iShares MSCI USA Equal WeighEUSAETF
13F holders, Q4 2025 (December 31)151holders +3
14new positions
16sold out
3famous investors
$100.96avg. 13F price*
At the end of Q4 2025, 151 institutions reported holding iShares MSCI USA Equal Weigh (EUSA) in their 13F filings, up 3 from Q3 2025. 14 opened new positions and 16 sold out. The largest holders were Stifel Financial Corp. ($185.2M), Bank of America Corp. ($111.2M) and Henshaw Capital LLC ($80.0M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $4.5M |
| Exits | 16 | $9.2M |
All 13F filers, Q3 2025 → Q4 2025: 1,371,595 shares bought and 1,945,467 shares sold, net −573,872 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 151 holders
| Stifel Financial Corp. | 0.17% | Reduce -2.3% | 1,791,661 | $185.2M |
| Bank of America Corp. | 0.01% | Add +234.9% | 1,075,891 | $111.2M |
| Henshaw Capital LLC | 2.88% | No change | 774,400 | $80.0M |
| Strategic Financial Services, Inc. | 1.86% | Add +7.3% | 376,631 | $40.4M |
| GenTrust, LLC | 1.66% | Reduce -1.2% | 370,631 | $38.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.6% | 328,911 | $34.0M |
| Morgan Stanley | 0.00% | Reduce -11.1% | 320,882 | $33.2M |
| D.A. Davidson & Co. | 0.19% | Reduce -1.1% | 307,332 | $31.8M |
| Calydon Capital | 4.94% | Add +37.5% | 283,196 | $29.3M |
| HighTower Advisors, LLC | 0.03% | Add +41.4% | 263,723 | $27.3M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +5.0% | 254,922 | $26.4M |
| Arkadios Wealth Advisors | 0.49% | Reduce -0.8% | 238,866 | $24.7M |
| Davidson Investment Advisors | 1.01% | Add +4.9% | 234,544 | $24.2M |
| Private Advisory Group LLC | 1.74% | Add +3.5% | 213,680 | $22.1M |
| Cetera Investment Advisers | 0.02% | Add +836.4% | 170,142 | $17.6M |
| LPL Financial LLC | 0.00% | Add +17.7% | 151,845 | $15.7M |
| Crews Bank & Trust | 2.24% | Add +0.4% | 151,634 | $15.7M |
| Ironwood Financial, llc | 2.19% | Reduce -6.3% | 120,848 | $12.9M |
| Adventist Health System Sunbelt Healthcare Corp. | 0.31% | Reduce 0.0% | 99,998 | $10.3M |
| BlackRock, Inc. | 0.00% | Reduce -66.8% | 90,663 | $9.4M |
| Swisher Financial Concepts, Inc. | 5.01% | Add +6.0% | 85,453 | $8.8M |
| Wells Fargo & Company | 0.00% | Reduce -5.8% | 85,344 | $8.8M |
| Palladiem, LLC | 7.85% | — | 79,468 | $8.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +216.1% | 79,161 | $8.2M |
| Financial Architects, LLC | 4.27% | Add +6.3% | 76,810 | $7.9M |
| Genesis Wealth Advisors, LLC | 5.17% | Add +3.2% | 73,070 | $7.6M |
| Running Point Capital Advisors, LLC | 1.81% | Reduce -4.2% | 64,070 | $6.6M |
| First Heartland Consultants, Inc. | 0.46% | Add +2.0% | 59,174 | $6.1M |
| UBS Group AG | 0.00% | Add +27.1% | 53,974 | $5.6M |
| Royal Bank of Canada | 0.00% | Add +51.6% | 50,038 | $5.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -90.8% | 49,696 | $5.1M |
| Sunbelt Securities, Inc. | 0.34% | Add +7.4% | 49,511 | $5.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -41.5% | 44,220 | $4.6M |
| Susquehanna International Group, LLP | 0.01% | Add +910.8% | 42,200 | $4.4M |
| L2 Asset Management, LLC | 0.53% | Add +52.8% | 38,377 | $4.0M |
| Corient Private Wealth LP | 0.00% | Add +5.6% | 34,762 | $3.6M |
| Farther Finance Advisors, LLC | 0.04% | Reduce -0.3% | 34,688 | $3.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -36.3% | 32,094 | $3.3M |
| Stratos Investment Management, LLC | 0.11% | Reduce -5.7% | 27,474 | $2.8M |
| Legacy PCG, LLC | 1.64% | Reduce -4.8% | 25,638 | $2.7M |
| Bangor Savings Bank | 0.21% | Reduce -44.9% | 25,170 | $2.6M |
| First Manhattan Co. Llc. | 0.01% | Reduce -5.8% | 25,162 | $2.6M |
