ISHARES INC (EPP)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
192
Reporting holders
$1.6B
Reported value
0.0%
Held as options
-4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | $394.6M | 7,408,686 | 0.02% | 31q | -2.4%-$9.7M |
| ROYAL BANK OF CANADA | $244.2M | 4,585,744 | 0.04% | 31q | +25.4%+$49.4M |
| GOLDMAN SACHS GROUP INC | $209.2M | 3,927,029 | 0.02% | 31q | +1.0%+$2.1M |
| BANK OF AMERICA CORP /DE/ | $193.1M | 3,625,901 | 0.01% | 31q | -0.7%-$1.4M |
| BlackRock, Inc. | $106.1M | 1,992,871 | 0.00% | 8q | HELD |
| Asset Management One Co., Ltd. | $80.7M | 1,515,819 | 0.21% | 31q | HELD |
| MORGAN STANLEY | $76.8M | 1,441,976 | 0.00% | 35q | +0.6%+$440.0K |
| UBS Group AG | $29.7M | 557,398 | 0.00% | 31q | -2.7%-$814.0K |
| DEUTSCHE BANK AG\ | $16.8M | 316,210 | 0.00% | 34q | -8.0%-$1.5M |
| Amundi | $11.5M | 216,225 | 0.00% | 13q | +20.4%+$2.0M |
| AMERIPRISE FINANCIAL INC | $10.8M | 201,906 | 0.00% | 31q | -49.2%-$10.4M |
| SYON CAPITAL LLC | $10.1M | 189,423 | 0.44% | 12q | +25.8%+$2.1M |
| PNC Financial Services Group, Inc. | $8.3M | 155,903 | 0.00% | 31q | -1.2%-$101.4K |
| Rathbones Group PLC | $7.2M | 134,429 | 0.03% | 31q | +12.2%+$775.7K |
| MV CAPITAL MANAGEMENT, INC. | $7.1M | 132,823 | 0.33% | 6q | +23660.8%+$7.0M |
| WELLS FARGO & COMPANY/MN | $7.0M | 131,437 | 0.00% | 31q | -51.3%-$7.4M |
| Banco Santander, S.A. | $6.9M | 130,224 | 0.04% | 6q | -41.5%-$4.9M |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | $6.5M | 122,547 | 0.23% | 14q | HELD |
| NorthCoast Asset Management LLC | $6.0M | 113,259 | 0.13% | 2q | -2.8%-$173.4K |
| CITIGROUP INC | $5.9M | 111,553 | 0.00% | 31q | HELD |
| Rockefeller Capital Management L.P. | $5.9M | 110,562 | 0.01% | 30q | +2.8%+$162.0K |
| Cetera Investment Advisers | $5.7M | 107,404 | 0.01% | 5q | +22.4%+$1.0M |
| Ascent Group, LLC | $4.6M | 86,728 | 0.14% | 3q | +40.0%+$1.3M |
| BTG Pactual Asset Management US LLC | $4.3M | 80,452 | 0.27% | 8q | +1.4%+$57.1K |
| LMCG INVESTMENTS, LLC | $4.0M | 74,234 | 0.21% | 18q | -3.7%-$150.5K |
| Corient Private Wealth LP | $3.8M | 71,726 | 0.00% | 15q | +65.0%+$1.5M |
| ENVESTNET ASSET MANAGEMENT INC | $3.8M | 70,878 | 0.00% | 31q | -0.7%-$24.8K |
| RAYMOND JAMES FINANCIAL INC | $3.8M | 70,845 | 0.00% | 7q | -2.8%-$107.7K |
| HSBC HOLDINGS PLC | $3.5M | 65,884 | 0.00% | 31q | -6.9%-$261.0K |
| Cordoba Advisory Partners LLC | $3.4M | 64,474 | 0.73% | 3q | +5.8%+$187.6K |
