Avalon Trust Co - ISHARES TR ownership

ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 497 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.34 and the average weighting 0.3%.

Quarter-by-quarter ownership
Avalon Trust Co ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$24,033,001
-7.3%
50,740
-0.7%
2.38%
+1.5%
Q2 2023$25,928,595
+13.3%
51,115
-0.7%
2.34%
+3.3%
Q1 2023$22,878,27251,4502.27%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Timber Hill LLC 100,000$21,141,00016.95%
Legend Financial Advisors, Inc. 54,708$11,565,0009.83%
Firefly Value Partners, LP 246,100$52,028,0007.98%
Advisors Preferred, LLC 142,550$31,136,0007.78%
FIRST NATIONAL CORP /MA/ /ADV 60,964$12,888,0005.19%
Portfolio Strategies, Inc. 42,107$8,894,0004.56%
SPC Financial, Inc. 53,540$11,319,0002.39%
VESTOR CAPITAL, LLC 65,026$13,747,0002.32%
MinichMacGregor Wealth Management, LLC 16,015$3,385,0002.29%
Aveo Capital Partners, LLC 14,959$3,510,0001.45%
View complete list of ISHARES TR shareholders