Institutional Ownership Ishares Inc (EPP)
This table provides information about the institutional ownership of Ishares Inc (EPP). We have compiled data on the 201 institutions that hold shares in the stock, with a total of 32.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
124
shares
|
$5,852
0.0% of portfolio
|
Q2 2023
Added 69.86%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
112
shares
|
$5,286
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
90
shares
|
$4,248
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
90
shares
|
$4,248
0.0% of portfolio
|
Q4 2023
Reduced 80.0%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
88
shares
|
$4,153
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
88
shares
|
$4,153
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
69
shares
|
$3,256
0.0% of portfolio
|
Q1 2024
Reduced 75.62%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
64
shares
|
$3,020
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
63
shares
|
$2,973
0.0% of portfolio
|
Q1 2024
Reduced 23.17%
|
|
|
Peoples Financial Services Corp.
|
Oct 16, 2024 Q3 2024 |
50
shares
|
$2,360
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
40
shares
|
$1,888
0.0% of portfolio
|
Q4 2022
Reduced 95.24%
|
|
|
Hbc Financial Services, Pllc
|
Nov 06, 2024 Q3 2024 |
36
shares
|
$1,699
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
31
shares
|
$1,463
0.0% of portfolio
|
Q4 2023
Reduced 97.57%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
27
shares
|
$1,274
0.0% of portfolio
|
Q1 2023
Reduced 48.08%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
19
shares
|
$896
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
19
shares
|
$896
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
18
shares
|
$849
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
17
shares
|
$802
0.0% of portfolio
|
Q3 2024
Reduced 60.47%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
11
shares
|
$519
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
10
shares
|
$472
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
3
shares
|
$141
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|