| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock Portfolio Management LLC | 4.6% | -14% | $68,591,040 | 692,000 | 0% | BlackRock Portfolio Management LLC | 30 Jun 2025 |
As of 31 Dec 2025, 117 institutional investors reported holding 6,992,891 shares of iShares MSCI USA Equal Weighted ETF - Common Stock (EUSA). This represents 46% of the company’s total 15,043,478 outstanding shares.
The largest institutional shareholders of iShares MSCI USA Equal Weighted ETF - Common Stock (EUSA) together control 49% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| STIFEL FINANCIAL CORP | 12% | 1,791,661 | -2.3% | 0.17% | $185,204,025 |
| BANK OF AMERICA CORP /DE/ | 7.2% | 1,075,891 | +235% | 0.01% | $111,214,817 |
| Strategic Financial Services, Inc. | 2.5% | 376,631 | +7.3% | 1.9% | $40,420,047 |
| GenTrust, LLC | 2.5% | 370,631 | -1.2% | 1.7% | $38,312,093 |
| ENVESTNET ASSET MANAGEMENT INC | 2.2% | 328,911 | -0.56% | 0.01% | $33,999,492 |
| MORGAN STANLEY | 2.1% | 320,882 | -11% | 0% | $33,169,693 |
| D.A. DAVIDSON & CO. | 2% | 307,332 | -1% | 0.19% | $31,768,909 |
| Calydon Capital | 1.9% | 283,196 | +38% | 4.9% | $29,273,941 |
| SAGESPRING WEALTH PARTNERS, LLC | 1.8% | 266,283 | -62% | 0.04% | $1,933,212 |
| HighTower Advisors, LLC | 1.8% | 263,723 | +41% | 0.03% | $27,261,080 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.7% | 254,922 | +5.1% | 0.02% | $26,351,269 |
| Arkadios Wealth Advisors | 1.6% | 238,866 | -0.85% | 0.49% | $24,691,619 |
| DAVIDSON INVESTMENT ADVISORS | 1.6% | 234,544 | +4.9% | 1% | $24,244,813 |
| Private Advisory Group LLC | 1.4% | 213,680 | +3.5% | 1.7% | $22,088,102 |
| LPL Financial LLC | 1% | 151,845 | +18% | 0% | $15,696,217 |
| Crews Bank & Trust | 1% | 151,634 | +0.4% | 2.2% | $15,674,407 |
| Ironwood Financial, llc | 0.8% | 120,848 | -6.4% | 2.2% | $12,896,606 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 0.66% | 99,998 | -0% | 0.31% | $10,337,000 |
| BlackRock, Inc. | 0.6% | 90,663 | -67% | 0% | $9,371,834 |
| Swisher Financial Concepts, Inc. | 0.57% | 85,453 | +6% | 5% | $8,833,264 |
| WELLS FARGO & COMPANY/MN | 0.57% | 85,344 | -5.8% | 0% | $8,822,010 |
| PALLADIEM, LLC | 0.53% | 79,468 | 0% | 7.9% | $8,283,528 |
| GOLDMAN SACHS GROUP INC | 0.53% | 79,161 | +216% | 0% | $8,182,873 |
| Financial Architects, LLC | 0.51% | 76,810 | +6.2% | 4.3% | $7,939,850 |
| Genesis Wealth Advisors, LLC | 0.49% | 73,070 | +3.2% | 5.2% | $7,553,205 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 6,992,891 | $699,327,409 | -$118,735,055 | $103.37 | 117 |
| 2025 Q3 | 9,460,737 | $948,533,316 | -$21,341,101 | $102.97 | 146 |
| 2025 Q2 | 9,623,521 | $952,987,350 | +$163,689,973 | $99.12 | 136 |
| 2025 Q1 | 7,956,288 | $744,242,083 | +$127,606,555 | $93.59 | 118 |
