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 1,043 institutions that hold shares in the stock, with a total of 53.5 Million shares, which have been reported (via 13F filing form) to have a value of $14.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
83,561
shares
|
$22.2 Million
0.78% of portfolio
|
Q3 2025
Added 92.07%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
81,655
shares
|
$21.7 Million
0.83% of portfolio
|
Q2 2025
Added 8.94%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jul 28, 2025 Q2 2025 |
81,381
shares
|
$21.6 Million
2.74% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
80,172
shares
|
$21.3 Million
0.22% of portfolio
|
Q3 2025
Added 13.92%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 09, 2025 Q3 2025 |
79,924
shares
|
$21.3 Million
3.27% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
78,625
shares
|
$20.9 Million
0.05% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
75,924
shares
|
$20.2 Million
0.11% of portfolio
|
Q2 2025
Added 21.47%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
75,452
shares
|
$20.1 Million
0.25% of portfolio
|
Q2 2025
Added 70.3%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
74,414
shares
|
$19.8 Million
0.76% of portfolio
|
Q2 2025
Reduced 28.06%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
74,251
shares
|
$19.8 Million
2.32% of portfolio
|
Q3 2025
Reduced 41.7%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
70,396
shares
|
$18.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
69,923
shares
|
$18.6 Million
0.32% of portfolio
|
Q3 2025
Reduced 7.77%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
69,499
shares
|
$18.5 Million
0.04% of portfolio
|
Q2 2025
Added 26.89%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
67,601
shares
|
$18 Million
1.35% of portfolio
|
Q2 2025
Added 37.37%
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
65,105
shares
|
$17.3 Million
3.62% of portfolio
|
Q3 2025
Added 155.9%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
65,048
shares
|
$17.3 Million
0.14% of portfolio
|
Q2 2025
Added 124.35%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
63,676
shares
|
$16.9 Million
0.06% of portfolio
|
Q2 2025
Reduced 7.96%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
63,352
shares
|
$16.9 Million
0.36% of portfolio
|
Q3 2025
Added 90.3%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Oct 17, 2025 Q3 2025 |
61,900
shares
|
$16.5 Million
13.24% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 14, 2025 Q3 2025 |
61,811
shares
|
$16.4 Million
5.06% of portfolio
|
Q3 2025
Added 50.6%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
61,312
shares
|
$16.3 Million
5.1% of portfolio
|
Q2 2025
Added 21.56%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Aug 07, 2025 Q2 2025 |
60,294
shares
|
$16 Million
12.33% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
59,170
shares
|
$15.7 Million
1.08% of portfolio
|
Q2 2025
Reduced 11.73%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
59,103
shares
|
$15.7 Million
0.47% of portfolio
|
Q2 2025
Added 86.39%
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Oct 14, 2025 Q3 2025 |
57,842
shares
|
$15.4 Million
13.14% of portfolio
|
Q3 2025
Added 50.18%
|