HBW ADVISORY SERVICES LLC - ISHARES TR ownership

ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 330 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 2.32 and the average weighting 0.4%.

Quarter-by-quarter ownership
HBW ADVISORY SERVICES LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$288,000
+4.3%
608
+19.4%
0.10%
+57.8%
Q4 2021$276,000
+33.3%
509
+9.7%
0.06%
+18.5%
Q3 2021$207,000
+2.0%
464
+3.6%
0.05%
+1.9%
Q2 2021$203,000
-27.8%
448
-39.5%
0.05%
-37.6%
Q4 2020$281,0007410.08%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Legend Financial Advisors, Inc. 33,799$15,352,0009.88%
FIRST NATIONAL CORP /MA/ /ADV 137,990$45,704,0006.58%
Portfolio Strategies, Inc. 70,652$32,096,0006.37%
Northstar Advisory Group, LLC 21,769$9,888,0006.18%
360 Financial, Inc. 21,503$9,767,0005.08%
AFFINITY WEALTH MANAGEMENT LLC 48,924$21,791,0004.33%
Glaxis Capital Management, LLC 7,000$3,180,0003.97%
Safeguard Investment Advisory Group, LLC 11,664$5,298,0003.77%
MORGAN JESS S & CO INC 10,403$4,725,0003.10%
VESTOR CAPITAL, LLC 56,983$25,883,0002.72%
View complete list of ISHARES TR shareholders