ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 460 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $681,000 | -12.4% | 1,438 | -6.2% | 0.01% | -16.7% |
Q2 2023 | $777,513 | +138.3% | 1,533 | +108.9% | 0.01% | +100.0% |
Q1 2023 | $326,264 | -0.5% | 734 | -28.6% | 0.00% | 0.0% |
Q3 2022 | $328,000 | -7.1% | 1,028 | +2.0% | 0.00% | 0.0% |
Q2 2022 | $353,000 | -58.3% | 1,008 | -43.7% | 0.00% | -50.0% |
Q1 2022 | $847,000 | +42.8% | 1,789 | +63.5% | 0.01% | +50.0% |
Q4 2021 | $593,000 | +16.0% | 1,094 | -4.5% | 0.00% | 0.0% |
Q3 2021 | $511,000 | +23.4% | 1,145 | +17.3% | 0.00% | 0.0% |
Q1 2021 | $414,000 | +16.0% | 976 | +3.7% | 0.00% | 0.0% |
Q4 2020 | $357,000 | +38.4% | 941 | +11.2% | 0.00% | +33.3% |
Q3 2020 | $258,000 | -38.7% | 846 | -49.5% | 0.00% | -40.0% |
Q4 2019 | $421,000 | +17.6% | 1,676 | -26.6% | 0.01% | 0.0% |
Q4 2018 | $358,000 | -80.4% | 2,284 | -76.9% | 0.01% | -76.2% |
Q3 2018 | $1,829,000 | +2.7% | 9,884 | -1.1% | 0.02% | -4.5% |
Q2 2018 | $1,781,000 | -99.9% | 9,992 | -0.4% | 0.02% | 0.0% |
Q1 2018 | $1,807,162,000 | -3.6% | 10,037 | -9.0% | 0.02% | 0.0% |
Q4 2017 | $1,873,684,000 | +5.1% | 11,034 | -1.8% | 0.02% | -4.3% |
Q3 2017 | $1,782,010,000 | +10.2% | 11,238 | -2.6% | 0.02% | +9.5% |
Q2 2017 | $1,617,487,000 | +562.3% | 11,537 | +479.7% | 0.02% | +600.0% |
Q1 2017 | $244,212,000 | +88382.6% | 1,990 | -11.6% | 0.00% | -25.0% |
Q4 2016 | $276,000 | – | 2,250 | – | 0.00% | – |
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% |