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iShares S&P 100 Index shares owned by California Capital Advisors

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

Historical chart of California Capital Advisors 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 California Capital Advisors 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 California Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $314k 857 365.87
2026-03-31 $284k 892 318.07
2025-12-31 $6.6M 19k 342.97

More positions owned by California Capital Advisors

Intel Corporation (INTC)
Apple (AAPL)
First Tr Exchange-traded Core Investment (FTCB)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Lam Research Corp Com New (LRCX)
Caterpillar (CAT)
NVIDIA Corporation (NVDA)
Ishares Tr Russell 2000 Etf (IWM)
Corning Incorporated (GLW)
Morgan Stanley Etf Trust Eat Inc Opp Etf (XAGG)
Ge Aerospace Com New (GE)
Spdr Gold Tr Gold Shs (GLD)
Asml Hldg Nv N Y Registry Shs (ASML)
Spdr Series Trust St Lon Treas Etf (SPTL)

View all positions for California Capital Advisors

Top funds holding iShares S&P 100 Index

Bank of America Corporation
Fifth Third Bancorp
Jones Financial Companies, L.L
Jpmorgan Chase & Co
Morgan Stanley
Goldman Sachs Group
LPL Financial
Wells Fargo & Company
Cresset Asset Management
UBS Group
Ieq Capital
Pnc Financial Services
Colony
MAI Wealth Advisors
Quantum Financial Advisors

View all funds holding iShares S&P 100 Index