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 911 institutions that hold shares in the stock, with a total of 85.6 Million shares, which have been reported (via 13F filing form) to have a value of $22.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
5,555
shares
|
$1.48 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
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%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
5,473
shares
|
$1.46 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
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%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
5,343
shares
|
$1.42 Million
0.02% of portfolio
|
Q4 2024
Reduced 8.84%
|
|
|
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%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
5,205
shares
|
$1.38 Million
0.12% of portfolio
|
Q4 2024
Added 347.93%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
5,196
shares
|
$1.38 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
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%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
5,151
shares
|
$1.37 Million
0.0% of portfolio
|
Q4 2024
Reduced 50.7%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
4,999
shares
|
$1.33 Million
0.02% of portfolio
|
Q4 2022
Reduced 21.88%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
4,931
shares
|
$1.31 Million
0.0% of portfolio
|
Q4 2024
Added 12.63%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Feb 28, 2025 Q4 2024 |
4,863
shares
|
$1.29 Million
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
4,851
shares
|
$1.29 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
4,822
shares
|
$1.28 Million
0.14% of portfolio
|
Q4 2024
Added 28.04%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Feb 11, 2025 Q4 2024 |
4,784
shares
|
$1.27 Million
0.46% of portfolio
|
Q2 2023
Added 0.23%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Feb 11, 2025 Q4 2024 |
4,752
shares
|
$1.26 Million
0.88% of portfolio
|
Q4 2024
Added 9.72%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
4,727
shares
|
$1.26 Million
0.02% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Allen Investment Management LLC
|
Feb 10, 2025 Q4 2024 |
4,689
shares
|
$1.25 Million
0.01% of portfolio
|
Q4 2023
Reduced 19.29%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
4,676
shares
|
$1.24 Million
0.12% of portfolio
|
Q4 2024
Reduced 37.19%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
4,665
shares
|
$1.24 Million
1.26% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
4,660
shares
|
$1.24 Million
0.27% of portfolio
|
Q4 2023
Reduced 4.12%
|