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 989 institutions that hold shares in the stock, with a total of 96.8 Million shares, which have been reported (via 13F filing form) to have a value of $25.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Apr 30, 2025 Q1 2025 |
4,652
shares
|
$1.24 Million
1.11% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
4,600
shares
|
$1.22 Million
0.11% of portfolio
|
Q1 2025
Reduced 11.62%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
4,563
shares
|
$1.21 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
4,554
shares
|
$1.21 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
4,512
shares
|
$1.2 Million
0.09% of portfolio
|
Q4 2021
Reduced 17.59%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
4,492
shares
|
$1.2 Million
0.03% of portfolio
|
Q1 2024
Reduced 1.94%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
May 07, 2025 Q1 2025 |
4,475
shares
|
$1.19 Million
0.82% of portfolio
|
Q1 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
4,475
shares
|
$1.19 Million
0.03% of portfolio
|
Q1 2025
Added 26.45%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
4,453
shares
|
$1.18 Million
0.04% of portfolio
|
Q2 2025
Added 16.36%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
4,383
shares
|
$1.17 Million
0.02% of portfolio
|
Q1 2025
Added 114.64%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
4,347
shares
|
$1.16 Million
0.07% of portfolio
|
Q2 2025
Added 21.05%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
4,342
shares
|
$1.16 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
4,330
shares
|
$1.15 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.77%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
4,323
shares
|
$1.15 Million
0.04% of portfolio
|
Q1 2025
Added 23.06%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
4,318
shares
|
$1.15 Million
0.3% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
May 14, 2025 Q1 2025 |
4,310
shares
|
$1.15 Million
0.93% of portfolio
|
Q1 2025
New holding
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
4,269
shares
|
$1.14 Million
0.54% of portfolio
|
Q1 2025
Added 84.65%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
4,233
shares
|
$1.13 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
4,212
shares
|
$1.12 Million
0.11% of portfolio
|
Q1 2025
Added 7.94%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
4,211
shares
|
$1.12 Million
0.73% of portfolio
|
Q1 2025
Added 417.96%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
4,200
shares
|
$1.12 Million
0.34% of portfolio
|
Q1 2024
Added 740.0%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
4,147
shares
|
$1.1 Million
0.53% of portfolio
|
Q1 2025
Reduced 39.83%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
4,132
shares
|
$1.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 43.12%
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
4,109
shares
|
$1.09 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
4,108
shares
|
$1.09 Million
0.93% of portfolio
|
Q2 2025
Added 14.11%
|