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 839 institutions that hold shares in the stock, with a total of 35.9 Million shares, which have been reported (via 13F filing form) to have a value of $9.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
929
shares
|
$247,141
0.01% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
928
shares
|
$246,875
0.18% of portfolio
|
Q3 2024
Reduced 10.34%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
926
shares
|
$246,343
0.02% of portfolio
|
Q1 2024
Reduced 15.51%
|
|
|
First Merchants Corp
|
Oct 24, 2024 Q3 2024 |
915
shares
|
$243,417
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
913
shares
|
$242,885
0.0% of portfolio
|
Q3 2024
Added 15.13%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
900
shares
|
$239,426
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Thomas Story & Son LLC
Culver, IN |
Nov 01, 2024 Q3 2024 |
900
shares
|
$239,426
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
896
shares
|
$238,362
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
890
shares
|
$236,766
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Oct 24, 2024 Q3 2024 |
887
shares
|
$235,968
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
885
shares
|
$235,436
0.01% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
881
shares
|
$234,372
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
880
shares
|
$234,106
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 30, 2024 Q3 2024 |
873
shares
|
$232,244
0.04% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
871
shares
|
$231,712
0.07% of portfolio
|
Q1 2024
Added 144.66%
|
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
870
shares
|
$231,446
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
870
shares
|
$231,446
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Oct 18, 2024 Q3 2024 |
870
shares
|
$231,446
0.17% of portfolio
|
Q2 2024
Reduced 2.79%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
870
shares
|
$231,446
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
869
shares
|
$231,180
0.01% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
862
shares
|
$229,317
0.13% of portfolio
|
Q2 2024
Reduced 2.82%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
856
shares
|
$227,721
0.02% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
854
shares
|
$227,189
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
846
shares
|
$225,061
0.03% of portfolio
|
Q1 2024
Reduced 9.13%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
845
shares
|
$224,795
0.01% of portfolio
|
Q3 2024
Added 5.1%
|