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iShares S&P 100 Index shares owned by Clear Perspective Advisors

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

Historical chart of Clear Perspective 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 Clear Perspective 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 Clear Perspective Advisors

Quarter filed Position value Share count Share price at filing
2021-12-31 $219k 1.0k 219.00
2018-06-30 $144k 1.2k 120.00
2018-03-31 $139k 1.2k 115.83
2017-12-31 $142k 1.2k 118.33
2017-09-30 $134k 1.2k 111.67
2017-06-30 $128k 1.2k 106.67
2017-03-31 $126k 1.2k 105.00
2016-12-31 $119k 1.2k 99.17

More positions owned by Clear Perspective Advisors

Spdr Ser Tr Portfolio S&p 500 Etf Portfolio S&p500 (SPLG)
Schwab Strategic Tr Us Dividend Equity Etf Us Dividend Eq (SCHD)
First Tr Low Duration Opportunities Etf Fst Low Oppt Eft (LMBS)
Vanguard Index Fds S&p 500 Etf Shs New (VOO)
Rbb Fd Inc Motley Fool 100 Index Etf Motley Fol Etf (TMFC)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Alphabet Inc-cl C CL C (GOOG)
Vanguard Mun Bd Fds Tax-exempt Bd Index Fd Etf Tax Exempt Bd (VTEB)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Vanguard Growth Etf Growth Etf (VUG)
Ishares Tr Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Small-cap Etf Core S&p Scp Etf (IJR)

View all positions for Clear Perspective Advisors

Top funds holding iShares S&P 100 Index

Bank of America Corporation
Fifth Third Bancorp
Cresset Asset Management
Jones Financial Companies, L.L
Jpmorgan Chase & Co
Sigma Investment Counselors
Goldman Sachs Group
Ieq Capital
Merriman Wealth Management
UBS Group
LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Pnc Financial Services
Evoke Wealth

View all funds holding iShares S&P 100 Index