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 835 institutions that hold shares in the stock, with a total of 35.7 Million shares, which have been reported (via 13F filing form) to have a value of $9.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
1,279
shares
|
$340,252
0.03% of portfolio
|
Q1 2022
Reduced 3.76%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
1,270
shares
|
$337,858
0.04% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
1,258
shares
|
$334,665
0.03% of portfolio
|
Q1 2024
Reduced 1.33%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
1,257
shares
|
$334,399
0.02% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
1,249
shares
|
$332,271
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
1,249
shares
|
$332,271
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
1,243
shares
|
$330,675
0.09% of portfolio
|
Q3 2024
Reduced 6.26%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
1,234
shares
|
$328,281
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
1,234
shares
|
$328,281
0.03% of portfolio
|
Q3 2024
Reduced 36.59%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
1,230
shares
|
$327,216
0.12% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
1,226
shares
|
$326,152
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
1,224
shares
|
$325,620
0.03% of portfolio
|
Q3 2024
Added 88.02%
|
|
|
Banque Pictet & Cie Sa
|
Oct 21, 2024 Q3 2024 |
1,220
shares
|
$324,556
0.0% of portfolio
|
Q2 2024
Reduced 37.11%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Oct 22, 2024 Q3 2024 |
1,210
shares
|
$321,896
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 13, 2024 Q3 2024 |
1,210
shares
|
$321,896
0.16% of portfolio
|
Q1 2023
Added 1.68%
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
Nov 12, 2024 Q3 2024 |
1,200
shares
|
$319,235
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
1,195
shares
|
$317,905
0.05% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
1,192
shares
|
$317,107
0.02% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
1,191
shares
|
$316,841
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
1,177
shares
|
$313,117
0.01% of portfolio
|
Q3 2024
Added 37.18%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
1,176
shares
|
$312,851
0.06% of portfolio
|
Q1 2024
Reduced 2.81%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,176
shares
|
$312,851
0.01% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,171
shares
|
$311,521
0.03% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
1,167
shares
|
$310,457
0.01% of portfolio
|
Q3 2023
Reduced 1.02%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
1,162
shares
|
$309,126
0.03% of portfolio
|
Q3 2024
New holding
|