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 |
|---|---|---|---|---|---|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 10, 2025 Q3 2025 |
68,059
shares
|
$18.1 Million
7.71% of portfolio
|
Q3 2025
Added 28.31%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
67,065
shares
|
$17.8 Million
0.63% of portfolio
|
Q3 2025
Reduced 9.88%
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
65,105
shares
|
$17.3 Million
3.62% of portfolio
|
Q3 2025
Added 155.9%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
63,352
shares
|
$16.9 Million
0.36% of portfolio
|
Q3 2025
Added 90.3%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
62,591
shares
|
$16.7 Million
1.04% of portfolio
|
Q3 2025
Added 5.78%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
62,218
shares
|
$16.6 Million
0.08% of portfolio
|
Q3 2025
Reduced 90.52%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
61,981
shares
|
$16.5 Million
2.07% of portfolio
|
Q3 2025
Added 9.37%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Oct 17, 2025 Q3 2025 |
61,900
shares
|
$16.5 Million
13.24% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 14, 2025 Q3 2025 |
61,811
shares
|
$16.4 Million
5.06% of portfolio
|
Q3 2025
Added 50.6%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Nov 06, 2025 Q3 2025 |
59,397
shares
|
$15.8 Million
11.48% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
59,072
shares
|
$15.7 Million
0.08% of portfolio
|
Q3 2025
Added 28.06%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
58,813
shares
|
$15.6 Million
0.05% of portfolio
|
Q3 2025
Reduced 7.64%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
58,375
shares
|
$15.5 Million
1.72% of portfolio
|
Q3 2025
Added 41.29%
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Oct 14, 2025 Q3 2025 |
57,842
shares
|
$15.4 Million
13.14% of portfolio
|
Q3 2025
Added 50.18%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
57,479
shares
|
$15.3 Million
2.75% of portfolio
|
Q3 2025
Added 36.94%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
56,976
shares
|
$15.2 Million
2.92% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
56,515
shares
|
$15 Million
0.28% of portfolio
|
Q3 2025
Added 41.79%
|
|
|
Jackson Wealth Management, LLC
|
Oct 03, 2025 Q3 2025 |
55,952
shares
|
$14.9 Million
2.05% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
One Advisory Partners, LLC
|
Nov 05, 2025 Q3 2025 |
55,726
shares
|
$14.8 Million
5.48% of portfolio
|
Q3 2025
Added 54.51%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
55,148
shares
|
$14.7 Million
0.68% of portfolio
|
Q3 2025
Added 23.01%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
54,761
shares
|
$14.6 Million
0.09% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
53,511
shares
|
$14.2 Million
1.45% of portfolio
|
Q3 2025
Added 56.42%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
52,351
shares
|
$13.9 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
52,260
shares
|
$13.9 Million
0.02% of portfolio
|
Q3 2025
Added 17.68%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Nov 06, 2025 Q3 2025 |
52,090
shares
|
$13.9 Million
8.62% of portfolio
|
Q3 2025
Added 1.95%
|
|