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 |
|---|---|---|---|---|---|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
300
shares
|
$14,682
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
300
shares
|
$14,682
0.0% of portfolio
|
Q3 2023
Reduced 36.58%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
300
shares
|
$14,682
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
300
shares
|
$14,682
0.0% of portfolio
|
Q1 2024
Reduced 91.74%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
293
shares
|
$14,339
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
270
shares
|
$13,213
0.0% of portfolio
|
Q2 2017
Added 922.22%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
250
shares
|
$12,235
0.0% of portfolio
|
Q1 2024
Reduced 0.79%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
250
shares
|
$12,235
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
225
shares
|
$11,011
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
211
shares
|
$10,326
0.0% of portfolio
|
Q1 2025
Reduced 29.67%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
190
shares
|
$9,298
0.0% of portfolio
|
Q3 2024
Reduced 32.14%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
189
shares
|
$9,249
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
175
shares
|
$8,564
0.0% of portfolio
|
Q4 2023
Reduced 22.22%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
172
shares
|
$8,417
0.0% of portfolio
|
Q1 2025
Reduced 43.23%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
140
shares
|
$6,851
0.0% of portfolio
|
Q2 2020
Added 29.7%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
135
shares
|
$6,606
0.0% of portfolio
|
Q1 2023
Reduced 32.5%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
124
shares
|
$6,068
0.0% of portfolio
|
Q2 2023
Added 69.86%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
120
shares
|
$5,872
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
90
shares
|
$4,404
0.0% of portfolio
|
Q4 2023
Reduced 80.0%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
88
shares
|
$4,306
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
75
shares
|
$3,670
0.0% of portfolio
|
Q4 2024
Reduced 75.0%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
69
shares
|
$3,376
0.0% of portfolio
|
Q1 2024
Reduced 75.62%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
64
shares
|
$3,132
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
63
shares
|
$3,083
0.0% of portfolio
|
Q1 2024
Reduced 23.17%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
61
shares
|
$2,985
0.0% of portfolio
|
Q1 2025
New holding
|