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 |
|---|---|---|---|---|---|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
300
shares
|
$15,126
0.0% of portfolio
|
Q3 2023
Reduced 36.58%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
300
shares
|
$15,126
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
300
shares
|
$15,126
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
270
shares
|
$13,613
0.0% of portfolio
|
Q2 2017
Added 922.22%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
250
shares
|
$12,605
0.0% of portfolio
|
Q1 2024
Reduced 0.79%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
250
shares
|
$12,605
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
225
shares
|
$11,344
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
220
shares
|
$11,092
0.0% of portfolio
|
Q2 2025
Added 340.0%
|
|
|
National Bank Of Canada
|
Aug 13, 2025 Q2 2025 |
190
shares
|
$9,579
0.0% of portfolio
|
Q3 2024
Reduced 32.14%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
189
shares
|
$9,529
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
140
shares
|
$7,058
0.0% of portfolio
|
Q2 2020
Added 29.7%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
124
shares
|
$6,252
0.0% of portfolio
|
Q2 2023
Added 69.86%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
120
shares
|
$6,050
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
90
shares
|
$4,537
0.0% of portfolio
|
Q4 2023
Reduced 80.0%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
90
shares
|
$4,537
0.0% of portfolio
|
Q2 2025
Reduced 71.43%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
88
shares
|
$4,436
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
80
shares
|
$4,033
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
75
shares
|
$3,781
0.0% of portfolio
|
Q4 2024
Reduced 75.0%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
69
shares
|
$3,478
0.0% of portfolio
|
Q1 2024
Reduced 75.62%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
63
shares
|
$3,176
0.0% of portfolio
|
Q1 2024
Reduced 23.17%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
54
shares
|
$2,722
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
54
shares
|
$2,722
0.0% of portfolio
|
Q1 2025
Reduced 66.04%
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
50
shares
|
$2,521
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
50
shares
|
$2,521
0.0% of portfolio
|
Q2 2025
Added 56.25%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
43
shares
|
$2,168
0.0% of portfolio
|
Q2 2025
New holding
|