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 |
|---|---|---|---|---|---|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
64
shares
|
$17,025
0.0% of portfolio
|
Q1 2016
Reduced 53.13%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
58
shares
|
$15,429
0.0% of portfolio
|
Q3 2022
Reduced 14.71%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
57
shares
|
$15,163
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
54
shares
|
$14,365
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
52
shares
|
$13,833
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
52
shares
|
$13,833
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
51
shares
|
$13,567
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
51
shares
|
$13,567
0.0% of portfolio
|
Q3 2024
Added 325.0%
|
|
|
Peoples Financial Services Corp.
|
Oct 16, 2024 Q3 2024 |
50
shares
|
$13,301
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
50
shares
|
$13,301
0.0% of portfolio
|
Q4 2022
Reduced 80.0%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
50
shares
|
$13,301
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
48
shares
|
$12,769
0.0% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
47
shares
|
$12,503
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
45
shares
|
$11,971
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
45
shares
|
$11,971
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
44
shares
|
$11,705
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
43
shares
|
$11,439
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
42
shares
|
$11,173
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
39
shares
|
$10,375
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
39
shares
|
$10,375
0.0% of portfolio
|
Q2 2024
Reduced 33.9%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
39
shares
|
$10,375
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
38
shares
|
$10,109
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
38
shares
|
$10,109
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
37
shares
|
$9,843
0.0% of portfolio
|
Q3 2024
Added 135.14%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
37
shares
|
$9,843
0.0% of portfolio
|
Q2 2024
New holding
|