Institutional Ownership Ishares Inc (EPP)
This table provides information about the institutional ownership of Ishares Inc (EPP). We have compiled data on the 201 institutions that hold shares in the stock, with a total of 32.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tru Independence Asset Management 2, LLC
|
Nov 04, 2024 Q3 2024 |
6,868
shares
|
$324,169
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
6,570
shares
|
$310,104
0.03% of portfolio
|
Q2 2024
Added 1.44%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
6,486
shares
|
$306,139
0.1% of portfolio
|
Q1 2024
Reduced 6.15%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
6,348
shares
|
$299,625
0.02% of portfolio
|
Q3 2024
Reduced 64.05%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
6,326
shares
|
$298,587
0.01% of portfolio
|
Q2 2024
Reduced 20.62%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
6,316
shares
|
$298,115
0.05% of portfolio
|
Q3 2024
Reduced 9.77%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
6,195
shares
|
$292,404
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
6,001
shares
|
$283,247
0.0% of portfolio
|
Q1 2024
Added 981.26%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
5,900
shares
|
$278,480
0.0% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Verity Wealth Advisors
|
Oct 02, 2024 Q3 2024 |
5,740
shares
|
$270,928
0.2% of portfolio
|
Q2 2020
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
5,572
shares
|
$262,998
0.01% of portfolio
|
Q3 2024
Added 1543.66%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
5,250
shares
|
$247,800
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
5,000
shares
|
$236,000
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
4,899
shares
|
$231,232
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
4,781
shares
|
$225,663
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Aug 12, 2024 Q2 2024 |
4,750
shares
|
$224,200
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
4,685
shares
|
$221,132
0.06% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
4,608
shares
|
$217,497
0.0% of portfolio
|
Q3 2024
Reduced 90.83%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 08, 2024 Q3 2024 |
4,483
shares
|
$211,597
0.03% of portfolio
|
Q3 2024
Reduced 13.14%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
4,419
shares
|
$208,576
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
4,403
shares
|
$207,821
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
4,382
shares
|
$206,830
0.02% of portfolio
|
Q2 2023
Reduced 5.84%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
4,328
shares
|
$204,281
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
4,227
shares
|
$199,514
0.0% of portfolio
|
Q3 2024
Added 9.0%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
3,945
shares
|
$186,204
0.01% of portfolio
|
Q1 2021
Reduced 36.34%
|