Who owns iShares S&P 100 Index?
- Ticker: OEF
- CUSIP Number: 464287101
Tip: Access positions for across all investors
Analyze quarterly positions in iShares S&P 100 Index with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold iShares S&P 100 Index this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Bank of America Corporation | 5.9M | $1.6B | -2% | Sep 2024 |
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Fifth Third Bancorp | 2.4M | $655M | 1% | Sep 2024 |
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Jones Financial Companies, L.L | 1.9M | $519M | 3% | Sep 2024 |
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Jpmorgan Chase & Co | 1.5M | $414M | 1% | Sep 2024 |
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Sigma Investment Counselors | 1.3M | $30M | 7% | Jun 2024 |
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Morgan Stanley | 1.2M | $325M | 6% | Jun 2024 |
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Goldman Sachs Group | 1.1M | $279M | -5% | Jun 2024 |
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Ieq Capital | 831k | $220M | -8% | Jun 2024 |
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Merriman Wealth Management | 762k | $211M | 1% | Sep 2024 |
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LPL Financial | 685k | $190M | 4% | Sep 2024 |
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Envestnet Asset Management | 633k | $175M | 3% | Sep 2024 |
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Wells Fargo & Company | 610k | $169M | -1% | Sep 2024 |
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Pnc Financial Services | 485k | $134M | 3% | Sep 2024 |
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Evoke Wealth | 442k | $122M | 100% | Sep 2024 |
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Kovitz Investment Group Partners | 376k | $103M | 8529% | Sep 2024 |
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International Assets Investment Management | 375k | $1.4M | 31481% | Sep 2024 |
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Cm Wealth Advisors | 252k | $70M | 59% | Sep 2024 |
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Raymond James Financial Services Advisors | 236k | $65M | -1% | Sep 2024 |
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Mariner Wealth Advisors | 206k | $57M | 0% | Sep 2024 |
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Citigroup | 190k | $53M | 9% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 190k | $52M | 21% | Sep 2024 |
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Old National Trust Company | 187k | $52M | -52% | Sep 2024 |
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Demars Financial Group | 179k | $50M | 3% | Sep 2024 |
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Agf Management | 177k | $49M | 0% | Sep 2024 |
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Signature | 172k | $48M | -1% | Sep 2024 |
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ALPS Advisors | 163k | $45M | 100% | Sep 2024 |
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SNS Financial | 161k | $45M | 16% | Sep 2024 |
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HPM Partners | 160k | $44M | 391% | Sep 2024 |
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Sanctuary Advisors | 153k | $37M | 100% | Jun 2024 |
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CWM | 151k | $42M | -6% | Sep 2024 |
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Commonwealth Equity Services | 151k | $42M | -9% | Sep 2024 |
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Financial Partners Group | 143k | $40M | 0% | Sep 2024 |
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Royal Bank of Canada | 140k | $38M | -5% | Sep 2024 |
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Resources Investment Advisors | 133k | $37M | 4% | Sep 2024 |
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Two Sigma Investments | 131k | $35M | -4% | Jun 2024 |
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Integrated Wealth Concepts | 126k | $35M | 21% | Sep 2024 |
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Dorsey & Whitney Trust Company | 125k | $35M | 0% | Sep 2024 |
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Abbrea Capital | 124k | $33M | 0% | Jun 2024 |
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Altus Wealth Management | 115k | $32M | -2% | Sep 2024 |
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First Pacific Financial | 112k | $31M | -3% | Sep 2024 |
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IFP Advisors | 109k | $29M | 1% | Jun 2024 |
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Oakworth Capital | 108k | $30M | -26% | Sep 2024 |
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PFG Financial Advisors | 107k | $30M | -3% | Sep 2024 |
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Financial Services Advisory | 105k | $29M | 0% | Sep 2024 |
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Steward Partners Investment Advisory | 103k | $27M | -1% | Jun 2024 |
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Pathstone Holdings | 100k | $28M | 0% | Sep 2024 |
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Cambridge Investment Research Advisors | 95k | $26M | 3% | Sep 2024 |
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Oakmont Partners | 92k | $26M | 18% | Sep 2024 |
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Amplius Wealth Advisors | 91k | $25M | -1% | Sep 2024 |
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Select Asset Management & Trust | 86k | $24M | -13% | Sep 2024 |
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Aveo Capital Partners | 85k | $24M | 4% | Sep 2024 |
