Alpha Cubed Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 460 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.02 and the average weighting 0.2%.

Quarter-by-quarter ownership
Alpha Cubed Investments, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$234,038
-18.9%
494
-13.2%
0.02%
-15.8%
Q2 2023$288,689
-30.4%
569
-39.0%
0.02%
-36.7%
Q1 2023$414,918
-66.9%
933
-74.1%
0.03%
-68.4%
Q4 2022$1,254,8333,6060.10%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Scion Asset Management 100,000$47,365,00047.86%
Turim 21 Investimentos Ltda. 39,227$18,578,5348.18%
Legend Financial Advisors, Inc. 18,504$8,764,4987.48%
360 Financial, Inc. 17,703$8,427,4295.24%
Sterling Manor Financial, LLC 11,552$5,471,6054.95%
AFFINITY WEALTH MANAGEMENT LLC 40,073$18,980,5154.37%
Paragon Wealth Strategies, LLC 26,456$12,530,7753.74%
David J Yvars Group 8,711$4,125,9653.44%
COTTONWOOD CAPITAL ADVISORS, LLC 7,547$3,574,8413.34%
Cresta Advisors, Ltd. 7,738$3,665,1042.84%
View complete list of ISHARES TR shareholders