| 2024 Q4 | 6,547,122 | $624,325,627 | +$136,479,084 | $95.36 | 109 |
| 2024 Q3 | 4,922,008 | $471,032,025 | +$54,081,676 | $95.74 | 94 |
| 2024 Q2 | 4,286,560 | $378,280,805 | -$22,496,422 | $88.25 | 94 |
| 2024 Q1 | 4,539,904 | $413,059,163 | +$16,270,390 | $90.99 | 96 |
| 2023 Q4 | 4,307,924 | $363,484,444 | +$56,980,716 | $84.44 | 88 |
| 2023 Q3 | 3,649,635 | $274,488,640 | +$31,067,193 | $75.21 | 77 |
| 2023 Q2 | 3,221,519 | $253,851,371 | +$7,160,520 | $78.80 | 71 |
| 2023 Q1 | 3,132,112 | $236,594,070 | +$21,400,719 | $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 | +$1,033,356 | $66.79 | 64 |
| 2022 Q2 | 2,701,226 | $190,824,647 | -$7,770,347 | $70.64 | 67 |
| 2022 Q1 | 2,808,555 | $238,265,041 | -$5,794,502 | $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 | +$12,405,379 | $83.69 | 58 |
| 2021 Q2 | 2,412,611 | $203,886,558 | +$25,581,172 | $84.52 | 62 |
| 2021 Q1 | 2,110,144 | $165,394,363 | +$41,385,271 | $78.36 | 53 |
| 2020 Q4 | 1,576,007 | $113,819,765 | +$1,578,361 | $72.20 | 41 |
| 2020 Q3 | 1,454,460 | $88,797,031 | -$3,531,829 | $61.07 | 41 |
| 2020 Q2 | 1,512,308 | $86,547,777 | +$47,939,691 | $57.23 | 39 |
| 2020 Q1 | 688,350 | $32,225,984 | -$63,671,046 | $46.63 | 37 |
| 2019 Q4 | 1,665,952 | $106,542,222 | -$1,194,705 | $63.97 | 41 |
| 2019 Q3 | 1,623,424 | $96,799,936 | -$5,916,550 | $59.64 | 37 |
| 2019 Q2 | 1,723,134 | $102,225,915 | +$17,505,325 | $59.32 | 39 |
| 2019 Q1 | 1,428,849 | $81,988,786 | +$1,694,644 | $57.36 | 42 |
| 2018 Q4 | 2,478,987 | $123,515,286 | +$19,400,932 | $49.79 | 34 |
| 2018 Q3 | 2,079,796 | $122,629,228 | +$33,679,374 | $58.97 | 33 |
| 2018 Q2 | 1,496,843 | $84,363,176 | +$19,756,971 | $56.41 | 27 |
| 2018 Q1 | 1,147,204 | $63,160,906 | +$716,440 | $55.08 | 27 |
| 2017 Q4 | 1,121,287 | $62,167,000 | -$7,338,633 | $55.44 | 26 |
| 2017 Q3 | 1,254,983 | $65,841,000 | -$6,774,644 | $52.47 | 26 |
| 2017 Q2 | 1,386,111 | $70,633,000 | +$9,019,745 | $50.97 | 24 |
| 2017 Q1 | 1,209,572 | $60,253,000 | +$19,558,585 | $49.84 | 18 |
| 2016 Q4 | 822,539 | $38,940,000 | +$13,178,999 | $47.33 | 15 |
| 2016 Q3 | 530,038 | $24,383,000 | +$14,813,723 | $46.08 | 13 |
| 2016 Q2 | 210,741 | $9,239,000 | -$1,070,175 | $43.85 | 13 |
| 2016 Q1 | 234,933 | $10,007,000 | +$3,512,197 | $42.66 | 15 |
| 2015 Q4 | 153,595 | $6,465,000 | -$2,439,372 | $42.19 | 13 |
| 2015 Q3 | 212,605 | $8,611,000 | -$2,048,841 | $40.51 | 13 |
| 2015 Q2 | 262,061 | $11,662,000 | +$2,755,993 | $44.50 | 13 |
| 2015 Q1 | 200,136 | $8,912,000 | -$19,724,898 | $44.53 | 14 |
| 2014 Q4 | 643,846 | $28,547,000 | +$21,511,292 | $44.34 | 12 |
| 2014 Q3 | 158,698 | $6,712,000 | -$10,956,993 | $42.29 | 9 |
| 2014 Q2 | 419,504 | $17,644,000 | -$2,268,481 | $42.06 | 10 |
| 2014 Q1 | 473,796 | $19,088,000 | +$610,885 | $40.28 | 11 |