Institutional Ownership Ishares Inc (EPP)
This table provides information about the institutional ownership of Ishares Inc (EPP). We have compiled data on the 194 institutions that hold shares in the stock, with a total of 31.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Verity Wealth Advisors
|
Aug 07, 2025 Q2 2025 |
5,740
shares
|
$289,410
0.19% of portfolio
|
Q2 2020
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
5,583
shares
|
$281,494
0.0% of portfolio
|
Q1 2025
Reduced 7.09%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
5,528
shares
|
$278,721
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
5,451
shares
|
$274,839
0.01% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
5,426
shares
|
$273,578
0.0% of portfolio
|
Q2 2025
Reduced 73.9%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
5,335
shares
|
$268,990
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
5,250
shares
|
$264,705
0.0% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
5,178
shares
|
$261,074
0.04% of portfolio
|
Q4 2024
Reduced 16.42%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
4,768
shares
|
$240,402
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
4,741
shares
|
$239,041
0.0% of portfolio
|
Q2 2025
Reduced 8.49%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,590
shares
|
$231,427
0.05% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
4,556
shares
|
$229,713
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
4,555
shares
|
$229,663
0.0% of portfolio
|
Q2 2025
Added 9.52%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
4,520
shares
|
$227,898
0.0% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Gen Trust, LLC
|
Jul 30, 2025 Q2 2025 |
4,490
shares
|
$226,385
0.01% of portfolio
|
Q2 2025
Reduced 10.2%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
4,328
shares
|
$218,217
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
4,275
shares
|
$215,545
0.0% of portfolio
|
Q2 2025
Added 66.67%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
4,138
shares
|
$208,637
0.02% of portfolio
|
Q1 2025
Reduced 5.57%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Aug 08, 2025 Q2 2025 |
4,000
shares
|
$201,680
0.01% of portfolio
|
Q2 2025
Reduced 55.8%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
3,945
shares
|
$198,906
0.01% of portfolio
|
Q1 2021
Reduced 36.34%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
3,916
shares
|
$197,444
0.03% of portfolio
|
Q4 2024
Reduced 38.0%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
3,283
shares
|
$165,528
0.0% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jul 18, 2025 Q2 2025 |
3,061
shares
|
$154,335
0.03% of portfolio
|
Q2 2025
Reduced 35.3%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
2,993
shares
|
$150,907
0.03% of portfolio
|
Q2 2024
Reduced 11.87%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
2,806
shares
|
$141,478
0.0% of portfolio
|
Q2 2025
Added 10.08%
|