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Harbour Trust & Investment Management | 78k | $22M | 1% | Sep 2024 |
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Captrust Financial Advisors | 77k | $21M | 0% | Sep 2024 |
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M^T Bank Corporation | 76k | $21M | -2% | Sep 2024 |
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Advisor Group Holdings | 74k | $20M | -17% | Sep 2024 |
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One Capital Management | 71k | $20M | 0% | Sep 2024 |
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MONECO Advisors | 70k | $20M | -1% | Sep 2024 |
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Raymond James & Associates | 70k | $20M | -2% | Sep 2024 |
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Cetera Investment Advisers | 70k | $19M | 15% | Jun 2024 |
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Avid Wealth Partners | 69k | $19M | -13% | Sep 2024 |
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Patten & Patten | 68k | $19M | 36% | Sep 2024 |
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Envestnet Portfolio Solutions | 68k | $19M | 11% | Sep 2024 |
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Zimmermann Investment Management & Planning | 65k | $18M | 4% | Sep 2024 |
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Fisher Investments | 65k | $18M | -5% | Sep 2024 |
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Two Sigma Advisers | 64k | $17M | -32% | Jun 2024 |
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Wealth Forward | 59k | $16M | 23% | Sep 2024 |
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Mml Investors Services | 59k | $16M | -18% | Sep 2024 |
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Susquehanna International | 56k | $16M | 42% | Sep 2024 |
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Keybank National Association | 54k | $15M | -5% | Sep 2024 |
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Park Avenue Securities | 54k | $15M | -3% | Sep 2024 |
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Brown Brothers Harriman & Co. | 52k | $14M | -15% | Jun 2024 |
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Country Club Bank | 52k | $14M | -2% | Jun 2024 |
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MB Generational Wealth | 52k | $14M | 0% | Sep 2024 |
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Jackson Wealth Management | 50k | $14M | 69% | Sep 2024 |
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Roof Eidam & Maycock | 50k | $14M | 0% | Sep 2024 |
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Stock Yards Trust Company | 50k | $13M | -2% | Jun 2024 |
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Stifel Financial | 50k | $13M | 0% | Jun 2024 |
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Quest Investment Management | 49k | $14M | 0% | Sep 2024 |
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Northern Trust | 49k | $13M | -1% | Sep 2024 |
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Lineweaver Wealth Advisors | 48k | $13M | 2% | Sep 2024 |
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Redwood Investment Management | 46k | $13M | 100% | Sep 2024 |
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Keebeck Wealth Management | 46k | $12M | 0% | Jun 2024 |
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HighTower Advisors | 46k | $12M | 10% | Jun 2024 |
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Investors Research Corp | 46k | $13M | 7% | Sep 2024 |
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Us Bancorp | 44k | $12M | 2% | Sep 2024 |
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One Wealth Advisors | 44k | $12M | 5% | Sep 2024 |
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Branch Banking & Trust Company | 40k | $11M | 14% | Jun 2024 |
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Creative Planning | 39k | $11M | -1% | Sep 2024 |
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Geller Family Office Services | 39k | $11M | 0% | Sep 2024 |
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Waypoint Capital Advisors | 38k | $11M | 0% | Sep 2024 |
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Carnegie Capital Asset Management | 38k | $10M | 0% | Sep 2024 |
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Robertson Stephens Wealth Management | 37k | $10M | 108% | Sep 2024 |
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Detalus Advisors | 37k | $10M | 7% | Sep 2024 |
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Kestra Advisory Services | 35k | $9.8M | 5% | Sep 2024 |
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Segment Wealth Management | 35k | $9.8M | -1% | Sep 2024 |
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TSA Wealth Managment | 35k | $9.6M | 2% | Sep 2024 |
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AE Wealth Management | 35k | $9.5M | -8% | Sep 2024 |
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Continuum Advisory | 34k | $9.9M | 1% | Sep 2024 |
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Legacy Advisors | 34k | $9.5M | 0% | Sep 2024 |
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Affinity Capital Advisors | 34k | $9.3M | 11% | Sep 2024 |
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Fiduciary Planning | 34k | $9.3M | 72% | Sep 2024 |
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Bank of New York Mellon | 34k | $9.3M | 1% | Sep 2024 |
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Atticus Wealth Management | 33k | $9.2M | -1% | Sep 2024 |
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Roble, Belko & Company | 33k | $9.2M | -1% | Sep 2024 |
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EP Wealth Advisors | 32k | $8.9M | 815% | Sep 2024 |
