WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 386 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 2.11 and the average weighting 0.3%.

Quarter-by-quarter ownership
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$229,000
+7.0%
5040.0%0.01%0.0%
Q1 2021$214,000
+1026.3%
504
+404.0%
0.01%
+800.0%
Q3 2018$19,0001000.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Legend Financial Advisors, Inc. 18,730$9,501,0047.93%
VALLEY FINANCIAL MANAGEMENT, INC. 19,812$10,049,8355.20%
360 Financial, Inc. 18,725$9,498,6754.91%
AFFINITY WEALTH MANAGEMENT LLC 39,287$19,928,4904.57%
Northstar Advisory Group, LLC 13,622$6,909,8964.52%
Paragon Wealth Strategies, LLC 26,178$13,278,8374.19%
Otter Creek Advisors, LLC 12,500$6,340,7503.72%
COTTONWOOD CAPITAL ADVISORS, LLC 7,785$3,949,2383.62%
FIRST NATIONAL CORP /MA/ /ADV 26,104$13,241,4263.14%
Cresta Advisors, Ltd. 7,527$3,818,1472.97%
View complete list of ISHARES TR shareholders