| Sanctuary Advisors, LLC | $3.0M | 56,452 | 0.01% | 9q | -1.7%-$51.9K |
| Stelac Advisory Services LLC | $2.8M | 52,151 | 0.52% | 31q | +1.1%+$31.0K |
| Synergy Asset Management, LLC | $2.7M | 51,271 | 0.26% | 2q | +39.9%+$779.0K |
| GFS Advisors, LLC | $2.7M | 50,000 | 0.14% | 3q | +100.0%+$1.3M |
| MML INVESTORS SERVICES, LLC | $2.6M | 49,586 | 0.01% | 31q | +21.3%+$463.6K |
| LPL Financial LLC | $2.6M | 48,783 | 0.00% | 31q | -45.0%-$2.1M |
| Sharper & Granite LLC | $2.5M | 46,409 | 0.77% | 15q | -4.8%-$124.9K |
| NLB Skladi, upravljanje premozenja, d.o.o. | $2.1M | 39,291 | 0.08% | 3q | +3.4%+$69.7K |
| TRUIST FINANCIAL CORP | $2.0M | 37,518 | 0.00% | 27q | -1.7%-$33.6K |
| Prosperity Consulting Group, LLC | $1.8M | 34,565 | 0.07% | 3q | +3.2%+$57.0K |
| Cerity Partners LLC | $1.8M | 33,733 | 0.00% | 31q | +45.8%+$564.0K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.8M | 33,630 | 0.00% | new | NEW |
| FIL Ltd | $1.7M | 31,756 | 0.00% | 31q | +2.1%+$34.1K |
| Robertson Stephens Wealth Management, LLC | $1.6M | 29,447 | 0.04% | 31q | -0.7%-$11.8K |
| AQR CAPITAL MANAGEMENT LLC | $1.5M | 28,135 | 0.00% | new | NEW |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $1.5M | 27,298 | 0.01% | 17q | HELD |
| Integris Wealth Management, LLC | $1.4M | 27,085 | 0.29% | 15q | -19.3%-$344.5K |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | $1.3M | 25,346 | 0.73% | 8q | +5.9%+$75.1K |
| SageView Advisory Group, LLC | $1.3M | 24,242 | 0.04% | 3q | +16.4%+$182.0K |
| Bank of New York Mellon Corp | $1.3M | 23,839 | 0.00% | 31q | +1.1%+$13.3K |
| Resolute Advisors LLC | $1.2M | 21,915 | 0.28% | 23q | +1.5%+$17.6K |
| Creative Planning | $1.1M | 21,313 | 0.00% | 23q | +16.8%+$163.2K |
| LEE DANNER & BASS INC | $1.1M | 21,025 | 0.06% | 30q | HELD |
| Orion Porfolio Solutions, LLC | $1.1M | 20,874 | 0.01% | 3q | +58.0%+$408.0K |
| Karnit Road Accident Victims Compensation Fund | $1.0M | 19,710 | 0.60% | 2q | +5.0%+$50.1K |
| Financial Management Professionals, Inc. | $932.7K | 17,513 | 0.09% | new | NEW |
| Csenge Advisory Group | $931.4K | 17,488 | 0.04% | 3q | +9.8%+$83.2K |
| swisspartners Advisors Ltd | $924.0K | 17,355 | 0.62% | 27q | HELD |
| Waverly Advisors, LLC | $916.1K | 17,200 | 0.01% | 3q | -6.5%-$63.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $907.3K | 16,617 | 0.00% | 12q | +28.8%+$202.7K |
| Israel Discount Bank of New York | $899.9K | 16,897 | 1.67% | 30q | +16.6%+$128.0K |
