ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 330 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 2.32 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $948 | -6.5% | 2 | 0.0% | 0.00% | – |
| Q2 2023 | $1,014 | +13.9% | 2 | 0.0% | 0.00% | – |
| Q1 2023 | $890 | -98.4% | 2 | -98.8% | 0.00% | -100.0% |
| Q4 2022 | $56,025 | -41.6% | 161 | -46.5% | 0.00% | 0.0% |
| Q3 2022 | $96,000 | +174.3% | 301 | +198.0% | 0.00% | – |
| Q2 2022 | $35,000 | – | 101 | +10000.0% | 0.00% | – |
| Q1 2022 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2021 | $0 | -100.0% | 1 | -96.8% | 0.00% | – |
| Q1 2021 | $13,000 | – | 31 | +3000.0% | 0.00% | – |
| Q4 2020 | $0 | -100.0% | 1 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | – | 1 | 0.0% | 0.00% | – |
| Q2 2020 | $0 | -100.0% | 1 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | – | 1 | 0.0% | 0.00% | – |
| Q4 2019 | $0 | – | 1 | -50.0% | 0.00% | – |
| Q3 2019 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q2 2019 | $0 | – | 2 | +100.0% | 0.00% | – |
| Q4 2018 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2018 | $0 | -100.0% | 1 | -98.7% | 0.00% | – |
| Q4 2017 | $13,000 | +85.7% | 75 | -25.0% | 0.00% | – |
| Q3 2013 | $7,000 | – | 100 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legend Financial Advisors, Inc. | 35,994 | $13,648,000 | 11.06% |
| Advisors Preferred, LLC | 123,378 | $46,586,000 | 8.66% |
| Arlington Capital Management, Inc. | 14,777 | $5,603,000 | 7.64% |
| FIRST NATIONAL CORP /MA/ /ADV | 60,081 | $22,782,000 | 6.21% |
| 360 Financial, Inc. | 21,270 | $8,065,000 | 4.79% |
| Cadent Capital Advisors, LLC | 24,066 | $9,125,000 | 4.49% |
| Portfolio Strategies, Inc. | 54,984 | $20,849,000 | 4.08% |
| AFFINITY WEALTH MANAGEMENT LLC | 45,964 | $19,305,000 | 4.07% |
| Northstar Advisory Group, LLC | 12,699 | $4,815,000 | 4.04% |
| SPC Financial, Inc. | 65,112 | $24,689,000 | 3.47% |