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 |
---|---|---|---|---|---|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 19, 2024 Q2 2024 |
813
shares
|
$216,282
0.16% of portfolio
|
Q2 2024
Reduced 28.62%
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Oct 10, 2024 Q3 2024 |
812
shares
|
$216,016
0.16% of portfolio
|
Q1 2024
New holding
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
807
shares
|
$214,686
0.02% of portfolio
|
Q2 2024
New holding
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Aug 09, 2024 Q2 2024 |
805
shares
|
$214,154
0.23% of portfolio
|
Q2 2024
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
804
shares
|
$213,888
0.01% of portfolio
|
Q2 2024
Reduced 7.69%
|
|
Weybosset Research & Management LLC
|
Oct 02, 2024 Q3 2024 |
800
shares
|
$212,823
0.07% of portfolio
|
Q2 2024
New holding
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
800
shares
|
$212,823
0.04% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Aug 12, 2024 Q2 2024 |
797
shares
|
$212,025
0.04% of portfolio
|
Q2 2024
Added 0.25%
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
796
shares
|
$211,759
0.02% of portfolio
|
Q3 2024
Reduced 58.69%
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Aug 02, 2024 Q2 2024 |
794
shares
|
$211,227
0.05% of portfolio
|
Q2 2024
New holding
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
793
shares
|
$210,961
0.0% of portfolio
|
Q2 2024
Added 0.13%
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 13, 2024 Q2 2024 |
787
shares
|
$209,365
0.14% of portfolio
|
Q4 2023
New holding
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
784
shares
|
$208,567
0.02% of portfolio
|
Q3 2023
New holding
|
|
Beacon Financial Advisory LLC
|
Jul 26, 2024 Q2 2024 |
772
shares
|
$205,375
0.08% of portfolio
|
Q2 2024
New holding
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2024 Q2 2024 |
770
shares
|
$204,843
0.05% of portfolio
|
Q2 2024
New holding
|
|
Pictet North America Advisors Sa
|
Oct 22, 2024 Q3 2024 |
765
shares
|
$203,512
0.02% of portfolio
|
Q2 2024
New holding
|
|
Modera Wealth Management, LLC
|
Jul 29, 2024 Q2 2024 |
759
shares
|
$201,916
0.0% of portfolio
|
Q2 2024
New holding
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 08, 2024 Q3 2024 |
750
shares
|
$199,522
0.1% of portfolio
|
Q3 2024
Reduced 62.5%
|
|
Aspire Private Capital, LLC
|
Jul 15, 2024 Q2 2024 |
721
shares
|
$191,807
0.05% of portfolio
|
Q2 2024
Reduced 3.22%
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
700
shares
|
$186,220
0.04% of portfolio
|
Q2 2022
Reduced 52.02%
|
|
Barclays PLC
London, X0 |
Aug 14, 2024 Q2 2024 |
700
shares
|
$186,220
0.0% of portfolio
|
Q1 2023
Reduced 16.17%
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
691
shares
|
$183,826
0.05% of portfolio
|
Q3 2024
Added 2.07%
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
676
shares
|
$179,836
0.03% of portfolio
|
Q3 2024
New holding
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 23, 2024 Q2 2024 |
666
shares
|
$177,175
0.05% of portfolio
|
Q1 2024
New holding
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Aug 05, 2024 Q2 2024 |
648
shares
|
$172,387
0.36% of portfolio
|
Q2 2024
Reduced 38.34%
|