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 924 institutions that hold shares in the stock, with a total of 85.9 Million shares, which have been reported (via 13F filing form) to have a value of $22.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
4,200
shares
|
$1.12 Million
0.34% of portfolio
|
Q1 2024
Added 740.0%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Feb 14, 2025 Q4 2024 |
4,162
shares
|
$1.11 Million
0.31% of portfolio
|
Q4 2024
Added 7.21%
|
|
|
Madison Wealth Partners, Inc
|
Feb 10, 2025 Q4 2024 |
4,153
shares
|
$1.1 Million
0.32% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
4,147
shares
|
$1.1 Million
0.53% of portfolio
|
Q1 2025
Reduced 39.83%
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
4,084
shares
|
$1.09 Million
0.06% of portfolio
|
Q4 2019
Reduced 70.58%
|
|
|
Northside Capital Management, LLC
|
Apr 10, 2025 Q1 2025 |
4,062
shares
|
$1.08 Million
0.18% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Verum Partners LLC
Charlotte, NC |
Apr 11, 2025 Q1 2025 |
4,023
shares
|
$1.07 Million
0.29% of portfolio
|
Q1 2025
Reduced 6.11%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
4,015
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.41%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
3,941
shares
|
$1.05 Million
0.46% of portfolio
|
Q1 2024
Reduced 49.81%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
3,938
shares
|
$1.05 Million
0.61% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
3,911
shares
|
$1.04 Million
0.04% of portfolio
|
Q4 2024
Added 4.29%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
3,902
shares
|
$1.04 Million
0.1% of portfolio
|
Q4 2024
Reduced 11.74%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Feb 04, 2025 Q4 2024 |
3,901
shares
|
$1.04 Million
0.52% of portfolio
|
Q4 2023
Reduced 8.49%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
3,885
shares
|
$1.03 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
3,865
shares
|
$1.03 Million
0.11% of portfolio
|
Q4 2024
Reduced 9.8%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
3,849
shares
|
$1.02 Million
0.01% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
3,802
shares
|
$1.01 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
3,761
shares
|
$1 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
3,686
shares
|
$980,586
0.07% of portfolio
|
Q1 2024
Added 0.03%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
3,685
shares
|
$980,320
0.01% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Columbus Macro, LLC
|
Apr 17, 2025 Q1 2025 |
3,680
shares
|
$978,990
0.14% of portfolio
|
Q1 2025
Reduced 13.51%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
3,640
shares
|
$968,349
0.32% of portfolio
|
Q4 2023
Reduced 1.65%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
3,636
shares
|
$967,285
0.38% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,632
shares
|
$966,220
0.09% of portfolio
|
Q1 2024
Added 0.03%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
3,627
shares
|
$964,890
0.09% of portfolio
|
Q4 2024
Added 10.31%
|