| STIFEL FINANCIAL CORP | $894.0K | 16,786 | 0.00% | 5q | +2.7%+$23.9K |
| Daiwa Securities Group Inc. | $845.3K | 15,871 | 0.00% | 31q | +5.3%+$42.2K |
| Global Retirement Partners, LLC | $806.1K | 15,135 | 0.01% | 13q | +97.6%+$398.2K |
| TCTC Holdings, LLC | $798.9K | 15,000 | 0.02% | 25q | -7.4%-$63.9K |
| Merit Financial Group, LLC | $781.0K | 14,664 | 0.00% | 2q | +269.6%+$569.7K |
| Next Level Private LLC | $728.2K | 13,673 | 0.14% | 15q | +0.9%+$6.3K |
| Wealthspire Advisors, LLC | $708.1K | 13,296 | 0.00% | 2q | +81.2%+$317.3K |
| KEYBANK NATIONAL ASSOCIATION/OH | $704.8K | 13,233 | 0.00% | 31q | -8.5%-$65.8K |
| Invesco Ltd. | $702.8K | 13,195 | 0.00% | 31q | HELD |
| NAVELLIER & ASSOCIATES INC | $695.1K | 13,051 | 0.06% | new | NEW |
| MassMutual Private Wealth & Trust, FSB | $673.7K | 12,650 | 0.02% | 31q | -10.9%-$82.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $656.4K | 12,325 | 0.00% | 31q | -3.2%-$21.6K |
| OSAIC HOLDINGS, INC. | $619.4K | 11,627 | 0.00% | 26q | +28.2%+$136.3K |
| INSIGNEO ADVISORY SERVICES, LLC | $606.2K | 11,382 | 0.02% | 5q | +6.6%+$37.3K |
| BLAIR WILLIAM & CO/IL | $587.7K | 11,035 | 0.00% | 31q | -3.0%-$18.3K |
| TWO SIGMA SECURITIES, LLC | $586.7K | 11,016 | 0.05% | 5q | +45.1%+$182.4K |
| Onyx Bridge Wealth Group LLC | $577.2K | 10,837 | 0.05% | 4q | -67.4%-$1.2M |
| IFP Advisors, Inc | $553.4K | 10,391 | 0.01% | 39q | +20.1%+$92.7K |
| FIFTH THIRD BANCORP | $527.4K | 9,902 | 0.00% | 8q | -2.0%-$10.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $527.3K | options only | 0.00% | 13q | OPTIONS |
| PRINCIPAL SECURITIES, INC. | $512.0K | 9,613 | 0.01% | 2q | +31.0%+$121.2K |
| Curat Global, LLC | $498.9K | 6,173 | 0.41% | 6q | -34.1%-$258.2K |
| FIRST HORIZON CORP | $494.5K | 9,285 | 0.02% | 4q | HELD |
| Quantinno Capital Management LP | $493.7K | 9,270 | 0.00% | 8q | HELD |
| Nuveen, LLC | $492.2K | 9,241 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $491.5K | 9,229 | 0.00% | 17q | -83.0%-$2.4M |
| BRANDYWINE OAK PRIVATE WEALTH LLC | $487.8K | 9,158 | 0.04% | 26q | HELD |
| Checchi Capital Advisers, LLC | $485.8K | 9,121 | 0.02% | 17q | -88.3%-$3.7M |
| HighTower Advisors, LLC | $468.0K | 8,787 | 0.00% | 31q | HELD |
| COMPASS CAPITAL CORP /MA/ /ADV | $460.9K | 8,011 | 0.15% | new | NEW |
| BECKER CAPITAL MANAGEMENT INC | $455.6K | 8,554 | 0.01% | 14q | HELD |
| MetLife Inc | $455.2K | 8,545 | 3.48% | 32q | HELD |
