ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 369 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.70 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $36,000 | -10.0% | 114 | 0.0% | 0.01% | -8.3% |
Q2 2022 | $40,000 | -21.6% | 114 | 0.0% | 0.01% | -29.4% |
Q3 2021 | $51,000 | -1.9% | 114 | 0.0% | 0.02% | +21.4% |
Q2 2021 | $52,000 | +8.3% | 114 | 0.0% | 0.01% | +7.7% |
Q1 2021 | $48,000 | +11.6% | 114 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $43,000 | +22.9% | 114 | 0.0% | 0.01% | +18.2% |
Q3 2020 | $35,000 | +12.9% | 114 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $31,000 | +34.8% | 114 | 0.0% | 0.01% | +10.0% |
Q1 2020 | $23,000 | -20.7% | 114 | 0.0% | 0.01% | 0.0% |
Q4 2019 | $29,000 | +20.8% | 114 | 0.0% | 0.01% | +11.1% |
Q3 2019 | $24,000 | – | 114 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SURIENCE PRIVATE WEALTH LLC | 33,683 | $18,267,000 | 14.89% |
Legend Financial Advisors, Inc. | 35,124 | $19,048,000 | 13.29% |
Howard Capital Management Inc. | 107,221 | $73,636,000 | 9.09% |
Portfolio Strategies, Inc. | 66,504 | $36,068,000 | 6.73% |
Braun-Bostich & Associates Inc. | 51,736 | $26,022,000 | 6.20% |
Chicago Wealth Management, Inc. | 16,563 | $8,983,000 | 6.02% |
FIRST NATIONAL CORP /MA/ /ADV | 49,198 | $26,681,000 | 5.97% |
American Planning Services, Inc. | 11,611 | $6,297,000 | 5.57% |
AFFINITY WEALTH MANAGEMENT LLC | 51,736 | $26,022,000 | 5.37% |
Vienna Asset Management LLC | 10,861 | $5,890,000 | 5.35% |