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 |
|---|---|---|---|---|---|
|
Demars Financial Group, LLC
|
Oct 29, 2025 Q3 2025 |
100,082
shares
|
$26.6 Million
11.54% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
94,918
shares
|
$25.3 Million
0.1% of portfolio
|
Q3 2025
Reduced 27.32%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Dec 01, 2025 Q3 2025 |
92,158
shares
|
$24.5 Million
7.86% of portfolio
|
Q3 2025
Added 3.54%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
89,517
shares
|
$23.8 Million
2.44% of portfolio
|
Q3 2025
Added 80.95%
|
|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
89,225
shares
|
$23.7 Million
3.44% of portfolio
|
Q3 2025
Added 76.29%
|
|
|
Ackerman Asset Management, LLC
Rockville, MD |
Nov 13, 2025 Q3 2025 |
88,886
shares
|
$23.6 Million
21.19% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
88,720
shares
|
$23.6 Million
1.3% of portfolio
|
Q4 2023
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
84,701
shares
|
$22.5 Million
0.15% of portfolio
|
Q3 2025
Added 30.21%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
83,561
shares
|
$22.2 Million
0.78% of portfolio
|
Q3 2025
Added 92.07%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
81,563
shares
|
$21.7 Million
4.0% of portfolio
|
Q3 2025
Added 87.38%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 28, 2025 Q3 2025 |
80,235
shares
|
$21.3 Million
2.76% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
80,172
shares
|
$21.3 Million
0.22% of portfolio
|
Q3 2025
Added 13.92%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 09, 2025 Q3 2025 |
79,924
shares
|
$21.3 Million
3.27% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
78,998
shares
|
$21 Million
0.04% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
75,924
shares
|
$20.2 Million
0.11% of portfolio
|
Q2 2025
Added 21.47%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
75,553
shares
|
$20.1 Million
0.04% of portfolio
|
Q3 2025
Added 8.71%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
75,298
shares
|
$20 Million
0.03% of portfolio
|
Q3 2025
Reduced 15.46%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
74,653
shares
|
$19.9 Million
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
74,610
shares
|
$19.8 Million
0.17% of portfolio
|
Q3 2025
Added 52.92%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
74,251
shares
|
$19.8 Million
2.32% of portfolio
|
Q3 2025
Reduced 41.7%
|
|
|
Detalus Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
73,164
shares
|
$19.5 Million
5.48% of portfolio
|
Q3 2025
Added 19.33%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
72,885
shares
|
$19.4 Million
3.92% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
70,396
shares
|
$18.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 14, 2025 Q3 2025 |
70,022
shares
|
$18.6 Million
4.24% of portfolio
|
Q3 2025
Added 67.72%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
69,923
shares
|
$18.6 Million
0.32% of portfolio
|
Q3 2025
Reduced 7.77%
|
|