Cresta Advisors, Ltd. - 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
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 2023
NameSharesValueWeighting ↓
Scion Asset Management 100,000$47,365,00047.86%
Turim 21 Investimentos Ltda. 39,227$18,578,5348.18%
Legend Financial Advisors, Inc. 18,504$8,764,4987.48%
360 Financial, Inc. 17,703$8,427,4295.24%
Sterling Manor Financial, LLC 11,552$5,471,6054.95%
AFFINITY WEALTH MANAGEMENT LLC 40,073$18,980,5154.37%
Paragon Wealth Strategies, LLC 26,456$12,530,7753.74%
David J Yvars Group 8,711$4,125,9653.44%
COTTONWOOD CAPITAL ADVISORS, LLC 7,547$3,574,8413.34%
Cresta Advisors, Ltd. 7,738$3,665,1042.84%
View complete list of ISHARES TR shareholders