Werba Rubin Papier Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 460 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.02 and the average weighting 0.2%.

Quarter-by-quarter ownership
Werba Rubin Papier Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$982,824
+0.5%
2,070
+7.4%
0.35%
+3.2%
Q2 2023$977,490
+14.1%
1,9270.0%0.34%
+0.6%
Q1 2023$856,879
+50.1%
1,927
+17.5%
0.34%
+43.4%
Q4 2022$570,6871,6400.24%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Advisors Preferred, LLC 103,374$11,680,0005.46%
Financial Management Professionals, Inc. 30,637$3,461,0001.80%
TOTH FINANCIAL ADVISORY CORP 29,718$3,358,0000.99%
ASSETMARK, INC 529,244$59,799,0000.91%
DOWLING & YAHNKE LLC 67,931$7,676,0000.90%
Cavalier Investments, LLC 12,243$1,383,0000.84%
BNP PARIBAS FINANCIAL MARKETS 1,104,000$124,740,960,0000.51%
JUNCTURE WEALTH STRATEGIES, LLC 6,732$761,0000.51%
Virtu Financial LLC 20,197$2,282,0000.39%
First Financial Bank - Trust Division 17,688$1,999,0000.37%
View complete list of ISHARES TR shareholders