iShares S&P 100 Index shares owned by Concurrent Investment Advisors
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Concurrent Investment Advisors
from 13F filings
Historical chart of Concurrent Investment 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 Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 100 Index by Concurrent Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $14M | 40k | 342.97 |
| 2025-09-30 | $8.8M | 26k | 332.84 |
| 2025-06-30 | $4.8M | 16k | 304.34 |
| 2025-03-31 | $3.5M | 13k | 270.83 |
| 2024-12-31 | $3.5M | 12k | 288.85 |
| 2024-09-30 | $1.1M | 3.8k | 276.73 |
| 2024-06-30 | $997k | 3.8k | 264.33 |
| 2024-03-31 | $937k | 3.8k | 247.38 |
| 2023-12-31 | $1.1M | 4.8k | 223.35 |
More positions owned by Concurrent Investment Advisors
View all positions for Concurrent Investment Advisors