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 969 institutions that hold shares in the stock, with a total of 95.6 Million shares, which have been reported (via 13F filing form) to have a value of $25.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Certus Wealth Management, LLC
Redwood City, CA |
May 13, 2025 Q1 2025 |
10,670
shares
|
$2.84 Million
2.02% of portfolio
|
Q1 2025
Added 124.54%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
10,663
shares
|
$2.84 Million
0.01% of portfolio
|
Q1 2025
Added 116.24%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
10,655
shares
|
$2.83 Million
1.32% of portfolio
|
Q1 2024
Reduced 31.8%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
10,616
shares
|
$2.82 Million
0.37% of portfolio
|
Q1 2025
Added 373.08%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
10,589
shares
|
$2.82 Million
0.08% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
10,548
shares
|
$2.81 Million
0.41% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
10,518
shares
|
$2.8 Million
0.08% of portfolio
|
Q4 2024
Added 222.84%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
10,460
shares
|
$2.78 Million
1.06% of portfolio
|
Q1 2025
New holding
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
May 02, 2025 Q1 2025 |
10,368
shares
|
$2.76 Million
1.53% of portfolio
|
Q1 2025
Added 71.37%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
10,289
shares
|
$2.74 Million
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Providence First Trust CO
|
May 12, 2025 Q1 2025 |
10,275
shares
|
$2.73 Million
1.13% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
10,180
shares
|
$2.71 Million
1.09% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
10,161
shares
|
$2.7 Million
0.87% of portfolio
|
Q1 2025
New holding
|
|
|
Shore Haven Wealth Partners, LLC
|
May 06, 2025 Q1 2025 |
10,154
shares
|
$2.7 Million
1.41% of portfolio
|
Q1 2025
Added 209.2%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Apr 22, 2025 Q1 2025 |
10,003
shares
|
$2.66 Million
1.58% of portfolio
|
Q1 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
9,966
shares
|
$2.65 Million
2.49% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
9,874
shares
|
$2.63 Million
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
9,853
shares
|
$2.62 Million
0.01% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
9,805
shares
|
$2.61 Million
0.74% of portfolio
|
Q2 2020
Reduced 0.33%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
9,792
shares
|
$2.6 Million
0.09% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
9,739
shares
|
$2.59 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
5 T Wealth, LLC
Napa, CA |
Apr 22, 2025 Q1 2025 |
9,731
shares
|
$2.59 Million
1.41% of portfolio
|
Q1 2025
Added 8.82%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Apr 28, 2025 Q1 2025 |
9,626
shares
|
$2.56 Million
1.54% of portfolio
|
Q1 2025
Added 5.61%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
9,550
shares
|
$2.54 Million
0.31% of portfolio
|
Q1 2025
Added 559.08%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
9,547
shares
|
$2.54 Million
0.03% of portfolio
|
Q1 2025
Added 51.52%
|