Rockefeller Capital Management L.P. - ISHARES TR ownership

ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 470 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
Rockefeller Capital Management L.P. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$24,990,039
+14.9%
52,760
+23.0%
0.10%
+14.3%
Q2 2023$21,751,386
+122112.5%
42,880
+7.1%
0.08%
+9.1%
Q1 2023$17,798
+11.5%
40,027
-12.7%
0.08%
-3.8%
Q4 2022$15,959
-99.8%
45,862
+120.7%
0.08%
+135.3%
Q3 2022$6,623,000
+831.5%
20,782
+921.2%
0.03%
+750.0%
Q2 2022$711,000
-28.2%
2,035
-2.7%
0.00%
-20.0%
Q1 2022$990,000
-5.3%
2,092
+8.5%
0.01%0.0%
Q4 2021$1,045,000
+28.4%
1,928
+5.6%
0.01%
+25.0%
Q3 2021$814,000
+3.7%
1,826
+5.7%
0.00%0.0%
Q2 2021$785,000
+3.7%
1,728
-3.2%
0.00%
-20.0%
Q1 2021$757,000
+49.9%
1,786
+33.9%
0.01%
+25.0%
Q4 2020$505,000
+43.5%
1,334
+15.2%
0.00%
+33.3%
Q3 2020$352,000
+31.3%
1,158
+17.2%
0.00%0.0%
Q2 2020$268,000
+68.6%
988
+27.8%
0.00%
+50.0%
Q1 2020$159,0007730.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
SURIENCE PRIVATE WEALTH LLC 33,683$18,267,00014.89%
Legend Financial Advisors, Inc. 35,124$19,048,00013.29%
Howard Capital Management Inc. 107,221$73,636,0009.09%
Portfolio Strategies, Inc. 66,504$36,068,0006.73%
Braun-Bostich & Associates Inc. 51,736$26,022,0006.20%
Chicago Wealth Management, Inc. 16,563$8,983,0006.02%
FIRST NATIONAL CORP /MA/ /ADV 49,198$26,681,0005.97%
American Planning Services, Inc. 11,611$6,297,0005.57%
AFFINITY WEALTH MANAGEMENT LLC 51,736$26,022,0005.37%
Vienna Asset Management LLC 10,861$5,890,0005.35%
View complete list of ISHARES TR shareholders