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 |
|---|---|---|---|---|---|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
1,900
shares
|
$505,456
0.36% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
1,868
shares
|
$496,944
0.02% of portfolio
|
Q2 2024
Added 2.3%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
1,841
shares
|
$489,761
0.1% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
1,835
shares
|
$488,165
0.11% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Apr 02, 2025 Q1 2025 |
1,831
shares
|
$487,100
0.16% of portfolio
|
Q1 2025
Reduced 13.71%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
1,831
shares
|
$487,100
0.01% of portfolio
|
Q4 2023
Reduced 8.36%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 29, 2025 Q4 2024 |
1,829
shares
|
$486,568
0.31% of portfolio
|
Q4 2024
Added 5.66%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,824
shares
|
$485,238
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Palisade Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
1,817
shares
|
$483,376
0.05% of portfolio
|
Q1 2024
Added 17.45%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
1,800
shares
|
$478,853
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
1,791
shares
|
$476,459
0.03% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Willis Investment Counsel
Gainesville, GA |
Apr 16, 2025 Q1 2025 |
1,781
shares
|
$473,799
0.03% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
1,755
shares
|
$466,882
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Feb 07, 2025 Q4 2024 |
1,745
shares
|
$464,222
0.0% of portfolio
|
Q4 2024
Reduced 38.66%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
1,725
shares
|
$458,901
0.21% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
1,724
shares
|
$458,635
0.06% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
1,706
shares
|
$453,847
0.22% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
1,700
shares
|
$452,250
0.23% of portfolio
|
Q1 2019
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
1,693
shares
|
$450,388
0.02% of portfolio
|
Q2 2023
Reduced 3.7%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
1,689
shares
|
$449,324
0.02% of portfolio
|
Q2 2022
Reduced 19.76%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jan 24, 2025 Q4 2024 |
1,686
shares
|
$448,526
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
1,682
shares
|
$447,462
0.02% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,681
shares
|
$447,196
0.01% of portfolio
|
Q4 2024
Added 74.56%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
1,675
shares
|
$445,600
0.01% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Td Asset Management Inc
|
Feb 11, 2025 Q4 2024 |
1,661
shares
|
$441,875
0.0% of portfolio
|
Q4 2024
New holding
|