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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
140
shares
|
$7,121
0.0% of portfolio
|
Q2 2020
Added 29.7%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
133
shares
|
$6,765
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
131
shares
|
$6,663
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
120
shares
|
$6,104
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
112
shares
|
$5,697
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
101
shares
|
$5,137
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
90
shares
|
$4,578
0.0% of portfolio
|
Q2 2025
Reduced 71.43%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
90
shares
|
$4,578
0.0% of portfolio
|
Q4 2023
Reduced 80.0%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
88
shares
|
$4,476
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
80
shares
|
$4,069
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
75
shares
|
$3,815
0.0% of portfolio
|
Q4 2024
Reduced 75.0%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
69
shares
|
$3,510
0.0% of portfolio
|
Q1 2024
Reduced 75.62%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
63
shares
|
$3,204
0.0% of portfolio
|
Q1 2024
Reduced 23.17%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
60
shares
|
$3,052
0.0% of portfolio
|
Q3 2025
Reduced 77.78%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
55
shares
|
$2,797
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
54
shares
|
$2,746
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
50
shares
|
$2,543
0.0% of portfolio
|
Q2 2025
Added 56.25%
|
|
|
Peoples Financial Services Corp.
|
Oct 28, 2025 Q3 2025 |
50
shares
|
$2,543
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
40
shares
|
$2,034
0.0% of portfolio
|
Q4 2022
Reduced 95.24%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
36
shares
|
$1,831
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
31
shares
|
$1,576
0.0% of portfolio
|
Q4 2023
Reduced 97.57%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
27
shares
|
$1,373
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
21
shares
|
$1,068
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
19
shares
|
$966
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
11
shares
|
$559
0.0% of portfolio
|
Q3 2023
New holding
|
|