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 |
|---|---|---|---|---|---|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
78,347
shares
|
$20.8 Million
3.43% of portfolio
|
Q2 2025
Added 234.37%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
75,924
shares
|
$20.2 Million
0.11% of portfolio
|
Q2 2025
Added 21.47%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
75,814
shares
|
$20.2 Million
0.36% of portfolio
|
Q2 2025
Reduced 24.94%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
75,452
shares
|
$20.1 Million
0.25% of portfolio
|
Q2 2025
Added 70.3%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
74,414
shares
|
$19.8 Million
0.76% of portfolio
|
Q2 2025
Reduced 28.06%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
70,396
shares
|
$18.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
70,375
shares
|
$18.7 Million
0.22% of portfolio
|
Q2 2025
Reduced 17.23%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
69,499
shares
|
$18.5 Million
0.04% of portfolio
|
Q2 2025
Added 26.89%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
67,601
shares
|
$18 Million
1.35% of portfolio
|
Q2 2025
Added 37.37%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
65,048
shares
|
$17.3 Million
0.14% of portfolio
|
Q2 2025
Added 124.35%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
63,676
shares
|
$16.9 Million
0.06% of portfolio
|
Q2 2025
Reduced 7.96%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jul 18, 2025 Q2 2025 |
62,372
shares
|
$16.6 Million
13.32% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
61,312
shares
|
$16.3 Million
5.1% of portfolio
|
Q2 2025
Added 21.56%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Aug 07, 2025 Q2 2025 |
60,294
shares
|
$16 Million
12.33% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
59,170
shares
|
$15.7 Million
1.08% of portfolio
|
Q2 2025
Reduced 11.73%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
59,103
shares
|
$15.7 Million
0.47% of portfolio
|
Q2 2025
Added 86.39%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
56,671
shares
|
$15.1 Million
2.08% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
54,909
shares
|
$14.6 Million
2.96% of portfolio
|
Q2 2025
Added 7.23%
|
|
|
Jackson Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
54,897
shares
|
$14.6 Million
2.26% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
54,761
shares
|
$14.6 Million
0.1% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
53,043
shares
|
$14.1 Million
5.9% of portfolio
|
Q2 2025
Added 13.99%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
52,636
shares
|
$14 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
51,912
shares
|
$13.8 Million
10.49% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
51,612
shares
|
$13.7 Million
2.04% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Aug 14, 2025 Q2 2025 |
51,096
shares
|
$13.6 Million
8.9% of portfolio
|
Q2 2025
Reduced 16.62%
|