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 ↓
Advisors Preferred, LLC 103,374$11,680,0005.46%
Financial Management Professionals, Inc. 30,637$3,461,0001.80%
TOTH FINANCIAL ADVISORY CORP 29,718$3,358,0000.99%
ASSETMARK, INC 529,244$59,799,0000.91%
DOWLING & YAHNKE LLC 67,931$7,676,0000.90%
Cavalier Investments, LLC 12,243$1,383,0000.84%
JUNCTURE WEALTH STRATEGIES, LLC 6,732$761,0000.51%
BNP PARIBAS FINANCIAL MARKETS 1,104,000$124,740,960,0000.51%
Virtu Financial LLC 20,197$2,282,0000.39%
First Financial Bank - Trust Division 17,688$1,999,0000.37%
View complete list of ISHARES TR shareholders