Institutional Ownership Ishares Inc (EPP)
This table provides information about the institutional ownership of Ishares Inc (EPP). We have compiled data on the 207 institutions that hold shares in the stock, with a total of 26.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
4,000
shares
|
$203,480
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 12, 2025 Q3 2025 |
4,000
shares
|
$203,480
0.01% of portfolio
|
Q2 2025
Reduced 55.8%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
3,945
shares
|
$200,682
0.01% of portfolio
|
Q1 2021
Reduced 36.34%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
3,916
shares
|
$199,206
0.03% of portfolio
|
Q4 2024
Reduced 38.0%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
3,691
shares
|
$187,761
0.01% of portfolio
|
Q3 2025
Reduced 10.8%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
3,365
shares
|
$171,177
0.0% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
3,075
shares
|
$156,425
0.0% of portfolio
|
Q3 2025
Reduced 32.49%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
3,000
shares
|
$152,610
0.0% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Evelyn Partners Investment Management LLP
London, |
Nov 14, 2025 Q3 2025 |
3,000
shares
|
$152,610
0.0% of portfolio
|
Q1 2025
Reduced 30.13%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
2,993
shares
|
$152,253
0.03% of portfolio
|
Q2 2024
Reduced 11.87%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
2,800
shares
|
$142,436
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 10, 2025 Q3 2025 |
2,515
shares
|
$127,938
0.02% of portfolio
|
Q3 2025
Reduced 17.84%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
1,600
shares
|
$81,392
0.01% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
1,545
shares
|
$78,594
0.01% of portfolio
|
Q3 2025
Added 4.18%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 12, 2025 Q3 2025 |
1,400
shares
|
$71,218
0.0% of portfolio
|
Q1 2024
Reduced 66.67%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1,336
shares
|
$67,962
0.0% of portfolio
|
Q3 2025
Added 130.74%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
1,252
shares
|
$63,689
0.0% of portfolio
|
Q3 2025
Reduced 47.62%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,175
shares
|
$59,772
0.01% of portfolio
|
Q4 2020
Reduced 15.16%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
1,100
shares
|
$55,957
0.0% of portfolio
|
Q4 2020
Reduced 46.58%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
1,020
shares
|
$51,887
0.0% of portfolio
|
Q3 2025
Reduced 37.04%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
1,005
shares
|
$51,124
0.02% of portfolio
|
Q2 2024
Reduced 19.66%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
980
shares
|
$49,852
0.01% of portfolio
|
Q3 2025
Reduced 43.35%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
875
shares
|
$44,511
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
860
shares
|
$43,748
0.0% of portfolio
|
Q3 2025
Added 56.36%
|
|
|
American Wealth Advisors, LLC
Johns Creek, GA |
Nov 12, 2025 Q3 2025 |
762
shares
|
$38,762
0.04% of portfolio
|
Q3 2025
New holding
|
|