ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 272 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 2.05 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $874,358 | +0.2% | 1,846 | +7.3% | 0.00% | – |
| Q2 2023 | $872,994 | +30.1% | 1,721 | +14.0% | 0.00% | – |
| Q1 2023 | $671,007 | +28.0% | 1,509 | +0.2% | 0.00% | – |
| Q4 2022 | $524,058 | +451.6% | 1,506 | +405.4% | 0.00% | – |
| Q3 2022 | $95,000 | -61.1% | 298 | -57.3% | 0.00% | – |
| Q2 2022 | $244,000 | +3.4% | 698 | +40.2% | 0.00% | – |
| Q1 2022 | $236,000 | -20.5% | 498 | -9.1% | 0.00% | – |
| Q4 2021 | $297,000 | +21.7% | 548 | 0.0% | 0.00% | – |
| Q3 2021 | $244,000 | -2.0% | 548 | 0.0% | 0.00% | – |
| Q2 2021 | $249,000 | +6.9% | 548 | 0.0% | 0.00% | – |
| Q1 2021 | $233,000 | +17.7% | 548 | +5.2% | 0.00% | – |
| Q4 2020 | $198,000 | +24.5% | 521 | 0.0% | 0.00% | – |
| Q3 2020 | $159,000 | +6.7% | 521 | 0.0% | 0.00% | – |
| Q2 2020 | $149,000 | – | 521 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legend Financial Advisors, Inc. | 33,799 | $15,352,000 | 9.88% |
| FIRST NATIONAL CORP /MA/ /ADV | 137,990 | $45,704,000 | 6.58% |
| Portfolio Strategies, Inc. | 70,652 | $32,096,000 | 6.37% |
| Northstar Advisory Group, LLC | 21,769 | $9,888,000 | 6.18% |
| 360 Financial, Inc. | 21,503 | $9,767,000 | 5.08% |
| AFFINITY WEALTH MANAGEMENT LLC | 48,924 | $21,791,000 | 4.33% |
| Glaxis Capital Management, LLC | 7,000 | $3,180,000 | 3.97% |
| Safeguard Investment Advisory Group, LLC | 11,664 | $5,298,000 | 3.77% |
| MORGAN JESS S & CO INC | 10,403 | $4,725,000 | 3.10% |
| VESTOR CAPITAL, LLC | 56,983 | $25,883,000 | 2.72% |