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 1,091 institutions that hold shares in the stock, with a total of 72.9 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 |
|---|---|---|---|---|---|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
1,643
shares
|
$437,087
0.04% of portfolio
|
Q2 2023
Reduced 96.91%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
1,641
shares
|
$436,555
0.06% of portfolio
|
Q3 2025
Added 13.88%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Oct 27, 2025 Q3 2025 |
1,628
shares
|
$433,096
0.22% of portfolio
|
Q4 2020
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
1,617
shares
|
$430,170
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Oct 14, 2025 Q3 2025 |
1,616
shares
|
$429,904
0.07% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Nov 12, 2025 Q3 2025 |
1,604
shares
|
$426,712
0.08% of portfolio
|
Q2 2024
Reduced 1.29%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 07, 2025 Q3 2025 |
1,596
shares
|
$424,583
0.07% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Oldfather Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
1,588
shares
|
$422,455
0.13% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
1,586
shares
|
$421,923
0.12% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,566
shares
|
$416,602
0.0% of portfolio
|
Q2 2025
Added 71.9%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
1,563
shares
|
$415,804
0.01% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
1,557
shares
|
$414,208
1.66% of portfolio
|
Q3 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
1,551
shares
|
$412,612
0.01% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
1,546
shares
|
$411,282
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
1,544
shares
|
$410,750
0.02% of portfolio
|
Q2 2025
Added 31.07%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
1,538
shares
|
$409,154
0.19% of portfolio
|
Q2 2024
Reduced 5.0%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
1,529
shares
|
$406,759
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
1,520
shares
|
$404,365
0.11% of portfolio
|
Q4 2019
New holding
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
1,506
shares
|
$400,641
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
1,506
shares
|
$400,641
0.21% of portfolio
|
Q3 2025
Added 118.58%
|
|
|
Ma Private Wealth
|
Nov 05, 2025 Q3 2025 |
1,493
shares
|
$397,182
0.07% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,493
shares
|
$397,182
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
1,479
shares
|
$393,458
0.12% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Capital Wealth Alliance, LLC
|
Nov 03, 2025 Q3 2025 |
1,474
shares
|
$392,128
0.21% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
1,450
shares
|
$385,743
0.04% of portfolio
|
Q2 2025
Reduced 0.48%
|
|