| Advisory Services Network, LLC | 0.04% | Add +11.5% | 24,645 | $2.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.4% | 23,560 | $2.5M |
| Elmwood Wealth Management, Inc. | 0.78% | Reduce -1.6% | 23,811 | $2.5M |
| Pembroke Management, LTD | 0.25% | Add +18.0% | 23,623 | $2.4M |
| Citadel Advisors | 0.00% | Reduce -26.1% | 23,563 | $2.4M |
| Mariner, LLC | 0.00% | Reduce -14.6% | 23,342 | $2.4M |
| FMR LLC | 0.00% | Add +3.9% | 20,097 | $2.1M |
| Truist Financial Corp. | 0.00% | Add +1.2% | 19,923 | $2.1M |
| Dynasty Wealth Management, LLC | 0.02% | Reduce -96.3% | 19,311 | $2.0M |
| Sagespring Wealth Partners, LLC | 0.04% | Reduce -61.7% | 266,283 | $1.9M |
| WESCAP Management Group, Inc. | 0.39% | Reduce -0.4% | 18,577 | $1.9M |
| Bessemer Group Inc. | 0.00% | Reduce -5.9% | 17,330 | $1.8M |
| Selby Wealth Management, LLC | 0.70% | — | 16,906 | $1.7M |
| Shufro Rose & Co. LLC | 0.12% | Reduce -0.6% | 16,435 | $1.7M |
| Klingenstein Fields & Co. LP | 0.06% | No change | 16,000 | $1.7M |
| XY Planning Network, Inc. | 0.28% | New | 15,463 | $1.6M |
| Cary Street Partners Financial LLC | 0.04% | New | 15,239 | $1.6M |
| Gilbert Capital Group, Inc. | 1.18% | Reduce -3.5% | 15,158 | $1.6M |
| Gotham Asset Management | 0.01% | No change | 14,956 | $1.5M |
| GSG Advisors LLC | 0.38% | Add +0.2% | 14,348 | $1.5M |
| Raymond James Financial Inc. | 0.00% | Add +6.0% | 14,044 | $1.5M |
| Cerity Partners LLC | 0.00% | Add +11.7% | 13,012 | $1.3M |
| Benchmark Financial Wealth Advisors, LLC | 0.38% | Add +0.5% | 12,640 | $1.3M |
| Walled Lake Planning & Wealth Management, LLC | 0.41% | Reduce -1.6% | 12,450 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Add +3.9% | 11,468 | $1.2M |
| LBMC Investment Advisors, LLC | 0.07% | Add +34.4% | 11,287 | $1.2M |
| Parallel Advisors, LLC | 0.02% | Reduce -1.2% | 10,611 | $1.1M |
| Sage Investment Counsel LLC | 1.17% | Reduce -0.5% | 10,310 | $1.1M |
| Sharkey, Howes & Javer | 0.13% | No change | 9,974 | $1.0M |
| Finley Financial, LLC | 0.47% | Add +64.3% | 9,860 | $1.0M |
| OpenArc Corporate Advisory, LLC | 0.02% | — | 9,578 | $990K |
| Dorsey & Whitney Trust CO LLC | 0.05% | No change | 9,422 | $974K |
| McLean Asset Management Corp | 0.17% | No change | 9,095 | $971K |
| Crescent Grove Advisors, LLC | 0.09% | Add +60.5% | 9,043 | $935K |
| Global Retirement Partners, LLC | 0.02% | Reduce -5.6% | 9,010 | $931K |
| Goodman Financial Corp | 0.17% | Add +217.8% | 8,685 | $898K |
| Delta Wealth Advisors LLC | 0.74% | Reduce -8.3% | 8,599 | $889K |
| Ameriprise Financial Inc. | 0.00% | Add +22.6% | 8,306 | $859K |
| Aspire Growth Partners LLC | 0.59% | Add +0.5% | 8,237 | $851K |
| Webster Bank, N. A. | 0.08% | Reduce -2.6% | 8,169 | $844K |
| Capital Analysts, LLC | 0.02% | No change | 8,086 | $836K |
| Tolleson Wealth Management, Inc. | 0.12% | No change | 7,978 | $825K |
| YHB Investment Advisors, Inc. | 0.06% | No change | 7,700 | $796K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -15.6% | 7,600 | $786K |
| ZWJ Investment Counsel Inc. | 0.03% | Add +71.0% | 7,210 | $745K |
| Unique Wealth, LLC | 0.10% | Reduce -87.4% | 6,684 | $691K |
| Farrell Financial LLC | 0.41% | Add +0.4% | 6,643 | $687K |
| PFG Advisors | 0.03% | Add +11.0% | 6,633 | $686K |
| Miller Capital Partners, Inc. | 0.35% | — | 6,626 | $685K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +26.4% | 6,472 | $669K |
| Evolution Wealth Advisors, LLC | 0.07% | No change | 6,426 | $664K |
| Equitable Holdings, Inc. | 0.00% | Add +8.1% | 5,848 | $605K |
| Regatta Capital Group, LLC | 0.09% | No change | 5,749 | $594K |
