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 1,090 institutions that hold shares in the stock, with a total of 72.8 Million shares, which have been reported (via 13F filing form) to have a value of $19.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
13,485
shares
|
$3.59 Million
0.61% of portfolio
|
Q3 2025
Added 98.78%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
13,448
shares
|
$3.58 Million
0.23% of portfolio
|
Q3 2025
Reduced 5.15%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
13,448
shares
|
$3.58 Million
0.44% of portfolio
|
Q3 2025
Added 80.56%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
13,441
shares
|
$3.58 Million
0.23% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 17, 2025 Q3 2025 |
13,346
shares
|
$3.55 Million
2.64% of portfolio
|
Q3 2025
Added 6.26%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
13,170
shares
|
$3.5 Million
0.09% of portfolio
|
Q3 2025
Added 50.76%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
13,102
shares
|
$3.49 Million
0.11% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
12,542
shares
|
$3.34 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 17, 2025 Q3 2025 |
12,501
shares
|
$3.33 Million
1.36% of portfolio
|
Q3 2025
Reduced 4.76%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
12,369
shares
|
$3.29 Million
0.39% of portfolio
|
Q3 2024
Added 11.29%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Oct 27, 2025 Q3 2025 |
12,278
shares
|
$3.27 Million
1.0% of portfolio
|
Q3 2025
Added 147.79%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
12,265
shares
|
$3.26 Million
0.12% of portfolio
|
Q3 2025
Added 78.3%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Oct 03, 2025 Q3 2025 |
12,240
shares
|
$3.26 Million
1.08% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
12,192
shares
|
$3.24 Million
0.06% of portfolio
|
Q3 2025
Added 99.35%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
12,153
shares
|
$3.23 Million
0.89% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
12,031
shares
|
$3.2 Million
1.24% of portfolio
|
Q3 2025
Added 18.17%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
11,972
shares
|
$3.18 Million
2.19% of portfolio
|
Q3 2025
Added 118.47%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Nov 05, 2025 Q3 2025 |
11,869
shares
|
$3.16 Million
3.25% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Nov 04, 2025 Q3 2025 |
11,793
shares
|
$3.14 Million
1.74% of portfolio
|
Q3 2025
Added 46.73%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
11,607
shares
|
$3.09 Million
1.07% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
11,600
shares
|
$3.09 Million
0.21% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
11,551
shares
|
$3.07 Million
0.03% of portfolio
|
Q3 2025
Added 24.14%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
11,503
shares
|
$3.06 Million
0.28% of portfolio
|
Q3 2025
Added 38.46%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
11,502
shares
|
$3.06 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
11,472
shares
|
$3.05 Million
0.04% of portfolio
|
Q3 2025
Reduced 10.09%
|
|