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 | ||||
---|---|---|---|---|---|---|
Q1 2023 | $201,436 | -8.8% | 453 | -28.7% | 0.00% | 0.0% |
Q4 2022 | $220,967 | -0.9% | 635 | -9.4% | 0.00% | 0.0% |
Q3 2022 | $223,000 | -32.4% | 701 | -25.7% | 0.00% | -40.0% |
Q2 2022 | $330,000 | +35.2% | 944 | +82.9% | 0.01% | +66.7% |
Q1 2022 | $244,000 | -12.9% | 516 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $280,000 | +16.2% | 516 | -4.4% | 0.00% | 0.0% |
Q3 2021 | $241,000 | -4.4% | 540 | -2.7% | 0.00% | 0.0% |
Q2 2021 | $252,000 | +7.2% | 555 | 0.0% | 0.00% | -25.0% |
Q1 2021 | $235,000 | +7.8% | 555 | -3.5% | 0.00% | 0.0% |
Q4 2020 | $218,000 | – | 575 | – | 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% |