Institutional Ownership Ishares Inc (EPP)
This table provides information about the institutional ownership of Ishares Inc (EPP). We have compiled data on the 203 institutions that hold shares in the stock, with a total of 32.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
569
shares
|
$25,286
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
561
shares
|
$24,930
0.0% of portfolio
|
Q3 2023
Reduced 34.23%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
474
shares
|
$21,064
0.0% of portfolio
|
Q2 2024
Added 1.72%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
378
shares
|
$16,798
0.0% of portfolio
|
Q3 2024
Added 209.84%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
300
shares
|
$13,332
0.0% of portfolio
|
Q3 2023
Reduced 36.58%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
300
shares
|
$13,332
0.0% of portfolio
|
Q3 2024
Added 300.0%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
300
shares
|
$13,332
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
300
shares
|
$13,332
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
300
shares
|
$13,332
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
300
shares
|
$13,332
0.01% of portfolio
|
Q3 2024
Reduced 18.7%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
300
shares
|
$13,332
0.0% of portfolio
|
Q1 2024
Reduced 91.74%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
291
shares
|
$12,932
0.0% of portfolio
|
Q2 2024
Added 39.9%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
277
shares
|
$12,309
0.0% of portfolio
|
Q2 2024
Added 7.36%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
270
shares
|
$11,998
0.0% of portfolio
|
Q2 2017
Added 922.22%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
266
shares
|
$11,821
0.0% of portfolio
|
Q3 2024
Added 182.98%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
250
shares
|
$11,110
0.0% of portfolio
|
Q1 2024
Reduced 0.79%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
250
shares
|
$11,110
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
225
shares
|
$9,999
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
190
shares
|
$8,443
0.0% of portfolio
|
Q3 2024
Reduced 32.14%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
189
shares
|
$8,399
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
175
shares
|
$7,777
0.0% of portfolio
|
Q4 2023
Reduced 22.22%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
161
shares
|
$7,154
0.0% of portfolio
|
Q2 2024
Added 1.26%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
159
shares
|
$7,065
0.0% of portfolio
|
Q3 2024
Reduced 57.6%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
148
shares
|
$6,577
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
140
shares
|
$6,221
0.0% of portfolio
|
Q2 2020
Added 29.7%
|