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Ken Fisher’s OEF Holdings & Trades

First Buy
Q3 2016
Duration Held
38 Quarters
Largest Add
Q3 2022
+156,733 Shares
Current Position
19,220 Shares
$6.59 M Value

Ken Fisher's OEF Position Overview

Ken Fisher (via Fisher Asset Management, LLC) currently holds 19,220 shares of iShares S&P 100 ETF (OEF) worth $6.59 M, representing 0.00% of the portfolio. First purchased in 2016-Q3, this long-term strategic position has been held for 38 quarters.

Based on 13F filings, Ken Fisher has maintained a strategic position in OEF, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2022, adding 156,733 shares. Largest reduction occurred in Q1 2023, reducing 61,033 shares.

Analysis based on 13F filings available since 2013 Q2

Ken Fisher's iShares S&P 100 ETF (OEF) Holding Value Over Time

Track share changes against reported price movement

Quarterly iShares S&P 100 ETF (OEF) Trades by Ken Fisher

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 -1,743 Reduce 8.31% 19,220 $342.98
Q3 2025 -1,618 Reduce 7.17% 20,963 $332.85
Q2 2025 -15,370 Reduce 40.50% 22,581 $304.36
Q1 2025 -23,004 Reduce 37.74% 37,951 $270.83
Q4 2024 -3,664 Reduce 5.67% 60,955 $288.85
Q3 2024 -3,516 Reduce 5.16% 64,619 $276.76
Q2 2024 -5,111 Reduce 6.98% 68,135 $264.30
Q1 2024 -4,586 Reduce 5.89% 73,246 $247.41
Q4 2023 -5,325 Reduce 6.40% 77,832 $223.39
Q3 2023 -5,241 Reduce 5.93% 83,157 $200.64
Q2 2023 -8,725 Reduce 8.98% 88,398 $207.06
Q1 2023 -61,033 Reduce 38.59% 97,123 $187.04
Q4 2022 -7,209 Reduce 4.36% 158,156 $170.57
Q3 2022 +156,733 Add 1815.72% 165,365 $162.50
Q2 2022 +1,555 Add 21.97% 8,632 $172.50
Q1 2022 -441 Reduce 5.87% 7,077 $208.56
Q4 2021 +1,500 Add 24.93% 7,518 $219.21
Q3 2021 -147 Reduce 2.38% 6,018 $197.41
Q2 2021 -2,397 Reduce 28.00% 6,165 $196.27
Q1 2021 -1,470 Reduce 14.65% 8,562 $179.86
Q4 2020 +2,666 Add 36.19% 10,032 $171.65
Q3 2020 +1,472 Add 24.97% 7,366 $155.72
Q2 2020 +3,189 Add 117.89% 5,894 $142.35
Q1 2020 +374 Add 16.04% 2,705 $118.67
Q4 2019 -30 Reduce 1.27% 2,331 $144.14
Q3 2019 -882 Reduce 27.20% 2,361 $131.30
Q2 2019 -117 Reduce 3.48% 3,243 $129.51
Q1 2019 +7 Add 0.21% 3,360 $125.30
Q4 2018 +1,143 Add 51.72% 3,353 $111.54
Q3 2018 +13 Add 0.59% 2,210 $129.41
Q2 2018 +297 Add 15.63% 2,197 $119.71
Q1 2018 -97 Reduce 4.86% 1,900 $115.79
Q4 2017 -430 Reduce 17.72% 1,997 $118.68
Q3 2017 -558 Reduce 18.69% 2,427 $111.25
Q2 2017 +43 Add 1.46% 2,985 $106.87
Q1 2017 -200 Reduce 6.37% 2,942 $104.69
Q4 2016 +200 Add 6.80% 3,142 $99.30
Q3 2016 +2,942 New Buy 2,942 $95.85

Ken Fisher's iShares S&P 100 ETF Investment FAQs

Ken Fisher first purchased iShares S&P 100 ETF (OEF) in Q3 2016, acquiring 2,942 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ken Fisher has held iShares S&P 100 ETF (OEF) for 38 quarters since Q3 2016.

Ken Fisher's largest addition to iShares S&P 100 ETF (OEF) was in Q3 2022, adding 165,365 shares worth $26.87 M.

According to the latest 13F filing for Q4 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 19,220 shares of iShares S&P 100 ETF (OEF), valued at approximately $6.59 M.

As of the Q4 2025 filing, iShares S&P 100 ETF (OEF) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.

Ken Fisher's peak holding in iShares S&P 100 ETF (OEF) was 165,365 shares, as reported at the end of Q3 2022.