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 |
|---|---|---|---|---|---|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
600
shares
|
$30,522
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
600
shares
|
$30,522
0.0% of portfolio
|
Q4 2024
Reduced 71.43%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
569
shares
|
$28,945
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
561
shares
|
$28,538
0.0% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
545
shares
|
$27,724
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
500
shares
|
$25,435
0.0% of portfolio
|
Q4 2024
Reduced 82.95%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
493
shares
|
$25,078
0.0% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
483
shares
|
$24,570
0.0% of portfolio
|
Q4 2024
Reduced 6.94%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
420
shares
|
$21,365
0.0% of portfolio
|
Q2 2025
Added 43.34%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
378
shares
|
$19,228
0.0% of portfolio
|
Q3 2025
Reduced 23.01%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
300
shares
|
$15,261
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 14, 2025 Q3 2025 |
300
shares
|
$15,261
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
300
shares
|
$15,261
0.0% of portfolio
|
Q3 2023
Reduced 36.58%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
300
shares
|
$15,261
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
300
shares
|
$15,261
0.0% of portfolio
|
Q1 2024
Reduced 91.74%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
283
shares
|
$14,396
0.0% of portfolio
|
Q3 2025
Reduced 75.62%
|
|
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
Nov 14, 2025 Q3 2025 |
267
shares
|
$13,582
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
250
shares
|
$12,717
0.0% of portfolio
|
Q1 2024
Reduced 0.79%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
225
shares
|
$11,445
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
190
shares
|
$9,665
0.0% of portfolio
|
Q3 2024
Reduced 32.14%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
189
shares
|
$9,614
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
169
shares
|
$8,597
0.0% of portfolio
|
Q3 2025
Reduced 23.18%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
157
shares
|
$7,986
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
150
shares
|
$7,630
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
140
shares
|
$7,121
0.0% of portfolio
|
Q3 2025
New holding
|
|