Cresta Advisors, Ltd. - ISHARES TR ownership

ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 414 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 1.53 and the average weighting 0.3%.

Quarter-by-quarter ownership
Cresta Advisors, Ltd. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,665,104
-4.0%
7,738
+2.8%
2.84%
-4.4%
Q2 2023$3,818,147
+54.3%
7,527
+35.3%
2.97%
+54.2%
Q1 2023$2,474,589
+74.9%
5,565
+36.8%
1.92%
+55.9%
Q4 2022$1,415,235
-29.2%
4,067
-35.2%
1.24%
-50.0%
Q3 2022$2,000,0006,2752.47%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Legend Financial Advisors, Inc. 33,799$15,352,0009.88%
FIRST NATIONAL CORP /MA/ /ADV 137,990$45,704,0006.58%
Portfolio Strategies, Inc. 70,652$32,096,0006.37%
Northstar Advisory Group, LLC 21,769$9,888,0006.18%
360 Financial, Inc. 21,503$9,767,0005.08%
AFFINITY WEALTH MANAGEMENT LLC 48,924$21,791,0004.33%
Glaxis Capital Management, LLC 7,000$3,180,0003.97%
Safeguard Investment Advisory Group, LLC 11,664$5,298,0003.77%
MORGAN JESS S & CO INC 10,403$4,725,0003.10%
VESTOR CAPITAL, LLC 56,983$25,883,0002.72%
View complete list of ISHARES TR shareholders