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iShares MSCI USA Equal Weighted ETF (EUSA) Institutional Ownership

iShares MSCI USA Equal Weighted ETF logo
$115.14 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$88.62M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$79.30M
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EUSA Institutional Buying and Selling by Quarter

iShares MSCI USA Equal Weighted ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026Arkadios Wealth Advisors251,323$25.58M0.4%+5.2%1.716%
5/18/2026Sunbelt Securities Inc.62,653$6.38M0.4%+26.5%0.428%
5/7/2026Palladiem LLC79,327$8.31M7.9%-0.2%0.541%
5/7/2026Crescent Grove Advisors LLC12,208$1.24M0.1%+35.0%0.083%
5/6/2026Goodman Financial Corp13,725$1.40M0.2%+58.0%0.094%
5/6/2026Bessemer Group Inc.15,650$1.59M0.0%-9.7%0.107%
5/1/2026Walled Lake Planning & Wealth Management LLC11,474$1.17M0.3%-7.8%0.078%
2/20/2026Sunbelt Securities Inc.49,511$5.12M0.3%+7.4%0.343%
2/17/2026Calydon Capital283,196$29.27M4.9%+37.5%1.960%
2/17/2026Advisory Services Network LLC24,645$2.55M0.0%+11.5%0.171%
2/13/2026Arkadios Wealth Advisors238,866$24.69M0.5%-0.8%1.653%
2/12/2026Walled Lake Planning & Wealth Management LLC12,450$1.29M0.4%-1.6%0.086%
2/11/2026JPMorgan Chase & Co.49,696$5.14M0.0%-90.8%0.344%
2/11/2026Palladiem LLC79,468$8.28M7.8%N/A0.550%
2/11/2026Parallel Advisors LLC10,611$1.10M0.0%-1.2%0.073%
2/11/2026Crescent Grove Advisors LLC9,043$935K0.1%+60.5%0.063%
2/9/2026Cary Street Partners Financial LLC15,239$1.58M0.0%N/A0.105%
1/30/2026Bogart Wealth LLC240$25K0.0%N/A0.002%
1/27/2026Davidson Investment Advisors234,544$24.25M1.0%+4.9%1.623%
1/21/2026Crews Bank & Trust151,634$15.67M2.2%+0.4%1.053%
1/21/2026Finley Financial LLC9,860$1.02M0.5%+64.3%0.068%
1/8/2026Goodman Financial Corp8,685$898K0.2%+217.8%0.062%
11/26/2025JPMorgan Chase & Co.539,349$55.54M0.0%+8.1%3.995%
11/19/2025Sunbelt Securities Inc.46,109$4.75M0.3%-13.8%0.342%
11/17/2025Calydon Capital205,952$21.21M3.4%-33.5%1.526%
11/10/2025Goodman Financial Corp2,733$281K0.1%-20.4%0.020%
11/7/2025JPMorgan Chase & Co.539,349$55.54M0.0%+8.1%3.995%
11/5/2025Bessemer Group Inc.18,420$1.90M0.0%-5.1%0.136%
11/4/2025Jones Financial Companies Lllp11,043$1.13M0.0%-11.0%0.082%
11/4/2025Transcend Capital Advisors LLC14,512$1.49M0.1%+2.4%0.107%
10/29/2025Arkadios Wealth Advisors240,906$24.81M0.6%-37.9%1.778%
10/22/2025Crews Bank & Trust151,030$15.55M2.3%-6.9%1.119%
10/21/2025Davidson Investment Advisors223,608$23.03M1.0%+12.9%1.656%
10/20/2025Davidson Trust Co.2,502$258K0.1%N/A0.019%
10/14/2025Farther Finance Advisors LLC34,777$3.58M0.1%+6.1%0.258%
8/15/2025Captrust Financial Advisors2,623$260K0.0%-17.6%0.017%
8/15/2025Ameriprise Financial Inc.6,771$671K0.0%-5.3%0.044%
8/13/2025Flow Traders U.S. LLC9,209$913K0.0%N/A0.060%
8/13/2025Crescent Grove Advisors LLC4,043$401K0.0%+17.0%0.027%
8/12/2025JPMorgan Chase & Co.498,781$49.44M0.0%+1,626.3%3.271%
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8/4/2025Arkadios Wealth Advisors388,029$38.46M1.1%+6.1%2.544%
8/1/2025Transcend Capital Advisors LLC14,165$1.40M0.1%+109.7%0.093%
7/28/2025Davidson Investment Advisors197,975$19.62M0.9%+3.1%1.298%
7/21/2025Crews Bank & Trust162,220$16.08M2.5%+5.0%1.064%
7/11/2025Farther Finance Advisors LLC32,780$3.25M0.1%+0.5%0.216%
7/9/2025Lbmc Investment Advisors LLC8,400$833K0.1%N/A0.055%
5/16/2025Jones Financial Companies Lllp350$33K0.0%-58.6%0.002%
5/16/2025Tolleson Wealth Management Inc.7,978$747K0.1%+7.4%0.053%
5/16/2025NewEdge Advisors LLC6,724$629K0.0%+12.0%0.045%
5/14/2025Dorsey & Whitney Trust CO LLC9,422$882K0.1%N/A0.063%
5/12/2025Atlas Capital Advisors Inc.475$45K0.0%N/A0.003%
5/8/2025Arkadios Wealth Advisors365,580$34.22M1.3%+2.7%2.429%
5/8/2025Walled Lake Planning & Wealth Management LLC12,769$1.20M0.4%-8.6%0.085%
4/30/2025Davidson Investment Advisors191,947$17.96M0.9%-5.8%1.275%
4/24/2025Sunbelt Securities Inc.45,083$4.22M0.4%-15.7%0.345%
4/24/2025Crescent Grove Advisors LLC3,457$324K0.0%+30.0%0.026%
4/24/2025Transcend Capital Advisors LLC6,755$632K0.0%+54.7%0.052%
4/22/2025Crews Bank & Trust154,518$14.46M2.5%+2.9%1.184%
4/14/2025Farther Finance Advisors LLC32,624$3.06M0.1%+14.5%0.250%
2/18/2025Sunbelt 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%
2/10/2025Farther Finance Advisors LLC28,494$2.72M0.1%+12.0%0.341%
2/6/2025Jones Financial Companies Lllp845$81K0.0%+135.4%0.010%
2/3/2025Transcend Capital Advisors LLC4,366$416K0.0%+35.1%0.052%
1/31/2025Davidson Investment Advisors203,831$19.44M0.9%-3.3%2.441%
1/23/2025Crews Bank & Trust150,193$14.32M2.4%N/A1.799%
1/21/2025Crescent 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%
11/18/2024Sunbelt 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%
10/29/2024Farther Finance Advisors LLC25,448$2.44M0.1%+24.6%0.305%
10/24/2024Arkadios Wealth Advisors327,385$31.34M1.8%+5.0%3.921%
10/18/2024Riverview Trust Co475$45K0.0%N/A0.006%
8/16/2024Sunbelt Securities Inc.34,074$3.01M0.3%+9.9%0.408%
7/31/2024Davidson Investment Advisors306,707$27.07M1.4%+3.8%3.673%
7/31/2024Farther 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%
4/15/2024Sunbelt Securities Inc.30,996$2.82M0.3%-4.3%0.484%
4/11/2024Bangor 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%
2/12/2024Parallel Advisors LLC12,055$1.02M0.0%+9.0%0.188%
2/9/2024Cassady Schiller Wealth Management LLC1,420$120K0.1%+49.5%0.022%
2/5/2024Transcend Capital Advisors LLC2,586$218K0.0%N/A0.040%
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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%
12/11/2023Sunbelt Securities Inc.33,018$2.48M0.3%+0.8%0.516%
12/8/2023Palladiem LLC88,170$6.63M7.2%-1.1%1.378%
11/9/2023Davidson Investment Advisors237,736$17.88M1.1%+14.1%3.715%
11/4/2023NBC 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%
8/11/2023Davidson Investment Advisors208,339$16.42M1.0%+16.6%3.255%
8/9/2023Flow Traders U.S. LLC19,125$1.51M0.1%N/A0.299%


