Vault-13

ISHARES INC EUSA

MSCI EQUAL WEITE · ETP · CUSIP 464286681

155 institutional holders +6 vs Q1 2026
10,162,12410.2m shares reported held*
$1.2bnreported value*
21 new 56 added 39 reduced 14 sold out net bought ≈ $29.0m (-81.4k 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 ($201.9k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $114.20.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q3 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: 149Q2 26: 155155Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026155

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 25Q3 25: 71 bought or addedQ3 25: 50 cut or sold outQ4 25: 64 bought or addedQ4 25: 65 cut or sold outQ4 25Q1 26: 80 bought or addedQ1 26: 45 cut or sold outQ2 26: 77 bought or addedQ2 26: 53 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243344
Q4 20245130
Q1 20257040
Q2 20257046
Q3 20257150
Q4 20256465
Q1 20268045
Q2 20267753

Biggest buyers

STIFEL FINANCIAL CORP Added +150,252+150.3k
LPL Financial LLC Added +78,743+78.7k
SCOTIA CAPITAL INC. New +50,101+50.1k
Dynasty Wealth Management, LLC Added +31,159+31.2k
COMMONWEALTH EQUITY SERVICES, LLC Added +29,841+29.8k
Pembroke Management, LTD Added +23,623+23.6k
UBS Group AG Added +20,508+20.5k
Arkadios Wealth Advisors Added +13,561+13.6k
JPMORGAN CHASE & CO Added +11,551+11.6k
Affinity Capital Advisors, LLC New +9,850+9.8k

