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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
140
shares
|
$6,370
0.0% of portfolio
|
Q2 2020
Added 29.7%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
135
shares
|
$6,142
0.0% of portfolio
|
Q1 2023
Reduced 32.5%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
125
shares
|
$5,687
0.0% of portfolio
|
Q2 2024
Reduced 96.04%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
125
shares
|
$5,687
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
124
shares
|
$5,642
0.0% of portfolio
|
Q2 2023
Added 69.86%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
120
shares
|
$5,460
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
112
shares
|
$5,096
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
94
shares
|
$4,277
0.0% of portfolio
|
Q4 2024
Reduced 64.66%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
90
shares
|
$4,095
0.0% of portfolio
|
Q4 2023
Reduced 80.0%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
88
shares
|
$4,004
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
75
shares
|
$3,412
0.0% of portfolio
|
Q4 2024
Reduced 75.0%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
69
shares
|
$3,139
0.0% of portfolio
|
Q1 2024
Reduced 75.62%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
64
shares
|
$2,912
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
63
shares
|
$2,866
0.0% of portfolio
|
Q1 2024
Reduced 23.17%
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
50
shares
|
$2,275
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
40
shares
|
$1,820
0.0% of portfolio
|
Q4 2022
Reduced 95.24%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
36
shares
|
$1,638
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
32
shares
|
$1,456
0.0% of portfolio
|
Q4 2024
Added 88.24%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
31
shares
|
$1,410
0.0% of portfolio
|
Q4 2023
Reduced 97.57%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
27
shares
|
$1,228
0.0% of portfolio
|
Q1 2023
Reduced 48.08%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
19
shares
|
$864
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
19
shares
|
$864
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
15
shares
|
$682
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
12
shares
|
$546
0.0% of portfolio
|
Q4 2024
Reduced 92.55%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
12
shares
|
$546
0.0% of portfolio
|
Q4 2024
New holding
|