Vault-13

ISHARES INC EUSA

MSCI EQUAL WEITE · ETP · CUSIP 464286681

140 institutional holders +19 vs Q1 2025
10,724,18710.7m shares reported held*
$1.0bnreported value*
26 new 44 added 35 reduced 11 sold out net bought ≈ $166.1m (+2.0m 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 ($1.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $96.24.

Trends to Q2 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: 121Q2 25: 140140Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025140

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 36 bought or addedQ3 23: 27 cut or sold outQ4 23: 49 bought or addedQ4 23: 28 cut or sold outQ4 23Q1 24: 58 bought or addedQ1 24: 26 cut or sold outQ2 24: 44 bought or addedQ2 24: 43 cut or sold outQ2 24Q3 24: 33 bought or addedQ3 24: 44 cut or sold outQ4 24: 51 bought or addedQ4 24: 30 cut or sold outQ4 24Q1 25: 70 bought or addedQ1 25: 40 cut or sold outQ2 25: 70 bought or addedQ2 25: 46 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20233627
Q4 20234928
Q1 20245826
Q2 20244443
Q3 20243344
Q4 20245130
Q1 20257040
Q2 20257046

Biggest buyers

JPMORGAN CHASE & CO Added +469,888+469.9k
SAGESPRING WEALTH PARTNERS, LLC New +415,915+415.9k
GenTrust, LLC New +411,470+411.5k
SCHRODER INVESTMENT MANAGEMENT GROUP Added +361,771+361.8k
Calydon Capital New +309,692+309.7k
Gallagher Fiduciary Advisors, LLC Added +300,046+300.0k
Private Advisory Group LLC New +204,117+204.1k
HighTower Advisors, LLC New +157,669+157.7k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +143,675+143.7k
MORGAN STANLEY Added +84,250+84.2k

