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iShares S&P 100 Index shares owned by Plan Group Financial

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

Historical chart of Plan Group Financial 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 Plan Group Financial 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 Plan Group Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $277k 872 317.89

More positions owned by Plan Group Financial

Berkshire Hathaway Inc Del Cl A (BRK.A)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Msci Acwi Etf (ACWI)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Spdr Index Shs Fds State Street Spd (EDIV)
Ishares Tr Rus Mid Cap Etf (IWR)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Conv Bd Etf (ICVT)

View all positions for Plan Group Financial

Top funds holding iShares S&P 100 Index

Envestnet Asset Management
LPL Financial
Fifth Third Bancorp
Jones Financial Companies, L.L
BlackRock
CWM
Goldman Sachs Group
Colony
Envestnet Portfolio Solutions
Wells Fargo & Company
Mml Investors Services
Cresset Asset Management
Cetera Investment Advisers
UBS Group
Ieq Capital

View all funds holding iShares S&P 100 Index