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 1,023 institutions that hold shares in the stock, with a total of 50.8 Million shares, which have been reported (via 13F filing form) to have a value of $13.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
6,209
shares
|
$1.65 Million
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
6,184
shares
|
$1.65 Million
0.63% of portfolio
|
Q2 2025
Added 26.36%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
6,137
shares
|
$1.63 Million
0.13% of portfolio
|
Q2 2025
Added 7.46%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
6,116
shares
|
$1.63 Million
0.03% of portfolio
|
Q2 2025
Added 4.67%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
6,105
shares
|
$1.62 Million
0.4% of portfolio
|
Q2 2025
Reduced 63.39%
|
|
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
Aug 11, 2025 Q2 2025 |
6,100
shares
|
$1.62 Million
1.7% of portfolio
|
Q4 2024
New holding
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
5,994
shares
|
$1.59 Million
0.19% of portfolio
|
Q2 2025
Added 47.27%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
5,982
shares
|
$1.59 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,970
shares
|
$1.59 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
5,932
shares
|
$1.58 Million
0.0% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
5,846
shares
|
$1.56 Million
0.06% of portfolio
|
Q2 2025
Added 23.2%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
5,787
shares
|
$1.54 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
5,747
shares
|
$1.53 Million
0.5% of portfolio
|
Q2 2025
Added 9.57%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
5,736
shares
|
$1.53 Million
0.0% of portfolio
|
Q2 2025
Added 84.85%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
5,712
shares
|
$1.52 Million
0.6% of portfolio
|
Q1 2023
Reduced 2.44%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
5,692
shares
|
$1.51 Million
0.13% of portfolio
|
Q2 2025
Reduced 34.9%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
5,545
shares
|
$1.48 Million
0.54% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
5,529
shares
|
$1.47 Million
0.09% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
5,524
shares
|
$1.47 Million
0.16% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
5,508
shares
|
$1.47 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Aug 27, 2025 Q2 2025 |
5,480
shares
|
$1.46 Million
0.98% of portfolio
|
Q2 2025
Added 30.14%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
5,470
shares
|
$1.46 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
5,389
shares
|
$1.43 Million
0.02% of portfolio
|
Q2 2025
Added 22.95%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
5,164
shares
|
$1.37 Million
0.12% of portfolio
|
Q2 2025
Added 12.26%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
5,103
shares
|
$1.36 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.88%
|