Vault-13

ISHARES INC EUSA

MSCI EQUAL WEITE · ETP · CUSIP 464286681

149 institutional holders -1 vs Q4 2025
10,297,56110.3m shares reported held*
$1.0bnreported value*
11 new 69 added 34 reduced 11 sold out net bought ≈ $51.8m (+566.6k 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 ($179.9k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $98.44.

Trends to Q1 2026

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: 140Q3 25: 148Q4 25: 150Q1 26: 149149Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q3 2025148
Q4 2025150
Q1 2026149

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 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 25Q2 25: 70 bought or addedQ2 25: 46 cut or sold outQ3 25: 71 bought or addedQ3 25: 50 cut or sold outQ3 25Q4 25: 64 bought or addedQ4 25: 65 cut or sold outQ1 26: 80 bought or addedQ1 26: 45 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20244443
Q3 20243344
Q4 20245130
Q1 20257040
Q2 20257046
Q3 20257150
Q4 20256465
Q1 20268045

Biggest buyers

Gallagher Fiduciary Advisors, LLC Added +304,829+304.8k
STIFEL FINANCIAL CORP Added +281,084+281.1k
LPL Financial LLC Added +117,846+117.8k
WELLS FARGO & COMPANY/MN Added +82,854+82.9k
Cerity Partners LLC Added +63,661+63.7k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +23,883+23.9k
Elmwood Wealth Management, Inc. Added +21,856+21.9k
Dynasty Wealth Management, LLC Added +19,953+20.0k
BROWN BROTHERS HARRIMAN & CO New +18,084+18.1k
ZWJ INVESTMENT COUNSEL INC Added +17,529+17.5k

