Institutional Ownership Ishares Inc (EPP)
This table provides information about the institutional ownership of Ishares Inc (EPP). We have compiled data on the 210 institutions that hold shares in the stock, with a total of 31.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
4,382
shares
|
$193,903
0.02% of portfolio
|
Q2 2023
Reduced 5.84%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
3,945
shares
|
$174,566
0.01% of portfolio
|
Q1 2021
Reduced 36.34%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
3,916
shares
|
$173,283
0.03% of portfolio
|
Q4 2024
Reduced 38.0%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2025 Q4 2024 |
3,564
shares
|
$157,707
0.02% of portfolio
|
Q4 2024
Reduced 20.5%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
3,460
shares
|
$153,105
0.03% of portfolio
|
Q4 2024
Reduced 9.23%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
3,230
shares
|
$142,927
0.0% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,050
shares
|
$134,962
0.01% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
2,993
shares
|
$132,440
0.03% of portfolio
|
Q2 2024
Reduced 11.87%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
2,976
shares
|
$131,688
0.0% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
2,935
shares
|
$129,873
0.0% of portfolio
|
Q4 2024
Added 73.05%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
1,940
shares
|
$85,845
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,843
shares
|
$81,552
0.0% of portfolio
|
Q4 2024
Added 41.99%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jan 16, 2025 Q4 2024 |
1,730
shares
|
$76,552
0.02% of portfolio
|
Q3 2024
Added 76.53%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
1,687
shares
|
$74,649
0.01% of portfolio
|
Q4 2024
Added 11.43%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
1,620
shares
|
$71,685
0.0% of portfolio
|
Q4 2023
Reduced 55.65%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,461
shares
|
$64,649
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Schroder Investment Management Group
London, X0 |
Feb 12, 2025 Q4 2024 |
1,400
shares
|
$61,950
0.0% of portfolio
|
Q1 2024
Reduced 66.67%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,175
shares
|
$51,993
0.01% of portfolio
|
Q4 2020
Reduced 15.16%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
1,100
shares
|
$48,675
0.0% of portfolio
|
Q2 2024
Reduced 1.61%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
1,100
shares
|
$48,675
0.0% of portfolio
|
Q4 2020
Reduced 46.58%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
1,057
shares
|
$46,772
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
1,005
shares
|
$44,471
0.02% of portfolio
|
Q2 2024
Reduced 19.66%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
875
shares
|
$38,718
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
600
shares
|
$26,550
0.0% of portfolio
|
Q4 2024
Reduced 71.43%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
569
shares
|
$25,178
0.0% of portfolio
|
Q2 2024
New holding
|