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iShares S&P Global 100 Index shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of iShares S&P Global 100 Index (IOO) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in iShares S&P Global 100 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global 100 Index held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Global 100 Index by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $296k 3.7k 80.52
2023-09-30 $292k 4.0k 73.24
2023-06-30 $291k 3.8k 76.06
2023-03-31 $273k 3.9k 70.06

More positions owned by Cape Investment Advisory

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Chevron Corporation (CVX)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Cape Investment Advisory

Top funds holding iShares S&P Global 100 Index

BlackRock
Northwestern Mutual Wealth Management Company
Old National Trust Company
Amplius Wealth Advisors
Bank of America Corporation
Waddell & Associates
Morgan Stanley
LPL Financial
UBS Group
Ameriprise Financial
Stephens
Beaumont Financial Advisors
Raymond James & Associates
Royal Bank of Canada
Envestnet Asset Management

View all funds holding iShares S&P Global 100 Index