Institutional Ownership Ishares Inc (EPP)
This table provides information about the institutional ownership of Ishares Inc (EPP). We have compiled data on the 210 institutions that hold shares in the stock, with a total of 31.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
561
shares
|
$25,525
0.0% of portfolio
|
Q3 2023
Reduced 34.23%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
550
shares
|
$25,025
0.0% of portfolio
|
Q4 2024
Reduced 66.67%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
500
shares
|
$22,750
0.0% of portfolio
|
Q4 2024
Reduced 82.95%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
484
shares
|
$22,022
0.0% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
483
shares
|
$21,976
0.0% of portfolio
|
Q4 2024
Reduced 6.94%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
378
shares
|
$17,199
0.0% of portfolio
|
Q3 2024
Added 209.84%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
315
shares
|
$14,332
0.0% of portfolio
|
Q4 2024
Added 250.0%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
303
shares
|
$13,786
0.0% of portfolio
|
Q4 2024
Reduced 54.64%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Feb 21, 2025 Q4 2024 |
300
shares
|
$13,650
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
300
shares
|
$13,650
0.0% of portfolio
|
Q3 2024
Reduced 18.7%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
300
shares
|
$13,650
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
300
shares
|
$13,650
0.0% of portfolio
|
Q3 2023
Reduced 36.58%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
300
shares
|
$13,650
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
300
shares
|
$13,650
0.0% of portfolio
|
Q1 2024
Reduced 91.74%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
295
shares
|
$13,422
0.0% of portfolio
|
Q4 2024
Reduced 73.78%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
270
shares
|
$12,285
0.0% of portfolio
|
Q2 2017
Added 922.22%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
250
shares
|
$11,375
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
250
shares
|
$11,375
0.0% of portfolio
|
Q1 2024
Reduced 0.79%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
225
shares
|
$10,237
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
190
shares
|
$8,645
0.0% of portfolio
|
Q3 2024
Reduced 32.14%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
189
shares
|
$8,599
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
175
shares
|
$7,962
0.0% of portfolio
|
Q4 2023
Reduced 22.22%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
159
shares
|
$7,234
0.0% of portfolio
|
Q3 2024
Reduced 57.6%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
148
shares
|
$6,734
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
148
shares
|
$6,734
0.0% of portfolio
|
Q4 2024
New holding
|