ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 414 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 1.53 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $2,905,000 | +44.3% | 9,113 | +58.3% | 0.20% | +32.9% |
Q2 2022 | $2,013,000 | -36.8% | 5,756 | -14.5% | 0.15% | -40.4% |
Q1 2022 | $3,185,000 | -22.6% | 6,730 | -11.3% | 0.26% | -22.0% |
Q4 2021 | $4,113,000 | +74.3% | 7,584 | +43.3% | 0.33% | +69.4% |
Q3 2021 | $2,360,000 | -8.0% | 5,293 | -6.2% | 0.19% | -8.5% |
Q2 2021 | $2,564,000 | +7.0% | 5,645 | -0.2% | 0.21% | -1.4% |
Q1 2021 | $2,397,000 | -4.3% | 5,654 | -14.4% | 0.21% | -11.2% |
Q4 2020 | $2,506,000 | +36.9% | 6,608 | +10.0% | 0.24% | +21.7% |
Q3 2020 | $1,831,000 | -7.9% | 6,010 | -18.1% | 0.20% | -24.1% |
Q2 2020 | $1,987,000 | +11.5% | 7,336 | -15.5% | 0.26% | -10.3% |
Q1 2020 | $1,782,000 | +7028.0% | 8,684 | +7259.3% | 0.29% | +7175.0% |
Q3 2019 | $25,000 | +2400.0% | 118 | +2260.0% | 0.00% | – |
Q4 2018 | $1,000 | -99.9% | 5 | -99.9% | 0.00% | -100.0% |
Q3 2018 | $685,000 | – | 3,704 | – | 0.23% | – |
Download |
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% |