Ratio Wealth Group - 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
Ratio Wealth Group ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,221,892
-2.8%
4,691
+4.1%
0.56%
-1.4%
Q2 2023$2,285,206
+2.1%
4,505
-30.0%
0.56%
-11.2%
Q4 2022$2,238,555
+31.8%
6,433
+20.7%
0.64%
+15.0%
Q3 2022$1,698,5125,3290.55%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Sassicaia Capital Advisers LLC 15,000$5,244,00032.63%
Legend Financial Advisors, Inc. 22,372$7,822,0008.08%
CloudAlpha Capital Management Limited/Hong Kong 130,000$45,449,0005.87%
Portfolio Strategies, Inc. 65,298$22,890,0005.34%
Safeguard Investment Advisory Group, LLC 14,097$6,672,0004.10%
AFFINITY WEALTH MANAGEMENT LLC 50,346$17,690,0004.08%
360 Financial, Inc. 16,736$6,540,0003.94%
Concentrum Wealth Management 12,940$4,524,0003.71%
MORGAN JESS S & CO INC 9,504$3,323,0003.45%
Beaumont Capital Management, LLC 9,725$3,399,0002.80%
View complete list of ISHARES TR shareholders