WBI INVESTMENTS, LLC - ISHARES TR ownership

ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 722 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 2.04 and the average weighting 0.3%.

Quarter-by-quarter ownership
WBI INVESTMENTS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$320,619
+50.7%
1,300
+38.0%
0.08%
+77.3%
Q1 2024$212,800
-2.8%
942
+49.8%
0.04%
-6.4%
Q4 2022$218,873
+3.2%
629
-9.2%
0.05%
-24.2%
Q3 2022$212,000
-26.9%
693
-19.0%
0.06%
-1.6%
Q2 2022$290,0008560.06%
Other shareholders
ISHARES TR shareholders Q2 2024
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%
Bulltick Wealth Management, LLC 38,334$19,445,3054.32%
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%
View complete list of ISHARES TR shareholders