ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 469 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.52 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. | 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% |