ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 469 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.52 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $291 | +21.8% | 615 | +30.6% | 0.00% | +100.0% |
Q2 2023 | $239 | -37.1% | 471 | -44.8% | 0.00% | -66.7% |
Q1 2023 | $380 | -4.5% | 854 | -25.3% | 0.00% | 0.0% |
Q4 2022 | $398 | -99.9% | 1,144 | -17.9% | 0.00% | -25.0% |
Q3 2022 | $444,000 | +31.0% | 1,393 | +43.8% | 0.00% | +33.3% |
Q2 2022 | $339,000 | +17.3% | 969 | +58.3% | 0.00% | +50.0% |
Q1 2022 | $289,000 | -23.5% | 612 | -12.1% | 0.00% | -33.3% |
Q4 2021 | $378,000 | +54.9% | 696 | +29.4% | 0.00% | +50.0% |
Q2 2021 | $244,000 | 0.0% | 538 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $244,000 | 0.0% | 538 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $244,000 | 0.0% | 538 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $244,000 | 0.0% | 538 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $244,000 | 0.0% | 538 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $244,000 | 0.0% | 538 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $244,000 | 0.0% | 538 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $244,000 | 0.0% | 538 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $244,000 | 0.0% | 538 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $244,000 | +4780.0% | 538 | +1693.3% | 0.00% | – |
Q4 2018 | $5,000 | -16.7% | 30 | 0.0% | 0.00% | – |
Q3 2018 | $6,000 | – | 30 | – | 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% |