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iShares S&P 100 Index shares owned by Asset Planning

Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Asset Planning from 13F filings

Historical chart of Asset Planning investment in iShares S&P 100 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 100 Index held by Asset Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 100 Index by Asset Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $100k 300 332.84
2025-06-30 $91k 300 304.35
2025-03-31 $81k 300 270.83
2024-12-31 $87k 300 288.85

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View all positions for Asset Planning

Top funds holding iShares S&P 100 Index

Regions Bank
Envestnet Asset Management
SRS Capital Advisors
LPL Financial
Jpmorgan Chase & Co
Fifth Third Bancorp
Jones Financial Companies, L.L
Morgan Stanley
BlackRock
CWM
Goldman Sachs Group
Park Avenue Securities
Envestnet Portfolio Solutions
BlueCrest Capital Management
Cresset Asset Management

View all funds holding iShares S&P 100 Index