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Wealth Enhancement Advisory Services | 32k | $8.4M | -6% | Jun 2024 |
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Canal Capital Management | 32k | $8.8M | -2% | Sep 2024 |
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Tennessee Valley Asset Management Partners | 31k | $8.7M | 2% | Sep 2024 |
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Goss Wealth Management | 30k | $7.9M | 18% | Jun 2024 |
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Kickstand Ventures | 30k | $8.2M | 2% | Sep 2024 |
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Client First Capital | 29k | $8.0M | -2% | Sep 2024 |
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Carret Asset Management | 28k | $7.9M | -1% | Sep 2024 |
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Federation des caisses Desjardins du Quebec | 28k | $7.9M | -7% | Sep 2024 |
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Foundations Investment Advisors | 28k | $7.6M | 7% | Sep 2024 |
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Natixis Asset Management Advisors | 27k | $0 | 10% | Sep 2024 |
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Rsm Us Wealth Management | 27k | $7.5M | -5% | Sep 2024 |
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H D Vest Advisory Services | 27k | $7.1M | 41% | Jun 2024 |
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Wharton Business Group | 27k | $7.4M | -7% | Sep 2024 |
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WJ Wealth Management | 27k | $7.4M | -43% | Sep 2024 |
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Capital Advisors | 27k | $7.4M | 3% | Sep 2024 |
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Polianta | 26k | $7.3M | 100% | Sep 2024 |
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Axiom Advisory | 26k | $7.0M | 2% | Sep 2024 |
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Private Advisor | 26k | $7.2M | 8% | Sep 2024 |
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Financial Life Advisors | 26k | $7.1M | 3% | Sep 2024 |
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Private Client Services | 25k | $7.0M | 5% | Sep 2024 |
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Hollencrest Securities | 25k | $7.0M | 0% | Sep 2024 |
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W Advisors | 25k | $6.9M | 0% | Sep 2024 |
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Franklin Resources | 25k | $7.0M | -2% | Sep 2024 |
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Mcmorgan & Co | 24k | $6.5M | -6% | Sep 2024 |
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Rockefeller Capital Management | 24k | $6.2M | 4% | Jun 2024 |
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Thrivent Financial for Lutherans | 24k | $6.5M | 306% | Sep 2024 |
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HB Wealth Management | 23k | $6.5M | 0% | Sep 2024 |
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United Capital Financial Advisers | 23k | $6.4M | -2% | Sep 2024 |
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D.A. Davidson & Co. | 23k | $6.1M | -3% | Jun 2024 |
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J.w. Cole Advisors | 23k | $6.3M | 2% | Sep 2024 |
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KM Capital Management | 23k | $6.0M | 3% | Jun 2024 |
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Huntington National Bank | 23k | $6.2M | -7% | Sep 2024 |
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Janney Montgomery Scott | 22k | $6.2M | -1% | Sep 2024 |
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Cardinal Strategic Wealth Guidance | 22k | $6.2M | 1% | Sep 2024 |
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Fulton Breakefield Broenniman d/b/a FBB Capital Partners | 22k | $6.1M | 0% | Sep 2024 |
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Johnson Investment Counsel | 22k | $6.1M | 2% | Sep 2024 |
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NTV Asset Management | 22k | $6.1M | -6% | Sep 2024 |
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Alliancebernstein | 22k | $5.8M | 1% | Jun 2024 |
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Cypress Wealth Services | 22k | $6.1M | 3% | Sep 2024 |
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Manchester Capital Management | 22k | $6.0M | 0% | Sep 2024 |
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CI Private Wealth | 22k | $6.0M | 29% | Sep 2024 |
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Bailard | 22k | $6.0M | 0% | Sep 2024 |
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Van Hulzen Asset Management | 22k | $6.0M | -2% | Sep 2024 |
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Atria Wealth Solutions | 22k | $6.0M | 27% | Sep 2024 |
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SCS Capital Management | 21k | $5.5M | -15% | Jun 2024 |
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Spectrum Wealth Counsel | 19k | $5.3M | -22% | Sep 2024 |
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National Asset Management | 9.5k | $2.5M | -70% | Jun 2024 |
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Liberty Wealth Management | 4.2k | $1.2M | -89% | Sep 2024 |
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Strategic Financial Concepts | 792.00 | $219k | -100% | Sep 2024 |
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Who sold out of iShares S&P 100 Index?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Relative Value Partners | Mar 2024 | 381k | $87M |
Quantum Financial Advisors | Jun 2024 | 190k | $4.6M |
Financial Enhancement | Jun 2024 | 46k | $12M |
Elevation Capital Advisory | Jun 2024 | 38k | $9.9M |