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 |
|---|---|---|---|---|---|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
3,008
shares
|
$800,218
0.06% of portfolio
|
Q1 2025
Added 56.91%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
3,000
shares
|
$798,089
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
2,996
shares
|
$797,025
0.62% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
2,984
shares
|
$793,833
0.16% of portfolio
|
Q1 2025
Added 153.74%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
2,975
shares
|
$791,439
0.27% of portfolio
|
Q1 2025
Added 27.41%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
2,892
shares
|
$769,358
0.11% of portfolio
|
Q1 2025
Added 110.48%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
2,870
shares
|
$763,506
0.06% of portfolio
|
Q1 2025
Reduced 17.2%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
2,845
shares
|
$756,855
0.29% of portfolio
|
Q1 2025
Added 38.58%
|
|
|
Provident Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
2,817
shares
|
$749,406
0.26% of portfolio
|
Q4 2024
Added 5.58%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
2,800
shares
|
$744,883
0.07% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Apr 21, 2025 Q1 2025 |
2,764
shares
|
$735,306
0.58% of portfolio
|
Q4 2024
Reduced 15.42%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
2,750
shares
|
$731,582
0.03% of portfolio
|
Q1 2025
Added 53.55%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
May 15, 2025 Q1 2025 |
2,746
shares
|
$730,518
0.3% of portfolio
|
Q4 2023
Reduced 4.62%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
2,744
shares
|
$729,986
0.03% of portfolio
|
Q1 2025
Added 866.2%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
May 13, 2025 Q1 2025 |
2,738
shares
|
$728,390
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Apr 11, 2025 Q1 2025 |
2,727
shares
|
$725,463
0.81% of portfolio
|
Q1 2025
Added 6.69%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
2,704
shares
|
$719,345
0.04% of portfolio
|
Q1 2025
Added 7015.79%
|
|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
May 05, 2025 Q1 2025 |
2,700
shares
|
$718,280
0.67% of portfolio
|
Q1 2025
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
2,677
shares
|
$712,162
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
2,652
shares
|
$705,511
0.2% of portfolio
|
Q1 2025
Reduced 18.12%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
2,644
shares
|
$703,383
0.12% of portfolio
|
Q1 2025
Reduced 20.02%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
2,640
shares
|
$702,319
0.01% of portfolio
|
Q1 2025
Added 97.01%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
May 14, 2025 Q1 2025 |
2,600
shares
|
$691,677
0.38% of portfolio
|
Q4 2023
New holding
|
|
|
Schnieders Capital Management LLC
|
May 09, 2025 Q1 2025 |
2,599
shares
|
$691,411
0.15% of portfolio
|
Q1 2025
Reduced 6.81%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
2,595
shares
|
$690,347
0.01% of portfolio
|
Q1 2025
Added 12.0%
|