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iShares MSCI USA Equal Weighted ETF (EUSA) Institutional Ownership

iShares MSCI USA Equal Weighted ETF logo
$100.26 +0.19 (+0.19%)
As of 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)
18
Total
Institutional Inflows
(last 12 months)
$29.56M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$2.89M
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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
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%
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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%
1/24/2024Cubic 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%
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%
7/13/2023Cambridge Investment Research Advisors Inc.4,085$322K0.0%-85.4%0.074%
5/17/2023Sunbelt 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%
5/11/2023Cambridge 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%
2/8/2023Cambridge 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%
1/26/2023Strategic 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%
10/19/2022Saxon Interests Inc.3,279$233K0.1%-59.5%0.059%
10/18/2022 Norway Savings Bank21,443$1.43M0.8%+2.1%0.390%
10/17/2022Cambridge 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%
7/26/2022Legal Advantage Investments Inc.10,308$728K0.7%N/A0.181%
7/25/2022Saxon 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%
7/13/2022Cambridge 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%
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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%
(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, 28 institutional investors and hedge funds held shares of iShares MSCI USA Equal Weighted ETF. The most heavily invested institutionals were Arkadios Wealth Advisors ($34.22M), 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 iShares MSCI USA Equal Weighted ETF's institutional investors.

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

Of the 26 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: Arkadios Wealth Advisors ($196.00K), Crews Bank & Trust ($154.52K), Davidson Investment Advisors ($70.35K), Sunbelt Securities Inc. ($22.77K), Flow Traders U.S. LLC ($19.13K), Farther Finance Advisors LLC ($16.47K), and Goodman Financial Corp ($9.77K).

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

Institutional investors have bought a total of 312,635 shares in the last 24 months. This purchase volume represents approximately $29.56M in transactions.

Which of iShares MSCI USA Equal Weighted ETF's 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: Davidson Investment Advisors ($18.91K), Sunbelt Securities Inc. ($8.42K), Walled Lake Planning & Wealth Management LLC ($2.85K), and Jones Financial Companies Lllp ($495.00).

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

Institutional investors have sold a total of 30,677 shares in the last 24 months. This volume of shares sold represents approximately $2.89M in transactions.



This page (NYSEARCA:EUSA) was last updated on 7/8/2025 by MarketBeat.com Staff
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