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iShares MSCI USA Equal Weighted ETF (EUSA) Institutional Ownership

iShares MSCI USA Equal Weighted ETF logo
$93.30 +1.50 (+1.63%)
As of 05/2/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares MSCI USA Equal Weighted ETF (NYSEARCA:EUSA)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$27.62M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$2.73M
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EUSA Institutional Buying and Selling by Quarter

iShares MSCI USA Equal Weighted ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2025 Davidson Investment Advisors191,947$17.96M0.9%-5.8%1.275%
4/24/2025 Sunbelt Securities Inc.45,083$4.22M0.4%-15.7%0.345%
4/24/2025 Crescent Grove Advisors LLC3,457$324K0.0%+30.0%0.026%
4/24/2025 Transcend Capital Advisors LLC6,755$632K0.0%+54.7%0.052%
4/22/2025 Crews Bank & Trust154,518$14.46M2.5%+2.9%1.184%
4/14/2025 Farther Finance Advisors LLC32,624$3.06M0.1%+14.5%0.250%
2/18/2025 Sunbelt Securities Inc.53,503$5.10M0.4%+42.3%0.641%
2/17/2025Captrust Financial Advisors3,493$333K0.0%+18.7%0.042%
2/14/2025Syon Capital LLC3,951$377K0.0%N/A0.047%
2/12/2025Walled Lake Planning & Wealth Management LLC13,973$1.33M0.5%-10.5%0.167%
2/12/2025JPMorgan Chase & Co.27,389$2.61M0.0%+14.5%0.328%
2/11/2025Goodman Financial Corp9,773$932K0.2%N/A0.117%
2/10/2025 Farther Finance Advisors LLC28,494$2.72M0.1%+12.0%0.341%
2/6/2025Jones Financial Companies Lllp845$81K0.0%+135.4%0.010%
2/3/2025 Transcend Capital Advisors LLC4,366$416K0.0%+35.1%0.052%
1/31/2025 Davidson Investment Advisors203,831$19.44M0.9%-3.3%2.441%
1/23/2025 Crews Bank & Trust150,193$14.32M2.4%N/A1.799%
1/21/2025 Crescent Grove Advisors LLC2,660$254K0.0%N/A0.032%
1/15/2025Arkadios Wealth Advisors356,049$33.95M1.9%+8.8%4.264%
12/26/2024JPMorgan Chase & Co.23,919$2.29M0.0%+16.7%0.286%
11/18/2024 Sunbelt Securities Inc.37,590$3.60M0.4%+10.3%0.450%
11/14/2024Captrust Financial Advisors2,943$282K0.0%+22.9%0.035%
11/5/2024Prime Capital Investment Advisors LLC2,273$218K0.0%N/A0.027%
10/29/2024 Farther Finance Advisors LLC25,448$2.44M0.1%+24.6%0.305%
10/24/2024Arkadios Wealth Advisors327,385$31.34M1.8%+5.0%3.921%
10/18/2024 Riverview Trust Co475$45K0.0%N/A0.006%
8/16/2024 Sunbelt Securities Inc.34,074$3.01M0.3%+9.9%0.408%
7/31/2024 Davidson Investment Advisors306,707$27.07M1.4%+3.8%3.673%
7/31/2024 Farther Finance Advisors LLC20,417$1.79M0.1%+26.4%0.245%
7/29/2024Arkadios Wealth Advisors311,808$27.52M1.9%+3.6%3.734%
4/30/2024Arkadios Wealth Advisors300,878$27.38M2.1%+2.3%3.603%
4/15/2024 Sunbelt Securities Inc.30,996$2.82M0.3%-4.3%0.484%
4/11/2024 Bangor Savings Bank11,431$1.04M0.1%+94.0%0.179%
2/13/2024Walled Lake Planning & Wealth Management LLC113,772$9.61M4.5%+4.6%1.778%
2/12/2024 Parallel Advisors LLC12,055$1.02M0.0%+9.0%0.188%
2/9/2024Cassady Schiller Wealth Management LLC1,420$120K0.1%+49.5%0.022%
2/5/2024 Transcend Capital Advisors LLC2,586$218K0.0%N/A0.040%
1/24/2024Cubic Asset Management LLC2,400$203K0.1%N/A0.038%
1/24/2024Arkadios Wealth Advisors294,199$24.84M2.1%+7.7%4.597%
12/11/2023 Sunbelt Securities Inc.33,018$2.48M0.3%+0.8%0.516%
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12/8/2023Palladiem LLC88,170$6.63M7.2%-1.1%1.378%
11/9/2023 Davidson Investment Advisors237,736$17.88M1.1%+14.1%3.715%
11/4/2023 NBC Securities Inc.445$33K0.0%N/A0.007%
11/4/2023Column Capital Advisors LLC2,999$226K0.0%+20.3%0.047%
10/13/2023Arkadios Wealth Advisors273,153$20.54M1.9%+61.1%4.268%
8/11/2023 Davidson Investment Advisors208,339$16.42M1.0%+16.6%3.255%
