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 |
|---|---|---|---|---|---|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
32,946
shares
|
$8.76 Million
0.55% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
31,563
shares
|
$8.4 Million
0.46% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
31,374
shares
|
$8.35 Million
0.27% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
31,360
shares
|
$8.34 Million
1.42% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
30,921
shares
|
$8.23 Million
0.98% of portfolio
|
Q3 2025
Added 68.28%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
30,622
shares
|
$8.15 Million
0.48% of portfolio
|
Q3 2025
Reduced 7.2%
|
|
|
Keystone Financial Services
|
Nov 13, 2025 Q3 2025 |
30,242
shares
|
$8.05 Million
2.69% of portfolio
|
Q3 2025
Added 5.27%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Oct 30, 2025 Q3 2025 |
30,000
shares
|
$7.98 Million
0.3% of portfolio
|
Q2 2025
Reduced 55.75%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
29,935
shares
|
$7.96 Million
0.12% of portfolio
|
Q3 2025
Added 20.17%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Oct 30, 2025 Q3 2025 |
29,814
shares
|
$7.93 Million
3.96% of portfolio
|
Q3 2025
Reduced 22.45%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
29,798
shares
|
$7.93 Million
0.38% of portfolio
|
Q3 2025
Added 21.98%
|
|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
29,747
shares
|
$7.91 Million
2.17% of portfolio
|
Q3 2025
Reduced 4.64%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
29,652
shares
|
$7.89 Million
0.16% of portfolio
|
Q3 2025
Added 44.65%
|
|
|
Canal Capital Management, LLC
|
Sep 19, 2025 Q2 2025 |
29,569
shares
|
$7.87 Million
1.29% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Aft, Forsyth & Sober, LLC
|
Nov 05, 2025 Q3 2025 |
29,450
shares
|
$7.83 Million
2.49% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
29,402
shares
|
$7.82 Million
1.1% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Services Advisory Inc
|
Nov 04, 2025 Q3 2025 |
29,224
shares
|
$7.77 Million
3.04% of portfolio
|
Q3 2025
Reduced 4.27%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2025 Q3 2025 |
29,199
shares
|
$7.77 Million
0.33% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
28,898
shares
|
$7.69 Million
1.14% of portfolio
|
Q3 2025
Added 6.13%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
28,749
shares
|
$7.65 Million
2.11% of portfolio
|
Q3 2025
Reduced 4.07%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
28,628
shares
|
$7.62 Million
1.47% of portfolio
|
Q3 2025
Added 50.69%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
28,472
shares
|
$7.57 Million
0.87% of portfolio
|
Q3 2025
Added 79.31%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
28,466
shares
|
$7.57 Million
0.66% of portfolio
|
Q3 2025
Added 66.84%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
28,439
shares
|
$7.57 Million
0.22% of portfolio
|
Q3 2025
Added 94.57%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Oct 30, 2025 Q3 2025 |
28,289
shares
|
$7.53 Million
2.9% of portfolio
|
Q3 2025
Added 0.91%
|
|