ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 447 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.75 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $20,842 | +86.8% | 44 | +100.0% | 0.00% | 0.0% |
Q2 2023 | $11,160 | -82.6% | 22 | -89.0% | 0.00% | -83.3% |
Q3 2022 | $64,000 | -8.6% | 200 | 0.0% | 0.01% | +20.0% |
Q2 2022 | $70,000 | -26.3% | 200 | 0.0% | 0.01% | -16.7% |
Q1 2022 | $95,000 | +216.7% | 200 | +102.0% | 0.01% | +100.0% |
Q3 2020 | $30,000 | – | 99 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Legend Financial Advisors, Inc. | 18,730 | $9,501,004 | 7.93% |
VALLEY FINANCIAL MANAGEMENT, INC. | 19,812 | $10,049,835 | 5.20% |
360 Financial, Inc. | 18,725 | $9,498,675 | 4.91% |
AFFINITY WEALTH MANAGEMENT LLC | 39,287 | $19,928,490 | 4.57% |
Northstar Advisory Group, LLC | 13,622 | $6,909,896 | 4.52% |
Paragon Wealth Strategies, LLC | 26,178 | $13,278,837 | 4.19% |
Otter Creek Advisors, LLC | 12,500 | $6,340,750 | 3.72% |
COTTONWOOD CAPITAL ADVISORS, LLC | 7,785 | $3,949,238 | 3.62% |
FIRST NATIONAL CORP /MA/ /ADV | 26,104 | $13,241,426 | 3.14% |
Cresta Advisors, Ltd. | 7,527 | $3,818,147 | 2.97% |