Institutional Ownership Ishares Inc (EPP)
This table provides information about the institutional ownership of Ishares Inc (EPP). We have compiled data on the 191 institutions that hold shares in the stock, with a total of 32 Million shares, which have been reported (via 13F filing form) to have a value of $1.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
5,945
shares
|
$293,326
0.0% of portfolio
|
Q1 2025
Reduced 29.44%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
5,865
shares
|
$289,379
0.0% of portfolio
|
Q4 2024
Reduced 20.24%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
5,809
shares
|
$286,616
0.01% of portfolio
|
Q1 2025
Added 9.36%
|
|
|
Verity Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
5,740
shares
|
$283,211
0.19% of portfolio
|
Q2 2020
New holding
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
5,626
shares
|
$277,586
0.01% of portfolio
|
Q1 2025
Reduced 11.07%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
5,583
shares
|
$275,465
0.0% of portfolio
|
Q1 2025
Reduced 7.09%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
5,540
shares
|
$273,343
0.0% of portfolio
|
Q1 2025
Added 5.52%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
5,335
shares
|
$263,228
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
5,198
shares
|
$256,469
0.17% of portfolio
|
Q3 2024
Added 9.43%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
5,181
shares
|
$255,630
0.0% of portfolio
|
Q1 2025
Reduced 83.4%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
5,178
shares
|
$255,482
0.04% of portfolio
|
Q4 2024
Reduced 16.42%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
5,000
shares
|
$246,700
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
4,863
shares
|
$239,940
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,700
shares
|
$231,898
0.01% of portfolio
|
Q4 2024
Reduced 15.65%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,590
shares
|
$226,470
0.05% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
4,520
shares
|
$223,016
0.0% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
4,159
shares
|
$205,205
0.0% of portfolio
|
Q1 2025
Added 41.7%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
4,138
shares
|
$204,168
0.01% of portfolio
|
Q1 2025
Reduced 5.57%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
3,945
shares
|
$194,646
0.01% of portfolio
|
Q1 2021
Reduced 36.34%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
3,916
shares
|
$193,215
0.03% of portfolio
|
Q4 2024
Reduced 38.0%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
3,460
shares
|
$170,716
0.03% of portfolio
|
Q4 2024
Reduced 9.23%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
3,230
shares
|
$159,368
0.0% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jul 18, 2025 Q2 2025 |
3,061
shares
|
$151,029
0.03% of portfolio
|
Q2 2025
Reduced 35.3%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
2,993
shares
|
$147,674
0.03% of portfolio
|
Q2 2024
Reduced 11.87%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
2,565
shares
|
$126,557
0.0% of portfolio
|
Q1 2025
New holding
|