WILLNER & HELLER, LLC - ISHARES TR ownership

ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 722 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 2.04 and the average weighting 0.3%.

Quarter-by-quarter ownership
WILLNER & HELLER, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$422,326
+31.5%
1,712
+20.5%
0.40%
+26.6%
Q1 2024$321,118
+58.4%
1,421
+303.7%
0.32%
+41.6%
Q4 2023$202,783
-46.9%
352
-50.0%
0.23%
-51.9%
Q1 2022$382,000
+25.2%
704
+3.1%
0.47%
+15.8%
Q4 2021$305,0006830.41%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Legend Financial Advisors, Inc. 18,730$9,501,0047.93%
VALLEY FINANCIAL MANAGEMENT, INC. 19,812$10,049,8355.20%
360 Financial, Inc. 18,725$9,498,6754.91%
AFFINITY WEALTH MANAGEMENT LLC 39,287$19,928,4904.57%
Northstar Advisory Group, LLC 13,622$6,909,8964.52%
Bulltick Wealth Management, LLC 38,334$19,445,3054.32%
Paragon Wealth Strategies, LLC 26,178$13,278,8374.19%
Otter Creek Advisors, LLC 12,500$6,340,7503.72%
COTTONWOOD CAPITAL ADVISORS, LLC 7,785$3,949,2383.62%
FIRST NATIONAL CORP /MA/ /ADV 26,104$13,241,4263.14%
View complete list of ISHARES TR shareholders