FourThought Financial Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 517 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.07 and the average weighting 0.3%.

Quarter-by-quarter ownership
FourThought Financial Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$363,058
-10.9%
767
-4.5%
0.05%
-5.6%
Q2 2023$407,607
+9.3%
803
-4.3%
0.05%
+5.9%
Q1 2023$373,090
+18.7%
839
-7.1%
0.05%
+10.9%
Q4 2022$314,2319030.05%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
SURIENCE PRIVATE WEALTH LLC 33,683$18,267,00014.89%
Legend Financial Advisors, Inc. 35,124$19,048,00013.29%
Howard Capital Management Inc. 107,221$73,636,0009.09%
Portfolio Strategies, Inc. 66,504$36,068,0006.73%
Braun-Bostich & Associates Inc. 51,736$26,022,0006.20%
Chicago Wealth Management, Inc. 16,563$8,983,0006.02%
FIRST NATIONAL CORP /MA/ /ADV 49,198$26,681,0005.97%
American Planning Services, Inc. 11,611$6,297,0005.57%
AFFINITY WEALTH MANAGEMENT LLC 51,736$26,022,0005.37%
Vienna Asset Management LLC 10,861$5,890,0005.35%
View complete list of ISHARES TR shareholders