McKinley Carter Wealth Services, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 517 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 2.12 and the average weighting 0.3%.

Quarter-by-quarter ownership
McKinley Carter Wealth Services, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$255,548
-6.6%
5400.0%0.02%
-4.8%
Q2 2023$273,681
+14.2%
540
+0.2%
0.02%
+10.5%
Q1 2023$239,7185390.02%
Other shareholders
ISHARES TR shareholders Q3 2023
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