ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 469 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.52 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $366 | -4.4% | 822 | -25.3% | 0.22% | -0.9% |
| Q4 2022 | $383 | -99.9% | 1,101 | -3.3% | 0.22% | -5.6% |
| Q3 2022 | $363,000 | -17.3% | 1,139 | -9.3% | 0.23% | -12.5% |
| Q2 2022 | $439,000 | +17.7% | 1,256 | +59.4% | 0.26% | +36.1% |
| Q1 2022 | $373,000 | -12.2% | 788 | +0.5% | 0.19% | -9.3% |
| Q4 2021 | $425,000 | -5.6% | 784 | -22.4% | 0.21% | -8.2% |
| Q3 2021 | $450,000 | +21.6% | 1,010 | +23.9% | 0.23% | +32.4% |
| Q2 2021 | $370,000 | -56.9% | 815 | -64.0% | 0.18% | -62.0% |
| Q4 2020 | $858,000 | – | 2,264 | – | 0.46% | – |
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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% |