Ken Fisher’s OEF Holdings & Trades

First Buy
Q3 2016
Duration Held
37 Quarters
Largest Add
Q3 2022
+156,733 Shares
Current Position
20,963 Shares
$6.98 M Value

Ken Fisher's OEF Position Overview

Ken Fisher (via Fisher Asset Management, LLC) currently holds 20,963 shares of iShares S&P 100 ETF (OEF) worth $6.98 M, representing 0.00% of the portfolio. First purchased in 2016-Q3, this long-term strategic position has been held for 37 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
Q3 2016 +2,942 New Buy 2,942 $95.85
Q4 2016 +200 Add 6.80% 3,142 $99.30
Q1 2017 -200 Reduce 6.37% 2,942 $104.69
Q2 2017 +43 Add 1.46% 2,985 $106.87
Q3 2017 -558 Reduce 18.69% 2,427 $111.25
Q4 2017 -430 Reduce 17.72% 1,997 $118.68
Q1 2018 -97 Reduce 4.86% 1,900 $115.79
Q2 2018 +297 Add 15.63% 2,197 $119.71
Q3 2018 +13 Add 0.59% 2,210 $129.41
Q4 2018 +1,143 Add 51.72% 3,353 $111.54
Q1 2019 +7 Add 0.21% 3,360 $125.30
Q2 2019 -117 Reduce 3.48% 3,243 $129.51
Q3 2019 -882 Reduce 27.20% 2,361 $131.30
Q4 2019 -30 Reduce 1.27% 2,331 $144.14
Q1 2020 +374 Add 16.04% 2,705 $118.67
Q2 2020 +3,189 Add 117.89% 5,894 $142.35
Q3 2020 +1,472 Add 24.97% 7,366 $155.72
Q4 2020 +2,666 Add 36.19% 10,032 $171.65
Q1 2021 -1,470 Reduce 14.65% 8,562 $179.86
Q2 2021 -2,397 Reduce 28.00% 6,165 $196.27
Q3 2021 -147 Reduce 2.38% 6,018 $197.41
Q4 2021 +1,500 Add 24.93% 7,518 $219.21
Q1 2022 -441 Reduce 5.87% 7,077 $208.56
Q2 2022 +1,555 Add 21.97% 8,632 $172.50
Q3 2022 +156,733 Add 1815.72% 165,365 $162.50
Q4 2022 -7,209 Reduce 4.36% 158,156 $170.57
Q1 2023 -61,033 Reduce 38.59% 97,123 $187.04
Q2 2023 -8,725 Reduce 8.98% 88,398 $207.06
Q3 2023 -5,241 Reduce 5.93% 83,157 $200.64
Q4 2023 -5,325 Reduce 6.40% 77,832 $223.39
Q1 2024 -4,586 Reduce 5.89% 73,246 $247.41
Q2 2024 -5,111 Reduce 6.98% 68,135 $264.30
Q3 2024 -3,516 Reduce 5.16% 64,619 $276.76
Q4 2024 -3,664 Reduce 5.67% 60,955 $288.85
Q1 2025 -23,004 Reduce 37.74% 37,951 $270.83
Q2 2025 -15,370 Reduce 40.50% 22,581 $304.36
Q3 2025 -1,618 Reduce 7.17% 20,963 $332.85

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 37 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 Q3 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 20,963 shares of iShares S&P 100 ETF (OEF), valued at approximately $6.98 M.

As of the Q3 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.