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 1,020 institutions that hold shares in the stock, with a total of 51.1 Million shares, which have been reported (via 13F filing form) to have a value of $13.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
7,244
shares
|
$1.93 Million
0.92% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
7,216
shares
|
$1.92 Million
0.08% of portfolio
|
Q2 2025
Reduced 23.1%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
7,114
shares
|
$1.89 Million
0.62% of portfolio
|
Q2 2025
New holding
|
|
|
Beaumont Asset Management, L.L.C.
|
Jul 23, 2025 Q2 2025 |
7,084
shares
|
$1.88 Million
1.04% of portfolio
|
Q3 2023
Reduced 1.46%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Aug 12, 2025 Q2 2025 |
7,076
shares
|
$1.88 Million
0.73% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
6,988
shares
|
$1.86 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
6,900
shares
|
$1.84 Million
0.24% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
6,885
shares
|
$1.83 Million
0.2% of portfolio
|
Q2 2025
Reduced 9.81%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
6,879
shares
|
$1.83 Million
0.07% of portfolio
|
Q2 2025
Added 10.08%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
6,861
shares
|
$1.83 Million
0.1% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
6,784
shares
|
$1.8 Million
0.39% of portfolio
|
Q2 2025
Added 56.24%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jul 15, 2025 Q2 2025 |
6,746
shares
|
$1.79 Million
0.58% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
6,661
shares
|
$1.77 Million
0.09% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Opus Capital Group, LLC
|
Jul 31, 2025 Q2 2025 |
6,657
shares
|
$1.77 Million
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
6,657
shares
|
$1.77 Million
0.01% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
6,602
shares
|
$1.76 Million
0.06% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
6,595
shares
|
$1.75 Million
1.01% of portfolio
|
Q2 2025
Reduced 16.89%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
6,531
shares
|
$1.74 Million
0.82% of portfolio
|
Q2 2025
Added 9.69%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Aug 05, 2025 Q2 2025 |
6,479
shares
|
$1.72 Million
1.58% of portfolio
|
Q4 2023
New holding
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
6,472
shares
|
$1.72 Million
0.04% of portfolio
|
Q2 2025
Reduced 42.14%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
6,454
shares
|
$1.72 Million
0.05% of portfolio
|
Q2 2025
Reduced 5.67%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
6,435
shares
|
$1.71 Million
1.24% of portfolio
|
Q2 2025
Added 103.96%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 22, 2025 Q2 2025 |
6,367
shares
|
$1.69 Million
0.61% of portfolio
|
Q2 2025
Reduced 4.27%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
6,321
shares
|
$1.68 Million
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
6,319
shares
|
$1.68 Million
1.4% of portfolio
|
Q2 2025
Added 28.23%
|