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/ | 05/18/2026 | 6.93 M | $2.21 B | -0.64% | 7.77% |
| FIFTH THIRD BANCORP | 05/01/2026 | 2.58 M | $821.45 M | 1.31% | 2.89% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 2.17 M | $672.31 M | -0.36% | 2.44% |
| JPMORGAN CHASE & CO | 05/13/2026 | 1.65 M | $509.94 M | -40.73% | 1.85% |
| POLAR ASSET MANAGEMENT PARTNERS INC. | 05/15/2026 | 1.57 M | $177.64 M | 100.00% | 1.75% |
| MORGAN STANLEY | 05/15/2026 | 1.28 M | $408.00 M | -49.81% | 1.44% |
| LPL FINANCIAL LLC | 05/06/2026 | 1.21 M | $386.00 M | -73.21% | 1.36% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 1.13 M | $359.01 M | 1.64% | 1.26% |
| COLONY GROUP, LLC | 05/15/2026 | 1.04 M | $330.76 M | -0.23% | 1.16% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 853.09 K | $271.34 M | -6.49% | 0.96% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 798.50 K | $253.98 M | 164.67% | 0.89% |
| CRESSET ASSET MANAGEMENT, LLC | 05/15/2026 | 791.92 K | $251.89 M | -3.76% | 0.89% |
| IEQ CAPITAL, LLC | 05/15/2026 | 715.41 K | $227.55 M | 1.69% | 0.80% |
| UBS GROUP AG | 05/05/2026 | 689.49 K | $219.31 M | -5.03% | 0.77% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 441.60 K | $140.46 M | 1.45% | 0.49% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 421.34 K | $134.02 M | -10.51% | 0.47% |
| QUANTUM FINANCIAL ADVISORS, LLC | 04/08/2026 | 414.29 K | $10.01 M | 12.85% | 0.46% |
| EVOKE WEALTH, LLC | 05/15/2026 | 404.87 K | $128.78 M | -0.97% | 0.45% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 366.93 K | $122.68 M | -38.32% | 0.41% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 348.75 K | $110.93 M | -96.71% | 0.39% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 275.76 K | $87.71 M | -40.95% | 0.31% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 272.50 K | $86.67 M | -38.18% | 0.31% |
| CM WEALTH ADVISORS LLC | 05/08/2026 | 241.71 K | $76.88 M | -2.26% | 0.27% |
| ROYAL BANK OF CANADA | 05/15/2026 | 226.75 K | $72.13 M | -23.92% | 0.25% |
| SNS FINANCIAL GROUP, LLC | 04/14/2026 | 221.69 K | $70.51 M | 5.16% | 0.25% |
| BANK OF MONTREAL /CAN/ | 05/13/2026 | 177.23 K | $56.37 M | -0.95% | 0.20% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 171.01 K | $54.39 M | 1.70% | 0.19% |
| ENSIGN PEAK ADVISORS, INC | 05/13/2026 | 170.48 K | $54.22 M | 0.00% | 0.19% |
| FMR LLC | 05/15/2026 | 169.24 K | $53.83 M | 0.66% | 0.19% |
| CERITY PARTNERS LLC | 05/15/2026 | 166.48 K | $52.95 M | -0.17% | 0.19% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 05/08/2026 | 163.44 K | $51.98 M | -70.66% | 0.18% |
| MARINER, LLC | 05/13/2026 | 162.86 K | $51.67 M | -27.43% | 0.18% |
| CWM, LLC | 05/14/2026 | 155.87 K | $49.58 M | -86.91% | 0.17% |
| SIGNATUREFD, LLC | 04/07/2026 | 154.99 K | $49.30 M | -3.75% | 0.17% |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 151.71 K | $48.25 M | -56.47% | 0.17% |
| QUANTINNO CAPITAL MANAGEMENT LP | 05/15/2026 | 137.87 K | $43.85 M | -0.70% | 0.15% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 137.30 K | $43.74 M | -28.72% | 0.15% |
| AGF MANAGEMENT LTD | 05/07/2026 | 135.73 K | $43.17 M | -3.90% | 0.15% |
| ALPS ADVISORS INC | 05/08/2026 | 131.44 K | $41.81 M | 0.93% | 0.15% |
| DORSEY & WHITNEY TRUST CO LLC | 05/14/2026 | 124.55 K | $39.61 M | -0.14% | 0.14% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 124.02 K | $39.45 M | 7.38% | 0.14% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 120.85 K | $38.44 M | -85.02% | 0.14% |
| RIA ADVISORY GROUP LLC | 04/24/2026 | 115.34 K | $36.69 M | 6.49% | 0.13% |
| INTEGRATED WEALTH CONCEPTS LLC | 05/15/2026 | 114.13 K | $36.30 M | -7.52% | 0.13% |
| FINANCIAL PARTNERS GROUP, INC | 04/13/2026 | 113.10 K | $35.97 M | -0.41% | 0.13% |
| OAKWORTH CAPITAL, INC. | 04/24/2026 | 100.86 K | $32.08 M | -1.97% | 0.11% |
| DEMARS FINANCIAL GROUP, LLC | 04/30/2026 | 100.52 K | $31.97 M | -3.27% | 0.11% |
| POLAR ASSET MANAGEMENT PARTNERS INC. | 05/15/2026 | 100.00 K | $24.80 M | 100.00% | 0.11% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 96.19 K | $30.59 M | -35.99% | 0.11% |
| BROWN ADVISORY INC | 05/15/2026 | 94.79 K | $30.15 M | 52.54% | 0.11% |
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iShares S&P 100 Fund institutional Ownership - FAQ's
During the previous two years, 1292 institutional investors and hedge funds held shares of iShares S&P 100 Fund. The most heavily invested institutionals were:
BANK OF AMERICA CORP /DE/: 6.93 M
FIFTH THIRD BANCORP: 2.58 M
JONES FINANCIAL COMPANIES LLLP: 2.17 M
JPMORGAN CHASE & CO: 1.65 M
MORGAN STANLEY: 1.28 M
LPL Financial LLC: 1.21 M
41.27% of iShares S&P 100 Fund stock is owned by institutional investors.
Institutional investors have bought a total of 44.64 M shares in the last 24 months. This purchase volume represents approximately $14.90 B in transactions.