Institutional Ownership Ishares Inc (EPP)
This table provides information about the institutional ownership of Ishares Inc (EPP). We have compiled data on the 197 institutions that hold shares in the stock, with a total of 32.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
3,050
shares
|
$149,267
0.01% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
2,993
shares
|
$146,477
0.03% of portfolio
|
Q2 2024
Reduced 11.87%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
2,565
shares
|
$125,531
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
2,549
shares
|
$124,748
0.0% of portfolio
|
Q1 2025
Reduced 14.35%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Apr 16, 2025 Q1 2025 |
1,730
shares
|
$84,666
0.02% of portfolio
|
Q3 2024
Added 76.53%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
1,620
shares
|
$79,282
0.0% of portfolio
|
Q4 2023
Reduced 55.65%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
1,607
shares
|
$78,646
0.01% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
1,461
shares
|
$71,501
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Schroder Investment Management Group
London, X0 |
May 13, 2025 Q1 2025 |
1,400
shares
|
$68,516
0.0% of portfolio
|
Q1 2024
Reduced 66.67%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,175
shares
|
$57,504
0.01% of portfolio
|
Q4 2020
Reduced 15.16%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
1,100
shares
|
$53,834
0.0% of portfolio
|
Q4 2020
Reduced 46.58%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
1,100
shares
|
$53,834
0.0% of portfolio
|
Q2 2024
Reduced 1.61%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,025
shares
|
$50,163
0.0% of portfolio
|
Q1 2025
Reduced 79.58%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
1,005
shares
|
$49,184
0.02% of portfolio
|
Q2 2024
Reduced 19.66%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
875
shares
|
$42,822
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
612
shares
|
$29,951
0.0% of portfolio
|
Q1 2025
Added 9.09%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
600
shares
|
$29,364
0.0% of portfolio
|
Q4 2024
Reduced 71.43%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
579
shares
|
$28,336
0.0% of portfolio
|
Q1 2025
Reduced 68.58%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
569
shares
|
$27,846
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
550
shares
|
$26,917
0.0% of portfolio
|
Q4 2024
Reduced 66.67%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
500
shares
|
$24,470
0.0% of portfolio
|
Q4 2024
Reduced 82.95%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
484
shares
|
$23,686
0.0% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
483
shares
|
$23,638
0.0% of portfolio
|
Q4 2024
Reduced 6.94%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
378
shares
|
$18,499
0.0% of portfolio
|
Q3 2024
Added 209.84%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
315
shares
|
$15,416
0.0% of portfolio
|
Q1 2025
Reduced 48.61%
|