SWEENEY & MICHEL, 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
SWEENEY & MICHEL, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$248,266
-5.1%
520
+1.4%
0.13%
-3.7%
Q2 2023$261,636
+12.5%
513
+6.4%
0.14%
+8.9%
Q1 2023$232,4634820.12%
Other shareholders
ISHARES TR shareholders Q2 2023
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