Biggest sellers

STIFEL FINANCIAL CORP Reduced -664,450-664.5k
BANK OF AMERICA CORP /DE/ Reduced -316,247-316.2k
Strategic Financial Services, Inc. Reduced -141,383-141.4k
LPL Financial LLC Reduced -53,978-54.0k
HSBC HOLDINGS PLC Sold out -53,076-53.1k
JANE STREET GROUP, LLC Sold out -50,141-50.1k
Cerity Partners LLC Reduced -20,906-20.9k
John W. Brooker & Co., CPAs Sold out -18,827-18.8k
WELLS FARGO & COMPANY/MN Reduced -17,403-17.4k
ENVESTNET ASSET MANAGEMENT INC Reduced -11,027-11.0k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 STIFEL FINANCIAL CORP 0.09% of their portfolio ST. LOUIS, MO 967,089967.1k $95.9m $95.9m 0.09% Reduced -664.5k -664,450
2 SCHRODER INVESTMENT MANAGEMENT GROUP 0.07% of their portfolio London, X0 821,648821.6k $81.4m $81.4m 0.07% Added +361.8k +361,771
3 Henshaw Capital LLC 3.04% of their portfolio WOBURN, MA 774,400774.4k $76.8m $76.8m 3.04% Unchanged
4 BlackRock, Inc. 0.00% of their portfolio New York, NY 692,000692.0k $68.6m $68.6m 0.00% Unchanged
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 540,420540.4k $53.6m $53.6m 0.00% Reduced -316.2k -316,247
6 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 498,781498.8k $49.4m $49.4m 0.00% Added +469.9k +469,888
7 SAGESPRING WEALTH PARTNERS, LLC 0.89% of their portfolio FRANKLIN, TN 415,915415.9k $41.2m $41.2m 0.89% New
8 GenTrust, LLC 1.92% of their portfolio MIAMI, FL 411,470411.5k $40.8m $40.8m 1.92% New
9 Arkadios Wealth Advisors 1.16% of their portfolio ATLANTA, GA 388,029388.0k $38.5m $38.5m 1.16% Added +22.4k +22,449
10 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 352,404352.4k $34.9m $34.9m 0.01% Reduced -11.0k -11,027
11 Strategic Financial Services, Inc. 1.82% of their portfolio UTICA, NY 340,661340.7k $33.8m $33.8m 1.82% Reduced -141.4k -141,383
12 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 324,915324.9k $32.2m $32.2m 0.00% Added +84.2k +84,250
13 D.A. DAVIDSON & CO. 0.22% of their portfolio GREAT FALLS, MT 313,583313.6k $31.1m $31.1m 0.22% Reduced -3.8k -3,801
14 Calydon Capital 3.01% of their portfolio MEMPHIS, TN 309,692309.7k $30.7m $30.7m 3.01% New
15 Gallagher Fiduciary Advisors, LLC 0.00% of their portfolio ROLLING MEADOWS, IL 303,271303.3k $22.8k $22.8k 0.00% Added +300.0k +300,046
16 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio MILWAUKEE, WI 253,601253.6k $25.1m $25.1m 0.02% Added +143.7k +143,675
17 Private Advisory Group LLC 1.89% of their portfolio REDMOND, WA 204,117204.1k $20.2m $20.2m 1.89% New
18 DAVIDSON INVESTMENT ADVISORS 0.88% of their portfolio GREAT FALLS, MT 197,975198.0k $19.6m $19.6m 0.88% Added +6.0k +6,028
19 M&T Bank Corp 0.06% of their portfolio BUFFALO, NY 167,099167.1k $16.6m $16.6m 0.06% Unchanged
20 Crews Bank & Trust 2.53% of their portfolio PORT CHARLOTTE, FL 162,220162.2k $16.1m $16.1m 2.53% Added +7.7k +7,702
21 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 157,669157.7k $15.6m $15.6m 0.02% New
22 Ironwood Financial, llc 2.39% of their portfolio TUCSON, AZ 119,252119.3k $11.2m $11.2m 2.39% Unchanged
23 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 111,932111.9k $11.1m $11.1m 0.00% Reduced -54.0k -53,978
24 ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 0.81% of their portfolio Altamonte Springs, FL 106,400106.4k $10.5m $10.5m 0.81% Unchanged
25 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 104,059104.1k $10.3m $10.3m 0.00% Reduced -17.4k -17,403
26 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 95,26995.3k $9.4m $9.4m 0.02% Added +75.5k +75,501
27 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 83,18383.2k $8.2m $8.2m 0.00% Added +67.6k +67,617
28 Financial Architects, LLC 4.61% of their portfolio WOODSTOCK, GA 76,63076.6k $7.6m $7.6m 4.61% Reduced -4.3k -4,322
29 Genesis Wealth Advisors, LLC 5.17% of their portfolio BRAINTREE, MA 69,54169.5k $6.9m $6.9m 5.17% Added +3.4k +3,380
30 Swisher Financial Concepts, Inc. 4.44% of their portfolio WESTERVILLE, OH 69,34469.3k $6.9m $6.9m 4.44% Added +11.8k +11,763
