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 |
|---|---|---|---|---|---|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
3,626
shares
|
$964,624
0.01% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
3,620
shares
|
$963,028
0.01% of portfolio
|
Q3 2024
Reduced 10.84%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
3,600
shares
|
$957,707
0.2% of portfolio
|
Q3 2017
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
3,567
shares
|
$948,929
0.02% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
3,518
shares
|
$935,893
0.03% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
3,513
shares
|
$934,563
0.03% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
3,510
shares
|
$933,765
0.06% of portfolio
|
Q4 2022
Reduced 9.35%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
3,507
shares
|
$932,967
0.43% of portfolio
|
Q4 2022
Reduced 27.04%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
3,491
shares
|
$928,710
0.05% of portfolio
|
Q4 2024
Reduced 30.43%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
3,488
shares
|
$927,912
0.48% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
3,486
shares
|
$927,380
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
3,479
shares
|
$925,518
0.07% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
3,466
shares
|
$922,059
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2025 Q4 2024 |
3,459
shares
|
$920,197
0.14% of portfolio
|
Q4 2024
Reduced 5.9%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
3,436
shares
|
$914,079
0.05% of portfolio
|
Q3 2021
Reduced 2.25%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
3,422
shares
|
$910,354
0.05% of portfolio
|
Q4 2024
Added 64.76%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
3,397
shares
|
$903,703
0.11% of portfolio
|
Q3 2024
Added 14.61%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,391
shares
|
$902,107
0.27% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
3,378
shares
|
$898,649
0.03% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
3,377
shares
|
$898,383
0.03% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
3,375
shares
|
$897,851
0.04% of portfolio
|
Q4 2019
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,373
shares
|
$897,319
0.05% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Sequent Asset Management, LLC
|
Jan 24, 2025 Q4 2024 |
3,367
shares
|
$895,723
0.75% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Feb 03, 2025 Q4 2024 |
3,365
shares
|
$895,190
0.38% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Jan 16, 2025 Q4 2024 |
3,363
shares
|
$894,658
0.57% of portfolio
|
Q3 2024
New holding
|