Peterson Financial Group »

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

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

Historical chart of Peterson 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 Peterson Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Global 100 Index by Peterson Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $307k 3.1k 99.15
2024-06-30 $297k 3.1k 96.58
2024-03-31 $248k 2.8k 89.42
2023-12-31 $231k 2.9k 80.53

More positions owned by Peterson Financial Group

Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Rus Mdcp Val Etf (IWS)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Microsoft Corporation (MSFT)
Ishares Tr Usd Inv Grde Etf (USIG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)

View all positions for Peterson 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
Morgan Stanley
Raymond James Financial
Stephens
Envestnet Asset Management
UBS Group
Cetera Investment Advisers
H D Vest Advisory Services
Royal Bank of Canada
Amplius Wealth Advisors
Modern Wealth Management
Ameriprise Financial

View all funds holding iShares S&P Global 100 Index