% | New | 4,524 | $466K |
| ZWJ Investment Counsel Inc. | 0.02% | Add +17.4% | 4,217 | $434K |
"% 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.