ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 506 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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $3,928,594 | +2.5% | 15,929 | -6.1% | 1.56% | -1.1% |
Q1 2024 | $3,834,195 | +1177.4% | 16,971 | +3157.4% | 1.58% | +1049.6% |
Q4 2023 | $300,148 | -2.7% | 521 | -20.0% | 0.14% | -18.0% |
Q3 2023 | $308,346 | +26.1% | 651 | +35.1% | 0.17% | +16.8% |
Q2 2023 | $244,499 | -96.5% | 482 | -97.0% | 0.14% | -97.0% |
Q1 2023 | $6,891,560 | – | 16,263 | – | 4.77% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Legend Financial Advisors, Inc. | 35,994 | $13,648,000 | 11.06% |
Advisors Preferred, LLC | 123,378 | $46,586,000 | 8.66% |
Arlington Capital Management, Inc. | 14,777 | $5,603,000 | 7.64% |
FIRST NATIONAL CORP /MA/ /ADV | 60,081 | $22,782,000 | 6.21% |
360 Financial, Inc. | 21,270 | $8,065,000 | 4.79% |
Cadent Capital Advisors, LLC | 24,066 | $9,125,000 | 4.49% |
Portfolio Strategies, Inc. | 54,984 | $20,849,000 | 4.08% |
AFFINITY WEALTH MANAGEMENT LLC | 45,964 | $19,305,000 | 4.07% |
Northstar Advisory Group, LLC | 12,699 | $4,815,000 | 4.04% |
SPC Financial, Inc. | 65,112 | $24,689,000 | 3.47% |