iShares S&P 100 Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 10.60 M | $3.63 B | -1.31% | 12.01% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 6.98 M | $2.39 B | 2.11% | 7.91% |
| LPL FINANCIAL LLC | 02/11/2026 | 4.53 M | $1.55 B | 6.86% | 5.25% |
| JPMORGAN CHASE & CO | 02/11/2026 | 2.79 M | $957.34 M | 4.12% | 3.27% |
| FIFTH THIRD BANCORP | 02/02/2026 | 2.55 M | $874.29 M | -0.51% | 2.99% |
| MORGAN STANLEY | 02/13/2026 | 2.56 M | $876.57 M | 6.12% | 2.90% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 2.18 M | $748.50 M | 5.57% | 2.53% |
| BLACKROCK, INC. | 02/12/2026 | 1.29 M | $441.62 M | 3.23% | 1.46% |
| CWM, LLC | 01/26/2026 | 1.19 M | $408.41 M | 2.32% | 1.35% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 1.11 M | $380.88 M | -1.09% | 1.30% |
| COLONY GROUP, LLC | 02/13/2026 | 1.04 M | $357.45 M | 35.99% | 1.21% |
| ENVESTNET PORTFOLIO SOLUTIONS, INC. | 02/06/2026 | 1.01 M | $347.20 M | 4.85% | 1.19% |
| PARK AVENUE SECURITIES LLC | 01/05/2026 | 1.01 M | $345.48 M | 1.31% | 1.18% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 900.32 K | $308.78 M | 11.40% | 1.04% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 912.33 K | $312.90 M | 24.11% | 1.03% |
| CRESSET ASSET MANAGEMENT, LLC | 02/17/2026 | 822.86 K | $282.22 M | -1.18% | 0.95% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 806.69 K | $276.67 M | 6.63% | 0.91% |
| UBS GROUP AG | 01/29/2026 | 726.02 K | $249.00 M | 2.21% | 0.82% |
| IEQ CAPITAL, LLC | 02/13/2026 | 703.50 K | $241.28 M | -0.67% | 0.81% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 594.92 K | $204.04 M | 10.34% | 0.69% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 568.34 K | $194.92 M | 0.59% | 0.66% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 02/13/2026 | 557.00 K | $191.03 M | 2.62% | 0.65% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 545.67 K | $187.15 M | 7.72% | 0.63% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 482.22 K | $165.39 M | 8.77% | 0.55% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 470.82 K | $161.48 M | 23.35% | 0.55% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 466.96 K | $160.15 M | 10.58% | 0.53% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 440.77 K | $151.17 M | 4.26% | 0.51% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 435.28 K | $149.29 M | 4.89% | 0.49% |
| EVOKE WEALTH, LLC | 02/06/2026 | 408.84 K | $140.22 M | -2.94% | 0.47% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 02/10/2026 | 374.55 K | $128.46 M | 8.50% | 0.43% |
| JB CAPITAL LLC | 01/20/2026 | 367.15 K | $125.92 M | 1.56% | 0.43% |
| QUANTUM FINANCIAL ADVISORS, LLC | 01/12/2026 | 367.13 K | $9.02 M | 100.00% | 0.43% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 348.48 K | $119.52 M | 4.41% | 0.41% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 301.70 K | $103.47 M | -33.18% | 0.34% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 02/17/2026 | 293.50 K | $100.66 M | 3.48% | 0.34% |
| ROYAL BANK OF CANADA | 02/17/2026 | 298.05 K | $102.22 M | 9.10% | 0.34% |
| SAGESPRING WEALTH PARTNERS, LLC | 01/07/2026 | 273.06 K | $8.16 M | -1.61% | 0.32% |
| CM WEALTH ADVISORS LLC | 01/26/2026 | 247.29 K | $84.81 M | 0.64% | 0.29% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 243.36 K | $83.47 M | 6.56% | 0.28% |
| MARINER, LLC | 02/13/2026 | 224.41 K | $76.97 M | 10.18% | 0.26% |
| SNS FINANCIAL GROUP, LLC | 02/02/2026 | 210.83 K | $72.31 M | -1.28% | 0.25% |
| THRIVENT FINANCIAL FOR LUTHERANS | 02/05/2026 | 206.04 K | $71.03 M | -0.45% | 0.24% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 192.62 K | $66.14 M | -1.72% | 0.22% |
| BANK OF MONTREAL /CAN/ | 02/12/2026 | 178.93 K | $61.37 M | -0.98% | 0.21% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 171.38 K | $58.78 M | -0.27% | 0.20% |
| ENSIGN PEAK ADVISORS, INC | 02/12/2026 | 170.48 K | $58.47 M | 0.00% | 0.20% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 168.15 K | $57.67 M | 12.40% | 0.19% |
| FMR LLC | 02/17/2026 | 168.13 K | $57.66 M | 0.98% | 0.19% |
| CERITY PARTNERS LLC | 02/11/2026 | 166.76 K | $57.19 M | -0.31% | 0.19% |
| SIGNATUREFD, LLC | 01/20/2026 | 161.03 K | $55.23 M | -0.37% | 0.19% |
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iShares S&P 100 Fund institutional Ownership - FAQ's
During the previous two years, 1338 institutional investors and hedge funds held shares of iShares S&P 100 Fund. The most heavily invested institutionals were:
FIFTH THIRD BANCORP: 2.58 M
UBS Group AG: 689,493
Quantum Financial Advisors, LLC: 414,288
ENVESTNET ASSET MANAGEMENT INC: 348,748
COMMONWEALTH EQUITY SERVICES, LLC: 275,763
SNS Financial Group, LLC: 221,694
78.78% of iShares S&P 100 Fund stock is owned by institutional investors.
Institutional investors have bought a total of 58.60 M shares in the last 24 months. This purchase volume represents approximately $19.56 B in transactions.