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 |
---|---|---|---|---|---|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
16,797
shares
|
$4.47 Million
0.23% of portfolio
|
Q2 2024
Reduced 4.84%
|
|
Regions Financial Corp
|
Jul 31, 2024 Q2 2024 |
16,565
shares
|
$4.41 Million
0.03% of portfolio
|
Q2 2024
Reduced 2.03%
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 01, 2024 Q2 2024 |
16,481
shares
|
$4.38 Million
0.1% of portfolio
|
Q1 2024
Reduced 1.04%
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
15,830
shares
|
$4.21 Million
0.4% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
Win Advisors, Inc
|
Aug 02, 2024 Q2 2024 |
15,754
shares
|
$4.19 Million
1.89% of portfolio
|
Q2 2024
New holding
|
|
Wealth Alliance
Mellville, NY |
Aug 09, 2024 Q2 2024 |
15,473
shares
|
$4.12 Million
0.54% of portfolio
|
Q2 2024
Reduced 2.46%
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 08, 2024 Q3 2024 |
15,092
shares
|
$4.01 Million
1.56% of portfolio
|
Q3 2024
Added 6.82%
|
|
Transcendent Capital Group LLC
Edmond, OK |
Jul 24, 2024 Q2 2024 |
14,921
shares
|
$3.97 Million
2.27% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
14,865
shares
|
$3.95 Million
0.1% of portfolio
|
Q2 2024
Reduced 16.72%
|
|
Signature Estate & Investment Advisors LLC
|
Jul 25, 2024 Q2 2024 |
14,826
shares
|
$3.94 Million
0.1% of portfolio
|
Q2 2024
New holding
|
|
Measured Wealth Private Client Group, LLC
|
Aug 12, 2024 Q2 2024 |
14,682
shares
|
$3.91 Million
1.37% of portfolio
|
Q2 2024
Reduced 18.17%
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Aug 15, 2024 Q2 2024 |
14,222
shares
|
$3.78 Million
1.57% of portfolio
|
Q2 2024
Reduced 1.98%
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Aug 12, 2024 Q2 2024 |
14,001
shares
|
$3.72 Million
2.38% of portfolio
|
Q2 2024
Added 0.71%
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 02, 2024 Q2 2024 |
13,832
shares
|
$3.68 Million
0.03% of portfolio
|
Q2 2024
Added 2.6%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
13,744
shares
|
$3.66 Million
0.01% of portfolio
|
Q2 2024
Added 137.17%
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 09, 2024 Q2 2024 |
13,600
shares
|
$3.62 Million
0.01% of portfolio
|
Q2 2024
Added 223.81%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
13,510
shares
|
$3.59 Million
0.17% of portfolio
|
Q2 2024
Added 31.56%
|
|
Bbr Partners, LLC
New York, NY |
Aug 05, 2024 Q2 2024 |
13,441
shares
|
$3.58 Million
0.29% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Apr 19, 2024 Q1 2024 |
13,433
shares
|
$3.57 Million
1.73% of portfolio
|
Q1 2024
New holding
|
|
Heritage Wealth Advisors
|
Aug 05, 2024 Q2 2024 |
13,329
shares
|
$3.55 Million
0.16% of portfolio
|
Q2 2024
Reduced 0.09%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
13,126
shares
|
$3.49 Million
0.01% of portfolio
|
Q2 2024
Added 3.72%
|
|
9258 Wealth Management, LLC
|
Aug 02, 2024 Q2 2024 |
12,831
shares
|
$3.41 Million
0.53% of portfolio
|
Q2 2024
Reduced 6.89%
|
|
Hm Payson & CO
Portland, ME |
Aug 13, 2024 Q2 2024 |
12,697
shares
|
$3.38 Million
0.06% of portfolio
|
Q1 2024
Reduced 0.31%
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 12, 2024 Q2 2024 |
12,579
shares
|
$3.35 Million
0.1% of portfolio
|
Q2 2024
Added 39.26%
|
|
Commerce Bank
Kansas City, MO |
Aug 12, 2024 Q2 2024 |
12,328
shares
|
$3.28 Million
0.02% of portfolio
|
Q2 2024
Added 0.33%
|