| FMR LLC | $452.6K | 8,497 | 0.00% | 31q | +5.7%+$24.4K |
| Yoffe Investment Management, LLC | $434.8K | 8,163 | 0.50% | 7q | HELD |
| COOPERMAN LEON G | $405.3K | 7,610 | 0.01% | 7q | HELD |
| HUNTINGTON NATIONAL BANK | $395.2K | 7,421 | 0.00% | 16q | HELD |
| Farther Finance Advisors, LLC | $393.1K | 7,381 | 0.00% | 11q | +25.7%+$80.3K |
| Lido Advisors, LLC | $383.6K | 7,202 | 0.00% | 10q | -0.5%-$2.1K |
| MONTAG A & ASSOCIATES INC | $367.5K | 6,900 | 0.02% | 31q | HELD |
Showing the largest 100 of 200 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 192 | $1.6B | 29,381,700 | 15 | 62 | 51 | 0.0% |
| Q1 2026 | 196 | $1.5B | 29,138,261 | 33 | 62 | 35 | 0.0% |
| Q4 2025 | 186 | $1.3B | 26,555,986 | 27 | 52 | 43 | 0.0% |
| Q3 2025 | 173 | $1.7B | 33,543,944 | 17 | 39 | 49 | 0.0% |
| Q2 2025 | 168 | $1.4B | 27,971,779 | 21 | 37 | 46 | 0.0% |
| Q1 2025 | 161 | $1.4B | 31,120,634 | 13 | 28 | 52 | 0.0% |
| Q4 2024 | 179 | $1.3B | 30,304,605 | 18 | 38 | 55 | 0.0% |
| Q3 2024 | 168 | $2.0B | 40,471,578 | 18 | 40 | 47 | 0.1% |
| Q2 2024 | 166 | $1.8B | 42,949,023 | 12 | 42 | 53 | 0.0% |
| Q1 2024 | 166 | $2.0B | 46,752,461 | 18 | 35 | 46 | 0.0% |
| Q4 2023 | 169 | $2.0B | 45,137,869 | 19 | 34 | 55 | 0.0% |
| Q3 2023 | 165 | $1.3B | 32,218,569 | 12 | 33 | 52 | 0.0% |
| Q2 2023 | 164 | $1.4B | 33,004,688 | 7 | 40 | 58 | 0.0% |
| Q1 2023 | 176 | $1.5B | 34,569,619 | 23 | 46 | 43 | 0.0% |
| Q4 2022 | 153 | $1.1B | 25,049,167 | 13 | 32 | 54 | 0.1% |
| Q3 2022 | 191 | $1.4B | 38,433,001 | 9 | 32 | 66 | 0.0% |
| Q2 2022 | 205 | $1.6B | 37,880,329 | 28 | 30 | 51 | 0.0% |
| Q1 2022 | 201 | $1.8B | 36,592,656 | 22 | 36 | 58 | 0.0% |
| Q4 2021 | 194 | $1.6B | 33,672,278 | 14 | 54 | 42 | 0.0% |
| Q3 2021 | 187 | $1.7B | 34,028,816 | 14 | 41 | 58 | 0.1% |
| Q2 2021 | 198 | $1.8B | 35,571,139 | 17 | 56 | 47 | 0.1% |
| Q1 2021 | 200 | $1.7B | 33,597,464 | 25 | 50 | 46 | 0.1% |
| Q4 2020 | 192 | $1.4B | 29,865,729 | 18 | 36 | 53 | 0.1% |
| Q3 2020 | 174 | $1.2B | 30,555,120 | 13 | 29 | 65 | 0.0% |
| Q2 2020 | 186 | $1.2B | 29,249,879 | 28 | 27 | 75 | 0.9% |
| Q1 2020 | 190 | $1.0B | 29,936,958 | 19 | 34 | 79 | 0.0% |
| Q4 2019 | 221 | $1.5B | 32,320,941 | 24 | 49 | 61 | 0.0% |
| Q3 2019 | 221 | $1.5B | 33,648,659 | 22 | 44 | 76 | 0.0% |
| Q2 2019 | 232 | $1.6B | 34,270,777 | 31 | 48 | 72 | 0.1% |
| Q1 2019 | 230 | $1.6B | 33,933,939 | 30 | 53 | 58 | 0.1% |
| Q4 2018 | 225 | $1.3B | 31,212,330 | 5 | 0 | 5 | 0.1% |