ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 112 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 1.37 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $764 | -13.2% | 1,613 | -7.0% | 0.13% | -8.8% |
| Q2 2023 | $880 | -100.0% | 1,735 | -93.1% | 0.15% | -93.7% |
| Q1 2018 | $4,510,000 | +4.3% | 25,046 | -1.6% | 2.33% | +28.0% |
| Q4 2017 | $4,324,000 | +5.2% | 25,465 | -1.7% | 1.82% | +1.3% |
| Q3 2017 | $4,109,000 | +12.2% | 25,916 | -0.8% | 1.80% | +8.4% |
| Q2 2017 | $3,663,000 | -2.3% | 26,132 | -2.9% | 1.66% | -13.1% |
| Q1 2017 | $3,748,000 | +4.1% | 26,924 | -9.0% | 1.91% | +1.9% |
| Q4 2016 | $3,602,000 | +4.1% | 29,600 | -3.4% | 1.88% | +4.6% |
| Q3 2016 | $3,461,000 | – | 30,637 | – | 1.80% | – |
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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% |