VALLEY FINANCIAL MANAGEMENT, INC. - ISHARES TR ownership

ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 517 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 2.12 and the average weighting 0.3%.

Quarter-by-quarter ownership
VALLEY FINANCIAL MANAGEMENT, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$10,049,835
+209.7%
19,812
+171.5%
5.20%
+159.3%
Q1 2023$3,245,202
+19.5%
7,298
-6.5%
2.01%
+32.7%
Q4 2022$2,716,680
-100.0%
7,807
-62.6%
1.51%
-62.1%
Q3 2022$6,652,533,00020,8723.99%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Legend Financial Advisors, Inc. 33,799$15,352,0009.88%
FIRST NATIONAL CORP /MA/ /ADV 137,990$45,704,0006.58%
Portfolio Strategies, Inc. 70,652$32,096,0006.37%
Northstar Advisory Group, LLC 21,769$9,888,0006.18%
360 Financial, Inc. 21,503$9,767,0005.08%
AFFINITY WEALTH MANAGEMENT LLC 48,924$21,791,0004.33%
Glaxis Capital Management, LLC 7,000$3,180,0003.97%
Safeguard Investment Advisory Group, LLC 11,664$5,298,0003.77%
MORGAN JESS S & CO INC 10,403$4,725,0003.10%
VESTOR CAPITAL, LLC 56,983$25,883,0002.72%
View complete list of ISHARES TR shareholders