iShares MSCI USA Equal WeighEUSAETF
13F holders, Q1 2026 (March 31)149holders −2
11new positions
11sold out
2famous investors
$98.44avg. 13F price*
At the end of Q1 2026, 149 institutions reported holding iShares MSCI USA Equal Weigh (EUSA) in their 13F filings, down 2 from Q4 2025. 11 opened new positions and 11 sold out. The largest holders were Stifel Financial Corp. ($210.9M), Bank of America Corp. ($108.8M) and Henshaw Capital LLC ($78.8M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management'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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $4.4M |
| Exits | 11 | $8.1M |
All 13F filers, Q4 2025 → Q1 2026: 1,196,020 shares bought and 594,646 shares sold, net +601,374 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 149 holders
| Stifel Financial Corp. | 0.19% | Add +15.7% | 2,072,745 | $210.9M |
| Bank of America Corp. | 0.01% | Reduce -0.6% | 1,069,198 | $108.8M |
| Henshaw Capital LLC | 2.92% | No change | 774,400 | $78.8M |
| Strategic Financial Services, Inc. | 1.86% | Add +1.8% | 383,497 | $39.0M |
| GenTrust, LLC | 1.61% | Reduce -0.4% | 369,074 | $37.6M |
| Morgan Stanley | 0.00% | Add +5.1% | 337,383 | $34.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -4.7% | 313,466 | $31.9M |
| D.A. Davidson & Co. | 0.18% | Reduce -3.9% | 295,476 | $30.1M |
| Calydon Capital | 4.72% | Add +0.2% | 283,886 | $28.9M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +9.4% | 278,805 | $28.4M |
| LPL Financial LLC | 0.01% | Add +77.6% | 269,691 | $27.4M |
| HighTower Advisors, LLC | 0.03% | Add +0.3% | 264,412 | $26.9M |
| Arkadios Wealth Advisors | 0.42% | Add +5.2% | 251,323 | $25.6M |
| Davidson Investment Advisors | 1.09% | Add +6.0% | 248,620 | $25.3M |
| Private Advisory Group LLC | 1.47% | Reduce -3.1% | 207,072 | $21.1M |
| Cetera Investment Advisers | 0.02% | Add +3.6% | 176,282 | $17.9M |
| Wells Fargo & Company | 0.00% | Add +97.1% | 168,198 | $17.1M |
| Crews Bank & Trust | 2.15% | Reduce -4.1% | 145,382 | $14.8M |
| Ironwood Financial, llc | 2.13% | Reduce -1.0% | 119,654 | $12.2M |
| Adventist Health System Sunbelt Healthcare Corp. | 0.36% | Add +0.0% | 100,000 | $10.2M |
| Swisher Financial Concepts, Inc. | 4.77% | Reduce -2.1% | 83,690 | $8.5M |
| Financial Architects, LLC | 4.39% | Add +6.4% | 81,715 | $8.3M |
| Palladiem, LLC | 7.93% | Reduce -0.2% | 79,327 | $8.3M |
| Cerity Partners LLC | 0.01% | Add +489.3% | 76,673 | $7.8M |
| Genesis Wealth Advisors, LLC | 5.21% | Add +4.9% | 76,627 | $7.8M |
| JPMorgan Chase & Co. | 0.00% | Add +35.1% | 67,118 | $6.7M |
| Sunbelt Securities, Inc. | 0.40% | Add +26.5% | 62,653 | $6.4M |
| First Heartland Consultants, Inc. | 0.47% | Add +2.8% | 60,835 | $6.2M |
| UBS Group AG | 0.00% | Add +1.7% | 54,877 | $5.6M |
| Elmwood Wealth Management, Inc. | 1.29% | Add +91.8% | 45,667 | $4.6M |
| Royal Bank of Canada | 0.00% | Reduce -18.3% | 40,880 | $4.2M |
| Advisory Services Network, LLC | 0.05% | Add +61.7% | 39,845 | $4.1M |
| Dynasty Wealth Management, LLC | 0.03% | Add +103.3% | 39,264 | $4.0M |
| L2 Asset Management, LLC | 0.37% | Add +0.5% | 38,551 | $3.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +16.1% | 37,248 | $3.8M |
| Farther Finance Advisors, LLC | 0.03% | Add +1.4% | 35,183 | $3.6M |
| Corient Private Wealth LP | 0.01% | Add +85.4% | 64,456 | $3.5M |
| First Manhattan Co. Llc. | 0.01% | Add +26.6% | 31,861 | $3.2M |
| Stratos Investment Management, LLC | 0.11% | Add +1.3% | 27,839 | $2.8M |
| Mariner, LLC | 0.00% | Add +9.3% | 25,514 | $2.6M |
| LBMC Investment Advisors, LLC | 0.16% | Add +121.6% | 25,016 | $2.5M |
| ZWJ Investment Counsel Inc. | 0.09% | Add +243.1% | 24,739 | $2.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -69.9% | 23,837 | $2.4M |
| Pembroke Management, LTD | 0.35% | No change | 23,623 | $2.4M |
