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 |
|---|---|---|---|---|---|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
3,928
shares
|
$1.04 Million
0.1% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
3,924
shares
|
$1.04 Million
0.05% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
3,917
shares
|
$1.04 Million
0.87% of portfolio
|
Q2 2025
Added 30.74%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 03, 2025 Q2 2025 |
3,901
shares
|
$1.04 Million
0.5% of portfolio
|
Q4 2023
Reduced 8.49%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
3,894
shares
|
$1.04 Million
0.06% of portfolio
|
Q2 2025
Reduced 47.31%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
3,893
shares
|
$1.04 Million
0.19% of portfolio
|
Q2 2025
Added 132.97%
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
3,878
shares
|
$1.03 Million
0.25% of portfolio
|
Q2 2025
Added 931.38%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
3,875
shares
|
$1.03 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jul 17, 2025 Q2 2025 |
3,848
shares
|
$1.02 Million
0.53% of portfolio
|
Q2 2025
New holding
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
3,831
shares
|
$1.02 Million
0.27% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
3,820
shares
|
$1.02 Million
0.06% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
3,796
shares
|
$1.01 Million
0.11% of portfolio
|
Q2 2025
Reduced 15.12%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
3,778
shares
|
$1.01 Million
0.41% of portfolio
|
Q2 2025
Added 7.42%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
3,761
shares
|
$1 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
3,759
shares
|
$1 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
3,706
shares
|
$985,907
0.04% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
3,680
shares
|
$978,990
0.13% of portfolio
|
Q1 2025
Reduced 13.51%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
3,668
shares
|
$975,798
0.02% of portfolio
|
Q2 2025
Added 17.83%
|
|
|
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
|
|
|
Retireful, LLC
|
Jul 15, 2025 Q2 2025 |
3,574
shares
|
$950,791
0.7% of portfolio
|
Q2 2025
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
3,569
shares
|
$949,461
0.01% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Summit Global Investments
Bountiful, UT |
Aug 12, 2025 Q2 2025 |
3,551
shares
|
$944,672
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
3,530
shares
|
$939,085
0.0% of portfolio
|
Q2 2025
Added 253.0%
|