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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
3,935
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2025
Reduced 10.67%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
3,916
shares
|
$1.04 Million
0.08% of portfolio
|
Q3 2025
Reduced 5.98%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2025 Q3 2025 |
3,901
shares
|
$1.04 Million
0.5% of portfolio
|
Q4 2023
Reduced 8.49%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
3,893
shares
|
$1.04 Million
0.06% of portfolio
|
Q3 2025
Added 34.33%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
3,867
shares
|
$1.03 Million
0.04% of portfolio
|
Q3 2025
Added 4058.06%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
3,821
shares
|
$1.02 Million
0.05% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
3,810
shares
|
$1.01 Million
0.1% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Nov 04, 2025 Q3 2025 |
3,772
shares
|
$1 Million
0.5% of portfolio
|
Q3 2025
Added 136.79%
|
|
|
Verum Partners LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
3,771
shares
|
$1 Million
0.27% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
3,761
shares
|
$1 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
3,760
shares
|
$1 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.65%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
3,729
shares
|
$992,025
0.06% of portfolio
|
Q3 2025
Reduced 4.24%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 21, 2025 Q3 2025 |
3,709
shares
|
$986,705
0.18% of portfolio
|
Q3 2025
Added 34.82%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
3,707
shares
|
$986,173
0.03% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Columbus Macro, LLC
|
Oct 16, 2025 Q3 2025 |
3,688
shares
|
$981,118
0.12% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
3,666
shares
|
$975,265
0.04% of portfolio
|
Q3 2025
Reduced 5.39%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
3,640
shares
|
$968,349
0.32% of portfolio
|
Q4 2023
Reduced 1.65%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,632
shares
|
$966,220
0.09% of portfolio
|
Q1 2024
Added 0.03%
|
|
|
Maxele Advisors, LLC
Webster Groves, MO |
Nov 14, 2025 Q3 2025 |
3,621
shares
|
$963,294
1.04% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
3,600
shares
|
$957,707
0.2% of portfolio
|
Q3 2017
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
3,575
shares
|
$951,057
0.13% of portfolio
|
Q3 2025
Added 25.44%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
3,513
shares
|
$934,563
0.03% of portfolio
|
Q1 2025
Added 88.06%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
3,510
shares
|
$933,765
0.06% of portfolio
|
Q4 2022
Reduced 9.35%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
3,507
shares
|
$932,967
0.43% of portfolio
|
Q4 2022
Reduced 27.04%
|
|