IBEX WEALTH ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 106 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.

Quarter-by-quarter ownership
IBEX WEALTH ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$254
-99.9%
731
-9.5%
0.06%
-14.9%
Q3 2022$258,000
-10.4%
808
-1.9%
0.07%
+1.5%
Q2 2022$288,000
-35.3%
824
-12.3%
0.07%
-22.4%
Q1 2022$445,000
-11.0%
940
+2.0%
0.08%
-4.5%
Q4 2021$500,000
+29.2%
922
+6.3%
0.09%
+18.7%
Q3 2021$387,000
+7640.0%
867
+2123.1%
0.08%
+3650.0%
Q4 2016$5,000390.00%
Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
Advisors Preferred, LLC 103,374$11,680,0005.46%
Financial Management Professionals, Inc. 30,637$3,461,0001.80%
TOTH FINANCIAL ADVISORY CORP 29,718$3,358,0000.99%
ASSETMARK, INC 529,244$59,799,0000.91%
DOWLING & YAHNKE LLC 67,931$7,676,0000.90%
Cavalier Investments, LLC 12,243$1,383,0000.84%
BNP PARIBAS FINANCIAL MARKETS 1,104,000$124,740,960,0000.51%
JUNCTURE WEALTH STRATEGIES, LLC 6,732$761,0000.51%
Virtu Financial LLC 20,197$2,282,0000.39%
First Financial Bank - Trust Division 17,688$1,999,0000.37%
View complete list of ISHARES TR shareholders