Vault-13

ISHARES INC EUSA

MSCI EQUAL WEITE · ETP · CUSIP 464286681

121 institutional holders +10 vs Q4 2024
8,733,0358.7m shares reported held*
$816.9mreported value*
18 new 52 added 34 reduced 6 sold out net bought ≈ $136.3m (+1.5m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $93.55.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 66Q4 22: 71Q1 23: 72Q2 23: 71Q3 23: 79Q4 23: 89Q1 24: 98Q2 24: 97Q3 24: 95Q4 24: 111Q1 25: 121121Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202266
Q4 202271
Q1 202372
Q2 202371
Q3 202379
Q4 202389
Q1 202498
Q2 202497
Q3 202495
Q4 2024111
Q1 2025121

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q2 23: 24 bought or addedQ2 23: 35 cut or sold outQ3 23: 36 bought or addedQ3 23: 27 cut or sold outQ3 23Q4 23: 49 bought or addedQ4 23: 28 cut or sold outQ1 24: 58 bought or addedQ1 24: 26 cut or sold outQ1 24Q2 24: 44 bought or addedQ2 24: 43 cut or sold outQ3 24: 33 bought or addedQ3 24: 44 cut or sold outQ3 24Q4 24: 51 bought or addedQ4 24: 30 cut or sold outQ1 25: 70 bought or addedQ1 25: 40 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20232435
Q3 20233627
Q4 20234928
Q1 20245826
Q2 20244443
Q3 20243344
Q4 20245130
Q1 20257040

Biggest buyers

STIFEL FINANCIAL CORP Added +773,992+774.0k
BANK OF AMERICA CORP /DE/ Added +314,472+314.5k
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP New +106,400+106.4k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +93,934+93.9k
LPL Financial LLC Added +73,860+73.9k
Strategic Financial Services, Inc. Added +66,883+66.9k
Henshaw Capital LLC Added +63,450+63.5k
Swisher Financial Concepts, Inc. New +57,581+57.6k
HSBC HOLDINGS PLC New +53,076+53.1k
JANE STREET GROUP, LLC New +50,141+50.1k

Biggest sellers

GOLDMAN SACHS GROUP INC Reduced -99,526-99.5k
WELLS FARGO & COMPANY/MN Reduced -74,102-74.1k
OSAIC HOLDINGS, INC. Reduced -47,801-47.8k
MORGAN STANLEY Reduced -44,244-44.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -27,859-27.9k
Snowden Capital Advisors LLC Sold out -27,322-27.3k
SCHRODER INVESTMENT MANAGEMENT GROUP Reduced -17,880-17.9k
DAVIDSON INVESTMENT ADVISORS Reduced -11,884-11.9k
Goodman Financial Corp Sold out -9,773-9.8k
Sunbelt Securities, Inc. Reduced -8,420-8.4k

