Kathmere Capital Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 447 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.75 and the average weighting 0.3%.

Quarter-by-quarter ownership
Kathmere Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$444,670
-40.9%
1,000
-50.0%
0.07%
+14.1%
Q4 2022$752,870
-37.7%
2,000
-47.3%
0.06%
-73.4%
Q3 2022$1,209,000
+23.9%
3,792
+35.8%
0.24%
+33.9%
Q2 2022$976,0002,7920.18%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Advisors Preferred, LLC 103,374$11,680,0005.46%
Financial Management Professionals, Inc. 30,637$3,461,0001.80%
TOTH FINANCIAL ADVISORY CORP 29,718$3,358,0000.99%
ASSETMARK, INC 529,244$59,799,0000.91%
DOWLING & YAHNKE LLC 67,931$7,676,0000.90%
Cavalier Investments, LLC 12,243$1,383,0000.84%
JUNCTURE WEALTH STRATEGIES, LLC 6,732$761,0000.51%
BNP PARIBAS FINANCIAL MARKETS 1,104,000$124,740,960,0000.51%
Virtu Financial LLC 20,197$2,282,0000.39%
First Financial Bank - Trust Division 17,688$1,999,0000.37%
View complete list of ISHARES TR shareholders