ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 330 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 2.32 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2020 | $87,000 | +13.0% | 284 | +0.4% | 0.04% | +2.4% |
Q2 2020 | $77,000 | +32.8% | 283 | +0.4% | 0.04% | +10.5% |
Q1 2020 | $58,000 | -18.3% | 282 | 0.0% | 0.04% | -5.0% |
Q4 2019 | $71,000 | +20.3% | 282 | +0.7% | 0.04% | +11.1% |
Q3 2019 | $59,000 | +7.3% | 280 | 0.0% | 0.04% | +9.1% |
Q2 2019 | $55,000 | +3.8% | 280 | +0.4% | 0.03% | -2.9% |
Q1 2019 | $53,000 | +20.5% | 279 | +0.4% | 0.03% | +6.2% |
Q4 2018 | $44,000 | -8.3% | 278 | +0.4% | 0.03% | 0.0% |
Q3 2018 | $48,000 | -2.0% | 277 | +0.7% | 0.03% | -11.1% |
Q2 2018 | $49,000 | – | 275 | – | 0.04% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Legend Financial Advisors, Inc. | 33,799 | $15,352,000 | 9.88% |
FIRST NATIONAL CORP /MA/ /ADV | 137,990 | $45,704,000 | 6.58% |
Portfolio Strategies, Inc. | 70,652 | $32,096,000 | 6.37% |
Northstar Advisory Group, LLC | 21,769 | $9,888,000 | 6.18% |
360 Financial, Inc. | 21,503 | $9,767,000 | 5.08% |
AFFINITY WEALTH MANAGEMENT LLC | 48,924 | $21,791,000 | 4.33% |
Glaxis Capital Management, LLC | 7,000 | $3,180,000 | 3.97% |
Safeguard Investment Advisory Group, LLC | 11,664 | $5,298,000 | 3.77% |
MORGAN JESS S & CO INC | 10,403 | $4,725,000 | 3.10% |
VESTOR CAPITAL, LLC | 56,983 | $25,883,000 | 2.72% |