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 |
|---|---|---|---|---|---|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
2,569
shares
|
$683,431
0.25% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
2,562
shares
|
$681,568
0.13% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Soundwatch Capital LLC
New York, NY |
May 06, 2025 Q1 2025 |
2,560
shares
|
$681,036
0.32% of portfolio
|
Q2 2022
New holding
|
|
|
First Citizens Financial Corp
|
Apr 03, 2025 Q1 2025 |
2,558
shares
|
$680,504
0.39% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
2,555
shares
|
$679,706
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
May 06, 2025 Q1 2025 |
2,552
shares
|
$678,908
0.25% of portfolio
|
Q1 2025
Added 596.75%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
2,549
shares
|
$678,110
0.02% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Gimbal Financial
Carmel, IN |
Apr 23, 2025 Q1 2025 |
2,548
shares
|
$677,844
0.62% of portfolio
|
Q4 2023
New holding
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
2,525
shares
|
$671,725
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
2,500
shares
|
$665,074
0.01% of portfolio
|
Q2 2022
Added 154.58%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
2,483
shares
|
$660,552
0.38% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
2,483
shares
|
$660,552
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
2,474
shares
|
$658,158
0.22% of portfolio
|
Q3 2023
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
2,448
shares
|
$651,241
0.04% of portfolio
|
Q1 2025
Reduced 55.07%
|
|
|
Aspire Private Capital, LLC
|
Apr 22, 2025 Q1 2025 |
2,426
shares
|
$645,388
0.17% of portfolio
|
Q1 2025
Added 103.87%
|
|
|
Flagship Private Wealth, LLC
|
Apr 14, 2025 Q1 2025 |
2,416
shares
|
$642,728
0.31% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
2,415
shares
|
$642,462
0.12% of portfolio
|
Q1 2023
Added 0.37%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
May 09, 2025 Q1 2025 |
2,406
shares
|
$640,068
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Lansing Street Advisors
|
Apr 25, 2025 Q1 2025 |
2,406
shares
|
$640,068
0.22% of portfolio
|
Q1 2025
Added 50.94%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
2,385
shares
|
$634,481
0.03% of portfolio
|
Q1 2025
Added 99.92%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Apr 21, 2025 Q1 2025 |
2,369
shares
|
$630,225
0.12% of portfolio
|
Q3 2022
Reduced 63.93%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
2,362
shares
|
$628,362
0.18% of portfolio
|
Q1 2025
Added 131.57%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
2,359
shares
|
$627,564
0.07% of portfolio
|
Q4 2024
Added 5.31%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
2,350
shares
|
$625,170
0.01% of portfolio
|
Q4 2022
Reduced 2.08%
|
|
|
Howard Capital Management Group, LLC
|
Apr 16, 2025 Q1 2025 |
2,345
shares
|
$623,840
0.05% of portfolio
|
Q4 2023
New holding
|