ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 157 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.86 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2021 | $275,000 | -6.5% | 617 | -4.6% | 0.04% | -9.1% |
Q2 2021 | $294,000 | -13.3% | 647 | -19.0% | 0.04% | -27.9% |
Q1 2021 | $339,000 | +14.9% | 799 | +2.7% | 0.06% | -6.2% |
Q4 2020 | $295,000 | +36.6% | 778 | -31.9% | 0.06% | -60.4% |
Q1 2019 | $216,000 | -1.8% | 1,142 | -18.5% | 0.16% | -22.6% |
Q4 2018 | $220,000 | -9.1% | 1,401 | +7.3% | 0.21% | +17.8% |
Q3 2018 | $242,000 | +5.7% | 1,306 | +1.8% | 0.18% | -8.6% |
Q2 2018 | $229,000 | +9.6% | 1,283 | +10.4% | 0.20% | -1.5% |
Q1 2018 | $209,000 | – | 1,162 | – | 0.20% | – |
Download |
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% |