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 1,043 institutions that hold shares in the stock, with a total of 53.5 Million shares, which have been reported (via 13F filing form) to have a value of $14.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Oct 10, 2025 Q3 2025 |
14,139
shares
|
$3.76 Million
3.47% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
14,078
shares
|
$3.75 Million
0.13% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
13,671
shares
|
$3.64 Million
0.01% of portfolio
|
Q2 2025
Added 28.21%
|
|
|
Bbr Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
13,441
shares
|
$3.58 Million
0.24% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
13,420
shares
|
$3.57 Million
0.06% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 17, 2025 Q3 2025 |
13,346
shares
|
$3.55 Million
2.64% of portfolio
|
Q3 2025
Added 6.26%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Jul 24, 2025 Q2 2025 |
13,318
shares
|
$3.54 Million
2.38% of portfolio
|
Q2 2025
Added 24.82%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
13,170
shares
|
$3.5 Million
0.09% of portfolio
|
Q3 2025
Added 50.76%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Aug 13, 2025 Q2 2025 |
13,126
shares
|
$3.49 Million
1.44% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
12,929
shares
|
$3.44 Million
0.12% of portfolio
|
Q2 2025
Added 32.04%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
12,760
shares
|
$3.39 Million
0.05% of portfolio
|
Q2 2025
Reduced 41.08%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jul 23, 2025 Q2 2025 |
12,644
shares
|
$3.36 Million
2.13% of portfolio
|
Q2 2025
Added 47.74%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Aug 11, 2025 Q2 2025 |
12,551
shares
|
$3.34 Million
2.3% of portfolio
|
Q2 2025
Added 58.87%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
12,542
shares
|
$3.34 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
12,369
shares
|
$3.29 Million
0.39% of portfolio
|
Q3 2024
Added 11.29%
|
|
|
Measured Wealth Private Client Group, LLC
|
Aug 13, 2025 Q2 2025 |
12,307
shares
|
$3.27 Million
0.99% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Oct 03, 2025 Q3 2025 |
12,240
shares
|
$3.26 Million
1.08% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Aug 07, 2025 Q2 2025 |
12,110
shares
|
$3.22 Million
1.9% of portfolio
|
Q2 2025
Added 16.8%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
12,031
shares
|
$3.2 Million
1.24% of portfolio
|
Q3 2025
Added 18.17%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
11,879
shares
|
$3.16 Million
3.33% of portfolio
|
Q4 2024
New holding
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Aug 06, 2025 Q2 2025 |
11,638
shares
|
$3.1 Million
1.66% of portfolio
|
Q2 2025
Added 28.95%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
11,607
shares
|
$3.09 Million
1.07% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
11,551
shares
|
$3.07 Million
0.03% of portfolio
|
Q3 2025
Added 24.14%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
11,520
shares
|
$3.06 Million
0.15% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
11,495
shares
|
$3.06 Million
0.34% of portfolio
|
Q2 2025
Added 153.47%
|