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 |
|---|---|---|---|---|---|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
27
shares
|
$1,332
0.0% of portfolio
|
Q1 2023
Reduced 48.08%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
19
shares
|
$937
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
15
shares
|
$740
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
12
shares
|
$592
0.0% of portfolio
|
Q4 2024
Reduced 92.55%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
11
shares
|
$542
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
10
shares
|
$493
0.0% of portfolio
|
Q1 2025
Reduced 47.37%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
10
shares
|
$493
0.0% of portfolio
|
Q2 2025
Reduced 94.19%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
10
shares
|
$493
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
6
shares
|
$296
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
5
shares
|
$246
0.0% of portfolio
|
Q1 2025
Reduced 58.33%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
3
shares
|
$148
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
1
shares
|
$49
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
1
shares
|
$49
0.0% of portfolio
|
Q4 2024
Reduced 99.88%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|