Stock ownership · SEC 13F · Q4 2025
ISHARES S&P 100 ETF
Institutional ownership of ISHARES S&P 100 ETF (CUSIP 464287101) - who holds it, how concentrated it is, and what moved last quarter.
- $18.2M
- Reported value
- 8
- Institutions
- 100%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, ISHARES S&P 100 ETF ranks #352 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 8 institutions report $18.2M as of Q4 2025, with ownership heavily concentrated in a handful of holders.
- 8
- institutions hold it
- $18.2M
- reported 13F value
- 100%
- held by top 5
- #352
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, ISHARES S&P 100 ETF ranks #352 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 464287101 · Q4 2025 $18M reported
VALUE-MID · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-FULL
- VALUE-MID #352/775
- HOLDERS-FOCUS 8 filers
- CONC-DOM 100% top-5
- PHOTO-FINISH CANADIAN NATL RY F
- ACTIVITY-MID 7 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: CANADIAN NATL RY CO F
Read with: Ownership concentration guide - ISHARES S&P 100 ETF's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · ISHARES S&P 100 ETF
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
Institutional ownership over time
The number of institutions reporting a ISHARES S&P 100 ETF position has risen from 5 to 8 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | Alternative Investment Advisors, LLC. | 23,596 | $8.1M | 44.5% |
| 2 | Lynch Investment Planning, LLC | 13,796 | $4.7M | 26.0% |
| 3 | Barnes Wealth Management Group, Inc | 11,916 | $4.1M | 22.5% |
| 4 | Stone Wealth Partners | 1,842 | $632K | 3.5% |
| 5 | BDFS Capital LLC | 1,802 | $618K | 3.4% |
| 6 | Anchor Investment Management, LLC | 64 | $22K | 0.1% |
| 7 | Strategic Investment Solutions, Inc. /IL | 44 | $15K | 0.1% |
| 8 | CHELSEA COUNSEL CO | 3 | $1K | 0.0% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among ISHARES S&P 100 ETF's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
New positions (7)
Complete exits (11)
Frequently Asked Questions
How many institutions hold ISHARES S&P 100 ETF?▼
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Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for ISHARES S&P 100 ETF: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($18.2M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (8 here).
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.