NWAM LLC - ISHARES TR ownership

ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 470 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.78 and the average weighting 0.4%.

Quarter-by-quarter ownership
NWAM LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$310,053
+16.6%
697
-8.8%
0.03%
+29.2%
Q4 2022$265,949
+5.1%
764
+3.5%
0.02%
+4.3%
Q2 2022$253,000
-1.9%
738
+35.4%
0.02%
+15.0%
Q1 2022$258,000
-9.5%
545
+3.6%
0.02%
-13.0%
Q4 2021$285,0005260.02%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
SURIENCE PRIVATE WEALTH LLC 33,683$18,267,00014.89%
Legend Financial Advisors, Inc. 35,124$19,048,00013.29%
Howard Capital Management Inc. 107,221$73,636,0009.09%
Portfolio Strategies, Inc. 66,504$36,068,0006.73%
Braun-Bostich & Associates Inc. 51,736$26,022,0006.20%
Chicago Wealth Management, Inc. 16,563$8,983,0006.02%
FIRST NATIONAL CORP /MA/ /ADV 49,198$26,681,0005.97%
American Planning Services, Inc. 11,611$6,297,0005.57%
AFFINITY WEALTH MANAGEMENT LLC 51,736$26,022,0005.37%
Vienna Asset Management LLC 10,861$5,890,0005.35%
View complete list of ISHARES TR shareholders