31 Running Point Capital Advisors, LLC 1.87% of their portfolio EL SEGUNDO, CA 68,29068.3k $6.8m $6.8m 1.87% Reduced -6.5k -6,475
32 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 63,88663.9k $6.3m $6.3m 0.00% Added +31.7k +31,663
33 First Heartland Consultants, Inc. 0.51% of their portfolio LAKE ST. LOUIS, MO 57,48057.5k $5.7m $5.7m 0.51% Added +1.5k +1,486
34 Sunbelt Securities, Inc. 0.45% of their portfolio HOUSTON, TX 53,50353.5k $5.1m $5.1m 0.45% Added +8.4k +8,420
35 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 49,43049.4k $4.9m $4.9m 0.01% Added +1.4k +1,414
36 UNIQUE WEALTH, LLC 0.72% of their portfolio TAMPA, FL 45,26945.3k $4.5m $4.5m 0.72% New
37 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 42,56042.6k $4.2m $4.2m 0.01% Reduced -5.8k -5,756
38 Bangor Savings Bank 0.37% of their portfolio BANGOR, ME 41,84441.8k $4.1m $4.1m 0.37% Added +2.8k +2,784
39 UBS Group AG 0.00% of their portfolio ZURICH, V8 35,16535.2k $3.5m $3.5m 0.00% Reduced -1.1k -1,134
40 Farther Finance Advisors, LLC 0.07% of their portfolio SAN FRANCISCO, CA 32,78032.8k $3.2m $3.2m 0.07% Added +156 +156
41 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 31,73931.7k $3.1m $3.1m 0.00% Added +15.2k +15,197
42 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 30,26330.3k $3.0m $3.0m 0.00% Added +10.4k +10,397
43 Stratos Investment Management, LLC 0.13% of their portfolio BEACHWOOD, OH 29,50729.5k $2.9m $2.9m 0.13% Added +20.1k +20,068
44 Mariner, LLC 0.00% of their portfolio Overland Park, KS 28,79128.8k $2.9m $2.9m 0.00% Reduced -365 -365
45 Legacy PCG, LLC 1.67% of their portfolio IRVINE, CA 26,26226.3k $2.6m $2.6m 1.67% New
46 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 24,27024.3k $2.4m $2.4m 0.00% Added +2.2k +2,162
47 Elmwood Wealth Management, Inc. 0.93% of their portfolio BERKELEY, CA 23,61223.6k $2.3m $2.3m 0.93% Reduced -748 -748
48 FIRST MANHATTAN CO. LLC. 0.01% of their portfolio NEW YORK, NY 22,34922.3k $2.2m $2.2m 0.01% New
49 Advisory Services Network, LLC 0.03% of their portfolio ATLANTA, GA 21,26121.3k $2.1m $2.1m 0.03% Added +17.6k +17,606
50 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 19,40019.4k $1.9m $1.9m 0.00% Unchanged
51 FMR LLC 0.00% of their portfolio BOSTON, MA 19,08619.1k $1.9m $1.9m 0.00% Added +886 +886
52 WESCAP Management Group, Inc. 0.42% of their portfolio Glendale, CA 18,71818.7k $1.9m $1.9m 0.42% Added +6.2k +6,177
53 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 17,68617.7k $1.8m $1.8m 0.00% Added +320 +320
54 L2 Asset Management, LLC 0.28% of their portfolio Wayland, MA 16,99017.0k $1.7m $1.7m 0.28% Added +9.4k +9,412
55 SHUFRO ROSE & CO LLC 0.13% of their portfolio NEW YORK, NY 16,53016.5k $1.5m $1.5m 0.13% Reduced -200 -200
56 Gilbert Capital Group, Inc. 1.34% of their portfolio NORTH YARMOUTH, ME 16,26016.3k $1.6m $1.6m 1.34% First filing
57 Gotham Asset Management, LLC 0.01% of their portfolio NEW YORK, NY 14,95615.0k $1.5m $1.5m 0.01% New
58 GSG Advisors LLC 0.41% of their portfolio MOUNT LAUREL, NJ 14,34914.3k $1.4m $1.4m 0.41% Added +508 +508
59 TRANSCEND CAPITAL ADVISORS, LLC 0.11% of their portfolio MADISON, NJ 14,16514.2k $1.4m $1.4m 0.11% Added +7.4k +7,410
60 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 13,65013.7k $1.4m $1.4m 0.00% Added +227 +227
61 WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 0.41% of their portfolio HIGHLAND PARK, IL 12,73112.7k $1.3m $1.3m 0.41% Reduced -38 -38
62 Cyndeo Wealth Partners, LLC 0.07% of their portfolio ST. PETERSBURG, FL 12,70612.7k $1.3m $1.3m 0.07% New
63 Benchmark Financial Wealth Advisors, LLC 0.41% of their portfolio BOCA RATON, FL 12,51812.5k $1.2m $1.2m 0.41% Reduced -58 -58
64 Ameraudi Asset Management, Inc. 0.65% of their portfolio New York, NY 12,49012.5k $1.2m $1.2m 0.65% New
65 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 12,40712.4k $1.2m $1.2m 0.00% Added +1.4k +1,423
