Demars Financial Group, 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
Demars Financial Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$239,000
-92.3%
751
-91.6%
0.14%
-92.0%
Q2 2022$3,109,000
-20.4%
8,891
+7.7%
1.77%
-9.9%
Q1 2022$3,907,000
+32.2%
8,256
+51.5%
1.97%
+25.7%
Q4 2021$2,955,000
+26.8%
5,448
+4.2%
1.56%
+13.9%
Q3 2021$2,330,0005,2271.37%
Other shareholders
ISHARES TR shareholders Q4 2022
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