Biggest sellers

SAGESPRING WEALTH PARTNERS, LLC Reduced -247,309-247.3k
BlackRock, Inc. Reduced -69,307-69.3k
GOLDMAN SACHS GROUP INC Reduced -55,324-55.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -42,200-42.2k
OSAIC HOLDINGS, INC. Reduced -33,082-33.1k
CITADEL ADVISORS LLC Sold out -23,563-23.6k
Legacy PCG, LLC Reduced -22,127-22.1k
ENVESTNET ASSET MANAGEMENT INC Reduced -15,445-15.4k
D.A. DAVIDSON & CO. Reduced -11,856-11.9k
Bangor Savings Bank Reduced -10,749-10.7k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 STIFEL FINANCIAL CORP 0.19% of their portfolio ST. LOUIS, MO 2,072,7452.1m $210.9m $210.9m 0.19% Added +281.1k +281,084
2 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,069,1981.1m $108.8m $108.8m 0.01% Reduced -6.7k -6,693
3 Henshaw Capital LLC 2.92% of their portfolio WOBURN, MA 774,400774.4k $78.8m $78.8m 2.92% Unchanged
4 Strategic Financial Services, Inc. 1.86% of their portfolio UTICA, NY 383,497383.5k $39.0m $39.0m 1.86% Added +6.9k +6,866
5 GenTrust, LLC 1.61% of their portfolio MIAMI, FL 369,074369.1k $37.6m $37.6m 1.61% Reduced -1.6k -1,557
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 337,383337.4k $34.3m $34.3m 0.00% Added +16.5k +16,501
7 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 313,466313.5k $31.9m $31.9m 0.01% Reduced -15.4k -15,445
8 Gallagher Fiduciary Advisors, LLC 0.00% of their portfolio ROLLING MEADOWS, IL 308,054308.1k $23.4k $23.4k 0.00% Added +304.8k +304,829
9 D.A. DAVIDSON & CO. 0.18% of their portfolio GREAT FALLS, MT 295,476295.5k $30.1m $30.1m 0.18% Reduced -11.9k -11,856
10 Calydon Capital 4.72% of their portfolio MEMPHIS, TN 283,886283.9k $28.9m $28.9m 4.72% Added +690 +690
11 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio MILWAUKEE, WI 278,805278.8k $28.4m $28.4m 0.02% Added +23.9k +23,883
12 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 269,691269.7k $27.4m $27.4m 0.01% Added +117.8k +117,846
13 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 264,412264.4k $26.9m $26.9m 0.03% Added +689 +689
14 Arkadios Wealth Advisors 0.42% of their portfolio ATLANTA, GA 251,323251.3k $25.6m $25.6m 0.42% Added +12.5k +12,457
15 DAVIDSON INVESTMENT ADVISORS 1.09% of their portfolio GREAT FALLS, MT 248,620248.6k $25.3m $25.3m 1.09% Added +14.1k +14,076
16 Private Advisory Group LLC 1.47% of their portfolio REDMOND, WA 207,072207.1k $21.1m $21.1m 1.47% Reduced -6.6k -6,608
17 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 176,282176.3k $17.9m $17.9m 0.02% Added +6.1k +6,140
18 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 168,198168.2k $17.1m $17.1m 0.00% Added +82.9k +82,854
19 Crews Bank & Trust 2.15% of their portfolio PORT CHARLOTTE, FL 145,382145.4k $14.8m $14.8m 2.15% Reduced -6.3k -6,252
20 Ironwood Financial, llc 2.13% of their portfolio TUCSON, AZ 119,654119.7k $12.2m $12.2m 2.13% Reduced -1.2k -1,194
21 ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 0.36% of their portfolio Altamonte Springs, FL 100,000100.0k $10.2m $10.2m 0.36% Added +2 +2
22 Swisher Financial Concepts, Inc. 4.77% of their portfolio WESTERVILLE, OH 83,69083.7k $8.5m $8.5m 4.77% Reduced -1.8k -1,763
23 Financial Architects, LLC 4.39% of their portfolio WOODSTOCK, GA 81,71581.7k $8.3m $8.3m 4.39% Added +4.9k +4,905
24 PALLADIEM, LLC 7.93% of their portfolio BRYN MAWR, PA 79,32779.3k $8.3m $8.3m 7.93% Reduced -141 -141
25 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 76,67376.7k $7.8m $7.8m 0.01% Added +63.7k +63,661
26 Genesis Wealth Advisors, LLC 5.20% of their portfolio BRAINTREE, MA 76,62776.6k $7.8m $7.8m 5.20% Added +3.6k +3,557
27 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 67,11867.1k $6.7m $6.7m 0.00% Added +17.4k +17,422
28 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 64,45664.5k $3.5m $3.5m 0.00% Reduced -5.1k -5,068
29 Sunbelt Securities, Inc. 0.40% of their portfolio HOUSTON, TX 62,65362.7k $6.4m $6.4m 0.40% Added +13.1k +13,142
