ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 517 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 2.12 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2014 | $4,649,000 | -32.3% | 50,045 | -36.7% | 0.27% | -35.4% |
Q3 2014 | $6,871,000 | +1.8% | 79,112 | +1.3% | 0.42% | +1.7% |
Q2 2014 | $6,750,000 | +31.5% | 78,128 | +21.3% | 0.41% | +19.3% |
Q1 2014 | $5,134,000 | +16.0% | 64,429 | +5.8% | 0.34% | +4.6% |
Q4 2013 | $4,427,000 | +16.6% | 60,886 | +6.9% | 0.33% | +5.1% |
Q3 2013 | $3,797,000 | +8.0% | 56,971 | +2.9% | 0.31% | -10.1% |
Q2 2013 | $3,516,000 | – | 55,348 | – | 0.35% | – |
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% |