OEF — iShares S&P 100 ETF

Ownership history in Cyrus J. Lawrence, LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which Cyrus J. Lawrence, LLC reported a position in iShares S&P 100 ETF (OEF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2024 Q4)
Avg. % of fund
0.01%
First filed
2022 Q1
Last filed
2024 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 UNCHANGED 300 — 0% 0.02% $86K $286.28
2024 Q3 UNCHANGED 300 — 0% 0.02% $83K $273.59
2024 Q2 UNCHANGED 300 — 0% 0.02% $79K $260.49
2024 Q1 UNCHANGED 300 — 0% 0.02% $74K $243.25
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    OEF price (monthly, adj. close)

Other funds also holding OEF

As of 2025 Q4 — sorted by position size

CM WEALTH ADVISORS LLC 19.16% Marin Bay Wealth Advisors, LLC 15.35% Demars Financial Group, LLC 3Y 11.93% Wealth Forward, LLC 11.48% Avid Wealth Partners LLC 9.47% RIA Advisory Group LLC 3Y 8.93% MB Generational Wealth, LLC 8.41% TSA Wealth Managment LLC 7.88% Detalus Advisors, LLC 3Y 6.3% SNS Financial Group, LLC 3Y 7Y 6.23%
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