Purchases and Sales Made in Q4 2025 in Ishares S&P 100 ETF (OEF)
This table provides information about the institutional ownership of Ishares S&P 100 ETF (OEF) during Q4 2025. The information is specifically focused on institutions that hold shares of ISHARES S&P 100 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
367KNew |
N/A
|
367K
$97.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
78.9KNew |
N/A
|
78.9K
$21M
|
|
|
Jan 20, 2026
Q4 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
37.3K+ 2102.76% |
N/A
|
39.1K
$10.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
24.2K+ 2421.0% |
N/A
|
25.2K
$6.71M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
21.9K+ 73.64% |
N/A
|
51.7K
$13.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
21.1KNew |
N/A
|
21.1K
$5.61M
|
|
|
Jan 15, 2026
Q4 2025
|
Polaris Investment Advisors, LLC
Framingham, MA |
BUY
|
- |
20.2KNew |
N/A
|
20.2K
$5.38M
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
18.2K+ 32.93% |
N/A
|
73.3K
$19.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17.1K+ 27.03% |
N/A
|
80.5K
$21.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
15.4K+ 40.59% |
N/A
|
53.3K
$14.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
15.3KNew |
N/A
|
15.3K
$4.07M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
13K+ 1.31% |
N/A
|
1.01M
$268M
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
11.2K+ 38.57% |
N/A
|
40.3K
$10.7M
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
9.21K+ 69.01% |
N/A
|
22.6K
$6M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.63K+ 22.24% |
N/A
|
47.4K
$12.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Jb Capital LLC
|
BUY
|
- |
5.65K+ 1.56% |
N/A
|
367K
$97.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
5.64K+ 6.32% |
N/A
|
94.9K
$25.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
4.4K+ 7.65% |
N/A
|
61.9K
$16.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.93K+ 29.25% |
N/A
|
17.4K
$4.62M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.78K+ 10.5% |
N/A
|
39.8K
$10.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.52K+ 15.31% |
N/A
|
26.5K
$7.06M
|
|
|
Jan 20, 2026
Q4 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
3.5K+ 6.25% |
N/A
|
59.4K
$15.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2.88K+ 4.66% |
N/A
|
64.7K
$17.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.59K+ 57.51% |
N/A
|
7.08K
$1.88M
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2.28KNew |
N/A
|
2.28K
$607K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.28K+ 95.88% |
N/A
|
4.66K
$1.24M
|
|
|
Jan 15, 2026
Q4 2025
|
Shrier Wealth Management, LLC
Los Angeles, CA |
BUY
|
- |
2.16KNew |
N/A
|
2.16K
$574K
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
2.07KNew |
N/A
|
2.07K
$550K
|
|
|
Jan 12, 2026
Q4 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.79K+ 27.81% |
N/A
|
8.25K
$2.19M
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1.79K+ 3.78% |
N/A
|
49.1K
$13.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.7K+ 22.91% |
N/A
|
9.12K
$2.42M
|
|
|
Jan 20, 2026
Q4 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.68KNew |
N/A
|
1.68K
$448K
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.68K+ 5.89% |
N/A
|
30.2K
$8.02M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.59K+ 33.97% |
N/A
|
6.27K
$1.67M
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
BUY
|
- |
1.54K+ 10.42% |
N/A
|
16.3K
$4.34M
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
1.45K+ 2.54% |
N/A
|
58.4K
$15.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
1.06KNew |
N/A
|
1.06K
$283K
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
1.01KNew |
N/A
|
1.01K
$269K
|
|
|
Jan 16, 2026
Q4 2025
|
Asl Financial, LLC
Los Gatos, CA |
BUY
|
- |
999New |
N/A
|
999
$266K
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
777New |
N/A
|
777
$207K
|
|
|
Jan 15, 2026
Q4 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
771+ 6.54% |
N/A
|
12.6K
$3.34M
|
|
|
Jan 13, 2026
Q4 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
743+ 21.39% |
N/A
|
4.22K
$1.12M
|
|
|
Jan 12, 2026
Q4 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
666+ 50.34% |
N/A
|
1.99K
$529K
|
|
|
Jan 15, 2026
Q4 2025
|
Cassilly Financial Group LLC
Severna Park, MD |
BUY
|
- |
632New |
N/A
|
632
$168K
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
629New |
N/A
|
629
$167K
|
|
|
Jan 20, 2026
Q4 2025
|
Chatterton & Associates Inc.
Anaheim, CA |
BUY
|
- |
628New |
N/A
|
628
$167K
|
|
|
Jan 12, 2026
Q4 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
619+ 1.11% |
N/A
|
56.3K
$15M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
619+ 17.93% |
N/A
|
4.07K
$1.08M
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
601+ 69.08% |
N/A
|
1.47K
$391K
|
|
|
Jan 14, 2026
Q4 2025
|
Bell Bank
|
BUY
|
- |
595New |
N/A
|
595
$158K
|
|