ISHARES MSCI USA EQUAL WEIGH (EUSA) Institutional Shareholders

ISHARES MSCI USA EQUAL WEIGH (EUSA) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.10B in EUSA holdings during the latest filing period.

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 $250.93M, representing an estimated loss of -1.15% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 66% 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

152

Total Reported Value

$1.10B

Largest Holder

Stifel Financial Corp

Largest Position

$253.84M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

105

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Stifel Financial Corp0.21%2,222,997$253,844,093$250,931,901-$2,912,192-1.15%
Bank Of America Corp0.01%1,068,393$121,999,769$120,600,202-$1,399,567-1.15%
Henshaw Capital Llc2.87%772,000$88,154,680$87,143,360-$1,011,320-1.15%
Strategic Financial Services, Inc.1.95%390,238$44,561,286$44,050,065-$511,221-1.15%
Gentrust, Llc1.58%360,054$41,114,526$40,642,896-$471,630-1.15%
Lpl Financial Llc0.01%348,434$39,787,721$39,331,230-$456,491-1.15%
Morgan Stanley0.00%323,146$36,900,331$36,476,720-$423,611-1.15%
Envestnet Asset Management Inc0.01%304,748$34,799,170$34,399,954-$399,216-1.15%
Calydon Capital4.76%284,423$32,478,272$32,105,668-$372,604-1.15%
D.A. Davidson & Co.0.18%284,370$32,472,217$32,099,686-$372,531-1.15%
Arkadios Wealth Advisors0.46%264,884$30,247,051$29,900,106-$346,945-1.15%
Davidson Investment Advisors1.17%251,532$28,722,455$28,392,932-$329,523-1.15%
Cetera Investment Advisers0.02%179,720$20,522,245$20,286,794-$235,451-1.15%
Wells Fargo & Company/Mn0.00%173,882$19,855,546$19,627,800-$227,746-1.15%
Private Advisory Group Llc1.07%168,089$19,194,132$18,973,886-$220,246-1.15%
Crews Bank & Trust2.13%143,137$16,344,814$16,157,305-$187,509-1.15%
Ironwood Financial, Llc2.07%115,285$13,213,896$13,013,371-$200,525-1.52%
Adventist Health System Sunbelt Healthcare Corp0.37%99,998$11,419,000$11,287,774-$131,226-1.15%
Swisher Financial Concepts, Inc.6.01%83,605$9,546,871$9,437,332-$109,539-1.15%
Financial Architects, Llc4.51%82,322$9,400,349$9,292,507-$107,842-1.15%
Jpmorgan Chase & Co0.00%78,669$8,977,715$8,880,157-$97,558-1.09%
Genesis Wealth Advisors, Llc5.35%78,386$8,950,944$8,848,212-$102,732-1.15%
Ubs Group Ag0.00%75,385$8,608,213$8,509,459-$98,754-1.15%
Dynasty Wealth Management, Llc0.06%70,423$8,041,646$7,949,348-$92,298-1.15%
Commonwealth Equity Services, Llc0.01%67,089$7,660,848$7,573,006-$87,842-1.15%
Cerity Partners Llc0.01%66,201$7,559,488$7,472,769-$86,719-1.15%
First Heartland Consultants, Inc.0.46%61,853$7,062,941$6,981,967-$80,974-1.15%
Sunbelt Securities, Inc.0.40%62,653$6,376,208$7,072,271+$696,063+10.92%
Scotia Capital Inc.0.02%50,101$5,721,148$5,655,401-$65,747-1.15%
Royal Bank Of Canada0.00%45,650$5,213,000$5,152,972-$60,028-1.15%
Elmwood Wealth Management, Inc.1.30%45,476$5,192,905$5,133,331-$59,574-1.15%
Advisory Services Network, Llc0.06%42,411$4,842,890$4,787,354-$55,536-1.15%
Farther Finance Advisors, Llc0.04%39,906$4,556,889$4,504,589-$52,300-1.15%
L2 Asset Management, Llc0.46%38,655$4,414,067$4,363,376-$50,691-1.15%
First Manhattan Co. Llc.0.01%29,032$3,315,164$3,277,132-$38,032-1.15%
Stratos Investment Management, Llc0.11%27,663$3,158,884$3,122,599-$36,285-1.15%
Fmr Llc0.00%26,764$3,056,189$3,021,120-$35,069-1.15%
Mariner, Llc0.00%26,621$3,039,889$3,004,978-$34,911-1.15%
Lbmc Investment Advisors, Llc0.16%25,067$2,862,401$2,829,563-$32,838-1.15%
Sagespring Wealth Partners, Llc0.04%24,862$2,838,992$2,806,423-$32,569-1.15%
Goldman Sachs Group Inc0.00%23,847$2,723,089$2,691,849-$31,240-1.15%
Pembroke Management, Ltd0.35%23,623$2,697,510$2,666,564-$30,946-1.15%
Corient Private Wealth Llc0.00%22,600$2,580,694$2,551,088-$29,606-1.15%
Zwj Investment Counsel Inc0.08%21,642$2,471,300$2,442,949-$28,351-1.15%
Wescap Management Group, Inc.0.46%21,479$2,452,687$2,424,550-$28,137-1.15%
Xy Planning Network, Inc.0.29%20,498$2,340,692$2,313,814-$26,878-1.15%
Wealth Enhancement Advisory Services, Llc0.00%18,959$2,176,638$2,140,092-$36,546-1.68%
Jones Financial Companies Lllp0.00%18,971$2,152,982$2,141,446-$11,536-0.54%
Unique Wealth, Llc0.25%18,606$2,124,580$2,100,245-$24,335-1.15%
Goodman Financial Corp0.32%18,326$2,092,646$2,068,639-$24,007-1.15%
Showing 50 of 152

Frequently asked questions about EUSA

  • Who owns the most EUSA stock?

    The largest holders of EUSA are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES MSCI USA EQUAL WEIGH (EUSA).

  • Is EUSA widely held by superinvestors?

    Many widely followed stocks like EUSA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly EUSA is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.