Institutional Ownership Ishares S&P 100 ETF (OEF)
This table provides information about the institutional ownership of Ishares S&P 100 ETF (OEF). We have compiled data on the 911 institutions that hold shares in the stock, with a total of 85.6 Million shares, which have been reported (via 13F filing form) to have a value of $22.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
9,113
shares
|
$2.42 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
9,111
shares
|
$2.42 Million
0.03% of portfolio
|
Q4 2024
Added 4.83%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
9,021
shares
|
$2.4 Million
0.01% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
8,994
shares
|
$2.39 Million
0.62% of portfolio
|
Q1 2023
Added 0.11%
|
|
|
5 T Wealth, LLC
Napa, CA |
Jan 31, 2025 Q4 2024 |
8,942
shares
|
$2.38 Million
1.41% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
8,901
shares
|
$2.37 Million
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
8,770
shares
|
$2.33 Million
0.01% of portfolio
|
Q2 2023
Reduced 0.14%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Feb 18, 2025 Q4 2024 |
8,724
shares
|
$2.32 Million
0.4% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
8,642
shares
|
$2.3 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
8,551
shares
|
$2.27 Million
0.62% of portfolio
|
Q4 2020
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
8,543
shares
|
$2.27 Million
0.15% of portfolio
|
Q4 2023
Added 108.52%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
8,513
shares
|
$2.26 Million
0.14% of portfolio
|
Q4 2023
Added 404.32%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
8,370
shares
|
$2.23 Million
0.22% of portfolio
|
Q4 2021
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
8,355
shares
|
$2.22 Million
0.19% of portfolio
|
Q4 2023
Reduced 8.74%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
8,354
shares
|
$2.22 Million
0.11% of portfolio
|
Q4 2024
Added 11.13%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
8,274
shares
|
$2.2 Million
0.12% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
8,186
shares
|
$2.18 Million
0.61% of portfolio
|
Q3 2024
New holding
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
8,075
shares
|
$2.15 Million
1.22% of portfolio
|
Q4 2024
New holding
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
8,066
shares
|
$2.15 Million
2.38% of portfolio
|
Q2 2022
New holding
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
8,027
shares
|
$2.14 Million
0.54% of portfolio
|
Q4 2024
Added 19.9%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
8,013
shares
|
$2.13 Million
0.14% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
8,011
shares
|
$2.13 Million
0.84% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
7,950
shares
|
$2.11 Million
0.12% of portfolio
|
Q4 2024
Added 263.35%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
7,852
shares
|
$2.09 Million
0.39% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
7,788
shares
|
$2.07 Million
0.09% of portfolio
|
Q2 2024
Added 1.12%
|