TimeScale Financial, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 497 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.34 and the average weighting 0.3%.

Quarter-by-quarter ownership
TimeScale Financial, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$6,688
+14.2%
130.0%0.00%0.0%
Q1 2023$5,855
+41.1%
130.0%0.00%0.0%
Q4 2022$4,151
+3.8%
130.0%0.00%0.0%
Q3 2022$4,000
+33.3%
13
+44.4%
0.00%0.0%
Q2 2022$3,000
+50.0%
9
+80.0%
0.00%
Q1 2022$2,00050.00%
Other shareholders
ISHARES TR shareholders Q1 2023
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