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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $5,000 | – | 39 | – | 0.00% | – |
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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% |