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 |
|---|---|---|---|---|---|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
300
shares
|
$15,345
0.0% of portfolio
|
Q3 2023
Reduced 36.58%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
300
shares
|
$15,345
0.0% of portfolio
|
Q1 2024
Reduced 91.74%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 14, 2025 Q2 2025 |
300
shares
|
$15,345
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
300
shares
|
$15,345
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
300
shares
|
$15,345
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
270
shares
|
$13,810
0.0% of portfolio
|
Q2 2017
Added 922.22%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
250
shares
|
$12,787
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
250
shares
|
$12,787
0.0% of portfolio
|
Q1 2024
Reduced 0.79%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
225
shares
|
$11,508
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
220
shares
|
$11,253
0.0% of portfolio
|
Q2 2025
Added 340.0%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
190
shares
|
$9,718
0.0% of portfolio
|
Q3 2024
Reduced 32.14%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
189
shares
|
$9,667
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
157
shares
|
$8,030
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
140
shares
|
$7,161
0.0% of portfolio
|
Q2 2020
Added 29.7%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
120
shares
|
$6,138
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 19, 2025 Q2 2025 |
112
shares
|
$5,728
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
101
shares
|
$5,166
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
90
shares
|
$4,603
0.0% of portfolio
|
Q4 2023
Reduced 80.0%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
90
shares
|
$4,603
0.0% of portfolio
|
Q2 2025
Reduced 71.43%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
88
shares
|
$4,501
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
80
shares
|
$4,092
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
75
shares
|
$3,836
0.0% of portfolio
|
Q4 2024
Reduced 75.0%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
69
shares
|
$3,529
0.0% of portfolio
|
Q1 2024
Reduced 75.62%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
63
shares
|
$3,222
0.0% of portfolio
|
Q1 2024
Reduced 23.17%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
54
shares
|
$2,762
0.0% of portfolio
|
Q2 2025
New holding
|