iShares S&P 100 Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 6.91 M | $2.53 B | -0.41% | 12.91% |
| FIFTH THIRD BANCORP | 08/05/2026 | 2.57 M | $939.76 M | -0.54% | 4.80% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 2.38 M | $851.67 M | 9.52% | 4.45% |
| MORGAN STANLEY | 08/13/2026 | 1.84 M | $672.48 M | 43.29% | 3.44% |
| JPMORGAN CHASE & CO | 08/12/2026 | 1.61 M | $583.92 M | -2.64% | 3.01% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 1.13 M | $414.12 M | 0.28% | 2.12% |
| LPL FINANCIAL LLC | 08/07/2026 | 1.01 M | $369.81 M | -16.71% | 1.89% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 823.46 K | $301.28 M | -3.47% | 1.54% |
| CRESSET ASSET MANAGEMENT, LLC | 08/14/2026 | 796.22 K | $291.31 M | 0.54% | 1.49% |
| UBS GROUP AG | 08/13/2026 | 660.71 K | $241.74 M | -4.17% | 1.24% |
| IEQ CAPITAL, LLC | 08/11/2026 | 619.21 K | $226.55 M | -13.45% | 1.16% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 431.14 K | $157.74 M | -2.37% | 0.81% |
| COLONY GROUP, LLC | 08/12/2026 | 429.44 K | $157.12 M | -58.70% | 0.80% |
| MAI CAPITAL MANAGEMENT | 08/14/2026 | 411.51 K | $150.56 M | 4,046.18% | 0.77% |
| QUANTUM FINANCIAL ADVISORS, LLC | 07/08/2026 | 404.72 K | $9.69 M | -2.31% | 0.76% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 389.66 K | $142.57 M | -7.52% | 0.73% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 317.30 K | $116.09 M | -9.02% | 0.59% |
| SNS FINANCIAL GROUP, LLC | 08/11/2026 | 301.50 K | $110.31 M | 36.00% | 0.56% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 293.01 K | $107.21 M | 7.53% | 0.55% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 266.48 K | $97.52 M | -27.37% | 0.50% |
| CM WEALTH ADVISORS LLC | 08/10/2026 | 240.62 K | $88.04 M | -0.45% | 0.45% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 216.02 K | $79.04 M | -72.95% | 0.40% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 188.12 K | $68.83 M | -31.78% | 0.35% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 188.02 K | $68.79 M | 9.95% | 0.35% |
| BANK OF MONTREAL /CAN/ | 08/12/2026 | 176.85 K | $64.70 M | -0.22% | 0.33% |
| BEACON POINTE ADVISORS, LLC | 08/18/2026 | 173.64 K | $63.53 M | 1,043.64% | 0.32% |
| ENSIGN PEAK ADVISORS, INC | 08/14/2026 | 170.48 K | $62.37 M | 0.00% | 0.32% |
| FMR LLC | 08/13/2026 | 168.39 K | $61.61 M | -0.51% | 0.31% |
| CERITY PARTNERS LLC | 08/14/2026 | 165.09 K | $60.40 M | -0.84% | 0.31% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 08/07/2026 | 163.23 K | $59.72 M | -0.13% | 0.31% |
| MARINER, LLC | 08/13/2026 | 153.81 K | $56.23 M | -5.56% | 0.29% |
| ALPS ADVISORS INC | 07/29/2026 | 153.52 K | $56.17 M | 16.79% | 0.29% |
| SIGNATUREFD, LLC | 07/24/2026 | 151.18 K | $55.31 M | -2.46% | 0.28% |
| ROYAL BANK OF CANADA | 08/14/2026 | 149.84 K | $54.82 M | -33.92% | 0.28% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 147.08 K | $53.81 M | -3.05% | 0.28% |
| QUANTINNO CAPITAL MANAGEMENT LP | 08/13/2026 | 136.46 K | $49.93 M | -1.02% | 0.26% |
| AGF MANAGEMENT LTD | 08/10/2026 | 130.37 K | $47.70 M | -3.95% | 0.24% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 126.80 K | $46.45 M | -7.65% | 0.24% |
| DORSEY & WHITNEY TRUST CO LLC | 08/14/2026 | 124.55 K | $45.57 M | 0.00% | 0.23% |
| FRANKLIN RESOURCES INC | 08/13/2026 | 122.80 K | $44.93 M | -0.98% | 0.23% |
| BROWN ADVISORY INC | 08/14/2026 | 117.41 K | $42.96 M | 23.87% | 0.22% |
| FINANCIAL PARTNERS GROUP, INC | 07/23/2026 | 111.26 K | $40.71 M | -1.63% | 0.21% |
| OAKWORTH CAPITAL, INC. | 07/22/2026 | 100.77 K | $36.87 M | -0.09% | 0.19% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 100.57 K | $36.80 M | -16.78% | 0.19% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 95.11 K | $34.80 M | -1.12% | 0.18% |
| PATHSTONE HOLDINGS, LLC | 08/13/2026 | 94.08 K | $34.42 M | 3.85% | 0.18% |
| ACKERMAN ASSET MANAGEMENT, LLC | 08/10/2026 | 87.80 K | $32.12 M | 0.25% | 0.16% |
| FINANCIAL ENHANCEMENT GROUP LLC | 07/07/2026 | 82.74 K | $30.27 M | 0.43% | 0.15% |
| HARBOUR TRUST & INVESTMENT MANAGEMENT CO | 07/28/2026 | 81.53 K | $29.83 M | -1.01% | 0.15% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 78.86 K | $28.85 M | 0.60% | 0.15% |
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iShares S&P 100 Fund institutional Ownership - FAQ's
During the previous two years, 1335 institutional investors and hedge funds held shares of iShares S&P 100 Fund. The most heavily invested institutionals were:
BANK OF AMERICA CORP /DE/: 6.91 M
FIFTH THIRD BANCORP: 2.57 M
JONES FINANCIAL COMPANIES LLLP: 2.38 M
MORGAN STANLEY: 1.84 M
JPMORGAN CHASE & CO: 1.61 M
GOLDMAN SACHS GROUP INC: 1.13 M
65.46% of iShares S&P 100 Fund stock is owned by institutional investors.
Institutional investors have bought a total of 43.29 M shares in the last 24 months. This purchase volume represents approximately $14.45 B in transactions.