EPP ISHARES INC

Ownership history in Sharper & Granite LLC  ·  13 quarters on record

AI Ownership Summary

Sharper & Granite LLC reported ISHARES INC (EPP) in 13 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.04% in 2023 Q3. The latest visible filing shows EPP at 0.80% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EPP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sharper & Granite LLC's position in ISHARES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

EPP was reported at 0.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.04% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Sharper & Granite LLC held EPP — position size vs. price
% of Fund (quarterly)    EPP price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 44,862 +460 +1.0% 0.80% $2.3M 2026-02-14 (Est.) $55.31
2025 Q3 ADDED 44,402 +619 +1.4% 0.82% $2.3M 2025-10-16 $50.10
2025 Q2 ADDED 43,783 +1,780 +4.2% 0.83% $2.2M 2025-07-31 $48.33
2025 Q1 REDUCED 42,003 -310 -0.7% 0.77% $1.9M 2025-04-30 $44.05
2024 Q4 REDUCED 42,313 -3,810 -8.3% 0.82% $1.9M 2025-01-14 $41.89
2024 Q3 REDUCED 46,123 -132 -0.3% 1.01% $2.3M 2024-10-31 $43.35
2024 Q2 ADDED 46,255 +2,938 +6.8% 0.95% $2.0M 2024-08-12 $40.31
2024 Q1 REDUCED 43,317 -1,022 -2.3% 0.90% $1.9M 2024-04-18 $37.78
2023 Q4 REDUCED 44,339 -770 -1.7% 1.00% $1.9M 2024-01-19 $38.15
2023 Q3 ADDED 45,109 +1,540 +3.5% 1.04% $1.8M 2023-11-14 $37.01
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Sharper & Granite LLC and EPP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sharper & Granite LLC reported owning EPP?

Sharper & Granite LLC reported EPP across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported EPP position in Sharper & Granite LLC's portfolio?

The largest reported portfolio weight for EPP was 1.04% in 2023 Q3.

What is the latest reported EPP position on this page?

The most recent filing on this page is 2025 Q4, when Sharper & Granite LLC reported 44,862 shares, equal to 0.80% of portfolio, with an estimated market value of $2.3M.

What does the chart on this EPP ownership page compare?

The chart compares Sharper & Granite LLC's quarterly EPP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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