Institutional Ownership Ishares Inc (EPP)
This table provides information about the institutional ownership of Ishares Inc (EPP). We have compiled data on the 195 institutions that hold shares in the stock, with a total of 28.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 10, 2025 Q3 2025 |
2,515
shares
|
$128,642
0.02% of portfolio
|
Q3 2025
Reduced 17.84%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
2,390
shares
|
$122,248
0.0% of portfolio
|
Q2 2025
Reduced 87.02%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
2,000
shares
|
$102,300
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
1,620
shares
|
$82,863
0.0% of portfolio
|
Q4 2023
Reduced 55.65%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,600
shares
|
$81,840
0.01% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
1,483
shares
|
$75,855
0.01% of portfolio
|
Q2 2025
Reduced 7.72%
|
|
|
Schroder Investment Management Group
London, X0 |
Aug 13, 2025 Q2 2025 |
1,400
shares
|
$71,610
0.0% of portfolio
|
Q1 2024
Reduced 66.67%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,175
shares
|
$60,101
0.01% of portfolio
|
Q4 2020
Reduced 15.16%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
1,161
shares
|
$59,385
0.0% of portfolio
|
Q2 2025
Added 23120.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
1,100
shares
|
$56,265
0.0% of portfolio
|
Q4 2020
Reduced 46.58%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
1,005
shares
|
$51,405
0.02% of portfolio
|
Q2 2024
Reduced 19.66%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
980
shares
|
$50,127
0.01% of portfolio
|
Q3 2025
Reduced 43.35%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
875
shares
|
$44,756
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
600
shares
|
$30,690
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
600
shares
|
$30,690
0.0% of portfolio
|
Q4 2024
Reduced 71.43%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
579
shares
|
$29,615
0.0% of portfolio
|
Q1 2025
Reduced 68.58%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
569
shares
|
$29,104
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
561
shares
|
$28,695
0.0% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
550
shares
|
$28,132
0.0% of portfolio
|
Q4 2024
Reduced 66.67%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
545
shares
|
$27,876
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
500
shares
|
$25,575
0.0% of portfolio
|
Q4 2024
Reduced 82.95%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
493
shares
|
$25,216
0.0% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
483
shares
|
$24,705
0.0% of portfolio
|
Q4 2024
Reduced 6.94%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
420
shares
|
$21,483
0.0% of portfolio
|
Q2 2025
Added 43.34%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
378
shares
|
$19,334
0.0% of portfolio
|
Q3 2025
Reduced 23.01%
|