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iShares MSCI USA Equal Weighted ETF (EUSA) Institutional Ownership

iShares MSCI USA Equal Weighted ETF logo
$98.91 +0.35 (+0.36%)
(As of 05:13 PM ET)

Institutional Ownership Changes (13F Filings) for iShares MSCI USA Equal Weighted ETF (NYSEARCA:EUSA)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$9.12M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$203.01K
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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
11/18/2024 Sunbelt Securities Inc.37,590$3.60M0.4%+10.3%0.450%
11/14/2024 Captrust Financial Advisors2,943$282K0.0%+22.9%0.035%
11/5/2024 Prime Capital Investment Advisors LLC2,273$218K0.0%N/A0.027%
10/29/2024 Farther Finance Advisors LLC25,448$2.44M0.1%+24.6%0.305%
10/24/2024 Arkadios Wealth Advisors327,385$31.34M1.8%+5.0%3.921%
10/18/2024Riverview Trust Co475$45K0.0%N/A0.006%
8/16/2024 Sunbelt Securities Inc.34,074$3.01M0.3%+9.9%0.408%
7/31/2024 Davidson Investment Advisors306,707$27.07M1.4%+3.8%3.673%
7/31/2024 Farther Finance Advisors LLC20,417$1.79M0.1%+26.4%0.245%
7/29/2024 Arkadios Wealth Advisors311,808$27.52M1.9%+3.6%3.734%
4/30/2024 Arkadios Wealth Advisors300,878$27.38M2.1%+2.3%3.603%
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%
2/13/2024 Walled Lake Planning & Wealth Management LLC113,772$9.61M4.5%+4.6%1.778%
2/12/2024 Parallel Advisors LLC12,055$1.02M0.0%+9.0%0.188%
2/9/2024 Cassady Schiller Wealth Management LLC1,420$120K0.1%+49.5%0.022%
2/5/2024 Transcend Capital Advisors LLC2,586$218K0.0%N/A0.040%
1/24/2024Cubic Asset Management LLC2,400$203K0.1%N/A0.038%
1/24/2024 Arkadios 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%
11/9/2023 Davidson 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%
10/13/2023 Arkadios Wealth Advisors273,153$20.54M1.9%+61.1%4.268%
8/11/2023 Davidson Investment Advisors208,339$16.42M1.0%+16.6%3.255%
8/9/2023 Flow Traders U.S. LLC19,125$1.51M0.1%N/A0.299%
8/4/2023 Parallel Advisors LLC11,821$932K0.0%-45.4%0.215%
7/13/2023 Crescent 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%
5/12/2023 Walled 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%
5/3/2023 Crescent Grove Advisors LLC8,314$628K0.1%+37.6%0.128%
5/2/2023 Davidson Investment Advisors178,732$13.50M0.9%+27.2%2.750%
5/2/2023 Arkadios Wealth Advisors165,053$12.47M1.5%+16.8%2.539%
4/25/2023 Parallel 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%
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2/6/2023 Parallel Advisors LLC23,158$1.69M0.1%+34.6%0.356%
2/2/2023 Davidson Investment Advisors140,518$10.25M0.8%+12.5%2.162%
1/26/2023 Strategic Blueprint LLC12,600$919K0.1%N/A0.194%
1/12/2023 Crescent Grove Advisors LLC6,040$441K0.0%N/A0.109%
1/11/2023 Arkadios Wealth Advisors141,337$10.31M1.4%+24.9%2.547%
1/10/2023 Norway Savings Bank21,768$1.59M0.8%+1.5%0.392%
11/14/2022 Elmwood Wealth Management Inc.15,730$1.05M0.5%+2.7%0.281%
11/7/2022 Davidson Investment Advisors124,944$8.35M0.7%+39.9%2.231%
10/21/2022 Arkadios 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%
10/17/2022 Cambridge Investment Research Advisors Inc.4,647$310K0.0%+13.6%0.084%
8/11/2022 WESCAP Management Group Inc.11,984$846K0.3%-43.6%0.216%
8/3/2022 Assetmark Inc.17,756$1.25M0.0%-14.1%0.320%
7/27/2022 Davidson 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%
7/14/2022 Arkadios 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%
7/12/2022 Elmwood Wealth Management Inc.15,315$1.08M0.6%+33.8%0.273%
5/16/2022 Astor Investment Management LLC115,931$9.83M2.3%-31.9%2.089%
5/12/2022 Davidson Investment Advisors97,279$8.25M0.6%+14.7%1.753%
5/11/2022 WESCAP Management Group Inc.21,252$1.80M0.5%+92.0%0.383%
5/10/2022 Tcwp LLC318$26K0.0%N/A0.006%
5/2/2022 Arkadios Wealth Advisors82,219$6.98M0.9%+84.0%1.455%
4/20/2022 Transcend Capital Advisors LLC2,420$205K0.0%N/A0.043%
4/8/2022 Norway Savings Bank21,486$1.82M0.8%-0.9%0.384%
2/9/2022 Horan Securities Inc.1,836$164K0.1%N/A0.031%
2/8/2022 Elmwood Wealth Management Inc.10,255$918K0.4%N/A0.174%
2/3/2022 Arkadios Wealth Advisors44,685$4.00M0.5%+28.9%0.757%
2/1/2022 Goodman Financial Corp4,270$382K0.1%N/A0.072%
1/28/2022 Davidson Trust Co.4,410$395K0.3%N/A0.075%
1/28/2022 Davidson 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%
1/20/2022 Astor 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%
11/15/2021 Flow Traders U.S. LLC25,569$2.14M0.1%+442.2%0.457%
11/12/2021 Assetmark Inc.12,456$1.04M0.0%+12.3%0.222%
11/3/2021 Davidson 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%
10/20/2021 Astor Investment Management LLC176,160$14.74M3.3%-9.4%3.262%
10/19/2021 Arkadios Wealth Advisors34,663$2.90M0.4%+27.0%0.642%
10/14/2021 Norway Savings Bank22,272$1.86M0.9%-8.6%0.412%
8/24/2021 Flow Traders U.S. LLC4,716$399K0.0%N/A0.087%
8/16/2021 Assetmark Inc.11,090$937K0.0%+9.7%0.203%
8/13/2021 Elmwood Wealth Management Inc.8,664$732K0.4%+3.6%0.160%
8/10/2021 Davidson 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%
8/5/2021 Horan Securities Inc.1,836$155K0.1%N/A0.034%
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Lithium is getting white-hot once again! And that means well-timed investors who position now in the best names in the lithium space will be set for escalating gains in 2025 and beyond. It’s all being driven by the global EV boom as millions of drivers ditch their gasoline-chugging cars and trucks in favor of lithium-ion-powered vehicles in record numbers.

