# ISHARES INC (EPP)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/EPP/

- Reporting holders: 7
- Reported value: $1.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $657.9K | 11,956 | 0.0% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $428.0K | 7,777 | 0.0% | 12 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $251.7K | 4,574 | 0.0% | 3 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $209.1K | 3,800 | 0.0% | 3 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $121.9K | 2,215 | 0.0% | 3 |
| [Davis Capital Management](https://holderbook.com/funds/1811806-davis-capital-management/) | $5.0K | 90 | 0.0% | 13 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $1.1K | 20 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 7 | $1.7M |
| Q2 2026 | 202 | $1.6B |
| Q1 2026 | 204 | $1.5B |
| Q4 2025 | 193 | $1.3B |
| Q3 2025 | 183 | $1.7B |
| Q2 2025 | 180 | $1.4B |
| Q1 2025 | 177 | $1.4B |
| Q4 2024 | 194 | $1.4B |
| Q3 2024 | 188 | $2.0B |
| Q2 2024 | 185 | $1.9B |
| Q1 2024 | 185 | $2.1B |
| Q4 2023 | 189 | $2.0B |