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Public ownership evidence

iShares S&P 100 ETF (OEF) Ownership Disclosures

Read OEF insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Alternative Investment Advisors, LLC.2026-06-302026-09-0123,553$8,617,572None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-2921,806$5,905,818None
Corient Private Wealth LP2026-06-302026-08-2838,989$14,264,993None
Redwood Investment Management, LLC2024-12-312026-08-2842,488$12,273,000None
Redwood Investment Management, LLC2025-03-312026-08-2840,993$11,102,000None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-2895$34,896None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-28125$39,828None
Legacy Edge Advisors, LLC2025-09-302026-08-271,280$426,035None
Dakota Wealth Management2025-09-302026-08-2713,672$4,550,665None
Dakota Wealth Management2025-12-312026-08-2712,414$4,257,760None
Dakota Wealth Management2026-03-312026-08-2712,148$3,863,777None
Redwood Investment Management, LLC2025-06-302026-08-2739,746$12,097,000None
Redwood Investment Management, LLC2025-09-302026-08-271,388$462,000None
Redwood Investment Management, LLC2025-12-312026-08-271,469$504,000None
Advus Financial Partners, LLC2026-06-302026-08-268,648$3,164,044None
Advus Financial Partners, LLC2026-03-312026-08-2610,756$3,421,161None
Advus Financial Partners, LLC2025-12-312026-08-268,699$2,983,496None
Advus Financial Partners, LLC2025-09-302026-08-266,331$2,107,210None
Advus Financial Partners, LLC2025-06-302026-08-264,032$1,227,139None
Advus Financial Partners, LLC2025-03-312026-08-261,388$375,912None
Advus Financial Partners, LLC2024-09-302026-08-261,239$342,906None
Advus Financial Partners, LLC2024-06-302026-08-262,025$535,208None
Advus Financial Partners, LLC2024-03-312026-08-262,262$559,641None
Advus Financial Partners, LLC2023-12-312026-08-261,986$443,653None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-2663,935$21,927,793None
Serenity Investment Advisors2026-06-302026-08-25951$358,282None
CARLSON FINANCIAL, INC.2026-06-302026-08-25695$254,340None
CARLSON FINANCIAL, INC.2026-03-312026-08-25695$221,075None
CARLSON FINANCIAL, INC.2025-12-312026-08-25695$238,325None
Jackson Wealth Management, LLC2026-06-302026-08-214,497$1,645,000None
Kingsview Wealth Management, LLC2026-06-302026-08-207,724$2,826,124None
RESOLUTE WEALTH ADVISOR, INC.2026-06-302026-08-201,542$490,482None
Archer Investment Corp2026-06-302026-08-20179$65,491None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-202,445$894,552None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-2026,553$9,714,951None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2070,912$25,944,392None
Beacon Pointe Advisors, LLC2026-06-302026-08-19173,639$63,529,132None
Henson-Edgewater Management, LLC2026-06-302026-08-196,009$2,291,412None
Copia Wealth Management2026-06-302026-08-19194$70,979None
Strait & Sound Wealth Management LLC2026-06-302026-08-195,252$1,921,549None
JDM Financial Group LLC2026-06-302026-08-19100$36,587None
Orion Capital Management LLC2026-06-302026-08-19199$72,808None
Ensign Peak Advisors, Inc2026-03-312026-08-19170,477$54,223,619None
Ensign Peak Advisors, Inc2025-12-312026-08-19170,477$58,468,497None
Ensign Peak Advisors, Inc2025-09-302026-08-19170,477$56,741,565None
Glenview Trust Co2026-06-302026-08-191,570$574,415None
Glenview Trust Co2026-06-302026-08-19261$95,492None
PIN OAK INVESTMENT ADVISORS INC2026-06-302026-08-19133$49,000None
Legacy Edge Advisors, LLC2025-06-302026-08-18759$231,002None
Maxele Advisors, LLC2026-06-302026-08-183,490$1,276,732None

90-day public filing window, up to 50 source positions.

Alternative Investment Advisors, LLC. ↗B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Redwood Investment Management, LLC ↗Redwood Investment Management, LLC ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Legacy Edge Advisors, LLC ↗Dakota Wealth Management ↗Dakota Wealth Management ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.