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 |
|---|---|---|---|---|---|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
36,715
shares
|
$9.77 Million
0.36% of portfolio
|
Q3 2024
Added 118.58%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
36,468
shares
|
$9.7 Million
3.39% of portfolio
|
Q3 2024
Added 6.93%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jan 23, 2025 Q4 2024 |
36,168
shares
|
$9.62 Million
2.41% of portfolio
|
Q4 2024
Added 2010.15%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
35,853
shares
|
$9.54 Million
1.8% of portfolio
|
Q4 2024
Added 6.13%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
35,441
shares
|
$9.43 Million
0.05% of portfolio
|
Q3 2024
Added 5.3%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
35,236
shares
|
$9.37 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 06, 2024 Q3 2024 |
34,695
shares
|
$9.23 Million
3.87% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
34,596
shares
|
$9.2 Million
0.27% of portfolio
|
Q3 2024
Reduced 64.52%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
34,499
shares
|
$9.18 Million
0.09% of portfolio
|
Q3 2024
Reduced 8.39%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
34,440
shares
|
$9.16 Million
1.18% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
34,400
shares
|
$9.15 Million
1.0% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
33,740
shares
|
$8.98 Million
0.17% of portfolio
|
Q3 2024
Reduced 9.31%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
33,441
shares
|
$8.9 Million
3.03% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
33,416
shares
|
$8.89 Million
1.53% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Jan 24, 2025 Q4 2024 |
33,233
shares
|
$8.84 Million
3.77% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
33,085
shares
|
$8.8 Million
0.37% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
32,935
shares
|
$8.76 Million
0.0% of portfolio
|
Q3 2024
Added 41.15%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
32,367
shares
|
$8.61 Million
0.02% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
32,224
shares
|
$8.57 Million
0.08% of portfolio
|
Q3 2024
Added 815.45%
|
|
|
Client First Capital LLC
|
Jan 14, 2025 Q4 2024 |
31,801
shares
|
$8.46 Million
4.37% of portfolio
|
Q4 2024
Added 9.61%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
31,763
shares
|
$8.45 Million
1.41% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
31,756
shares
|
$8.45 Million
0.06% of portfolio
|
Q3 2024
Added 17.57%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
30,400
shares
|
$8.09 Million
0.28% of portfolio
|
Q4 2024
Reduced 34.02%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
29,829
shares
|
$7.94 Million
1.34% of portfolio
|
Q4 2024
Reduced 4.69%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Oct 21, 2024 Q3 2024 |
29,451
shares
|
$7.83 Million
2.08% of portfolio
|
Q3 2024
Added 1.71%
|