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 839 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 $9.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
6,577
shares
|
$1.75 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Oct 28, 2024 Q3 2024 |
6,556
shares
|
$1.74 Million
0.69% of portfolio
|
Q3 2024
Reduced 17.5%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
6,503
shares
|
$1.73 Million
0.02% of portfolio
|
Q3 2024
Added 134.6%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
6,479
shares
|
$1.72 Million
1.52% of portfolio
|
Q4 2023
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
6,403
shares
|
$1.7 Million
0.05% of portfolio
|
Q3 2024
Reduced 6.33%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
6,339
shares
|
$1.69 Million
0.05% of portfolio
|
Q3 2024
Added 39.66%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
6,330
shares
|
$1.68 Million
0.7% of portfolio
|
Q3 2024
Reduced 35.32%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
6,296
shares
|
$1.67 Million
0.02% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
6,288
shares
|
$1.67 Million
0.11% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
6,086
shares
|
$1.62 Million
0.89% of portfolio
|
Q2 2024
Reduced 5.88%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Nov 12, 2024 Q3 2024 |
6,062
shares
|
$1.61 Million
0.9% of portfolio
|
Q3 2024
Added 15.42%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,030
shares
|
$1.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
5,978
shares
|
$1.59 Million
0.17% of portfolio
|
Q3 2024
Added 10.99%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
5,940
shares
|
$1.58 Million
0.0% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
5,929
shares
|
$1.58 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.9%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
5,877
shares
|
$1.56 Million
0.37% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
5,861
shares
|
$1.56 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
5,854
shares
|
$1.56 Million
0.02% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
5,845
shares
|
$1.55 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
5,712
shares
|
$1.52 Million
0.6% of portfolio
|
Q1 2023
Reduced 2.44%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
5,710
shares
|
$1.52 Million
0.06% of portfolio
|
Q3 2024
Added 9.28%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
5,565
shares
|
$1.48 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.76%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
5,515
shares
|
$1.47 Million
0.03% of portfolio
|
Q3 2024
Added 22.04%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 15, 2024 Q3 2024 |
5,488
shares
|
$1.46 Million
0.61% of portfolio
|
Q3 2024
Added 16.64%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
5,460
shares
|
$1.45 Million
0.56% of portfolio
|
Q3 2024
Reduced 2.67%
|