Biggest sellers

Gallagher Fiduciary Advisors, LLC Reduced -304,829-304.8k
PALLADIEM, LLC Sold out -79,327-79.3k
Corient Private Wealth LP Reduced -41,856-41.9k
Private Advisory Group LLC Reduced -38,983-39.0k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -26,015-26.0k
BlackRock, Inc. Sold out -21,356-21.4k
MORGAN STANLEY Reduced -14,237-14.2k
D.A. DAVIDSON & CO. Reduced -11,106-11.1k
RAYMOND JAMES FINANCIAL INC Reduced -10,476-10.5k
Cerity Partners LLC Reduced -10,472-10.5k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 STIFEL FINANCIAL CORP 0.21% of their portfolio ST. LOUIS, MO 2,222,9972.2m $253.8m $253.8m 0.21% Added +150.3k +150,252
2 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,068,3931.1m $122.0m $122.0m 0.01% Reduced -805 -805
3 Henshaw Capital LLC 2.87% of their portfolio WOBURN, MA 772,000772.0k $88.2m $88.2m 2.87% Reduced -2.4k -2,400
4 Strategic Financial Services, Inc. 1.95% of their portfolio UTICA, NY 390,238390.2k $44.6m $44.6m 1.95% Added +6.7k +6,741
5 GenTrust, LLC 1.58% of their portfolio MIAMI, FL 360,054360.1k $41.1m $41.1m 1.58% Reduced -9.0k -9,020
6 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 348,434348.4k $39.8m $39.8m 0.01% Added +78.7k +78,743
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 323,146323.1k $36.9m $36.9m 0.00% Reduced -14.2k -14,237
8 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 304,748304.7k $34.8m $34.8m 0.01% Reduced -8.7k -8,718
9 Calydon Capital 4.76% of their portfolio MEMPHIS, TN 284,423284.4k $32.5m $32.5m 4.76% Added +537 +537
10 D.A. DAVIDSON & CO. 0.18% of their portfolio GREAT FALLS, MT 284,370284.4k $32.5m $32.5m 0.18% Reduced -11.1k -11,106
11 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 264,950264.9k $30.3m $30.3m 0.03% Added +538 +538
12 Arkadios Wealth Advisors 0.46% of their portfolio ATLANTA, GA 264,884264.9k $30.2m $30.2m 0.46% Added +13.6k +13,561
13 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio MILWAUKEE, WI 252,790252.8k $28.9m $28.9m 0.02% Reduced -26.0k -26,015
14 DAVIDSON INVESTMENT ADVISORS 1.17% of their portfolio GREAT FALLS, MT 251,532251.5k $28.7m $28.7m 1.17% Added +2.9k +2,912
15 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 179,720179.7k $20.5m $20.5m 0.02% Added +3.4k +3,438
16 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 173,882173.9k $19.9m $19.9m 0.00% Added +5.7k +5,684
17 Private Advisory Group LLC 1.07% of their portfolio REDMOND, WA 168,089168.1k $19.2m $19.2m 1.07% Reduced -39.0k -38,983
18 Crews Bank & Trust 2.13% of their portfolio PORT CHARLOTTE, FL 143,137143.1k $16.3m $16.3m 2.13% Reduced -2.2k -2,245
19 Ironwood Financial, llc 2.07% of their portfolio TUCSON, AZ 115,285115.3k $13.2m $13.2m 2.07% Reduced -4.4k -4,369
20 ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 0.37% of their portfolio Altamonte Springs, FL 99,998100.0k $11.4m $11.4m 0.37% Reduced -2 -2
21 Swisher Financial Concepts, Inc. 6.01% of their portfolio WESTERVILLE, OH 83,60583.6k $9.5m $9.5m 6.01% Reduced -85 -85
22 Financial Architects, LLC 4.51% of their portfolio WOODSTOCK, GA 82,32282.3k $9.4m $9.4m 4.51% Added +607 +607
23 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 78,66978.7k $9.0m $9.0m 0.00% Added +11.6k +11,551
24 Genesis Wealth Advisors, LLC 5.35% of their portfolio BRAINTREE, MA 78,38678.4k $9.0m $9.0m 5.35% Added +1.8k +1,759
25 UBS Group AG 0.00% of their portfolio ZURICH, V8 75,38575.4k $8.6m $8.6m 0.00% Added +20.5k +20,508
26 Dynasty Wealth Management, LLC 0.06% of their portfolio ST. PETERSBURG, FL 70,42370.4k $8.0m $8.0m 0.06% Added +31.2k +31,159
27 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 67,08967.1k $7.7m $7.7m 0.01% Added +29.8k +29,841
28 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 66,20166.2k $7.6m $7.6m 0.01% Reduced -10.5k -10,472
29 First Heartland Consultants, Inc. 0.46% of their portfolio LAKE ST. LOUIS, MO 61,85361.9k $7.1m $7.1m 0.46% Added +1.0k +1,018