| BlackRock, Inc. | 0.00% | Reduce -76.4% | 21,356 | $2.2M |
| WESCAP Management Group, Inc. | 0.41% | Add +11.0% | 20,628 | $2.1M |
| FMR LLC | 0.00% | Add +2.0% | 20,509 | $2.1M |
| XY Planning Network, Inc. | 0.32% | Add +28.7% | 19,898 | $2.0M |
| Sagespring Wealth Partners, LLC | 0.04% | Reduce -92.9% | 18,974 | $1.9M |
| Brown Brothers Harriman & Co. | 0.01% | New | 18,084 | $1.8M |
| Gotham Asset Management | 0.01% | Add +19.8% | 17,911 | $1.8M |
| Truist Financial Corp. | 0.00% | Reduce -11.5% | 17,626 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -27.4% | 17,108 | $1.8M |
| Selby Wealth Management, LLC | 0.67% | Reduce -1.6% | 16,628 | $1.7M |
| Shufro Rose & Co. LLC | 0.11% | Reduce -1.2% | 16,235 | $1.7M |
| Klingenstein Fields & Co. LP | 0.06% | No change | 16,000 | $1.6M |
| Bessemer Group Inc. | 0.00% | Reduce -9.7% | 15,650 | $1.6M |
| Cary Street Partners Financial LLC | 0.04% | Add +2.7% | 15,644 | $1.6M |
| Raymond James Financial Inc. | 0.00% | Add +5.5% | 14,813 | $1.5M |
| Bangor Savings Bank | 0.12% | Reduce -42.7% | 14,421 | $1.5M |
| GSG Advisors LLC | 0.38% | Add +0.2% | 14,381 | $1.5M |
| Gilbert Capital Group, Inc. | 1.13% | Reduce -5.1% | 14,380 | $1.5M |
| Jones Financial Companies LLLP | 0.00% | Add +26.7% | 14,529 | $1.4M |
| OpenArc Corporate Advisory, LLC | 0.02% | Add +46.2% | 14,005 | $1.4M |
| Goodman Financial Corp | 0.24% | Add +58.0% | 13,725 | $1.4M |
| Unique Wealth, LLC | 0.19% | Add +104.8% | 13,691 | $1.4M |
| Crescent Grove Advisors, LLC | 0.12% | Add +35.0% | 12,208 | $1.2M |
| Benchmark Financial Wealth Advisors, LLC | 0.34% | Reduce -5.1% | 11,991 | $1.2M |
| Walled Lake Planning & Wealth Management, LLC | 0.34% | Reduce -7.8% | 11,474 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -74.8% | 11,138 | $1.1M |
| Sage Investment Counsel LLC | 1.21% | Add +4.1% | 10,735 | $1.1M |
| Parallel Advisors, LLC | 0.02% | Add +0.1% | 10,617 | $1.1M |
| Finley Financial, LLC | 0.50% | Add +7.1% | 10,560 | $1.1M |
| Sharkey, Howes & Javer | 0.14% | No change | 9,974 | $1.0M |
| Dorsey & Whitney Trust CO LLC | 0.05% | No change | 9,422 | $959K |
| Jane Street Group, LLC | 0.00% | New | 9,116 | $928K |
| McLean Asset Management Corp | 0.16% | No change | 9,095 | $926K |
| OneDigital Investment Advisors LLC | 0.01% | Add +16.2% | 8,831 | $899K |
| Webster Bank, N. A. | 0.08% | Add +3.4% | 8,449 | $860K |
| Aspire Growth Partners LLC | 0.58% | Add +0.3% | 8,266 | $841K |
| Capital Analysts, LLC | 0.02% | No change | 8,086 | $824K |
| Tolleson Wealth Management, Inc. | 0.12% | No change | 7,978 | $812K |
| Delta Wealth Advisors LLC | 0.61% | Reduce -8.0% | 7,912 | $805K |
| YHB Investment Advisors, Inc. | 0.06% | No change | 7,700 | $784K |
| Equitable Holdings, Inc. | 0.00% | Add +14.7% | 6,709 | $694K |
| LCW Services, LLC | 0.34% | Add +205.6% | 6,667 | $679K |
| PFG Advisors | 0.03% | Add +0.2% | 6,645 | $676K |
| Farrell Financial LLC | 0.40% | Reduce -0.2% | 6,632 | $675K |
| Miller Capital Partners, Inc. | 0.33% | No change | 6,626 | $674K |
| Ameriprise Financial Inc. | 0.00% | Reduce -20.7% | 6,590 | $671K |
| Evolution Wealth Advisors, LLC | 0.07% | No change | 6,426 | $654K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.2% | 6,267 | $638K |
| Regatta Capital Group, LLC | 0.09% | No change | 5,749 | $585K |
| Bay Capital Advisors, LLC | 0.34% | No change | 5,500 | $560K |
| NewEdge Advisors, LLC | 0.00% | Add +0.1% | 5,253 | $535K |
| Centerline Wealth Advisors, LLC | 0.18% | New | 4,853 | $494K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -2.9% | 4,688 | $477K |
| 71 West Capital Partners | 0.02% | New | 4,554 | $463K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 4,525 | $461K |
| WealthShield Partners, LLC | 0.05% | Reduce -1.3% | 4,405 | $448K |
"% 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.