ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 369 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.70 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $369,793 | -18.1% | 729 | -28.2% | 0.20% | -28.0% |
Q1 2023 | $451,785 | +108241.7% | 1,016 | -15.3% | 0.28% | +8.6% |
Q4 2022 | $417 | -99.8% | 1,199 | +80.3% | 0.26% | +79.7% |
Q3 2022 | $212,000 | -10.2% | 665 | -1.6% | 0.14% | -7.1% |
Q2 2022 | $236,000 | -33.7% | 676 | -10.1% | 0.15% | -27.0% |
Q1 2022 | $356,000 | -61.9% | 752 | -56.3% | 0.21% | -60.2% |
Q4 2021 | $934,000 | +21.9% | 1,722 | +0.3% | 0.53% | +17.3% |
Q3 2021 | $766,000 | -2.0% | 1,717 | -0.3% | 0.45% | +2.5% |
Q2 2021 | $782,000 | +84.4% | 1,722 | +72.0% | 0.44% | +78.5% |
Q1 2021 | $424,000 | -18.6% | 1,001 | -27.2% | 0.25% | -19.5% |
Q4 2020 | $521,000 | – | 1,375 | – | 0.31% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Legend Financial Advisors, Inc. | 33,799 | $15,352,000 | 9.88% |
FIRST NATIONAL CORP /MA/ /ADV | 137,990 | $45,704,000 | 6.58% |
Portfolio Strategies, Inc. | 70,652 | $32,096,000 | 6.37% |
Northstar Advisory Group, LLC | 21,769 | $9,888,000 | 6.18% |
360 Financial, Inc. | 21,503 | $9,767,000 | 5.08% |
AFFINITY WEALTH MANAGEMENT LLC | 48,924 | $21,791,000 | 4.33% |
Glaxis Capital Management, LLC | 7,000 | $3,180,000 | 3.97% |
Safeguard Investment Advisory Group, LLC | 11,664 | $5,298,000 | 3.77% |
MORGAN JESS S & CO INC | 10,403 | $4,725,000 | 3.10% |
VESTOR CAPITAL, LLC | 56,983 | $25,883,000 | 2.72% |