| Bay Capital Advisors, LLC | 0.35% | Reduce -1.8% | 5,500 | $569K |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.5% | 5,249 | $543K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -0.3% | 4,826 | $499K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.0% | 4,525 | $468K |
| WealthShield Partners, LLC | 0.05% | Reduce -4.0% | 4,462 | $461K |
| Comerica Bank | 0.00% | Add +17.7% | 3,327 | $344K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | New | 3,225 | $333K |
| Wealthspire Advisors, LLC | 0.00% | No change | 2,946 | $305K |
| Focus Partners Wealth | 0.00% | Add +10.4% | 2,870 | $297K |
| One Day In July LLC | 0.02% | No change | 2,754 | $285K |
| Bank of Montreal | 0.00% | Add +25.9% | 2,589 | $268K |
| Captrust Financial Advisors | 0.00% | No change | 2,573 | $266K |
| Vontobel Holding Ltd. | 0.00% | No change | 2,513 | $260K |
| Davidson Trust Co. | 0.11% | No change | 2,502 | $259K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -61.0% | 2,485 | $257K |
| WealthTrust Axiom LLC | 0.07% | Add +12.1% | 2,466 | $255K |
| Moors & Cabot, Inc. | 0.01% | No change | 2,449 | $253K |
| Sanctuary Advisors, LLC | 0.00% | Add +8.6% | 2,383 | $246K |
| Cordgrass Capital Advisors, LLC | 0.06% | No change | 2,306 | $238K |
| Creekside Partners | 0.10% | New | 2,305 | $238K |
| D. E. Shaw & Co. | 0.00% | Reduce -60.3% | 2,304 | $238K |
| LCW Services, LLC | 0.12% | — | 2,182 | $226K |
| Assetmark, Inc. | 0.00% | Reduce -1.1% | 2,128 | $220K |
| Creative Planning | 0.00% | Reduce -20.4% | 2,047 | $212K |
| Axxcess Wealth Management, LLC | 0.00% | Add +0.6% | 2,027 | $210K |
| HM Payson & Co. | 0.00% | New | 2,000 | $207K |
| John W. Brooker & Co., CPAs | 0.36% | No change | 1,949 | $201K |
| Blair William & Co. | 0.00% | Reduce -16.8% | 1,925 | $199K |
| Kestra Advisory Services, LLC | 0.00% | New | 1,650 | $171K |
| Centaurus Financial, Inc. | 0.01% | Reduce -0.5% | 1,648 | $170K |
| Concord Wealth Partners | 0.02% | No change | 1,500 | $155K |
| Clearstead Advisors, LLC | 0.00% | New | 1,448 | $150K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -45.6% | 1,190 | $123K |
| Signaturefd, LLC | 0.00% | No change | 1,111 | $115K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 1,090 | $113K |
| Cwm, LLC | 0.00% | Reduce -8.1% | 1,038 | $107K |
| AlphaCore Capital LLC | 0.00% | New | 970 | $100K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 766 | $79K |
| Harbor Asset Planning, Inc. | 0.07% | Add +47.7% | 749 | $77K |
| Lazard Asset Management LLC | 0.00% | No change | 404 | $42K |
| Caldwell Sutter Capital, Inc. | 0.01% | New | 275 | $28K |
| Aptus Capital Advisors, LLC | 0.00% | Add +3.8% | 275 | $28K |
| Bogart Wealth, LLC | 0.00% | New | 240 | $25K |
| United Community Bank | 0.01% | New | 213 | $22K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 191 | $20K |
| WFA of San Diego, LLC | 0.01% | No change | 165 | $17K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 122 | $13K |
| Arax Advisory Partners | 0.00% | No change | 100 | $10K |
| Atomic Invest LLC | 0.01% | — | 92 | $10K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 83 | $9K |
| International Assets Investment Management, LLC | 0.00% | New | 50 | $5K |
| Allworth Financial LP | 0.00% | No change | 40 | $4K |
| Glassman Wealth Services | 0.00% | No change | 30 | $3K |
| Citigroup Inc. | 0.00% | No change | 19 | $2K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 17 | $2K |
| CoreCap Advisors, LLC | 0.00% | Reduce -78.0% | 11 | $1K |
"% 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.