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 STIFEL FINANCIAL CORP 0.16% of their portfolio ST. LOUIS, MO 1,631,5391.6m $152.7m $152.7m 0.16% Added +774.0k +773,992
2 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 856,667856.7k $80.2m $80.2m 0.01% Added +314.5k +314,472
3 Henshaw Capital LLC 3.19% of their portfolio WOBURN, MA 774,400774.4k $72.5m $72.5m 3.19% Added +63.5k +63,450
4 BlackRock, Inc. 0.00% of their portfolio New York, NY 692,000692.0k $64.8m $64.8m 0.00% Added +490 +490
5 Strategic Financial Services, Inc. 2.64% of their portfolio UTICA, NY 482,044482.0k $45.1m $45.1m 2.64% Added +66.9k +66,883
6 SCHRODER INVESTMENT MANAGEMENT GROUP 0.04% of their portfolio London, X0 459,877459.9k $42.8m $42.8m 0.04% Reduced -17.9k -17,880
7 Arkadios Wealth Advisors 1.30% of their portfolio ATLANTA, GA 365,580365.6k $34.2m $34.2m 1.30% Added +9.5k +9,531
8 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 363,431363.4k $34.0m $34.0m 0.01% Added +6.6k +6,584
9 D.A. DAVIDSON & CO. 0.24% of their portfolio GREAT FALLS, MT 317,384317.4k $29.7m $29.7m 0.24% Reduced -7.2k -7,220
10 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 240,665240.7k $22.5m $22.5m 0.00% Reduced -44.2k -44,244
11 DAVIDSON INVESTMENT ADVISORS 0.89% of their portfolio GREAT FALLS, MT 191,947191.9k $18.0m $18.0m 0.89% Reduced -11.9k -11,884
12 M&T Bank Corp 0.06% of their portfolio BUFFALO, NY 167,099167.1k $15.6m $15.6m 0.06% Added +10.4k +10,391
13 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 165,910165.9k $15.5m $15.5m 0.01% Added +73.9k +73,860
14 Crews Bank & Trust 2.47% of their portfolio PORT CHARLOTTE, FL 154,518154.5k $14.5m $14.5m 2.47% Added +4.3k +4,325
15 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 121,462121.5k $11.4m $11.4m 0.00% Reduced -74.1k -74,102
16 Ironwood Financial, llc 2.39% of their portfolio TUCSON, AZ 119,252119.3k $11.2m $11.2m 2.39% Added +556 +556
17 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 109,926109.9k $10.3m $10.3m 0.01% Added +93.9k +93,934
18 ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 0.40% of their portfolio Altamonte Springs, FL 106,400106.4k $10.0m $10.0m 0.40% New
19 Financial Architects, LLC 4.84% of their portfolio WOODSTOCK, GA 80,95281.0k $7.6m $7.6m 4.84% Added +4.1k +4,060
20 Running Point Capital Advisors, LLC 2.22% of their portfolio EL SEGUNDO, CA 74,76574.8k $7.0m $7.0m 2.22% Reduced -2.3k -2,282
21 Genesis Wealth Advisors, LLC 5.01% of their portfolio BRAINTREE, MA 66,16166.2k $6.2m $6.2m 5.01% Added +2.2k +2,237
22 Swisher Financial Concepts, Inc. 4.45% of their portfolio WESTERVILLE, OH 57,58157.6k $5.4m $5.4m 4.45% New
23 First Heartland Consultants, Inc. 0.54% of their portfolio LAKE ST. LOUIS, MO 55,99456.0k $5.2m $5.2m 0.54% Added +28.5k +28,513
24 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 53,07653.1k $5.0m $5.0m 0.00% New
25 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 50,14150.1k $4.7m $4.7m 0.01% New
26 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 48,31648.3k $4.5m $4.5m 0.01% Added +13.3k +13,260
27 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 48,01648.0k $4.5m $4.5m 0.01% Reduced -6.7k -6,707
28 Sunbelt Securities, Inc. 0.38% of their portfolio HOUSTON, TX 45,08345.1k $4.2m $4.2m 0.38% Reduced -8.4k -8,420
29 Bangor Savings Bank 0.35% of their portfolio BANGOR, ME 39,06039.1k $3.7m $3.7m 0.35% Added +14.9k +14,901
30 UBS Group AG 0.00% of their portfolio ZURICH, V8 36,29936.3k $3.4m $3.4m 0.00% Added +4.5k +4,533
31 Farther Finance Advisors, LLC 0.08% of their portfolio SAN FRANCISCO, CA 32,62432.6k $3.1m $3.1m 0.08% Added +4.1k +4,130
32 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 32,52432.5k $3.0m $3.0m 0.01% Reduced -3.1k -3,061
