Security Snapshot

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

CUSIP: 464286681

13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

154

Shares (Excl. Options)

10,134,417

Price

$114.19

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Latest holder snapshot 5 signals
Portfolio coverage rank
0.01%
Share change
+197,822
Value change
+$23,916,919
Number of holders
154
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
15,043,478
SEC-reported price per share
$114.68
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • EUSA - iShares MSCI USA Equal Weighted ETF - Common Stock is tracked under CUSIP 464286681.
  • 154 institutions reported positions in Q2 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 148 to 154 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $1,013,851,943 to $1,157,320,011.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 154 institutions filings for Q2 2026.

Open SEC evidence

Security key

464286681

Latest holder period

Q2 2026

13F holders

154

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
EUSA
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 30 Jun 2026, 154 institutional investors reported holding 10,134,417 shares of iShares MSCI USA Equal Weighted ETF - Common Stock (EUSA). This represents 67% of the company’s total 15,043,478 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
58%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
STIFEL FINANCIAL CORP 15% 2,222,997 +7.2% 0.21% $253,844,093
BANK OF AMERICA CORP /DE/ 7.1% 1,068,393 -0.08% 0.01% $121,999,769
Henshaw Capital LLC 5.1% 772,000 -0.31% 2.9% $88,154,680
Strategic Financial Services, Inc. 2.6% 390,238 +1.8% 2% $44,561,286
GenTrust, LLC 2.4% 360,054 -2.4% 1.6% $41,114,526
LPL Financial LLC 2.3% 348,434 +29% 0.01% $39,787,721
MORGAN STANLEY 2.1% 323,145 -4.2% 0% $36,900,141
ENVESTNET ASSET MANAGEMENT INC 2% 304,748 -2.8% 0.01% $34,799,170
Calydon Capital 1.9% 284,423 +0.19% 4.8% $32,478,272
D.A. DAVIDSON & CO. 1.9% 284,370 -3.8% 0.18% $32,472,217
HighTower Advisors, LLC 1.8% 264,950 +0.2% 0.03% $30,254,650
Arkadios Wealth Advisors 1.8% 264,884 +5.4% 0.46% $30,247,051
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1.7% 252,790 -9.3% 0.02% $28,866,184
DAVIDSON INVESTMENT ADVISORS 1.7% 251,532 +1.2% 1.2% $28,722,455
Cetera Investment Advisers 1.2% 179,720 +2% 0.02% $20,522,245
WELLS FARGO & COMPANY/MN 1.2% 173,882 +3.4% 0% $19,855,546
Private Advisory Group LLC 1.1% 168,089 -19% 1.1% $19,194,132
Crews Bank & Trust 0.95% 143,137 -1.5% 2.1% $16,344,814
Ironwood Financial, llc 0.77% 115,285 -3.7% 2.1% $13,213,896
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 0.66% 99,998 -0% 0.37% $11,419,000
Swisher Financial Concepts, Inc. 0.56% 83,605 -0.1% 6% $9,546,871
Financial Architects, LLC 0.55% 82,322 +0.74% 4.5% $9,400,349
JPMORGAN CHASE & CO 0.52% 78,669 +17% 0% $8,977,715
Genesis Wealth Advisors, LLC 0.52% 78,386 +2.3% 5.4% $8,950,944
UBS Group AG 0.5% 75,385 +37% 0% $8,608,213

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 10,134,417 $1,157,320,011 +$23,916,919 $114.19 154
2026 Q1 9,991,316 $1,013,851,943 +$28,284,011 $101.77 148
2025 Q4 9,774,191 $986,831,544 -$18,428,185 $103.37 150
2025 Q3 9,460,902 $948,550,306 -$21,341,101 $102.97 147
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
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