BROWN ADVISORY INC - ISHARES TR ownership

ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 157 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.86 and the average weighting 0.3%.

Quarter-by-quarter ownership
BROWN ADVISORY INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$284,664
-28.1%
601
-23.0%
0.00%
-100.0%
Q2 2023$396,170
+10.4%
781
-3.2%
0.00%0.0%
Q1 2023$358,849
-40.7%
807
-53.6%
0.00%0.0%
Q4 2022$604,789
+9.2%
1,7380.0%0.00%0.0%
Q3 2022$554,000
+146.2%
1,738
+318.8%
0.00%
Q4 2021$225,000
+7.7%
415
-10.0%
0.00%
Q2 2021$209,000
-5.9%
461
-21.3%
0.00%
Q4 2020$222,000
-81.1%
586
-92.2%
0.00%
-100.0%
Q4 2018$1,177,0007,5000.00%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Legend Financial Advisors, Inc. 18,730$9,501,0047.93%
VALLEY FINANCIAL MANAGEMENT, INC. 19,812$10,049,8355.20%
360 Financial, Inc. 18,725$9,498,6754.91%
AFFINITY WEALTH MANAGEMENT LLC 39,287$19,928,4904.57%
Northstar Advisory Group, LLC 13,622$6,909,8964.52%
Paragon Wealth Strategies, LLC 26,178$13,278,8374.19%
Otter Creek Advisors, LLC 12,500$6,340,7503.72%
COTTONWOOD CAPITAL ADVISORS, LLC 7,785$3,949,2383.62%
FIRST NATIONAL CORP /MA/ /ADV 26,104$13,241,4263.14%
Cresta Advisors, Ltd. 7,527$3,818,1472.97%
View complete list of ISHARES TR shareholders