Rinkey Investments - ISHARES TR ownership

ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 626 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 2.01 and the average weighting 0.3%.

Quarter-by-quarter ownership
Rinkey Investments ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$344,542
+13.2%
1,397
+3.7%
0.12%
+11.7%
Q1 2024$304,314
+17.6%
1,347
+200.0%
0.11%
+8.8%
Q4 2023$258,669
+21.6%
4490.0%0.10%
+5.2%
Q3 2023$212,669
-6.6%
4490.0%0.10%
-6.7%
Q2 2023$227,7604490.10%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Legend Financial Advisors, Inc. 35,994$13,648,00011.06%
Advisors Preferred, LLC 123,378$46,586,0008.66%
Arlington Capital Management, Inc. 14,777$5,603,0007.64%
FIRST NATIONAL CORP /MA/ /ADV 60,081$22,782,0006.21%
360 Financial, Inc. 21,270$8,065,0004.79%
Cadent Capital Advisors, LLC 24,066$9,125,0004.49%
Portfolio Strategies, Inc. 54,984$20,849,0004.08%
AFFINITY WEALTH MANAGEMENT LLC 45,964$19,305,0004.07%
Northstar Advisory Group, LLC 12,699$4,815,0004.04%
SPC Financial, Inc. 65,112$24,689,0003.47%
View complete list of ISHARES TR shareholders