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 |
|---|---|---|---|---|---|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
4,218
shares
|
$1.12 Million
0.2% of portfolio
|
Q3 2024
Reduced 89.21%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
4,200
shares
|
$1.12 Million
0.34% of portfolio
|
Q1 2024
Added 740.0%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
4,117
shares
|
$1.1 Million
0.34% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
4,084
shares
|
$1.09 Million
0.06% of portfolio
|
Q4 2019
Reduced 70.58%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
4,000
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Reduced 70.59%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,996
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Added 46.05%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Nov 06, 2024 Q3 2024 |
3,941
shares
|
$1.05 Million
0.47% of portfolio
|
Q1 2024
Reduced 49.81%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
3,938
shares
|
$1.05 Million
0.61% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
3,938
shares
|
$1.05 Million
0.22% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
3,902
shares
|
$1.04 Million
0.1% of portfolio
|
Q4 2024
Reduced 11.74%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2024 Q3 2024 |
3,901
shares
|
$1.04 Million
0.52% of portfolio
|
Q4 2023
Reduced 8.49%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
3,897
shares
|
$1.04 Million
0.19% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Northside Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,889
shares
|
$1.03 Million
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
3,882
shares
|
$1.03 Million
0.28% of portfolio
|
Q3 2024
Reduced 57.27%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
3,849
shares
|
$1.02 Million
0.01% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
3,822
shares
|
$1.02 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.42%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
3,761
shares
|
$1 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Hollow Brook Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
3,754
shares
|
$998,676
0.3% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
3,750
shares
|
$997,612
0.04% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,744
shares
|
$996,016
0.05% of portfolio
|
Q3 2024
Reduced 65.99%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
3,686
shares
|
$980,586
0.07% of portfolio
|
Q1 2024
Added 0.03%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
3,680
shares
|
$978,990
0.03% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
3,640
shares
|
$968,349
0.32% of portfolio
|
Q4 2023
Reduced 1.65%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
3,636
shares
|
$967,285
0.38% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,632
shares
|
$966,220
0.09% of portfolio
|
Q1 2024
Added 0.03%
|