EUSA Institutional Ownership & Shareholders
ISHARES MSCI USA EQUAL WEIGH (EUSA) is currently held by 156 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.12B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Stifel Financial Corp is currently the largest disclosed institutional shareholder of EUSA tracked by InsiderSet, reporting ownership valued at approximately $253.84M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $256.29M, representing an estimated gain of +0.96% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed EUSA value among the investors covered in this analysis. Major shareholders include Stifel Financial Corp, Bank Of America Corp, Henshaw Capital Llc, and several other long-term asset managers with concentrated positions in ISHARES MSCI USA EQUAL WEIGH (EUSA).
This page ranks the largest institutional EUSA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
156
Total Reported Value
$1.12B
Largest Holder
Stifel Financial Corp
Largest Position
$253.84M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
64
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Stifel Financial Corp | 0.21% | 2,222,997 | $253,844,093 | $256,289,324 | +$2,445,231 | +0.96% | |
| Bank Of America Corp | 0.01% | 1,068,393 | $121,999,769 | $123,175,029 | +$1,175,260 | +0.96% | |
| Henshaw Capital Llc | 2.87% | 772,000 | $88,154,680 | $89,003,880 | +$849,200 | +0.96% | |
| Strategic Financial Services, Inc. | 1.95% | 390,238 | $44,561,286 | $44,990,539 | +$429,253 | +0.96% | |
| Gentrust, Llc | 1.58% | 360,054 | $41,114,526 | $41,510,626 | +$396,100 | +0.96% | |
| Lpl Financial Llc | 0.01% | 348,434 | $39,787,721 | $40,170,956 | +$383,235 | +0.96% | |
| Morgan Stanley | 0.00% | 323,146 | $36,900,331 | $37,255,502 | +$355,171 | +0.96% | |
| Envestnet Asset Management Inc | 0.01% | 304,748 | $34,799,170 | $35,134,397 | +$335,227 | +0.96% | |
| Calydon Capital | 4.76% | 284,423 | $32,478,272 | $32,791,128 | +$312,856 | +0.96% | |
| D.A. Davidson & Co. | 0.17% | 280,145 | $31,191,398 | $32,297,917 | +$1,106,519 | +3.55% | |
| Arkadios Wealth Advisors | 0.46% | 264,884 | $30,247,051 | $30,538,476 | +$291,425 | +0.96% | |
| Davidson Investment Advisors | 1.24% | 265,991 | $29,615,453 | $30,666,102 | +$1,050,649 | +3.55% | |
| Cetera Investment Advisers | 0.02% | 179,720 | $20,522,245 | $20,719,919 | +$197,674 | +0.96% | |
| Wells Fargo & Company/Mn | 0.00% | 173,882 | $19,855,546 | $20,046,856 | +$191,310 | +0.96% | |
| Private Advisory Group Llc | 1.07% | 168,089 | $19,194,132 | $19,378,981 | +$184,849 | +0.96% | |
| Crews Bank & Trust | 2.13% | 143,137 | $16,344,814 | $16,502,265 | +$157,451 | +0.96% | |
| Ironwood Financial, Llc | 2.04% | 117,652 | $13,099,407 | $13,564,099 | +$464,692 | +3.55% | |
| Procyon Advisors, Llc | 0.51% | 108,438 | $12,073,457 | $12,501,817 | +$428,360 | +3.55% | |
| Adventist Health System Sunbelt Healthcare Corp | 0.26% | 99,998 | $11,134,000 | $11,528,769 | +$394,769 | +3.55% | |
| Swisher Financial Concepts, Inc. | 6.01% | 83,605 | $9,546,871 | $9,638,820 | +$91,949 | +0.96% | |
| Financial Architects, Llc | 4.84% | 85,047 | $9,469,133 | $9,805,069 | +$335,936 | +3.55% | |
| Jpmorgan Chase & Co | 0.00% | 78,669 | $8,977,715 | $9,069,749 | +$92,034 | +1.03% | |
| Genesis Wealth Advisors, Llc | 5.35% | 78,386 | $8,950,944 | $9,037,122 | +$86,178 | +0.96% | |
| Ubs Group Ag | 0.00% | 75,385 | $8,608,213 | $8,691,137 | +$82,924 | +0.96% | |
| Dynasty Wealth Management, Llc | 0.06% | 70,423 | $8,041,646 | $8,119,068 | +$77,422 | +0.96% | |
| Cerity Partners Llc | 0.01% | 66,201 | $7,559,488 | $7,632,313 | +$72,825 | +0.96% | |
| Commonwealth Equity Services, Llc | 0.01% | 63,567 | $7,077,577 | $7,328,639 | +$251,062 | +3.55% | |
