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 |
|---|---|---|---|---|---|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
40
shares
|
$2,016
0.0% of portfolio
|
Q4 2022
Reduced 95.24%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
36
shares
|
$1,815
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
31
shares
|
$1,563
0.0% of portfolio
|
Q4 2023
Reduced 97.57%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
27
shares
|
$1,361
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
21
shares
|
$1,058
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
19
shares
|
$957
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
15
shares
|
$756
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
12
shares
|
$605
0.0% of portfolio
|
Q4 2024
Reduced 92.55%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
11
shares
|
$554
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
10
shares
|
$504
0.0% of portfolio
|
Q2 2025
Reduced 94.19%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
10
shares
|
$504
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
10
shares
|
$504
0.0% of portfolio
|
Q1 2025
Reduced 47.37%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
6
shares
|
$302
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
5
shares
|
$252
0.0% of portfolio
|
Q1 2025
Reduced 58.33%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
3
shares
|
$151
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
1
shares
|
$50
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|