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 989 institutions that hold shares in the stock, with a total of 96.8 Million shares, which have been reported (via 13F filing form) to have a value of $25.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
21,013
shares
|
$5.59 Million
0.53% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
20,924
shares
|
$5.57 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
20,772
shares
|
$5.53 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.76%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
20,677
shares
|
$5.5 Million
0.99% of portfolio
|
Q1 2024
Reduced 0.07%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
20,414
shares
|
$5.43 Million
2.97% of portfolio
|
Q3 2024
Added 196.67%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
20,366
shares
|
$5.42 Million
1.07% of portfolio
|
Q1 2025
Reduced 94.23%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
20,282
shares
|
$5.4 Million
0.86% of portfolio
|
Q1 2025
Added 7.04%
|
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
19,983
shares
|
$5.32 Million
0.92% of portfolio
|
Q3 2023
Added 1688.99%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
19,929
shares
|
$5.3 Million
0.67% of portfolio
|
Q1 2025
Reduced 8.39%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
19,726
shares
|
$5.25 Million
0.43% of portfolio
|
Q1 2025
Added 115.63%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
19,305
shares
|
$5.14 Million
2.36% of portfolio
|
Q2 2024
Reduced 7.06%
|
|
|
Keystone Financial Services
|
Apr 22, 2025 Q1 2025 |
19,075
shares
|
$5.07 Million
1.96% of portfolio
|
Q1 2025
New holding
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
18,778
shares
|
$5 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
18,725
shares
|
$4.98 Million
0.39% of portfolio
|
Q1 2025
Added 2309.91%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
18,534
shares
|
$4.93 Million
1.03% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
18,444
shares
|
$4.91 Million
0.0% of portfolio
|
Q2 2024
Reduced 9.84%
|
|
|
Culbertson A N & CO Inc
|
May 15, 2025 Q1 2025 |
18,342
shares
|
$4.88 Million
0.79% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
17,886
shares
|
$4.76 Million
0.1% of portfolio
|
Q1 2025
Reduced 19.5%
|
|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
17,820
shares
|
$4.74 Million
0.96% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
17,630
shares
|
$4.69 Million
1.42% of portfolio
|
Q2 2025
Added 73.51%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
17,493
shares
|
$4.65 Million
0.67% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
17,469
shares
|
$4.65 Million
0.48% of portfolio
|
Q1 2025
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
17,180
shares
|
$4.57 Million
0.44% of portfolio
|
Q1 2025
Added 40.3%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
17,083
shares
|
$4.54 Million
1.16% of portfolio
|
Q1 2025
Added 112.82%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
17,010
shares
|
$4.53 Million
0.61% of portfolio
|
Q2 2025
Reduced 1.09%
|