ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 460 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $102,860 | -8.3% | 217 | -1.8% | 0.01% | 0.0% |
Q2 2023 | $112,188 | +14.1% | 221 | 0.0% | 0.01% | +7.7% |
Q1 2023 | $98,345 | +22824.2% | 221 | -82.1% | 0.01% | -79.7% |
Q4 2022 | $429 | -99.6% | 1,232 | +221.7% | 0.06% | +220.0% |
Q3 2022 | $122,000 | -8.3% | 383 | +0.8% | 0.02% | -4.8% |
Q2 2022 | $133,000 | – | 380 | – | 0.02% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SURIENCE PRIVATE WEALTH LLC | 33,683 | $18,267,000 | 14.89% |
Legend Financial Advisors, Inc. | 35,124 | $19,048,000 | 13.29% |
Howard Capital Management Inc. | 107,221 | $73,636,000 | 9.09% |
Portfolio Strategies, Inc. | 66,504 | $36,068,000 | 6.73% |
Braun-Bostich & Associates Inc. | 51,736 | $26,022,000 | 6.20% |
Chicago Wealth Management, Inc. | 16,563 | $8,983,000 | 6.02% |
FIRST NATIONAL CORP /MA/ /ADV | 49,198 | $26,681,000 | 5.97% |
American Planning Services, Inc. | 11,611 | $6,297,000 | 5.57% |
AFFINITY WEALTH MANAGEMENT LLC | 51,736 | $26,022,000 | 5.37% |
Vienna Asset Management LLC | 10,861 | $5,890,000 | 5.35% |