ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 330 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 2.32 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $10,000 | +25.0% | 19 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $8,000 | -11.1% | 19 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $9,000 | +12.5% | 19 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $8,000 | -42.9% | 19 | -50.0% | 0.00% | -50.0% |
Q4 2020 | $14,000 | +16.7% | 38 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $12,000 | +20.0% | 38 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $10,000 | -37.5% | 38 | -50.0% | 0.00% | -33.3% |
Q1 2020 | $16,000 | -15.8% | 76 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $19,000 | +72.7% | 76 | +26.7% | 0.00% | +50.0% |
Q1 2019 | $11,000 | – | 60 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Legend Financial Advisors, Inc. | 35,994 | $13,648,000 | 11.06% |
Advisors Preferred, LLC | 123,378 | $46,586,000 | 8.66% |
Arlington Capital Management, Inc. | 14,777 | $5,603,000 | 7.64% |
FIRST NATIONAL CORP /MA/ /ADV | 60,081 | $22,782,000 | 6.21% |
360 Financial, Inc. | 21,270 | $8,065,000 | 4.79% |
Cadent Capital Advisors, LLC | 24,066 | $9,125,000 | 4.49% |
Portfolio Strategies, Inc. | 54,984 | $20,849,000 | 4.08% |
AFFINITY WEALTH MANAGEMENT LLC | 45,964 | $19,305,000 | 4.07% |
Northstar Advisory Group, LLC | 12,699 | $4,815,000 | 4.04% |
SPC Financial, Inc. | 65,112 | $24,689,000 | 3.47% |