iShares MSCI USA Equal Weighted ETF - Common Stock (EUSA)

Historical Holders from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
EUSA
Shares outstanding
15,043,478
Price per share
$103.37
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
9,458,543
Total reported value
$948,307,400
% of total 13F portfolios
0.01%
Share change
-147,493
Value change
-$21,558,566
Number of holders
145
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of iShares MSCI USA Equal Weighted ETF - Common Stock (EUSA) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock Portfolio Management LLC 4.6% -14% $66,618,840 692,000 0% BlackRock Portfolio Management LLC 30 Jun 2025
As of 30 Sep 2025, iShares MSCI USA Equal Weighted ETF - Common Stock (EUSA) has 145 institutional shareholders filing 13F forms. They hold 9,458,543 shares. of 15,043,478 outstanding shares (63%) .

Top 25 institutional shareholders own 53% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
STIFEL FINANCIAL CORP 12% 1,833,958 +90% 0.17% $188,842,721
SAGESPRING WEALTH PARTNERS, LLC 4.6% 695,209 +67% 1% $46,093,171
JPMORGAN CHASE & CO 3.6% 539,349 +8.1% 0% $55,536,862
Dynasty Wealth Management, LLC 3.4% 515,260 0.71% $53,056,281
GenTrust, LLC 2.5% 375,093 -8.8% 1.8% $38,623,276
MORGAN STANLEY 2.4% 360,782 +11% 0% $37,149,744
Strategic Financial Services, Inc. 2.3% 350,890 +3% 1.8% $36,131,143
ENVESTNET ASSET MANAGEMENT INC 2.2% 330,754 -6.1% 0.01% $34,057,738
BANK OF AMERICA CORP /DE/ 2.1% 321,226 -41% 0% $33,076,595
D.A. DAVIDSON & CO. 2.1% 310,584 -0.96% 0.2% $31,980,834
BlackRock, Inc. 1.8% 272,919 -61% 0% $28,102,469
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1.6% 242,660 -4.3% 0.02% $24,986,731
Arkadios Wealth Advisors 1.6% 240,906 -38% 0.61% $24,806,156
DAVIDSON INVESTMENT ADVISORS 1.5% 223,608 +13% 0.98% $23,024,916
Private Advisory Group LLC 1.4% 206,501 +1.2% 1.9% $21,263,408
Calydon Capital 1.4% 205,952 -33% 3.4% $21,206,891
HighTower Advisors, LLC 1.2% 186,480 +18% 0.02% $19,201,818
Crews Bank & Trust 1% 151,030 -6.9% 2.3% $15,551,559
LPL Financial LLC 0.86% 129,046 +15% 0% $13,287,900
Ironwood Financial, llc 0.86% 129,043 +8.2% 2.4% $13,287,575
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 0.66% 100,000 -6% 0.45% $10,297,000
WELLS FARGO & COMPANY/MN 0.6% 90,577 -13% 0% $9,326,758
Swisher Financial Concepts, Inc. 0.54% 80,584 +16% 5% $8,297,734
OSAIC HOLDINGS, INC. 0.5% 75,589 -21% 0.01% $7,778,857
Financial Architects, LLC 0.48% 72,295 -5.7% 4.2% $7,444,216

Institutional Holders of iShares MSCI USA Equal Weighted ETF - Common Stock (EUSA) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q4 415,614 $17,442,110 -$8,613,212 $103.37 9
2025 Q3 9,458,543 $948,307,400 -$21,558,566 $102.97 145
2025 Q2 9,623,521 $952,987,350 +$163,689,979 $99.12 136
2025 Q1 7,951,143 $743,760,557 +$127,831,881 $93.59 117
2024 Q4 6,526,394 $622,350,135 +$135,953,672 $95.36 108
2024 Q3 4,906,743 $469,570,585 +$59,345,154 $95.74 92
2024 Q2 4,216,319 $372,082,010 -$22,837,156 $88.25 93
2024 Q1 4,473,524 $407,019,231 +$27,688,591 $90.99 95
2023 Q4 46 $3,884 -$5,529,719 $84.43 1
2023 Q3 3,584,098 $269,559,602 +$26,074,888 $75.21 76
2023 Q2 3,221,519 $253,851,371 +$7,160,518 $78.80 71
2023 Q1 3,132,112 $236,594,070 +$21,420,585 $75.55 72
2022 Q4 2,850,131 $207,886,572 +$9,394,668 $72.94 71
2022 Q3 2,725,804 $182,098,711 +$1,033,365 $66.79 64
2022 Q2 2,701,226 $190,824,647 -$7,623,870 $70.64 67
2022 Q1 2,808,555 $238,265,041 -$5,775,077 $84.83 69
2021 Q4 2,882,916 $257,845,985 +$9,801,622 $89.50 69
2021 Q3 2,546,850 $213,174,993 +$12,405,380 $83.69 58
2021 Q2 2,412,611 $203,886,558 +$25,581,174 $84.52 62
2021 Q1 2,110,144 $165,394,363 +$41,181,281 $78.36 53
2020 Q4 1,576,007 $113,819,765 +$1,578,663 $72.20 41
2020 Q3 1,454,460 $88,797,031 -$3,531,831 $61.07 41
2020 Q2 1,512,308 $86,547,777 +$48,423,706 $57.23 39
2020 Q1 688,350 $32,225,984 -$63,671,037 $46.63 37
2019 Q4 1,665,952 $106,542,222 -$1,194,706 $63.97 41
2019 Q3 1,623,424 $96,799,936 -$5,916,551 $59.64 37
2019 Q2 1,723,134 $102,225,915 +$17,465,721 $59.32 39
2019 Q1 1,428,849 $81,988,786 +$245,647 $57.36 42
2018 Q4 2,478,987 $123,515,286 +$19,400,948 $49.79 34
2018 Q3 2,079,796 $122,629,228 +$33,751,263 $58.97 33
2018 Q2 1,496,843 $84,363,176 +$19,756,979 $56.41 27
2018 Q1 1,147,204 $63,160,906 +$716,443 $55.08 27
2017 Q4 1,121,287 $62,167,000 -$7,338,635 $55.44 26
2017 Q3 1,254,983 $65,841,000 -$6,774,629 $52.47 26
2017 Q2 1,386,111 $70,633,000 +$8,751,742 $50.97 24
2017 Q1 1,209,572 $60,253,000 +$19,558,583 $49.84 18
2016 Q4 822,539 $38,940,000 +$13,178,997 $47.33 15
2016 Q3 530,038 $24,383,000 +$14,813,722 $46.08 13
2016 Q2 210,741 $9,239,000 -$1,070,174 $43.85 13
2016 Q1 234,933 $10,007,000 +$3,512,199 $42.66 15
2015 Q4 153,595 $6,465,000 -$2,439,374 $42.19 13
2015 Q3 212,605 $8,611,000 -$2,048,844 $40.51 13
2015 Q2 262,061 $11,662,000 +$2,755,996 $44.50 13
2015 Q1 200,136 $8,912,000 -$19,724,913 $44.53 14
2014 Q4 643,846 $28,547,000 +$21,511,294 $44.34 12
2014 Q3 158,698 $6,712,000 -$10,956,984 $42.29 9
2014 Q2 419,504 $17,644,000 -$2,268,486 $42.06 10
2014 Q1 473,796 $19,088,000 +$610,886 $40.28 11