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 | ||||
---|---|---|---|---|---|---|
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% | 1,738 | 0.0% | 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 | $1,177,000 | – | 7,500 | – | 0.00% | – |
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% |