ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 105 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 7.53 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $0 | -100.0% | 6,836 | +77.6% | 0.00% | -100.0% |
| Q1 2020 | $789,000 | -66.0% | 3,849 | -68.5% | 0.00% | -83.3% |
| Q1 2019 | $2,318,000 | +177.6% | 12,234 | +163.5% | 0.01% | -83.8% |
| Q1 2018 | $835,000 | -31.7% | 4,643 | -39.8% | 0.04% | -26.0% |
| Q3 2017 | $1,222,000 | +106.4% | 7,711 | +78.3% | 0.05% | +92.3% |
| Q1 2017 | $592,000 | -49.6% | 4,325 | -58.4% | 0.03% | -67.5% |
| Q3 2016 | $1,174,000 | +1924.1% | 10,399 | +1577.3% | 0.08% | +1900.0% |
| Q2 2016 | $58,000 | – | 620 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SURIENCE PRIVATE WEALTH LLC | 33,683 | $18,267,000 | 14.89% |
| Legend Financial Advisors, Inc. | 35,124 | $19,048,000 | 13.29% |
| Howard Capital Management Inc. | 107,221 | $73,636,000 | 9.09% |
| Portfolio Strategies, Inc. | 66,504 | $36,068,000 | 6.73% |
| Braun-Bostich & Associates Inc. | 51,736 | $26,022,000 | 6.20% |
| Chicago Wealth Management, Inc. | 16,563 | $8,983,000 | 6.02% |
| FIRST NATIONAL CORP /MA/ /ADV | 49,198 | $26,681,000 | 5.97% |
| American Planning Services, Inc. | 11,611 | $6,297,000 | 5.57% |
| AFFINITY WEALTH MANAGEMENT LLC | 51,736 | $26,022,000 | 5.37% |
| Vienna Asset Management LLC | 10,861 | $5,890,000 | 5.35% |