33 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 32,22332.2k $3.0m $3.0m 0.00% Reduced -6.6k -6,587
34 Mariner, LLC 0.00% of their portfolio Overland Park, KS 29,15629.2k $2.7m $2.7m 0.00% Added +913 +913
35 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 28,89328.9k $2.7m $2.7m 0.00% Added +1.5k +1,504
36 Elmwood Wealth Management, Inc. 0.94% of their portfolio BERKELEY, CA 24,36024.4k $2.3m $2.3m 0.94% Added +2.7k +2,694
37 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 22,10822.1k $2.1m $2.1m 0.00% Added +604 +604
38 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 21,25321.3k $2.0m $2.0m 0.01% Added +14.0k +13,978
39 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 19,86619.9k $1.9m $1.9m 0.00% Reduced -27.9k -27,859
40 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 19,76819.8k $1.9m $1.9m 0.00% Reduced -47.8k -47,801
41 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 19,40019.4k $1.8m $1.8m 0.00% Unchanged
42 John W. Brooker & Co., CPAs 0.73% of their portfolio OAKLAND, CA 18,82718.8k $1.8m $1.8m 0.73% Reduced -8 -8
43 FMR LLC 0.00% of their portfolio BOSTON, MA 18,20018.2k $1.7m $1.7m 0.00% Added +763 +763
44 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 17,36617.4k $1.6m $1.6m 0.00% Added +1.2k +1,186
45 SHUFRO ROSE & CO LLC 0.12% of their portfolio NEW YORK, NY 16,73016.7k $1.6m $1.6m 0.12% Added +560 +560
46 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 16,54216.5k $1.5m $1.5m 0.00% New
47 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 15,56615.6k $1.5m $1.5m 0.00% Reduced -99.5k -99,526
48 GSG Advisors LLC 0.41% of their portfolio MOUNT LAUREL, NJ 13,84113.8k $1.2m $1.2m 0.41% Added +6.9k +6,920
49 Aspire Growth Partners LLC 1.14% of their portfolio MIROMAR LAKES, FL 13,76613.8k $1.3m $1.3m 1.14% Reduced -338 -338
50 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 13,42313.4k $1.3m $1.3m 0.00% Reduced -1.6k -1,628
51 WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 0.42% of their portfolio HIGHLAND PARK, IL 12,76912.8k $1.2m $1.2m 0.42% Reduced -1.2k -1,204
52 Benchmark Financial Wealth Advisors, LLC 0.44% of their portfolio BOCA RATON, FL 12,57612.6k $1.2m $1.2m 0.44% Reduced -2.0k -1,984
53 WESCAP Management Group, Inc. 0.29% of their portfolio Glendale, CA 12,54112.5k $1.2m $1.2m 0.29% Added +52 +52
54 EDMOND DE ROTHSCHILD HOLDING S.A. 0.02% of their portfolio CHAMBESY, V8 12,00012.0k $1.1m $1.1m 0.02% Unchanged
55 Sharkey, Howes & Javer 0.15% of their portfolio DENVER, CO 10,98611.0k $1.0m $1.0m 0.15% Reduced -939 -939
56 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 10,98411.0k $1.0m $1.0m 0.00% Added +10.1k +10,139
57 Parallel Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 10,72610.7k $1.0m $1.0m 0.02% Added +7 +7
58 Sage Investment Counsel LLC 1.14% of their portfolio Franklin, TN 9,6099.6k $899.3k $899.3k 1.14% Added +902 +902
59 Stratos Investment Management, LLC 0.05% of their portfolio BEACHWOOD, OH 9,4399.4k $883.5k $883.5k 0.05% Added +6.8k +6,835
60 Dorsey & Whitney Trust CO LLC 0.05% of their portfolio SIOUX FALLS, SD 9,4229.4k $881.8k $881.8k 0.05% New
61 McLean Asset Management Corp 0.25% of their portfolio TYSONS, VA 9,0959.1k $754.2k $754.2k 0.25% Unchanged
62 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 8,9919.0k $841.5k $841.5k 0.01% Added +131 +131
63 Tower Research Capital LLC (TRC) 0.02% of their portfolio NEW YORK, NY 8,6588.7k $810.3k $810.3k 0.02% Added +7.3k +7,294
64 Capital Analysts, LLC 0.03% of their portfolio FORT WASHINGTON, PA 8,0868.1k $757.0k $757.0k 0.03% Unchanged
65 Tolleson Wealth Management, Inc. 0.14% of their portfolio DALLAS, TX 7,9788.0k $746.7k $746.7k 0.14% Added +548 +548