| First Heartland Consultants, Inc. | 0.45% | 61,392 | $6,835,428 | $7,077,884 | +$242,456 | +3.55% | |
| Sunbelt Securities, Inc. | 0.40% | 62,653 | $6,376,208 | $7,223,264 | +$847,056 | +13.28% | |
| Scotia Capital Inc. | 0.02% | 50,101 | $5,721,148 | $5,776,144 | +$54,996 | +0.96% | |
| Royal Bank Of Canada | 0.00% | 45,650 | $5,213,000 | $5,262,989 | +$49,989 | +0.96% | |
| Elmwood Wealth Management, Inc. | 1.24% | 46,456 | $5,172,412 | $5,355,912 | +$183,500 | +3.55% | |
| Affinity Capital Advisors, Llc | 0.57% | 43,039 | $4,917,636 | $4,961,966 | +$44,330 | +0.90% | |
| Advisory Services Network, Llc | 0.06% | 42,411 | $4,842,890 | $4,889,564 | +$46,674 | +0.96% | |
| Farther Finance Advisors, Llc | 0.03% | 40,021 | $4,455,902 | $4,614,021 | +$158,119 | +3.55% | |
| L2 Asset Management, Llc | 0.46% | 38,655 | $4,414,067 | $4,456,535 | +$42,468 | +0.96% | |
| Sharkey, Howes & Javer | 0.47% | 35,385 | $3,939,766 | $4,079,537 | +$139,771 | +3.55% | |
| First Manhattan Co. Llc. | 0.01% | 29,032 | $3,315,164 | $3,347,099 | +$31,935 | +0.96% | |
| Sagespring Wealth Partners, Llc | 0.05% | 29,166 | $3,247,374 | $3,362,548 | +$115,174 | +3.55% | |
| Stratos Investment Management, Llc | 0.11% | 27,663 | $3,158,884 | $3,189,267 | +$30,383 | +0.96% | |
| Crescent Grove Advisors, Llc | 0.26% | 27,979 | $3,115,182 | $3,225,699 | +$110,517 | +3.55% | |
| Fmr Llc | 0.00% | 26,764 | $3,056,189 | $3,085,622 | +$29,433 | +0.96% | |
| Mariner, Llc | 0.00% | 26,621 | $3,039,889 | $3,069,135 | +$29,246 | +0.96% | |
| Lbmc Investment Advisors, Llc | 0.16% | 25,067 | $2,862,401 | $2,889,974 | +$27,573 | +0.96% | |
| Pembroke Management, Ltd | 0.35% | 25,442 | $2,832,712 | $2,933,208 | +$100,496 | +3.55% | |
| Sage Advisory Services, Ltd.Co. | 1.48% | 24,637 | $2,743,000 | $2,840,400 | +$97,400 | +3.55% | |
| Goldman Sachs Group Inc | 0.00% | 23,847 | $2,723,089 | $2,749,321 | +$26,232 | +0.96% | |
| Zwj Investment Counsel Inc | 0.08% | 24,199 | $2,694,317 | $2,789,903 | +$95,586 | +3.55% | |
| Corient Private Wealth Llc | 0.00% | 22,600 | $2,580,694 | $2,605,554 | +$24,860 | +0.96% | |
| Wescap Management Group, Inc. | 0.46% | 21,479 | $2,452,687 | $2,476,314 | +$23,627 | +0.96% |
Frequently asked questions about EUSA
Who are the largest institutional holders of EUSA?
The largest institutional holders of EUSA reported in the latest SEC Form 13F filings include Stifel Financial Corp, Bank Of America Corp, Henshaw Capital Llc, Strategic Financial Services, Inc., and Gentrust, Llc. InsiderSet ranks institutional holders by their latest reported EUSA position.
What is EUSA institutional ownership?
This page tracks EUSA positions reported by institutional investment managers through SEC Form 13F. ISHARES MSCI USA EQUAL WEIGH (EUSA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EUSA?
InsiderSet currently tracks 156 institutional managers reporting EUSA holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of EUSA shareholders.
How much EUSA stock do institutions own?
Institutional investment managers disclosed approximately $1.12B in EUSA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EUSA institutional ownership last updated?
The latest EUSA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional EUSA holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its EUSA position after the reporting date.
Are institutions buying or selling EUSA?
Institutional buying and selling can be analyzed by comparing EUSA positions across consecutive 13F reporting periods. InsiderSet's EUSA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EUSA ownership changes.
How has EUSA institutional ownership changed over time?
InsiderSet tracks EUSA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.