30 First Heartland Consultants, Inc. 0.47% of their portfolio LAKE ST. LOUIS, MO 60,83560.8k $6.2m $6.2m 0.47% Added +1.7k +1,661
31 UBS Group AG 0.00% of their portfolio ZURICH, V8 54,87754.9k $5.6m $5.6m 0.00% Added +903 +903
32 Elmwood Wealth Management, Inc. 1.29% of their portfolio BERKELEY, CA 45,66745.7k $4.6m $4.6m 1.29% Added +21.9k +21,856
33 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 40,88040.9k $4.2m $4.2m 0.00% Reduced -9.2k -9,158
34 Advisory Services Network, LLC 0.05% of their portfolio ATLANTA, GA 39,84539.8k $4.1m $4.1m 0.05% Added +15.2k +15,200
35 Dynasty Wealth Management, LLC 0.03% of their portfolio ST. PETERSBURG, FL 39,26439.3k $4.0m $4.0m 0.03% Added +20.0k +19,953
36 L2 Asset Management, LLC 0.37% of their portfolio Wayland, MA 38,55138.6k $3.9m $3.9m 0.37% Added +174 +174
37 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 37,24837.2k $3.8m $3.8m 0.01% Added +5.2k +5,154
38 Farther Finance Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 35,18335.2k $3.6m $3.6m 0.03% Added +495 +495
39 FIRST MANHATTAN CO. LLC. 0.01% of their portfolio NEW YORK, NY 31,86131.9k $3.2m $3.2m 0.01% Added +6.7k +6,699
40 Stratos Investment Management, LLC 0.11% of their portfolio BEACHWOOD, OH 27,83927.8k $2.8m $2.8m 0.11% Added +365 +365
41 Mariner, LLC 0.00% of their portfolio Overland Park, KS 25,51425.5k $2.6m $2.6m 0.00% Added +2.2k +2,172
42 LBMC INVESTMENT ADVISORS, LLC 0.16% of their portfolio BRENTWOOD, TN 25,01625.0k $2.5m $2.5m 0.16% Added +13.7k +13,729
43 ZWJ INVESTMENT COUNSEL INC 0.09% of their portfolio Atlanta, GA 24,73924.7k $2.5m $2.5m 0.09% Added +17.5k +17,529
44 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 23,83723.8k $2.4m $2.4m 0.00% Reduced -55.3k -55,324
45 Pembroke Management, LTD 0.35% of their portfolio Montreal, A8 23,62323.6k $2.4m $2.4m 0.35% Unchanged
46 BlackRock, Inc. 0.00% of their portfolio New York, NY 21,35621.4k $2.2m $2.2m 0.00% Reduced -69.3k -69,307
47 WESCAP Management Group, Inc. 0.41% of their portfolio Glendale, CA 20,62820.6k $2.1m $2.1m 0.41% Added +2.1k +2,051
48 FMR LLC 0.00% of their portfolio BOSTON, MA 20,50920.5k $2.1m $2.1m 0.00% Added +412 +412
49 XY Planning Network, Inc. 0.32% of their portfolio BOZEMAN, MT 19,89819.9k $2.0m $2.0m 0.32% Added +4.4k +4,435
50 SAGESPRING WEALTH PARTNERS, LLC 0.04% of their portfolio FRANKLIN, TN 18,97419.0k $1.9m $1.9m 0.04% Reduced -247.3k -247,309
51 BROWN BROTHERS HARRIMAN & CO 0.01% of their portfolio NEW YORK, NY 18,08418.1k $1.8m $1.8m 0.01% New
52 Gotham Asset Management, LLC 0.01% of their portfolio NEW YORK, NY 17,91117.9k $1.8m $1.8m 0.01% Added +3.0k +2,955
53 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 17,62617.6k $1.8m $1.8m 0.00% Reduced -2.3k -2,297
54 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 17,10817.1k $1.8m $1.8m 0.00% Reduced -6.5k -6,452
55 Selby Wealth Management, LLC 0.67% of their portfolio EMERYVILLE, CA 16,62816.6k $1.7m $1.7m 0.67% Reduced -278 -278
56 SHUFRO ROSE & CO LLC 0.11% of their portfolio NEW YORK, NY 16,23516.2k $1.7m $1.7m 0.11% Reduced -200 -200
57 KLINGENSTEIN FIELDS & CO LP 0.06% of their portfolio NEW YORK, NY 16,00016.0k $1.6m $1.6m 0.06% Unchanged
58 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 15,65015.7k $1.6m $1.6m 0.00% Reduced -1.7k -1,680
59 CARY STREET PARTNERS FINANCIAL LLC 0.04% of their portfolio RICHMOND, VA 15,64415.6k $1.6m $1.6m 0.04% Added +405 +405
60 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 14,81314.8k $1.5m $1.5m 0.00% Added +769 +769
61 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 14,52914.5k $1.4m $1.4m 0.00% Added +3.1k +3,061
62 Bangor Savings Bank 0.12% of their portfolio BANGOR, ME 14,42114.4k $1.5m $1.5m 0.12% Reduced -10.7k -10,749
63 GSG Advisors LLC 0.38% of their portfolio MOUNT LAUREL, NJ 14,38114.4k $1.5m $1.5m 0.38% Added +33 +33
64 Gilbert Capital Group, Inc. 1.13% of their portfolio NORTH YARMOUTH, ME 14,38014.4k $1.5m $1.5m 1.13% Reduced -778 -778
65 OpenArc Corporate Advisory, LLC 0.02% of their portfolio ATLANTA, GA 14,00514.0k $1.4m $1.4m 0.02% Added +4.4k +4,427