8/9/2023Flow Traders U.S. LLC19,125$1.51M0.1%N/A0.299%
8/4/2023 Parallel Advisors LLC11,821$932K0.0%-45.4%0.215%
7/13/2023 Crescent Grove Advisors LLC8,641$681K0.1%+3.9%0.157%
7/13/2023 Cambridge Investment Research Advisors Inc.4,085$322K0.0%-85.4%0.074%
5/17/2023 Sunbelt Securities Inc.32,654$2.43M0.4%+8.2%0.502%
5/12/2023Walled Lake Planning & Wealth Management LLC65,816$4.97M2.6%-1.2%1.013%
5/11/2023 Cambridge Investment Research Advisors Inc.28,006$2.12M0.0%+346.2%0.431%
5/3/2023 Crescent Grove Advisors LLC8,314$628K0.1%+37.6%0.128%
5/2/2023 Davidson Investment Advisors178,732$13.50M0.9%+27.2%2.750%
5/2/2023Arkadios Wealth Advisors165,053$12.47M1.5%+16.8%2.539%
4/25/2023 Parallel Advisors LLC21,655$1.64M0.1%-6.5%0.333%
2/8/2023InterOcean Capital Group LLC10,976$801K0.0%N/A0.169%
2/8/2023 Cambridge Investment Research Advisors Inc.6,276$458K0.0%+35.1%0.097%
2/6/2023Column Capital Advisors LLC2,493$182K0.0%+20.7%0.038%
2/6/2023 Parallel Advisors LLC23,158$1.69M0.1%+34.6%0.356%
2/2/2023 Davidson Investment Advisors140,518$10.25M0.8%+12.5%2.162%
1/26/2023 Strategic Blueprint LLC12,600$919K0.1%N/A0.194%
1/12/2023 Crescent Grove Advisors LLC6,040$441K0.0%N/A0.109%
1/11/2023Arkadios Wealth Advisors141,337$10.31M1.4%+24.9%2.547%
1/10/2023 Norway Savings Bank21,768$1.59M0.8%+1.5%0.392%
11/14/2022 Elmwood Wealth Management Inc.15,730$1.05M0.5%+2.7%0.281%
11/7/2022 Davidson Investment Advisors124,944$8.35M0.7%+39.9%2.231%
10/21/2022Arkadios Wealth Advisors113,127$7.56M1.1%+11.8%2.038%
10/19/2022 Saxon Interests Inc.3,279$233K0.1%-59.5%0.059%
10/18/2022 Norway Savings Bank21,443$1.43M0.8%+2.1%0.390%
10/17/2022 Cambridge Investment Research Advisors Inc.4,647$310K0.0%+13.6%0.084%
8/11/2022WESCAP Management Group Inc.11,984$846K0.3%-43.6%0.216%
8/3/2022Assetmark Inc.17,756$1.25M0.0%-14.1%0.320%
7/27/2022 Davidson Investment Advisors89,301$6.31M0.5%-8.2%1.567%
7/26/2022Legal Advantage Investments Inc.10,308$728K0.7%N/A0.181%
7/25/2022 Saxon Interests Inc.8,097$572K0.3%N/A0.142%
7/15/2022 Norway Savings Bank21,003$1.48M0.8%-2.2%0.375%
7/14/2022Arkadios Wealth Advisors101,223$7.15M1.1%+23.1%1.808%
7/13/2022 Cambridge Investment Research Advisors Inc.4,090$289K0.0%-19.6%0.073%
7/12/2022 Elmwood Wealth Management Inc.15,315$1.08M0.6%+33.8%0.273%
5/16/2022Astor Investment Management LLC115,931$9.83M2.3%-31.9%2.089%
5/12/2022 Davidson Investment Advisors97,279$8.25M0.6%+14.7%1.753%
5/11/2022WESCAP Management Group Inc.21,252$1.80M0.5%+92.0%0.383%
5/10/2022Tcwp LLC318$26K0.0%N/A0.006%
5/2/2022Arkadios Wealth Advisors82,219$6.98M0.9%+84.0%1.455%
4/20/2022 Transcend Capital Advisors LLC2,420$205K0.0%N/A0.043%
4/8/2022 Norway Savings Bank21,486$1.82M0.8%-0.9%0.384%
2/9/2022Horan Securities Inc.1,836$164K0.1%N/A0.031%
2/8/2022 Elmwood Wealth Management Inc.10,255$918K0.4%N/A0.174%
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2/3/2022Arkadios Wealth Advisors44,685$4.00M0.5%+28.9%0.757%
2/1/2022Goodman Financial Corp4,270$382K0.1%N/A0.072%
1/28/2022 Davidson Trust Co.4,410$395K0.3%N/A0.075%
1/28/2022 Davidson Investment Advisors84,800$7.59M0.5%+31.7%1.437%
1/21/2022 Outlook Wealth Advisors LLC13,490$1.21M0.4%-12.3%0.233%
1/20/2022Astor Investment Management LLC170,291$15.24M3.3%-3.3%2.936%
1/18/2022 Norway Savings Bank21,674$1.94M0.9%-2.7%0.374%
11/15/2021Flow Traders U.S. LLC25,569$2.14M0.1%+442.2%0.457%
11/12/2021Assetmark Inc.12,456$1.04M0.0%+12.3%0.222%
11/3/2021 Davidson Investment Advisors64,383$5.39M0.4%+41.3%1.150%
(Data available from 1/1/2016 forward)

