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 |
|---|---|---|---|---|---|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
May 12, 2025 Q1 2025 |
3,881
shares
|
$1.03 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
3,875
shares
|
$1.03 Million
0.1% of portfolio
|
Q1 2025
Added 6.84%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
3,835
shares
|
$1.02 Million
0.06% of portfolio
|
Q1 2025
Added 12.07%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
3,827
shares
|
$1.02 Million
0.03% of portfolio
|
Q1 2025
Added 13.33%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
3,809
shares
|
$1.01 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Eq LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
3,791
shares
|
$1.01 Million
0.47% of portfolio
|
Q1 2025
Added 87.12%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
3,785
shares
|
$1.01 Million
0.06% of portfolio
|
Q1 2025
Added 16.71%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
3,761
shares
|
$1 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
3,759
shares
|
$1 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
3,744
shares
|
$996,016
0.04% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
3,686
shares
|
$980,586
0.06% of portfolio
|
Q1 2024
Added 0.03%
|
|
|
Columbus Macro, LLC
|
Apr 17, 2025 Q1 2025 |
3,680
shares
|
$978,990
0.14% of portfolio
|
Q1 2025
Reduced 13.51%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
3,640
shares
|
$968,349
0.32% of portfolio
|
Q4 2023
Reduced 1.65%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,632
shares
|
$966,220
0.09% of portfolio
|
Q1 2024
Added 0.03%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
3,600
shares
|
$957,707
0.2% of portfolio
|
Q3 2017
New holding
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Apr 21, 2025 Q1 2025 |
3,600
shares
|
$957,707
0.82% of portfolio
|
Q1 2025
Added 118.58%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
3,591
shares
|
$955,313
0.01% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
3,591
shares
|
$955,313
0.07% of portfolio
|
Q1 2025
Added 307.6%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
3,562
shares
|
$947,598
0.01% of portfolio
|
Q1 2025
Added 59.09%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
3,557
shares
|
$946,268
0.1% of portfolio
|
Q1 2025
Reduced 7.97%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
3,517
shares
|
$935,627
0.41% of portfolio
|
Q1 2025
Added 48.08%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
3,513
shares
|
$934,563
0.03% of portfolio
|
Q1 2025
Added 88.06%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
3,510
shares
|
$933,765
0.06% of portfolio
|
Q4 2022
Reduced 9.35%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
3,507
shares
|
$932,967
0.43% of portfolio
|
Q4 2022
Reduced 27.04%
|
|
|
Rvw Wealth, LLC
|
May 08, 2025 Q1 2025 |
3,486
shares
|
$927,380
0.09% of portfolio
|
Q2 2024
New holding
|