Skip to content
Disclosery

EUSA ISHARES INC

Follow

SHS (fund)

111 managers (111 13F filers) reported a position in EUSA shares at 2024-12-31, 7,285,553 shares in all. 14 filers opened a position and 3 filers sold out during the quarter.

Managers
111
13F filers
111
New
14
Added
38
Reduced
26
Sold out
3
Shares held by filers
7,285,553

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP857,547$81.8M0.09%+38,32013F-HRTimelineGroup
Henshaw Capital LLC710,950$67.8M2.82%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.691,510$65.9M<0.01%+522,70113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/542,195$51.7M<0.01%+52,64013F-HRTimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP477,757$45.5M0.04%-57,51713F-HRTimeline
Strategic Financial Services, Inc.415,161$39.6M2.36%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC356,847$34M0.01%+12213F-HRTimelineGroup
Arkadios Wealth Advisors356,049$34M1.85%+28,66413F-HRTimeline
D.A. DAVIDSON & CO.324,604$31M0.25%+5,21713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY284,909$27.2M<0.01%-1,78113F-HR/ATimelineGroup
DAVIDSON INVESTMENT ADVISORS203,831$19.4M0.94%-7,02713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN195,564$18.6M<0.01%-21,34113F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp156,708$14.9M0.05%new13F-HRTimelineGroup
Crews Bank & Trust150,193$14.3M2.41%13F-HRTimeline
Ironwood Financial, llc118,696$11.3M2.37%-13,51013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC115,092$11M<0.01%new13F-HRTimelineGroup
LPL Financial LLC92,050$8.78M<0.01%+20,63813F-HRTimeline
Running Point Capital Advisors, LLC77,047$7.35M2.52%-8,09013F-HRTimeline
Financial Architects, LLC76,892$7.33M4.7%-4,11213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.67,569$6.44M0.01%+64,67113F-HR/ATimelineGroup
Genesis Wealth Advisors, LLC63,924$6.1M5.31%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC54,723$5.22M0.01%+3,18713F-HRTimeline
Sunbelt Securities, Inc.53,503$5.1M0.45%+15,91313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…47,725$4.55M0.01%+33,22913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA38,810$3.7M<0.01%+20,62513F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC35,585$3.39M0.01%+26,15313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP35,056$3.34M0.01%-1,86913F-HRTimelineGroup
UBS Group AGin group UBS Group AG31,766$3.03M<0.01%+34613F-HRTimelineGroup
Farther Finance Advisors, LLC28,494$2.72M0.1%+3,04613F-HRTimeline
Mariner, LLCin group Mariner, LLC28,243$2.69M<0.01%-44813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO27,389$2.61M<0.01%+3,47013F-HRTimelineGroup
Snowden Capital Advisors LLC27,322$2.61M0.08%new13F-HRTimeline
Bangor Savings Bank24,159$2.3M0.22%+9,95813F-HRTimeline
Elmwood Wealth Management, Inc.21,666$2.07M0.83%+1,35513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…21,504$2.05M<0.01%+6,80813F-HR/ATimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC19,400$1.85M<0.01%013F-HRTimelineGroup
John W. Brooker & Co., CPAs18,835$1.8M0.77%+313F-HRTimeline
FMR LLCin group FMR LLC17,437$1.66M<0.01%+64413F-HRTimelineGroup
Cetera Investment Advisers16,180$1.54M<0.01%-21313F-HRTimeline
SHUFRO ROSE & CO LLC16,170$1.54M0.12%-3,26713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…15,992$1.52M<0.01%+4,48413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC15,051$1.44M<0.01%13F-HR/ATimelineGroup
Benchmark Financial Wealth Advisors, LLC14,560$1.39M0.44%-25113F-HRTimeline
Aspire Growth Partners LLC14,104$1.36M1.34%13F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…13,973$1.33M0.5%-1,64713F-HRTimeline
WESCAP Management Group, Inc.12,489$1.19M0.29%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …12,000$1.14M0.02%013F-HRTimelineGroup
Sharkey, Howes & Javer11,925$1.14M0.16%013F-HRTimeline
Parallel Advisors, LLC10,719$1.02M0.02%+713F-HRTimeline
Goodman Financial Corp9,773$932K0.2%new13F-HRTimeline