30 SCOTIA CAPITAL INC. 0.02% of their portfolio TORONTO, A6 50,10150.1k $5.7m $5.7m 0.02% New
31 Pembroke Management, LTD 0.38% of their portfolio Montreal, A8 47,24647.2k $5.4m $5.4m 0.38% Added +23.6k +23,623
32 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 45,65045.6k $5.2m $5.2m 0.00% Added +4.8k +4,770
33 Elmwood Wealth Management, Inc. 1.30% of their portfolio BERKELEY, CA 45,47645.5k $5.2m $5.2m 1.30% Reduced -191 -191
34 Advisory Services Network, LLC 0.06% of their portfolio ATLANTA, GA 42,41142.4k $4.8m $4.8m 0.06% Added +2.6k +2,566
35 Farther Finance Advisors, LLC 0.04% of their portfolio SAN FRANCISCO, CA 39,90639.9k $4.6m $4.6m 0.04% Added +4.7k +4,723
36 L2 Asset Management, LLC 0.46% of their portfolio Wayland, MA 38,65538.7k $4.4m $4.4m 0.46% Added +104 +104
37 FIRST MANHATTAN CO. LLC. 0.01% of their portfolio NEW YORK, NY 29,03229.0k $3.3m $3.3m 0.01% Reduced -2.8k -2,829
38 Stratos Investment Management, LLC 0.11% of their portfolio BEACHWOOD, OH 27,66327.7k $3.2m $3.2m 0.11% Reduced -176 -176
39 FMR LLC 0.00% of their portfolio BOSTON, MA 26,76426.8k $3.1m $3.1m 0.00% Added +6.3k +6,255
40 Mariner, LLC 0.00% of their portfolio Overland Park, KS 26,62126.6k $3.0m $3.0m 0.00% Added +1.1k +1,107
41 LBMC INVESTMENT ADVISORS, LLC 0.16% of their portfolio BRENTWOOD, TN 25,06725.1k $2.9m $2.9m 0.16% Added +51 +51
42 SAGESPRING WEALTH PARTNERS, LLC 0.04% of their portfolio FRANKLIN, TN 24,86224.9k $2.8m $2.8m 0.04% Added +5.9k +5,888
43 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 23,84723.8k $2.7m $2.7m 0.00% Added +10 +10
44 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 22,60022.6k $2.6m $2.6m 0.00% Reduced -41.9k -41,856
45 ZWJ INVESTMENT COUNSEL INC 0.08% of their portfolio Atlanta, GA 21,64221.6k $2.5m $2.5m 0.08% Reduced -3.1k -3,097
46 WESCAP Management Group, Inc. 0.46% of their portfolio Glendale, CA 21,47921.5k $2.5m $2.5m 0.46% Added +851 +851
47 XY Planning Network, Inc. 0.29% of their portfolio BOZEMAN, MT 20,49820.5k $2.3m $2.3m 0.29% Added +600 +600
48 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 18,97119.0k $2.2m $2.2m 0.00% Added +4.4k +4,442
49 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 18,95919.0k $2.2m $2.2m 0.00% Added +1.9k +1,851
50 UNIQUE WEALTH, LLC 0.25% of their portfolio TAMPA, FL 18,60618.6k $2.1m $2.1m 0.25% Added +4.9k +4,915
51 Goodman Financial Corp 0.32% of their portfolio HOUSTON, TX 18,32618.3k $2.1m $2.1m 0.32% Added +4.6k +4,601
52 BROWN BROTHERS HARRIMAN & CO 0.01% of their portfolio NEW YORK, NY 18,08418.1k $2.1m $2.1m 0.01% Unchanged
53 Gotham Asset Management, LLC 0.00% of their portfolio NEW YORK, NY 17,91117.9k $2.0m $2.0m 0.00% Unchanged
54 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 17,68617.7k $2.0m $2.0m 0.00% Added +60 +60
55 CARY STREET PARTNERS FINANCIAL LLC 0.04% of their portfolio RICHMOND, VA 17,11517.1k $2.0m $2.0m 0.04% Added +1.5k +1,471
56 Selby Wealth Management, LLC 0.67% of their portfolio EMERYVILLE, CA 16,49916.5k $1.9m $1.9m 0.67% Reduced -129 -129
57 KLINGENSTEIN FIELDS & CO LP 0.06% of their portfolio NEW YORK, NY 16,00016.0k $1.8m $1.8m 0.06% Unchanged
58 SHUFRO ROSE & CO LLC 0.10% of their portfolio NEW YORK, NY 15,64015.6k $1.8m $1.8m 0.10% Reduced -595 -595
59 GSG Advisors LLC 0.39% of their portfolio MOUNT LAUREL, NJ 15,41415.4k $1.8m $1.8m 0.39% Added +1.0k +1,033
60 Crescent Grove Advisors, LLC 0.15% of their portfolio LAKE FOREST, IL 15,09915.1k $1.7m $1.7m 0.15% Added +2.9k +2,891
61 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 13,93613.9k $1.6m $1.6m 0.00% Reduced -1.7k -1,714
62 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 13,59113.6k $1.6m $1.6m 0.00% Added +2.5k +2,453
63 OpenArc Corporate Advisory, LLC 0.02% of their portfolio ATLANTA, GA 12,92512.9k $1.5m $1.5m 0.02% Reduced -1.1k -1,080
64 Gilbert Capital Group, Inc. 0.97% of their portfolio NORTH YARMOUTH, ME 12,12812.1k $1.4m $1.4m 0.97% Reduced -2.3k -2,252
65 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 11,70211.7k $1.3m $1.3m 0.00% Added +5.4k +5,435
