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 |
|---|---|---|---|---|---|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
3,307
shares
|
$879,761
0.21% of portfolio
|
Q1 2025
Added 217.98%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
3,306
shares
|
$879,495
0.14% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
3,284
shares
|
$873,642
0.43% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Apr 16, 2025 Q1 2025 |
3,273
shares
|
$870,716
0.53% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
3,262
shares
|
$867,789
0.18% of portfolio
|
Q4 2024
Reduced 32.92%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
3,243
shares
|
$862,735
0.05% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
3,239
shares
|
$861,671
0.0% of portfolio
|
Q2 2022
Added 33.73%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
3,239
shares
|
$861,671
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
3,196
shares
|
$850,231
0.91% of portfolio
|
Q4 2024
New holding
|
|
|
Ferguson Wellman Capital Management, Inc
|
Apr 15, 2025 Q1 2025 |
3,171
shares
|
$843,581
0.02% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
3,167
shares
|
$842,517
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Apr 15, 2025 Q1 2025 |
3,161
shares
|
$840,920
0.14% of portfolio
|
Q1 2025
Reduced 8.62%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Apr 15, 2025 Q1 2025 |
3,155
shares
|
$839,324
0.66% of portfolio
|
Q1 2025
New holding
|
|
|
Verity Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
3,114
shares
|
$828,417
0.6% of portfolio
|
Q1 2024
Reduced 1.67%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
3,093
shares
|
$822,830
0.27% of portfolio
|
Q3 2023
Reduced 8.44%
|
|
|
Western Wealth Management, LLC
|
Apr 15, 2025 Q4 2024 |
3,088
shares
|
$821,500
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
3,088
shares
|
$821,500
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
3,082
shares
|
$819,904
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
3,027
shares
|
$805,272
0.48% of portfolio
|
Q3 2024
Added 10.23%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
3,020
shares
|
$803,410
0.01% of portfolio
|
Q4 2024
Added 114.18%
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
3,009
shares
|
$800,484
0.04% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
3,000
shares
|
$798,089
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
2,892
shares
|
$769,358
0.11% of portfolio
|
Q1 2025
Added 110.48%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
2,850
shares
|
$758,185
0.02% of portfolio
|
Q4 2024
Added 9.03%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
2,849
shares
|
$757,919
0.11% of portfolio
|
Q4 2024
Reduced 1.59%
|