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iShares MSCI USA Equal Weighted ETF (EUSA) Institutional Ownership

iShares MSCI USA Equal Weighted ETF logo
$115.03 +0.84 (+0.74%)
Closing price 09/11/2026 04:10 PM Eastern
Extended Trading
$115.06 +0.03 (+0.02%)
As of 09/11/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$35.91M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$79.27M
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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
7/8/2026 Finley Financial LLC9,960$1.14M0.5%-5.7%0.065%
5/19/2026 Arkadios Wealth Advisors251,323$25.58M0.4%+5.2%1.716%
5/18/2026Sunbelt Securities Inc.62,653$6.38M0.4%+26.5%0.428%
5/7/2026 Palladiem LLC79,327$8.31M7.9%-0.2%0.541%
5/7/2026 Crescent Grove Advisors LLC12,208$1.24M0.1%+35.0%0.083%
5/6/2026 Goodman Financial Corp13,725$1.40M0.2%+58.0%0.094%
5/6/2026 Bessemer Group Inc.15,650$1.59M0.0%-9.7%0.107%
5/1/2026 Walled 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%
2/17/2026 Calydon Capital283,196$29.27M4.9%+37.5%1.960%
2/17/2026 Advisory Services Network LLC24,645$2.55M0.0%+11.5%0.171%
2/13/2026 Arkadios Wealth Advisors238,866$24.69M0.5%-0.8%1.653%
2/12/2026 Walled Lake Planning & Wealth Management LLC12,450$1.29M0.4%-1.6%0.086%
2/11/2026 JPMorgan Chase & Co.49,696$5.14M0.0%-90.8%0.344%
2/11/2026 Palladiem LLC79,468$8.28M7.8%N/A0.550%
2/11/2026 Parallel Advisors LLC10,611$1.10M0.0%-1.2%0.073%
2/11/2026 Crescent Grove Advisors LLC9,043$935K0.1%+60.5%0.063%
2/9/2026 Cary Street Partners Financial LLC15,239$1.58M0.0%N/A0.105%
1/30/2026 Bogart Wealth LLC240$25K0.0%N/A0.002%
1/27/2026 Davidson Investment Advisors234,544$24.25M1.0%+4.9%1.623%
1/21/2026 Crews Bank & Trust151,634$15.67M2.2%+0.4%1.053%
1/21/2026 Finley Financial LLC9,860$1.02M0.5%+64.3%0.068%
1/8/2026 Goodman Financial Corp8,685$898K0.2%+217.8%0.062%
11/26/2025 JPMorgan 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%
11/17/2025 Calydon Capital205,952$21.21M3.4%-33.5%1.526%
11/10/2025 Goodman Financial Corp2,733$281K0.1%-20.4%0.020%
11/7/2025 JPMorgan Chase & Co.539,349$55.54M0.0%+8.1%3.995%
11/5/2025 Bessemer Group Inc.18,420$1.90M0.0%-5.1%0.136%
11/4/2025 Jones Financial Companies Lllp11,043$1.13M0.0%-11.0%0.082%
11/4/2025 Transcend Capital Advisors LLC14,512$1.49M0.1%+2.4%0.107%
10/29/2025 Arkadios Wealth Advisors240,906$24.81M0.6%-37.9%1.778%
10/22/2025 Crews Bank & Trust151,030$15.55M2.3%-6.9%1.119%
10/21/2025 Davidson Investment Advisors223,608$23.03M1.0%+12.9%1.656%
10/20/2025 Davidson Trust Co.2,502$258K0.1%N/A0.019%
10/14/2025 Farther Finance Advisors LLC34,777$3.58M0.1%+6.1%0.258%
8/15/2025 Captrust Financial Advisors2,623$260K0.0%-17.6%0.017%
8/15/2025 Ameriprise Financial Inc.6,771$671K0.0%-5.3%0.044%
8/13/2025 Flow Traders U.S. LLC9,209$913K0.0%N/A0.060%
8/13/2025 Crescent Grove Advisors LLC4,043$401K0.0%+17.0%0.027%
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8/12/2025 JPMorgan Chase & Co.498,781$49.44M0.0%+1,626.3%3.271%
8/4/2025 Arkadios Wealth Advisors388,029$38.46M1.1%+6.1%2.544%
8/1/2025 Transcend Capital Advisors LLC14,165$1.40M0.1%+109.7%0.093%
7/28/2025 Davidson Investment Advisors197,975$19.62M0.9%+3.1%1.298%
7/21/2025 Crews Bank & Trust162,220$16.08M2.5%+5.0%1.064%
7/11/2025 Farther Finance Advisors LLC32,780$3.25M0.1%+0.5%0.216%
7/9/2025 Lbmc 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%
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2/5/2024Transcend 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%
12/11/2023Sunbelt 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%


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 ($88.68K), Palladiem LLC ($79.47K), Calydon Capital ($77.24K), Davidson Investment Advisors ($42.60K), and Sunbelt Securities Inc. ($35.97K).

Institutional investors have bought a total of 348,306 shares in the last 24 months. This purchase volume represents approximately $35.91M in transactions.

Of the 12 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 767,913 shares in the last 24 months. This volume of shares sold represents approximately $79.27M in transactions.



Institutional ownership data for NYSEARCA:EUSA is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/8/2026. New 13F filings are added each quarter as they're published.
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