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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
2,390
shares
|
$120,503
0.0% of portfolio
|
Q2 2025
Reduced 87.02%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
2,000
shares
|
$100,840
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jul 15, 2025 Q2 2025 |
1,730
shares
|
$87,226
0.02% of portfolio
|
Q3 2024
Added 76.53%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
1,620
shares
|
$81,680
0.0% of portfolio
|
Q4 2023
Reduced 55.65%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
1,607
shares
|
$81,024
0.01% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,600
shares
|
$80,672
0.01% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
1,461
shares
|
$73,663
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Schroder Investment Management Group
London, X0 |
Aug 13, 2025 Q2 2025 |
1,400
shares
|
$70,588
0.0% of portfolio
|
Q1 2024
Reduced 66.67%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,175
shares
|
$59,243
0.01% of portfolio
|
Q4 2020
Reduced 15.16%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
1,100
shares
|
$55,462
0.0% of portfolio
|
Q4 2020
Reduced 46.58%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,025
shares
|
$51,680
0.0% of portfolio
|
Q1 2025
Reduced 79.58%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
1,005
shares
|
$50,672
0.02% of portfolio
|
Q2 2024
Reduced 19.66%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
875
shares
|
$44,117
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
600
shares
|
$30,252
0.0% of portfolio
|
Q4 2024
Reduced 71.43%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
579
shares
|
$29,193
0.0% of portfolio
|
Q1 2025
Reduced 68.58%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
569
shares
|
$28,688
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
561
shares
|
$28,285
0.0% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
550
shares
|
$27,731
0.0% of portfolio
|
Q4 2024
Reduced 66.67%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
545
shares
|
$27,478
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
500
shares
|
$25,210
0.0% of portfolio
|
Q4 2024
Reduced 82.95%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
493
shares
|
$24,857
0.0% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
491
shares
|
$24,756
0.0% of portfolio
|
Q2 2025
Added 29.89%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
483
shares
|
$24,352
0.0% of portfolio
|
Q4 2024
Reduced 6.94%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
420
shares
|
$21,176
0.0% of portfolio
|
Q2 2025
Added 43.34%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
300
shares
|
$15,126
0.0% of portfolio
|
Q1 2024
Reduced 91.74%
|