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 855 institutions that hold shares in the stock, with a total of 35.9 Million shares, which have been reported (via 13F filing form) to have a value of $9.55 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
799
shares
|
$212,557
0.04% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
796
shares
|
$211,759
0.02% of portfolio
|
Q3 2024
Reduced 58.69%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jan 24, 2025 Q4 2024 |
794
shares
|
$211,227
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
794
shares
|
$211,227
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
792
shares
|
$210,695
0.07% of portfolio
|
Q3 2024
Reduced 99.62%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
787
shares
|
$209,365
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
784
shares
|
$208,567
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
780
shares
|
$207,503
0.02% of portfolio
|
Q3 2024
Added 222.31%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
776
shares
|
$206,439
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
775
shares
|
$206,173
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
773
shares
|
$205,641
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pictet North America Advisors Sa
|
Oct 22, 2024 Q3 2024 |
765
shares
|
$203,512
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
759
shares
|
$201,916
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
755
shares
|
$200,852
0.01% of portfolio
|
Q4 2024
Reduced 14.69%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
745
shares
|
$198,192
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
740
shares
|
$196,862
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
739
shares
|
$196,596
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
734
shares
|
$195,266
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
725
shares
|
$192,871
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
723
shares
|
$192,339
0.49% of portfolio
|
Q3 2024
Added 11.57%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
709
shares
|
$188,615
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
708
shares
|
$188,349
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cortland Associates Inc
|
Jan 23, 2025 Q4 2024 |
700
shares
|
$186,220
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
700
shares
|
$186,220
0.04% of portfolio
|
Q2 2022
Reduced 52.02%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
700
shares
|
$186,220
0.0% of portfolio
|
Q1 2023
Reduced 16.17%
|