66 Goodman Financial Corp 0.24% of their portfolio HOUSTON, TX 13,72513.7k $1.4m $1.4m 0.24% Added +5.0k +5,040
67 UNIQUE WEALTH, LLC 0.19% of their portfolio TAMPA, FL 13,69113.7k $1.4m $1.4m 0.19% Added +7.0k +7,007
68 Crescent Grove Advisors, LLC 0.12% of their portfolio LAKE FOREST, IL 12,20812.2k $1.2m $1.2m 0.12% Added +3.2k +3,165
69 Benchmark Financial Wealth Advisors, LLC 0.34% of their portfolio BOCA RATON, FL 11,99112.0k $1.2m $1.2m 0.34% Reduced -649 -649
70 WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 0.34% of their portfolio HIGHLAND PARK, IL 11,47411.5k $1.2m $1.2m 0.34% Reduced -976 -976
71 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 11,13811.1k $1.1m $1.1m 0.00% Reduced -33.1k -33,082
72 Sage Investment Counsel LLC 1.21% of their portfolio Franklin, TN 10,73510.7k $1.1m $1.1m 1.21% Added +425 +425
73 Parallel Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 10,61710.6k $1.1m $1.1m 0.02% Added +6 +6
74 Finley Financial, LLC 0.50% of their portfolio LAS VEGAS, NV 10,56010.6k $1.1m $1.1m 0.50% Added +700 +700
75 Sharkey, Howes & Javer 0.14% of their portfolio DENVER, CO 9,97410.0k $1.0m $1.0m 0.14% Unchanged
76 Dorsey & Whitney Trust CO LLC 0.05% of their portfolio SIOUX FALLS, SD 9,4229.4k $958.9k $958.9k 0.05% Unchanged
77 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 9,1169.1k $927.7k $927.7k 0.00% New
78 McLean Asset Management Corp 0.16% of their portfolio TYSONS, VA 9,0959.1k $925.6k $925.6k 0.16% Unchanged
79 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 8,8318.8k $898.7k $898.7k 0.01% Added +1.2k +1,231
80 WEBSTER BANK, N. A. 0.08% of their portfolio WATERBURY, CT 8,4498.4k $859.9k $859.9k 0.08% Added +280 +280
81 Aspire Growth Partners LLC 0.58% of their portfolio MIROMAR LAKES, FL 8,2668.3k $841.2k $841.2k 0.58% Added +29 +29
82 Capital Analysts, LLC 0.02% of their portfolio FORT WASHINGTON, PA 8,0868.1k $824.0k $824.0k 0.02% Unchanged
83 Tolleson Wealth Management, Inc. 0.12% of their portfolio DALLAS, TX 7,9788.0k $811.9k $811.9k 0.12% Unchanged
84 Delta Wealth Advisors LLC 0.61% of their portfolio INDIANAPOLIS, IN 7,9127.9k $805.2k $805.2k 0.61% Reduced -687 -687
85 YHB Investment Advisors, Inc. 0.06% of their portfolio West Hartford, CT 7,7007.7k $783.6k $783.6k 0.06% Unchanged
86 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 6,7096.7k $693.5k $693.5k 0.00% Added +861 +861
87 LCW Services, LLC 0.34% of their portfolio VIRGINIA BEACH, VA 6,6676.7k $678.5k $678.5k 0.34% Added +4.5k +4,485
88 PFG Advisors 0.03% of their portfolio Phoenix, AZ 6,6456.6k $676.3k $676.3k 0.03% Added +12 +12
89 Farrell Financial LLC 0.40% of their portfolio ORCHARD PARK, NY 6,6326.6k $674.9k $674.9k 0.40% Reduced -11 -11
90 Miller Capital Partners, Inc. 0.33% of their portfolio TROY, MI 6,6266.6k $674.3k $674.3k 0.33% Unchanged
91 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 6,5906.6k $670.7k $670.7k 0.00% Reduced -1.7k -1,716
92 Evolution Wealth Advisors, LLC 0.07% of their portfolio AVENTURA, FL 6,4266.4k $654.0k $654.0k 0.07% Unchanged
93 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 6,2676.3k $638.0k $638.0k 0.00% Reduced -205 -205
94 REGATTA CAPITAL GROUP, LLC 0.09% of their portfolio EL SEGUNDO, CA 5,7495.7k $585.1k $585.1k 0.09% Unchanged
95 Bay Capital Advisors, LLC 0.35% of their portfolio VIRGINIA BEACH, VA 5,5005.5k $559.7k $559.7k 0.35% Unchanged
96 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 5,2535.3k $534.6k $534.6k 0.00% Added +4 +4
97 Centerline Wealth Advisors, LLC 0.18% of their portfolio LOUISVILLE, KY 4,8534.9k $493.9k $493.9k 0.18% New
98 Cornerstone Wealth Management, LLC 0.02% of their portfolio ST. PETERS, MO 4,6884.7k $477.1k $477.1k 0.02% Reduced -138 -138
99 71 West Capital Partners 0.02% of their portfolio BOSTON, MA 4,5544.6k $463.5k $463.5k 0.02% New
100 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 4,5254.5k $460.5k $460.5k 0.00% Unchanged