ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 258 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 1.87 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $215,000 | -14.7% | 489 | +5.2% | 0.05% | -9.4% |
| Q4 2021 | $252,000 | +11.5% | 465 | -54.2% | 0.05% | -54.3% |
| Q1 2020 | $226,000 | -13.4% | 1,016 | -2.3% | 0.12% | +14.9% |
| Q4 2019 | $261,000 | -7.1% | 1,040 | -22.7% | 0.10% | -21.7% |
| Q3 2019 | $281,000 | +27.1% | 1,345 | +20.8% | 0.13% | +31.6% |
| Q2 2019 | $221,000 | – | 1,113 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legend Financial Advisors, Inc. | 35,994 | $13,648,000 | 11.06% |
| Advisors Preferred, LLC | 123,378 | $46,586,000 | 8.66% |
| Arlington Capital Management, Inc. | 14,777 | $5,603,000 | 7.64% |
| FIRST NATIONAL CORP /MA/ /ADV | 60,081 | $22,782,000 | 6.21% |
| 360 Financial, Inc. | 21,270 | $8,065,000 | 4.79% |
| Cadent Capital Advisors, LLC | 24,066 | $9,125,000 | 4.49% |
| Portfolio Strategies, Inc. | 54,984 | $20,849,000 | 4.08% |
| AFFINITY WEALTH MANAGEMENT LLC | 45,964 | $19,305,000 | 4.07% |
| Northstar Advisory Group, LLC | 12,699 | $4,815,000 | 4.04% |
| SPC Financial, Inc. | 65,112 | $24,689,000 | 3.47% |