EUSA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EUSA shares?

During the previous two years, 24 institutional investors and hedge funds held shares of iShares MSCI USA Equal Weighted ETF. The most heavily invested institutionals were Arkadios Wealth Advisors ($33.95M), Davidson Investment Advisors ($17.96M), Crews Bank & Trust ($14.46M), Palladiem LLC ($6.63M), Sunbelt Securities Inc. ($4.22M), Farther Finance Advisors LLC ($3.06M), and JPMorgan Chase & Co. ($2.61M).Learn more on EUSA's institutional investors.

Which institutional investors have been buying iShares MSCI USA Equal Weighted ETF stock?

Of the 23 institutional investors that purchased iShares MSCI USA Equal Weighted ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Arkadios Wealth Advisors ($186.47K), Crews Bank & Trust ($154.52K), Davidson Investment Advisors ($70.35K), Sunbelt Securities Inc. ($25.25K), Cambridge Investment Research Advisors Inc. ($21.73K), Flow Traders U.S. LLC ($19.13K), and Farther Finance Advisors LLC ($16.47K).

How much institutional buying is happening at iShares MSCI USA Equal Weighted ETF?

Institutional investors have bought a total of 544,119 shares in the last 24 months. This purchase volume represents approximately $47.26M in transactions.

Which iShares MSCI USA Equal Weighted ETF major shareholders have been selling company stock?

The following institutional investors have sold iShares MSCI USA Equal Weighted ETF stock in the last 24 months: Cambridge Investment Research Advisors Inc. ($23.92K), Davidson Investment Advisors ($18.91K), Parallel Advisors LLC ($9.83K), Sunbelt Securities Inc. ($9.83K), Walled Lake Planning & Wealth Management LLC ($2.43K), and Palladiem LLC ($997.00).

How much institutional selling is happening at iShares MSCI USA Equal Weighted ETF?

Institutional investors have sold a total of 65,918 shares in the last 24 months. This volume of shares sold represents approximately $5.65M in transactions.



This page (NYSEARCA:EUSA) was last updated on 5/4/2025 by MarketBeat.com Staff
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