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iShares S&P Global 100 Index shares owned by Arete Wealth Advisors

Quarter-by-quarter ownership of iShares S&P Global 100 Index (IOO) shares owned by Arete Wealth Advisors from 13F filings

Historical chart of Arete Wealth Advisors investment in iShares S&P Global 100 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global 100 Index held by Arete Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Global 100 Index by Arete Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $825k 8.3k 99.18
2023-12-31 $298k 3.7k 80.53
2023-09-30 $246k 3.4k 73.23
2023-06-30 $206k 2.7k 75.90

More positions owned by Arete Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Walt Disney Company (DIS)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
NVIDIA Corporation (NVDA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Spdr Gold Tr Gold Shs (GLD)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)

View all positions for Arete Wealth Advisors

Top funds holding iShares S&P Global 100 Index

BlackRock
BlackRock
Northwestern Mutual Wealth Management Company
Amplius Wealth Advisors
Schroder Investment Management Group
Morgan Stanley
Bank of America Corporation
LPL Financial
Waddell & Associates
Assetmark
Raymond James & Associates
Stephens
Envestnet Asset Management
H D Vest Advisory Services
Royal Bank of Canada

View all funds holding iShares S&P Global 100 Index