HBW ADVISORY SERVICES 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
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 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