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iShares S&P Global 100 Index shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of iShares S&P Global 100 Index (IOO) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group 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 Pensionmark Financial Group 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $983k 8.4k 117.58
2025-09-30 $1.1M 9.1k 120.01
2025-06-30 $993k 9.2k 107.81
2025-03-31 $942k 9.8k 96.29
2024-12-31 $1.0M 10k 100.77
2024-09-30 $1.0M 10k 99.16

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SPYM)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Ishares Tr S&p 500 Grwt Etf (IVW)
Broadcom (AVGO)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Pensionmark Financial Group

Top funds holding iShares S&P Global 100 Index

BlackRock
Northwestern Mutual Wealth Management Company
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
LPL Financial
Raymond James Financial
Stephens
UBS Group
Ameriprise Financial
Cetera Investment Advisers
Royal Bank of Canada
Amplius Wealth Advisors
Modern Wealth Management
Envestnet Asset Management
Mather Group
Wells Fargo & Company

View all funds holding iShares S&P Global 100 Index