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 812 institutions that hold shares in the stock, with a total of 34.5 Million shares, which have been reported (via 13F filing form) to have a value of $9.17 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Aug 02, 2024 Q2 2024 |
6,707
shares
|
$1.78 Million
0.09% of portfolio
|
Q2 2024
Added 8.58%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
6,656
shares
|
$1.77 Million
0.54% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
6,654
shares
|
$1.77 Million
0.02% of portfolio
|
Q2 2024
Reduced 7.7%
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Jul 30, 2024 Q2 2024 |
6,479
shares
|
$1.72 Million
1.51% of portfolio
|
Q4 2023
New holding
|
|
Brighton Jones LLC
|
Aug 12, 2024 Q2 2024 |
6,479
shares
|
$1.72 Million
0.06% of portfolio
|
Q2 2024
Added 0.23%
|
|
Claro Advisors LLC
Boston, MA |
Oct 17, 2024 Q3 2024 |
6,451
shares
|
$1.72 Million
0.17% of portfolio
|
Q3 2024
Added 248.7%
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
6,339
shares
|
$1.69 Million
0.05% of portfolio
|
Q3 2024
Added 39.66%
|
|
Jfs Wealth Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
6,244
shares
|
$1.66 Million
0.13% of portfolio
|
Q2 2024
Added 0.02%
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
6,192
shares
|
$1.65 Million
0.02% of portfolio
|
Q2 2024
Reduced 3.4%
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
6,170
shares
|
$1.64 Million
0.03% of portfolio
|
Q2 2021
Reduced 0.24%
|
|
Stephens Inc
|
Aug 06, 2024 Q2 2024 |
6,060
shares
|
$1.61 Million
0.03% of portfolio
|
Q2 2024
Added 3.71%
|
|
Mai Capital Management
|
Aug 12, 2024 Q2 2024 |
6,033
shares
|
$1.6 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.98%
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 15, 2024 Q2 2024 |
5,925
shares
|
$1.58 Million
0.39% of portfolio
|
Q2 2024
Added 0.34%
|
|
Brown Advisory Inc
|
Aug 14, 2024 Q2 2024 |
5,885
shares
|
$1.57 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.06%
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
5,873
shares
|
$1.56 Million
0.39% of portfolio
|
Q2 2024
Added 0.03%
|
|
Pinnacle Associates LTD
|
Jul 30, 2024 Q2 2024 |
5,870
shares
|
$1.56 Million
0.02% of portfolio
|
Q2 2024
Added 1.29%
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
5,854
shares
|
$1.56 Million
0.02% of portfolio
|
Q3 2024
Added 1.3%
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2024 Q2 2024 |
5,763
shares
|
$1.53 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
5,712
shares
|
$1.52 Million
0.6% of portfolio
|
Q1 2023
Reduced 2.44%
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 15, 2024 Q3 2024 |
5,488
shares
|
$1.46 Million
0.61% of portfolio
|
Q3 2024
Added 16.64%
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
5,460
shares
|
$1.45 Million
0.56% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
5,416
shares
|
$1.44 Million
0.57% of portfolio
|
Q3 2024
Added 27.5%
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
5,405
shares
|
$1.44 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
Litman Gregory Wealth Management LLC
|
Jul 30, 2024 Q2 2024 |
5,404
shares
|
$1.44 Million
0.13% of portfolio
|
Q1 2024
Reduced 5.79%
|
|
Beacon Financial Group
|
Aug 06, 2024 Q2 2024 |
5,386
shares
|
$1.43 Million
0.16% of portfolio
|
Q2 2024
Added 7.46%
|