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 969 institutions that hold shares in the stock, with a total of 95.6 Million shares, which have been reported (via 13F filing form) to have a value of $25.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arcadia Investment Advisors LLC
Eagle, ID |
May 01, 2025 Q1 2025 |
37,358
shares
|
$9.94 Million
5.66% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Cardinal Strategic Wealth Guidance
|
May 01, 2025 Q1 2025 |
35,885
shares
|
$9.55 Million
3.05% of portfolio
|
Q1 2025
Added 66.67%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
35,732
shares
|
$9.51 Million
0.02% of portfolio
|
Q1 2025
Reduced 8.83%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
35,008
shares
|
$9.31 Million
1.99% of portfolio
|
Q1 2025
Added 62.38%
|
|
|
Sharkey, Howes & Javer
|
Apr 30, 2025 Q1 2025 |
34,951
shares
|
$9.3 Million
1.42% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
34,837
shares
|
$9.27 Million
1.16% of portfolio
|
Q1 2025
Added 113.8%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
34,447
shares
|
$9.16 Million
1.26% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
34,423
shares
|
$9.16 Million
0.02% of portfolio
|
Q1 2025
Added 17.27%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
34,193
shares
|
$9.1 Million
0.64% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
33,581
shares
|
$8.93 Million
0.84% of portfolio
|
Q1 2025
Reduced 69.31%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
33,569
shares
|
$8.93 Million
0.29% of portfolio
|
Q1 2025
Added 3385.88%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
33,403
shares
|
$8.89 Million
1.07% of portfolio
|
Q1 2025
New holding
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Apr 11, 2025 Q1 2025 |
32,361
shares
|
$8.61 Million
3.7% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
May 12, 2025 Q1 2025 |
32,089
shares
|
$8.54 Million
3.48% of portfolio
|
Q1 2025
Reduced 54.06%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
May 09, 2025 Q1 2025 |
31,811
shares
|
$8.46 Million
2.22% of portfolio
|
Q1 2025
Added 10.71%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
31,805
shares
|
$8.46 Million
0.07% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
31,710
shares
|
$8.44 Million
0.28% of portfolio
|
Q1 2025
Added 470.84%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
31,553
shares
|
$8.39 Million
1.42% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
31,433
shares
|
$8.36 Million
1.36% of portfolio
|
Q1 2025
Reduced 5.93%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Apr 15, 2025 Q1 2025 |
31,245
shares
|
$8.31 Million
3.14% of portfolio
|
Q1 2025
Added 109.99%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
31,121
shares
|
$8.28 Million
2.0% of portfolio
|
Q1 2025
Added 320.1%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
30,940
shares
|
$8.23 Million
0.14% of portfolio
|
Q1 2025
Added 159.52%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
30,712
shares
|
$8.17 Million
1.35% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
30,495
shares
|
$8.11 Million
2.89% of portfolio
|
Q1 2025
Reduced 8.81%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
30,441
shares
|
$8.1 Million
0.3% of portfolio
|
Q1 2025
Added 0.13%
|