ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 414 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 1.53 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $0 | -100.0% | 1 | -99.9% | 0.00% | -100.0% |
Q2 2023 | $960 | +14.1% | 1,893 | +0.2% | 0.03% | +10.0% |
Q1 2023 | $841 | +28.2% | 1,890 | +0.2% | 0.03% | +20.0% |
Q4 2022 | $656 | -100.0% | 1,886 | -60.3% | 0.02% | -60.9% |
Q3 2022 | $1,513,000 | -8.4% | 4,748 | +0.5% | 0.06% | -4.5% |
Q2 2022 | $1,651,000 | -26.0% | 4,723 | +0.1% | 0.07% | -5.6% |
Q1 2022 | $2,232,000 | – | 4,716 | – | 0.07% | – |
Download |
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% |