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 |
|---|---|---|---|---|---|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
57,479
shares
|
$15.3 Million
2.75% of portfolio
|
Q3 2025
Added 36.94%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
56,976
shares
|
$15.2 Million
2.92% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
56,671
shares
|
$15.1 Million
2.08% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
56,515
shares
|
$15 Million
0.28% of portfolio
|
Q3 2025
Added 41.79%
|
|
|
Jackson Wealth Management, LLC
|
Oct 03, 2025 Q3 2025 |
55,952
shares
|
$14.9 Million
2.05% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
55,148
shares
|
$14.7 Million
0.68% of portfolio
|
Q3 2025
Added 23.01%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
54,761
shares
|
$14.6 Million
0.1% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
53,043
shares
|
$14.1 Million
5.9% of portfolio
|
Q2 2025
Added 13.99%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
52,636
shares
|
$14 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
51,912
shares
|
$13.8 Million
10.49% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
51,612
shares
|
$13.7 Million
2.04% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Aug 14, 2025 Q2 2025 |
51,096
shares
|
$13.6 Million
8.9% of portfolio
|
Q2 2025
Reduced 16.62%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
50,559
shares
|
$13.5 Million
1.71% of portfolio
|
Q2 2025
Added 6.06%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
49,471
shares
|
$13.2 Million
1.46% of portfolio
|
Q2 2025
Added 48.1%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
49,120
shares
|
$13.1 Million
0.0% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
48,910
shares
|
$13 Million
0.65% of portfolio
|
Q3 2025
Added 44.2%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
48,790
shares
|
$13 Million
0.12% of portfolio
|
Q2 2025
Reduced 84.52%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
48,090
shares
|
$12.8 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Meridian Wealth Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
47,395
shares
|
$12.6 Million
2.13% of portfolio
|
Q2 2025
New holding
|
|
|
Affinity Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
47,334
shares
|
$12.6 Million
1.98% of portfolio
|
Q3 2025
Added 6.99%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
46,503
shares
|
$12.4 Million
1.88% of portfolio
|
Q3 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
46,128
shares
|
$12.3 Million
0.07% of portfolio
|
Q2 2025
Added 22.46%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
45,862
shares
|
$12.2 Million
0.01% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Roof Eidam & Maycock
|
Jul 29, 2025 Q2 2025 |
45,059
shares
|
$12 Million
3.01% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
44,654
shares
|
$11.9 Million
0.39% of portfolio
|
Q2 2025
Added 11.59%
|