BCR Wealth Strategies, LLC - ISHARES TR ownership

ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 470 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.78 and the average weighting 0.4%.

Quarter-by-quarter ownership
BCR Wealth Strategies, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$31,000
-8.8%
960.0%0.03%
-8.6%
Q2 2022$34,000
-24.4%
960.0%0.04%
-18.6%
Q1 2022$45,000
-13.5%
960.0%0.04%
-12.2%
Q4 2021$52,000960.05%
Other shareholders
ISHARES TR shareholders Q4 2021
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