66 PFG Advisors 0.04% of their portfolio Phoenix, AZ 7,8987.9k $739.1k $739.1k 0.04% Reduced -256 -256
67 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 7,8067.8k $730.6k $730.6k 0.00% Added +5.5k +5,503
68 YHB Investment Advisors, Inc. 0.06% of their portfolio West Hartford, CT 7,7007.7k $720.6k $720.6k 0.06% Unchanged
69 L2 Asset Management, LLC 0.15% of their portfolio Wayland, MA 7,5787.6k $709.2k $709.2k 0.15% New
70 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 7,1537.2k $669.4k $669.4k 0.00% Added +1.3k +1,284
71 TRANSCEND CAPITAL ADVISORS, LLC 0.05% of their portfolio MADISON, NJ 6,7556.8k $632.2k $632.2k 0.05% Added +2.4k +2,389
72 Farrell Financial LLC 0.46% of their portfolio ORCHARD PARK, NY 6,7406.7k $630.8k $630.8k 0.46% Added +22 +22
73 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 6,7246.7k $629.3k $629.3k 0.00% Added +723 +723
74 WEBSTER BANK, N. A. 0.06% of their portfolio WATERBURY, CT 6,0456.0k $565.8k $565.8k 0.06% Added +371 +371
75 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 5,8045.8k $543.2k $543.2k 0.00% Unchanged
76 Bay Capital Advisors, LLC 0.44% of their portfolio VIRGINIA BEACH, VA 5,6005.6k $524.1k $524.1k 0.44% Reduced -600 -600
77 Delta Wealth Advisors LLC 0.44% of their portfolio INDIANAPOLIS, IN 5,1455.1k $481.5k $481.5k 0.44% Reduced -2.4k -2,408
78 WealthShield Partners, LLC 0.06% of their portfolio CARY, NC 5,0775.1k $475.2k $475.2k 0.06% Added +77 +77
79 One Wealth Advisors, LLC 0.07% of their portfolio SAN FRANCISCO, CA 4,8964.9k $458.2k $458.2k 0.07% New
80 Cornerstone Wealth Management, LLC 0.03% of their portfolio ST. PETERS, MO 4,8444.8k $453.4k $453.4k 0.03% Reduced -58 -58
81 CW Advisors, LLC 0.01% of their portfolio BOSTON, MA 4,8334.8k $452.3k $452.3k 0.01% Added +1 +1
82 Finley Financial, LLC 0.25% of their portfolio LAS VEGAS, NV 4,8004.8k $440.3k $440.3k 0.25% New
83 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 4,7554.8k $445.0k $445.0k 0.00% Added +761 +761
84 KLINGENSTEIN FIELDS & CO LP 0.02% of their portfolio NEW YORK, NY 4,7374.7k $443.3k $443.3k 0.02% Unchanged
85 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 4,6424.6k $434.5k $434.5k 0.00% Added +42 +42
86 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 4,3194.3k $404.2k $404.2k 0.00% Added +1.2k +1,168
87 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 3,6903.7k $345.3k $345.3k 0.00% Unchanged
88 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 3,6553.7k $342.1k $342.1k 0.01% Added +150 +150
89 Crescent Grove Advisors, LLC 0.03% of their portfolio LAKE FOREST, IL 3,4573.5k $323.5k $323.5k 0.03% Added +797 +797
90 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 3,4493.4k $322.8k $322.8k 0.00% Unchanged
91 Gallagher Fiduciary Advisors, LLC 0.01% of their portfolio ROLLING MEADOWS, IL 3,2253.2k $301.8k $301.8k 0.01% New
92 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 3,1833.2k $297.9k $297.9k 0.00% Reduced -310 -310
93 Wealthspire Advisors, LLC 0.00% of their portfolio NEW YORK, NY 2,9462.9k $275.7k $275.7k 0.00% Reduced -508 -508
94 Virtu Financial LLC 0.01% of their portfolio New York, NY 2,8882.9k $270.0k $270.0k 0.01% New
95 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 2,6002.6k $243.3k $243.3k 0.00% Reduced -2.6k -2,600
96 Vontobel Holding Ltd. 0.00% of their portfolio ZURICH, V8 2,5132.5k $235.2k $235.2k 0.00% New
97 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 2,4482.4k $229.0k $229.0k 0.01% Reduced -180 -180
98 Moors & Cabot, Inc. 0.01% of their portfolio BOSTON, MA 2,3662.4k $221.4k $221.4k 0.01% New
99 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 2,3312.3k $218.1k $218.1k 0.01% New
100 Cordgrass Capital Advisors, LLC 0.06% of their portfolio RALEIGH, NC 2,3062.3k $215.8k $215.8k 0.06% Unchanged