iShares MSCI USA Equal Weighted ETF (EUSA) Institutional Ownership

$87.32
+0.43 (+0.49%)
(As of 10:39 AM ET)

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)
$23.89M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$2.92M
Get EUSA Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares MSCI USA Equal Weighted ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
4/15/2024 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%
2/12/2024Parallel 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%
1/24/2024 Cubic 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%
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%
11/4/2023 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%
8/11/2023Davidson Investment Advisors208,339$16.42M1.0%+16.6%3.255%
8/9/2023Flow Traders U.S. LLC19,125$1.51M0.1%N/A0.299%
8/4/2023Parallel Advisors LLC11,821$932K0.0%-45.4%0.215%
7/13/2023Crescent 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%
5/3/2023Crescent Grove Advisors LLC8,314$628K0.1%+37.6%0.128%
5/2/2023Davidson Investment Advisors178,732$13.50M0.9%+27.2%2.750%
5/2/2023Arkadios Wealth Advisors165,053$12.47M1.5%+16.8%2.539%
4/25/2023Parallel 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%
2/6/2023Parallel Advisors LLC23,158$1.69M0.1%+34.6%0.356%
2/2/2023Davidson Investment Advisors140,518$10.25M0.8%+12.5%2.162%
1/26/2023 Strategic Blueprint LLC12,600$919K0.1%N/A0.194%
1/12/2023Crescent 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%
11/14/2022Elmwood Wealth Management Inc.15,730$1.05M0.5%+2.7%0.281%
11/7/2022Davidson 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%
Red Alert: Your Money's Disappearance Act - Banks' Greed Unleashed! (Ad)

Get your free information kit NOW, before it’s too late. Inside you’ll get the 3 secret strategies you can put in place starting today, so “they” don’t get your money tomorrow.

Click here for your free guide
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%
7/27/2022Davidson Investment Advisors89,301$6.31M0.5%-8.2%1.567%
7/26/2022 Legal 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%
7/12/2022Elmwood 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%
5/12/2022Davidson 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%
4/20/2022Transcend 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%
2/8/2022Elmwood Wealth Management Inc.10,255$918K0.4%N/A0.174%
2/3/2022Arkadios Wealth Advisors44,685$4.00M0.5%+28.9%0.757%
2/1/2022Goodman Financial Corp4,270$382K0.1%N/A0.072%
1/28/2022Davidson Trust Co.4,410$395K0.3%N/A0.075%
1/28/2022Davidson 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%
11/3/2021Davidson Investment Advisors64,383$5.39M0.4%+41.3%1.150%
10/22/2021 Outlook Wealth Advisors LLC15,382$1.29M0.4%+14.7%0.282%
10/20/2021Astor Investment Management LLC176,160$14.74M3.3%-9.4%3.262%
10/19/2021Arkadios Wealth Advisors34,663$2.90M0.4%+27.0%0.642%
10/14/2021 Norway Savings Bank22,272$1.86M0.9%-8.6%0.412%
8/24/2021Flow Traders U.S. LLC4,716$399K0.0%N/A0.087%
8/16/2021Assetmark Inc.11,090$937K0.0%+9.7%0.203%
8/13/2021Elmwood Wealth Management Inc.8,664$732K0.4%+3.6%0.160%
8/10/2021Davidson Investment Advisors45,579$3.85M0.3%+18.7%0.844%
8/10/2021 Cambridge Investment Research Advisors Inc.5,455$461K0.0%+18.5%0.101%
8/5/2021Horan Securities Inc.1,836$155K0.1%N/A0.034%
8/2/2021WESCAP Management Group Inc.11,303$955K0.3%-4.9%0.209%
7/31/2021Arkadios Wealth Advisors27,291$2.31M0.3%+34.9%0.510%
7/31/2021Astor Investment Management LLC194,365$16.43M3.5%-6.7%3.633%
5/17/2021Ameriprise Financial Inc.2,858$224K0.0%-82.1%0.055%
5/13/2021Elmwood Wealth Management Inc.8,359$655K0.4%N/A0.162%
5/7/2021 Cambridge Investment Research Advisors Inc.4,605$361K0.0%+20.2%0.090%
5/7/2021Davidson Investment Advisors38,400$3.01M0.3%+12.0%0.760%
5/7/2021WESCAP Management Group Inc.11,882$931K0.3%-5.9%0.235%
4/26/2021Arkadios Wealth Advisors20,234$1.59M0.3%+22,135.2%0.401%
4/15/2021Astor Investment Management LLC208,284$16.32M3.7%N/A4.295%
4/13/2021 Norway Savings Bank25,992$2.04M1.1%-1.4%0.536%
The “Next Bitcoin”? 10 CENT Crypto Set to Explode (Ad)

The man who bought Bitcoin and Ethereum in 2017… and has spotted 44 different coins that have returned over 100%... Is now exposing a 10-cent coin that just partnered with Amazon…

Click For My #1 FREE Crypto for 2024
4/12/2021 Valeo Financial Advisors LLC1,308$102K0.0%N/A0.027%
2/10/2021Davidson Investment Advisors34,275$2.48M0.2%+5.0%0.836%
2/10/2021WESCAP Management Group Inc.12,632$912K0.3%-1.1%0.308%
2/4/2021 Cambridge Investment Research Advisors Inc.3,830$277K0.0%N/A0.093%
1/28/2021 Legal Advantage Investments Inc.2,009$145K0.1%N/A0.051%
1/26/2021Private Capital Group LLC5,789$418K0.1%N/A0.147%
1/13/2021 Norway Savings Bank26,348$1.90M1.1%-1.3%0.667%
11/2/2020Davidson Investment Advisors32,635$1.99M0.2%+38.9%0.907%
11/2/2020YHB Investment Advisors Inc.7,700$470K0.1%N/A0.214%
8/10/2020Davidson Investment Advisors23,495$1.35M0.1%N/A0.653%
(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, 25 institutional investors and hedge funds held shares of iShares MSCI USA Equal Weighted ETF. The most heavily invested institutionals were Arkadios Wealth Advisors ($24.84M), Davidson Investment Advisors ($17.88M), Astor Investment Management LLC ($9.83M), Walled Lake Planning & Wealth Management LLC ($9.61M), Palladiem LLC ($6.63M), Sunbelt Securities Inc. ($2.82M), and Norway Savings Bank ($1.59M).Learn more on EUSA's institutional investors.

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

Of the 22 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 ($244.99K), Davidson Investment Advisors ($160.91K), Cambridge Investment Research Advisors Inc. ($23.92K), Flow Traders U.S. LLC ($19.13K), Strategic Blueprint LLC ($12.60K), InterOcean Capital Group LLC ($10.98K), and Legal Advantage Investments Inc. ($10.31K).

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

Institutional investors have bought a total of 542,194 shares in the last 24 months. This purchase volume represents approximately $41.17M in transactions.

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

Of the 11 institutional investors that sold iShares MSCI USA Equal Weighted ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Astor Investment Management LLC ($54.36K), Cambridge Investment Research Advisors Inc. ($24.92K), Parallel Advisors LLC ($11.34K), WESCAP Management Group Inc. ($9.27K), Davidson Investment Advisors ($7.98K), Saxon Interests Inc. ($4.82K), and Assetmark Inc. ($2.92K).

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

Institutional investors have sold a total of 119,269 shares in the last 24 months. This volume of shares sold represents approximately $9.50M in transactions.


This page (NYSEARCA:EUSA) was last updated on 4/26/2024 by MarketBeat.com Staff

From Our Partners