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 |
|---|---|---|---|---|---|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,000
shares
|
$1.6 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
5,962
shares
|
$1.59 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
5,954
shares
|
$1.58 Million
0.8% of portfolio
|
Q1 2025
Added 70.7%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
5,885
shares
|
$1.57 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
5,843
shares
|
$1.55 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.54%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
5,816
shares
|
$1.55 Million
0.11% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2025 Q1 2025 |
5,795
shares
|
$1.54 Million
0.34% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,720
shares
|
$1.52 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
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%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
5,711
shares
|
$1.52 Million
0.12% of portfolio
|
Q1 2025
Added 58.59%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
5,652
shares
|
$1.5 Million
0.67% of portfolio
|
Q1 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
5,600
shares
|
$1.49 Million
0.02% of portfolio
|
Q1 2025
Added 7.78%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
5,568
shares
|
$1.48 Million
0.02% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
5,522
shares
|
$1.47 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
5,474
shares
|
$1.46 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
5,428
shares
|
$1.44 Million
0.2% of portfolio
|
Q1 2025
Added 105.22%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
5,387
shares
|
$1.43 Million
0.03% of portfolio
|
Q1 2025
Added 60.47%
|
|
|
Adirondack Trust CO
|
Apr 03, 2025 Q1 2025 |
5,385
shares
|
$1.43 Million
0.57% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
5,345
shares
|
$1.42 Million
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
5,290
shares
|
$1.41 Million
0.03% of portfolio
|
Q1 2025
Added 85.61%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
5,245
shares
|
$1.4 Million
0.48% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,225
shares
|
$1.39 Million
0.06% of portfolio
|
Q1 2025
Reduced 50.22%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
5,153
shares
|
$1.37 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
5,031
shares
|
$1.34 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
4,999
shares
|
$1.33 Million
0.02% of portfolio
|
Q4 2022
Reduced 21.88%
|