ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 386 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 2.11 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $668,794 | +28.4% | 1,412 | +37.5% | 0.00% | – |
Q2 2023 | $520,956 | +2.1% | 1,027 | -10.5% | 0.00% | – |
Q1 2023 | $510,036 | +27.8% | 1,147 | 0.0% | 0.00% | – |
Q4 2022 | $399,133 | -63.2% | 1,147 | -66.3% | 0.00% | – |
Q3 2022 | $1,086,000 | -16.4% | 3,407 | -8.3% | 0.00% | – |
Q2 2022 | $1,299,000 | -23.9% | 3,715 | +3.0% | 0.00% | – |
Q1 2022 | $1,706,000 | -5.6% | 3,606 | +8.2% | 0.00% | – |
Q4 2021 | $1,808,000 | +26.9% | 3,334 | +4.4% | 0.00% | – |
Q3 2021 | $1,425,000 | +304.8% | 3,195 | +86.1% | 0.00% | – |
Q1 2020 | $352,000 | – | 1,717 | – | 0.00% | – |
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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% |