Adams Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 517 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.07 and the average weighting 0.3%.

Quarter-by-quarter ownership
Adams Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,035,182
-2.5%
10,631
+4.4%
1.71%
+6.0%
Q2 2023$5,164,209
+19.5%
10,181
+4.8%
1.61%
+15.6%
Q1 2023$4,321,538
+23.8%
9,719
-3.1%
1.40%
+13.1%
Q4 2022$3,491,784
+984.4%
10,034
+894.4%
1.23%
+919.0%
Q3 2022$322,0001,0090.12%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Sassicaia Capital Advisers LLC 15,000$5,244,00032.63%
Legend Financial Advisors, Inc. 22,372$7,822,0008.08%
CloudAlpha Capital Management Limited/Hong Kong 130,000$45,449,0005.87%
Portfolio Strategies, Inc. 65,298$22,890,0005.34%
Safeguard Investment Advisory Group, LLC 14,097$6,672,0004.10%
AFFINITY WEALTH MANAGEMENT LLC 50,346$17,690,0004.08%
360 Financial, Inc. 16,736$6,540,0003.94%
Concentrum Wealth Management 12,940$4,524,0003.71%
MORGAN JESS S & CO INC 9,504$3,323,0003.45%
Beaumont Capital Management, LLC 9,725$3,399,0002.80%
View complete list of ISHARES TR shareholders