ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 377 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.66 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $21,544 | +14.2% | 42 | 0.0% | 0.00% | -25.0% |
Q1 2023 | $18,861 | +28.1% | 42 | 0.0% | 0.00% | +33.3% |
Q4 2022 | $14,723 | +13.3% | 42 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $13,000 | -13.3% | 42 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $15,000 | -25.0% | 42 | 0.0% | 0.00% | -25.0% |
Q1 2022 | $20,000 | -13.0% | 42 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $23,000 | 0.0% | 42 | -19.2% | 0.00% | -20.0% |
Q3 2021 | $23,000 | 0.0% | 52 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $23,000 | +4.5% | 52 | 0.0% | 0.01% | -16.7% |
Q1 2021 | $22,000 | +10.0% | 52 | +2.0% | 0.01% | 0.0% |
Q4 2020 | $20,000 | +11.1% | 51 | -15.0% | 0.01% | 0.0% |
Q3 2020 | $18,000 | +12.5% | 60 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $16,000 | +6.7% | 60 | 0.0% | 0.01% | +20.0% |
Q1 2020 | $15,000 | 0.0% | 60 | 0.0% | 0.01% | 0.0% |
Q4 2019 | $15,000 | +15.4% | 60 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $13,000 | +8.3% | 60 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $12,000 | +9.1% | 60 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $11,000 | – | 60 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Legend Financial Advisors, Inc. | 35,994 | $13,648,000 | 11.06% |
Advisors Preferred, LLC | 123,378 | $46,586,000 | 8.66% |
Arlington Capital Management, Inc. | 14,777 | $5,603,000 | 7.64% |
FIRST NATIONAL CORP /MA/ /ADV | 60,081 | $22,782,000 | 6.21% |
360 Financial, Inc. | 21,270 | $8,065,000 | 4.79% |
Cadent Capital Advisors, LLC | 24,066 | $9,125,000 | 4.49% |
Portfolio Strategies, Inc. | 54,984 | $20,849,000 | 4.08% |
AFFINITY WEALTH MANAGEMENT LLC | 45,964 | $19,305,000 | 4.07% |
Northstar Advisory Group, LLC | 12,699 | $4,815,000 | 4.04% |
SPC Financial, Inc. | 65,112 | $24,689,000 | 3.47% |