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EUSA · iShares MSCI USA Equal Weighted ETF ETF

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$117.08 -0.32 (-0.27%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 3
Total Value: $47,561,276
Total Shares: 416,510

Institutional Ownership Trend

15 quarters

Holder Concentration

Across 3 13F filers · Δ vs Mar 31, 2025
Top Holder
93.7%
Dec 2020 → Jun 2026 · range 13.6% – 100.0%
−6.3 pts
Top 5
100.0%
Dec 2020 → Jun 2026 · range 47.2% – 100.0%
0.0 pts
Top 10
100.0%
Dec 2020 → Jun 2026 · range 68.2% – 100.0%
0.0 pts
HHI
8,808
Dec 2020 → Jun 2026 · range 674 – 10,000
Highly concentrated−1,192

Quarterly Activity

vs Mar 31, 2025
New
3
Increased
0
Decreased
0
Sold Out
1
Unchanged
0
Holder count: +2
Institutional value: +21701.3%
Shares held: +17768.3%

Top New Positions

vs Mar 31, 2025
Institution Acquired Value (USD) Open
Strategic Financial Services, Inc. 390,238 $44,561,277
Corient Private Wealth LLC 22,600 $2,580,694
HORAN Wealth, LLC 3,672 $419,305

Top Sold-Out Positions

vs Mar 31, 2025
Institution Previously Held Last Value (USD) Open
B. Riley Wealth Advisors, Inc. 2,331 $218,158
Filter: New 3 Increased 0 Reduced 0 Sold out 1 Unchanged 0
Showing 3 of 3
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Strategic Financial Services, Inc. EUSA $44,561,277 93.69% 390,238
Corient Private Wealth LLC EUSA $2,580,694 5.43% 22,600
HORAN Wealth, LLC EUSA $419,305 0.88% 3,672