ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 472 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.78 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $7 | +16.7% | 30 | +200.0% | 0.00% | +50.0% |
| Q4 2023 | $6 | +20.0% | 10 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $5 | 0.0% | 10 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $5 | +25.0% | 10 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $4 | +33.3% | 10 | 0.0% | 0.00% | +100.0% |
| Q4 2022 | $3 | -99.9% | 10 | 0.0% | 0.00% | -50.0% |
| Q3 2022 | $3,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $3,000 | -40.0% | 10 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $5,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $5,000 | – | 10 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RWQ Financial Management Services, Inc. | 9,692 | $3,372,555 | 6.68% |
| Legend Financial Advisors, Inc. | 21,685 | $7,545,917 | 6.60% |
| Hobart Private Capital, LLC | 24,373 | $8,481,317 | 5.74% |
| Strategic Vision Investment Ltd | 36,500 | $12,701,270 | 4.57% |
| Albar Capital Ltd | 34,576 | $12,031,756 | 4.50% |
| Bulltick Wealth Management, LLC | 39,564 | $13,767,481 | 3.91% |
| AFFINITY WEALTH MANAGEMENT LLC | 45,642 | $15,882,581 | 3.76% |
| 360 Financial, Inc. | 17,961 | $5,724,622 | 3.72% |
| FIRST NATIONAL CORP /MA/ /ADV | 36,421 | $12,673,631 | 3.13% |
| Safeguard Investment Advisory Group, LLC | 13,876 | $4,840,397 | 2.98% |