Global Retirement Partners, LLC9,496$906K0.03%+71913F-HRTimeline
McLean Asset Management Corp9,095$867K0.26%013F-HRTimeline
OneDigital Investment Advisors LLC8,860$845K0.01%013F-HRTimeline
Sage Investment Counsel LLC8,707$830K1.08%13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC8,368$798K<0.01%-11,41213F-HRTimelineGroup
PFG Advisors8,154$778K0.05%-1,33913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC8,086$771K0.03%013F-HRTimelineGroup
YHB Investment Advisors, Inc.7,700$734K0.06%013F-HRTimeline
Delta Wealth Advisors LLC7,553$720K0.68%-7,65413F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…7,430$709K0.15%013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.7,275$694K<0.01%+4,32513F-HRTimeline
GSG Advisors LLC6,921$660K0.21%013F-HRTimeline
Farrell Financial LLC6,718$641K0.46%+2613F-HRTimeline
Bay Capital Advisors, LLC6,200$591K0.48%13F-HRTimeline
NewEdge Advisors, LLC6,001$572K<0.01%-66713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,869$560K<0.01%-3113F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.5,804$553K<0.01%+2,53013F-HRTimelineGroup
WEBSTER BANK, N. A.5,674$541K0.06%new13F-HRTimeline
WealthShield Partners, LLC5,000$477K0.07%+83113F-HRTimeline
Cornerstone Wealth Management, LLC4,902$467K0.03%-3513F-HRTimeline
CW Advisors, LLC4,832$461K0.01%-4,72013F-HRTimeline
KLINGENSTEIN FIELDS & CO LP4,737$452K0.02%013F-HRTimeline
EP Wealth Advisors, LLC4,600$439K<0.01%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC4,366$416K0.03%+1,13513F-HRTimeline
Cambridge Investment Research Advisors,…3,994$381K<0.01%+1,16213F-HRTimeline
SYON CAPITAL LLC3,951$377K0.03%new13F-HRTimeline
Creative Planningin group Creative Planning3,690$352K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC3,505$334K0.01%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,493$333K<0.01%+55013F-HRTimeline
Wealthspire Advisors, LLC3,454$329K<0.01%-2,07413F-HRTimeline
BLAIR WILLIAM & CO/IL3,449$329K<0.01%013F-HRTimeline
Flagship Private Wealth, LLC3,223$307K0.15%+213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,151$300K<0.01%+52013F-HRTimelineGroup
First Heartland Consultants, Inc.27,481$263K0.03%+12713F-HRTimeline
Crescent Grove Advisors, LLC2,660$254K0.03%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.2,628$251K0.02%-20913F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.2,604$248K0.01%new13F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth2,600$248K<0.01%new13F-HR/ATimelineGroup
Kathleen S. Wright Associates Inc.2,580$246K0.1%013F-HRTimeline
Cordgrass Capital Advisors, LLC2,306$220K0.06%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,303$220K<0.01%013F-HRTimelineGroup
Prime Capital Investment Advisors, LLC2,281$217K<0.01%+813F-HRTimeline
CIBC WORLD MARKET INC.2,120$202K<0.01%new13F-HRTimeline
Cassady Schiller Wealth Management, LLC2,020$193K0.07%013F-HRTimeline
CWM, LLCin group CWM, LLC1,583$151K<0.01%-7213F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners1,500$143K0.02%013F-HRTimelineGroup
COMERICA BANK1,467$140K<0.01%013F-HR/ATimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,364$130K<0.01%new13F-HRTimelineGroup
FAS Wealth Partners, Inc.1,090$104K0.01%-50013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP845$80.6K<0.01%+48613F-HRTimelineGroup
Allworth Financial LP742$73.7K<0.01%+71613F-HRTimeline
Riverview Trust Co475$45.3K0.04%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…300$29.8K<0.01%-25313F-HRTimeline
Aptus Capital Advisors, LLC205$19.5K<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd144$13.7K<0.01%-17713F-HRTimeline
Asset Dedication, LLC125$11.9K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.83$7.92K<0.01%013F-HRTimeline
Heck Capital Advisors, LLC58$5.48K<0.01%013F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC49$4.67K<0.01%+2613F-HRTimelineGroup
Glassman Wealth Services18$1.72K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.16$1.53K<0.01%13F-HRTimeline