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8/2/2021 WESCAP Management Group Inc.11,303$955K0.3%-4.9%0.209%
7/31/2021 Arkadios Wealth Advisors27,291$2.31M0.3%+34.9%0.510%
7/31/2021 Astor Investment Management LLC194,365$16.43M3.5%-6.7%3.633%
5/17/2021 Ameriprise Financial Inc.2,858$224K0.0%-82.1%0.055%
5/13/2021 Elmwood 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%
5/7/2021 Davidson Investment Advisors38,400$3.01M0.3%+12.0%0.760%
5/7/2021 WESCAP Management Group Inc.11,882$931K0.3%-5.9%0.235%
4/26/2021 Arkadios Wealth Advisors20,234$1.59M0.3%+22,135.2%0.401%
4/15/2021 Astor Investment Management LLC208,284$16.32M3.7%N/A4.295%
(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, 22 institutional investors and hedge funds held shares of iShares MSCI USA Equal Weighted ETF. The most heavily invested institutionals were Arkadios Wealth Advisors ($31.34M), Davidson Investment Advisors ($27.07M), Walled Lake Planning & Wealth Management LLC ($9.61M), Palladiem LLC ($6.63M), Sunbelt Securities Inc. ($3.60M), Farther Finance Advisors LLC ($2.44M), 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 21 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 ($209.73K), Davidson Investment Advisors ($124.14K), Cambridge Investment Research Advisors Inc. ($23.36K), Flow Traders U.S. LLC ($19.13K), Strategic Blueprint LLC ($12.60K), InterOcean Capital Group LLC ($10.98K), and Sunbelt Securities Inc. ($9.34K).

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

Institutional investors have bought a total of 455,150 shares in the last 24 months. This purchase volume represents approximately $35.69M in transactions.

Which iShares MSCI USA Equal Weighted ETF 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: Cambridge Investment Research Advisors Inc. ($23.92K), Parallel Advisors LLC ($11.34K), Sunbelt Securities Inc. ($1.41K), Palladiem LLC ($997.00), and Walled Lake Planning & Wealth Management LLC ($781.00).

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

Institutional investors have sold a total of 38,443 shares in the last 24 months. This volume of shares sold represents approximately $3.04M in transactions.



This page (NYSEARCA:EUSA) was last updated on 11/20/2024 by MarketBeat.com Staff
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