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 812 institutions that hold shares in the stock, with a total of 34.5 Million shares, which have been reported (via 13F filing form) to have a value of $9.17 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Garde Capital, Inc.
Seattle, WA |
Aug 19, 2024 Q2 2024 |
896
shares
|
$238,362
0.02% of portfolio
|
Q4 2020
New holding
|
|
Essex Financial Services, Inc.
|
Aug 09, 2024 Q2 2024 |
890
shares
|
$236,766
0.01% of portfolio
|
Q1 2024
New holding
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
885
shares
|
$235,436
0.01% of portfolio
|
Q3 2024
Added 0.34%
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
881
shares
|
$234,372
0.02% of portfolio
|
Q3 2024
New holding
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
871
shares
|
$231,712
0.07% of portfolio
|
Q1 2024
Added 144.66%
|
|
Arthur M. Cohen & Associates, LLC
|
Jul 29, 2024 Q2 2024 |
871
shares
|
$231,712
0.04% of portfolio
|
Q2 2024
Added 0.11%
|
|
Essex Savings Bank
|
Jul 23, 2024 Q2 2024 |
870
shares
|
$231,446
0.06% of portfolio
|
Q2 2024
New holding
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
870
shares
|
$231,446
0.01% of portfolio
|
Q1 2024
New holding
|
|
Napatree Capital LLC
Westerly, RI |
Aug 13, 2024 Q2 2024 |
870
shares
|
$231,446
0.19% of portfolio
|
Q1 2024
New holding
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Oct 18, 2024 Q3 2024 |
870
shares
|
$231,446
0.17% of portfolio
|
Q2 2024
Reduced 2.79%
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Aug 09, 2024 Q2 2024 |
868
shares
|
$230,914
0.01% of portfolio
|
Q2 2024
New holding
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
862
shares
|
$229,317
0.13% of portfolio
|
Q2 2024
Reduced 2.82%
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
858
shares
|
$228,253
0.01% of portfolio
|
Q2 2024
Reduced 32.65%
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
854
shares
|
$227,189
0.01% of portfolio
|
Q3 2024
New holding
|
|
Moloney Securities Asset Management, LLC
|
Jul 30, 2024 Q2 2024 |
846
shares
|
$225,061
0.03% of portfolio
|
Q1 2024
Reduced 9.13%
|
|
Caprock Group, Inc.
|
Aug 06, 2024 Q2 2024 |
844
shares
|
$224,529
0.01% of portfolio
|
Q2 2024
Added 1.56%
|
|
Enzi Wealth
Austin, TX |
Oct 15, 2024 Q3 2024 |
834
shares
|
$221,869
0.09% of portfolio
|
Q2 2024
Reduced 2.23%
|
|
Aaron Wealth Advisors LLC
|
Oct 17, 2024 Q3 2024 |
828
shares
|
$220,272
0.03% of portfolio
|
Q1 2024
Reduced 10.58%
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
823
shares
|
$218,942
0.02% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
Bell Bank
|
Jul 31, 2024 Q2 2024 |
822
shares
|
$218,676
0.02% of portfolio
|
Q1 2024
New holding
|
|
Mc Guire Investment Group, LLC
|
Oct 10, 2024 Q3 2024 |
821
shares
|
$218,410
0.03% of portfolio
|
Q1 2024
New holding
|
|
Avidian Wealth Solutions, LLC
|
Aug 06, 2024 Q2 2024 |
820
shares
|
$218,144
0.01% of portfolio
|
Q2 2024
New holding
|
|
Welch Group, LLC
|
Jul 17, 2024 Q2 2024 |
820
shares
|
$218,144
0.01% of portfolio
|
Q1 2024
New holding
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 12, 2024 Q2 2024 |
816
shares
|
$217,080
0.02% of portfolio
|
Q2 2024
New holding
|
|
Byrne Asset Management LLC
|
Jul 23, 2024 Q2 2024 |
815
shares
|
$216,814
0.18% of portfolio
|
Q2 2024
Reduced 0.61%
|