66 EDMOND DE ROTHSCHILD HOLDING S.A. 0.02% of their portfolio CHAMBESY, V8 12,00012.0k $1.2m $1.2m 0.02% Unchanged
67 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 11,61811.6k $1.2m $1.2m 0.00% Reduced -20.9k -20,906
68 Parallel Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 10,73310.7k $1.1m $1.1m 0.02% Added +7 +7
69 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 10,26810.3k $1.0m $1.0m 0.01% Reduced -11.0k -10,985
70 Delta Wealth Advisors LLC 0.84% of their portfolio INDIANAPOLIS, IN 10,08410.1k $999.5k $999.5k 0.84% Added +4.9k +4,939
71 Sharkey, Howes & Javer 0.13% of their portfolio DENVER, CO 9,97410.0k $988.6k $988.6k 0.13% Reduced -1.0k -1,012
72 Sage Investment Counsel LLC 1.12% of their portfolio Franklin, TN 9,7469.7k $966.1k $966.1k 1.12% Added +137 +137
73 Global Retirement Partners, LLC 0.02% of their portfolio San Rafael, CA 9,5209.5k $943.6k $943.6k 0.02% First filing
74 Dorsey & Whitney Trust CO LLC 0.05% of their portfolio SIOUX FALLS, SD 9,4229.4k $933.9k $933.9k 0.05% Unchanged
75 FLOW TRADERS U.S. LLC 0.03% of their portfolio NEW YORK, NY 9,2099.2k $913.0k $913.0k 0.03% New
76 McLean Asset Management Corp 0.24% of their portfolio TYSONS, VA 9,0959.1k $912.0k $912.0k 0.24% Unchanged
77 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 8,9969.0k $891.7k $891.7k 0.01% Added +5 +5
78 LBMC INVESTMENT ADVISORS, LLC 0.06% of their portfolio BRENTWOOD, TN 8,4008.4k $832.6k $832.6k 0.06% New
79 Aspire Growth Partners LLC 0.66% of their portfolio MIROMAR LAKES, FL 8,1588.2k $808.6k $808.6k 0.66% Reduced -5.6k -5,608
80 Capital Analysts, LLC 0.03% of their portfolio FORT WASHINGTON, PA 8,0868.1k $801.0k $801.0k 0.03% Unchanged
81 WEBSTER BANK, N. A. 0.08% of their portfolio WATERBURY, CT 8,0348.0k $796.3k $796.3k 0.08% Added +2.0k +1,989
82 Tolleson Wealth Management, Inc. 0.14% of their portfolio DALLAS, TX 7,9788.0k $790.8k $790.8k 0.14% Unchanged
83 YHB Investment Advisors, Inc. 0.06% of their portfolio West Hartford, CT 7,7007.7k $763.2k $763.2k 0.06% Unchanged
84 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 6,7716.8k $671.2k $671.2k 0.00% Reduced -382 -382
85 Virtu Financial LLC 0.03% of their portfolio New York, NY 6,7016.7k $664.0k $664.0k 0.03% Added +3.8k +3,813
86 Farrell Financial LLC 0.44% of their portfolio ORCHARD PARK, NY 6,5896.6k $653.1k $653.1k 0.44% Reduced -151 -151
87 Evolution Wealth Advisors, LLC 0.09% of their portfolio AVENTURA, FL 6,4266.4k $636.9k $636.9k 0.09% New
88 Finley Financial, LLC 0.30% of their portfolio LAS VEGAS, NV 6,0006.0k $594.7k $594.7k 0.30% Added +1.2k +1,200
89 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 5,9516.0k $578.3k $578.3k 0.00% Reduced -1.9k -1,855
90 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 5,8045.8k $575.3k $575.3k 0.00% Unchanged
91 REGATTA CAPITAL GROUP, LLC 0.10% of their portfolio EL SEGUNDO, CA 5,7495.7k $569.8k $569.8k 0.10% New
92 Bay Capital Advisors, LLC 0.42% of their portfolio VIRGINIA BEACH, VA 5,6005.6k $555.1k $555.1k 0.42% Unchanged
93 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 5,5005.5k $545.2k $545.2k 0.00% Reduced -1.2k -1,224
94 One Wealth Advisors, LLC 0.07% of their portfolio SAN FRANCISCO, CA 4,8964.9k $485.3k $485.3k 0.07% Unchanged
95 Cornerstone Wealth Management, LLC 0.03% of their portfolio ST. PETERS, MO 4,8374.8k $479.4k $479.4k 0.03% Reduced -7 -7
96 CW Advisors, LLC 0.00% of their portfolio BOSTON, MA 4,8334.8k $479.1k $479.1k 0.00% Unchanged
97 WealthShield Partners, LLC 0.06% of their portfolio CARY, NC 4,7614.8k $471.9k $471.9k 0.06% Reduced -316 -316
98 KLINGENSTEIN FIELDS & CO LP 0.02% of their portfolio NEW YORK, NY 4,7374.7k $469.5k $469.5k 0.02% Unchanged
99 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 4,4764.5k $443.7k $443.7k 0.00% Added +157 +157
100 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 4,4274.4k $438.8k $438.8k 0.00% Reduced -215 -215