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 2022 | $1,017,000 | -31.2% | 3,192 | -24.5% | 0.15% | -27.6% |
| Q2 2022 | $1,478,000 | -63.7% | 4,227 | -50.8% | 0.20% | -98.3% |
| Q1 2022 | $4,068,000 | +17.9% | 8,596 | +35.2% | 12.13% | +3134.7% |
| Q4 2021 | $3,450,000 | +6.9% | 6,360 | -12.1% | 0.38% | -15.2% |
| Q3 2021 | $3,226,000 | – | 7,235 | – | 0.44% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SURIENCE PRIVATE WEALTH LLC | 33,683 | $18,267,000 | 14.89% |
| Legend Financial Advisors, Inc. | 35,124 | $19,048,000 | 13.29% |
| Howard Capital Management Inc. | 107,221 | $73,636,000 | 9.09% |
| Portfolio Strategies, Inc. | 66,504 | $36,068,000 | 6.73% |
| Braun-Bostich & Associates Inc. | 51,736 | $26,022,000 | 6.20% |
| Chicago Wealth Management, Inc. | 16,563 | $8,983,000 | 6.02% |
| FIRST NATIONAL CORP /MA/ /ADV | 49,198 | $26,681,000 | 5.97% |
| American Planning Services, Inc. | 11,611 | $6,297,000 | 5.57% |
| AFFINITY WEALTH MANAGEMENT LLC | 51,736 | $26,022,000 | 5.37% |
| Vienna Asset Management LLC | 10,861 | $5,890,000 | 5.35% |