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 839 institutions that hold shares in the stock, with a total of 35.9 Million shares, which have been reported (via 13F filing form) to have a value of $9.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
270
shares
|
$71,828
0.02% of portfolio
|
Q2 2022
Added 0.74%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
265
shares
|
$70,497
0.01% of portfolio
|
Q3 2024
Added 30.54%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
264
shares
|
$70,231
0.01% of portfolio
|
Q4 2023
Added 32.0%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
263
shares
|
$69,965
0.03% of portfolio
|
Q2 2024
Reduced 37.38%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
261
shares
|
$69,433
0.01% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
255
shares
|
$67,837
0.02% of portfolio
|
Q4 2022
Reduced 30.52%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
250
shares
|
$66,507
0.03% of portfolio
|
Q1 2023
Reduced 43.18%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
250
shares
|
$66,507
0.05% of portfolio
|
Q3 2024
Reduced 19.35%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
249
shares
|
$66,241
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
245
shares
|
$65,177
0.0% of portfolio
|
Q3 2024
Reduced 87.84%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
241
shares
|
$64,113
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
240
shares
|
$63,847
0.0% of portfolio
|
Q3 2024
Reduced 14.89%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
239
shares
|
$63,581
0.03% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 12, 2024 Q3 2024 |
233
shares
|
$61,984
0.0% of portfolio
|
Q3 2024
Reduced 46.19%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
232
shares
|
$61,718
0.03% of portfolio
|
Q3 2024
Added 954.55%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
228
shares
|
$60,654
0.02% of portfolio
|
Q2 2024
Reduced 43.84%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
224
shares
|
$59,590
0.03% of portfolio
|
Q3 2023
Reduced 55.38%
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
222
shares
|
$59,058
0.01% of portfolio
|
Q1 2024
Added 164.29%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
207
shares
|
$55,068
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
198
shares
|
$52,673
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
189
shares
|
$50,279
0.04% of portfolio
|
Q3 2024
Reduced 90.0%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
179
shares
|
$47,619
0.01% of portfolio
|
Q1 2024
Added 24.31%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
177
shares
|
$47,087
0.0% of portfolio
|
Q3 2024
Added 96.67%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Oct 24, 2024 Q3 2024 |
177
shares
|
$47,087
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
153
shares
|
$40,702
0.01% of portfolio
|
Q3 2021
New holding
|