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 868 institutions that hold shares in the stock, with a total of 36.4 Million shares, which have been reported (via 13F filing form) to have a value of $9.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Nov 12, 2024 Q3 2024 |
6,062
shares
|
$1.61 Million
0.9% of portfolio
|
Q3 2024
Added 15.42%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,030
shares
|
$1.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
6,010
shares
|
$1.6 Million
0.68% of portfolio
|
Q4 2024
Added 9.51%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
5,940
shares
|
$1.58 Million
0.0% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
5,929
shares
|
$1.58 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.9%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
5,891
shares
|
$1.57 Million
0.03% of portfolio
|
Q4 2024
Added 8.99%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
5,877
shares
|
$1.56 Million
0.37% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
5,861
shares
|
$1.56 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
5,845
shares
|
$1.55 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
5,761
shares
|
$1.53 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
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%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
5,710
shares
|
$1.52 Million
0.06% of portfolio
|
Q3 2024
Added 9.28%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
5,565
shares
|
$1.48 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.76%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
5,504
shares
|
$1.46 Million
0.13% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
5,494
shares
|
$1.46 Million
0.16% of portfolio
|
Q4 2024
Added 14.84%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
5,456
shares
|
$1.45 Million
0.1% of portfolio
|
Q4 2024
Reduced 13.23%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
5,448
shares
|
$1.45 Million
0.11% of portfolio
|
Q4 2024
Added 122.55%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
5,385
shares
|
$1.43 Million
0.55% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
5,306
shares
|
$1.41 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
5,239
shares
|
$1.39 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
5,215
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2024
Reduced 75.78%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
5,208
shares
|
$1.39 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
5,178
shares
|
$1.38 Million
0.05% of portfolio
|
Q4 2024
Added 37.24%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
5,178
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2024
Added 5.54%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
5,108
shares
|
$1.36 Million
0.23% of portfolio
|
Q3 2024
Added 18.71%
|