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 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares S&P 100 ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Alternative Investment Advisors, LLC.
Report period
2026-06-30
Available
2026-09-01
Reported shares
23,553
Value (USD)
$8,617,572
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001172661-26-004258
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read OEF fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read OEF fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

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

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No records are available for this view.

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

Recent institutional filing receipts

See the complete 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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Bounded public source preview, up to 25 disclosed events.

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.

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