Institutional Ownership Ishares Inc (EPP)
This table provides information about the institutional ownership of Ishares Inc (EPP). We have compiled data on the 210 institutions that hold shares in the stock, with a total of 31.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
7,760
shares
|
$343,380
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Feb 04, 2025 Q4 2024 |
7,562
shares
|
$334,618
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Tru Independence Asset Management 2, LLC
|
Jan 22, 2025 Q4 2024 |
7,032
shares
|
$311,166
0.29% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,908
shares
|
$305,679
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
6,900
shares
|
$305,325
0.01% of portfolio
|
Q3 2020
Reduced 22.47%
|
|
|
Family Firm, Inc.
|
Feb 10, 2025 Q4 2024 |
6,697
shares
|
$296,342
0.05% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
6,581
shares
|
$291,209
0.02% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
6,486
shares
|
$287,005
0.1% of portfolio
|
Q1 2024
Reduced 6.15%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
6,326
shares
|
$279,925
0.01% of portfolio
|
Q2 2024
Reduced 20.62%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
6,009
shares
|
$265,898
0.0% of portfolio
|
Q4 2024
Added 36.48%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
6,001
shares
|
$265,544
0.0% of portfolio
|
Q1 2024
Added 981.26%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
5,865
shares
|
$259,526
0.0% of portfolio
|
Q4 2024
Reduced 20.24%
|
|
|
Verity Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
5,740
shares
|
$253,995
0.18% of portfolio
|
Q2 2020
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
5,335
shares
|
$236,073
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
5,312
shares
|
$235,056
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
5,272
shares
|
$233,286
0.01% of portfolio
|
Q4 2024
Added 19.3%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
5,250
shares
|
$232,312
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Mar 03, 2025 Q4 2024 |
5,198
shares
|
$230,011
0.17% of portfolio
|
Q3 2024
Added 9.43%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
5,178
shares
|
$229,126
0.04% of portfolio
|
Q4 2024
Reduced 16.42%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
5,020
shares
|
$222,135
0.01% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
5,000
shares
|
$221,250
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
4,974
shares
|
$220,099
0.0% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
4,927
shares
|
$218,019
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,700
shares
|
$207,975
0.01% of portfolio
|
Q4 2024
Reduced 15.65%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,590
shares
|
$203,107
0.05% of portfolio
|
Q4 2024
Reduced 2.03%
|