Foster Victor Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 386 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 2.11 and the average weighting 0.3%.

Quarter-by-quarter ownership
Foster Victor Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$221,000
-1.8%
4950.0%0.04%
-7.9%
Q2 2021$225,000
+3.2%
495
+0.2%
0.04%
-7.3%
Q1 2021$218,000
-2.2%
494
-16.0%
0.04%
-19.6%
Q4 2020$223,0005880.05%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Legend Financial Advisors, Inc. 35,994$13,648,00011.06%
Advisors Preferred, LLC 123,378$46,586,0008.66%
Arlington Capital Management, Inc. 14,777$5,603,0007.64%
FIRST NATIONAL CORP /MA/ /ADV 60,081$22,782,0006.21%
360 Financial, Inc. 21,270$8,065,0004.79%
Cadent Capital Advisors, LLC 24,066$9,125,0004.49%
Portfolio Strategies, Inc. 54,984$20,849,0004.08%
AFFINITY WEALTH MANAGEMENT LLC 45,964$19,305,0004.07%
Northstar Advisory Group, LLC 12,699$4,815,0004.04%
SPC Financial, Inc. 65,112$24,689,0003.47%
View complete list of ISHARES TR shareholders