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 Q3 2023. The put-call ratio across all filers is 2.12 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 Q3 2023
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