EUSA Institutional Ownership - Frequently Asked Questions

During the previous two years, 31 institutional investors and hedge funds held shares of iShares MSCI USA Equal Weighted ETF. The most heavily invested institutionals were Calydon Capital ($29.27M), Arkadios Wealth Advisors ($25.58M), Davidson Investment Advisors ($24.25M), Crews Bank & Trust ($15.67M), Palladiem LLC ($8.31M), Sunbelt Securities Inc. ($6.38M), and JPMorgan Chase & Co. ($5.14M).Learn more on iShares MSCI USA Equal Weighted ETF's institutional investors.

Of the 27 institutional investors that purchased iShares MSCI USA Equal Weighted ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($557.92K), Crews Bank & Trust ($162.82K), Arkadios Wealth Advisors ($99.61K), Palladiem LLC ($79.47K), Calydon Capital ($77.24K), Davidson Investment Advisors ($53.94K), and Sunbelt Securities Inc. ($39.05K).

Institutional investors have bought a total of 880,134 shares in the last 24 months. This purchase volume represents approximately $88.62M in transactions.

Of the 13 institutional investors that sold iShares MSCI USA Equal Weighted ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($489.65K), Arkadios Wealth Advisors ($149.16K), Calydon Capital ($103.74K), Crews Bank & Trust ($11.19K), Sunbelt Securities Inc. ($7.39K), Bessemer Group Inc. ($2.66K), and Jones Financial Companies Lllp ($1.36K).

Institutional investors have sold a total of 768,255 shares in the last 24 months. This volume of shares sold represents approximately $79.30M in transactions.


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This page (NYSEARCA:EUSA) was last updated on 7/5/2026 by MarketBeat.com Staff.
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