Howard Capital Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 517 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 2.12 and the average weighting 0.3%.

Quarter-by-quarter ownership
Howard Capital Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$908,271
-3.7%
1,913
+2.9%
0.12%
-3.1%
Q2 2023$942,996
-98.7%
1,859
-98.3%
0.13%
-98.6%
Q4 2021$73,636,000
+34.8%
107,221
-11.2%
9.09%
+12.4%
Q3 2021$54,636,000120,7188.09%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Legend Financial Advisors, Inc. 33,799$15,352,0009.88%
FIRST NATIONAL CORP /MA/ /ADV 137,990$45,704,0006.58%
Portfolio Strategies, Inc. 70,652$32,096,0006.37%
Northstar Advisory Group, LLC 21,769$9,888,0006.18%
360 Financial, Inc. 21,503$9,767,0005.08%
AFFINITY WEALTH MANAGEMENT LLC 48,924$21,791,0004.33%
Glaxis Capital Management, LLC 7,000$3,180,0003.97%
Safeguard Investment Advisory Group, LLC 11,664$5,298,0003.77%
MORGAN JESS S & CO INC 10,403$4,725,0003.10%
VESTOR CAPITAL, LLC 56,983$25,883,0002.72%
View complete list of ISHARES TR shareholders