66 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 11,58511.6k $1.3m $1.3m 0.00% Added +6.3k +6,332
67 WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 0.33% of their portfolio HIGHLAND PARK, IL 11,48811.5k $1.3m $1.3m 0.33% Added +14 +14
68 Bangor Savings Bank 0.09% of their portfolio BANGOR, ME 10,95311.0k $1.3m $1.3m 0.09% Reduced -3.5k -3,468
69 Sage Investment Counsel LLC 1.24% of their portfolio Franklin, TN 10,81210.8k $1.2m $1.2m 1.24% Added +77 +77
70 Sharkey, Howes & Javer 0.14% of their portfolio DENVER, CO 9,97410.0k $1.1m $1.1m 0.14% Unchanged
71 Finley Financial, LLC 0.46% of their portfolio LAS VEGAS, NV 9,96010.0k $1.1m $1.1m 0.46% Reduced -600 -600
72 Affinity Capital Advisors, LLC 0.14% of their portfolio BERKELEY, CA 9,8509.8k $1.1m $1.1m 0.14% New
73 Global Retirement Partners, LLC 0.02% of their portfolio San Rafael, CA 9,6799.7k $1.1m $1.1m 0.02% First filing
74 Dorsey & Whitney Trust CO LLC 0.05% of their portfolio SIOUX FALLS, SD 9,4229.4k $1.1m $1.1m 0.05% Unchanged
75 McLean Asset Management Corp 0.14% of their portfolio TYSONS, VA 9,0959.1k $1.0m $1.0m 0.14% Unchanged
76 WEBSTER BANK, N. A. 0.09% of their portfolio WATERBURY, CT 8,8848.9k $1.0m $1.0m 0.09% Added +435 +435
77 Benchmark Financial Wealth Advisors, LLC 0.25% of their portfolio BOCA RATON, FL 8,8348.8k $1.0m $1.0m 0.25% Reduced -3.2k -3,157
78 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 8,8318.8k $1.0m $1.0m 0.01% Unchanged
79 Capital Analysts, LLC 0.02% of their portfolio FORT WASHINGTON, PA 8,8058.8k $1.0m $1.0m 0.02% Added +719 +719
80 Aspire Growth Partners LLC 0.55% of their portfolio MIROMAR LAKES, FL 8,2888.3k $946.4k $946.4k 0.55% Added +22 +22
81 Tolleson Wealth Management, Inc. 0.12% of their portfolio DALLAS, TX 7,9788.0k $911.0k $911.0k 0.12% Unchanged
82 Delta Wealth Advisors LLC 0.64% of their portfolio INDIANAPOLIS, IN 7,8007.8k $890.7k $890.7k 0.64% Reduced -112 -112
83 YHB Investment Advisors, Inc. 0.06% of their portfolio West Hartford, CT 7,7007.7k $879.3k $879.3k 0.06% Unchanged
84 Parallel Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 7,3647.4k $840.9k $840.9k 0.01% Reduced -3.3k -3,253
85 LCW Services, LLC 0.33% of their portfolio VIRGINIA BEACH, VA 6,6756.7k $762.2k $762.2k 0.33% Added +8 +8
86 Miller Capital Partners, Inc. 0.30% of their portfolio TROY, MI 6,6266.6k $756.6k $756.6k 0.30% Unchanged
87 PFG Advisors 0.04% of their portfolio Phoenix, AZ 6,5956.6k $753.1k $753.1k 0.04% Reduced -50 -50
88 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 6,5936.6k $752.8k $752.8k 0.00% Added +3 +3
89 Robertson Stephens Wealth Management, LLC 0.02% of their portfolio San Francisco, CA 6,4516.5k $736.6k $736.6k 0.02% Added +4.0k +3,957
90 Evolution Wealth Advisors, LLC 0.09% of their portfolio AVENTURA, FL 6,4266.4k $733.8k $733.8k 0.09% Unchanged
91 Farrell Financial LLC 0.40% of their portfolio ORCHARD PARK, NY 6,3976.4k $730.4k $730.4k 0.40% Reduced -235 -235
92 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 6,2786.3k $716.0k $716.0k 0.00% New
93 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 5,9475.9k $679.1k $679.1k 0.00% Reduced -762 -762
94 REGATTA CAPITAL GROUP, LLC 0.09% of their portfolio EL SEGUNDO, CA 5,7495.7k $656.5k $656.5k 0.09% Unchanged
95 Bay Capital Advisors, LLC 0.34% of their portfolio VIRGINIA BEACH, VA 5,5005.5k $628.0k $628.0k 0.34% Unchanged
96 Cornerstone Wealth Management, LLC 0.02% of their portfolio ST. PETERS, MO 4,6894.7k $535.5k $535.5k 0.02% Added +1 +1
97 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 4,6744.7k $533.7k $533.7k 0.00% Added +1.8k +1,803
98 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 4,5254.5k $516.7k $516.7k 0.00% Unchanged
99 Centerline Wealth Advisors, LLC 0.16% of their portfolio LOUISVILLE, KY 4,5184.5k $515.9k $515.9k 0.16% Reduced -335 -335
100 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 4,3374.3k $495.3k $495.3k 0.00% Reduced -10.5k -10,476