ISHARES TR shareholders Q3 2023

ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 517 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 2.12 and the average weighting 0.3%.

ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Resolute Wealth Strategies, LLC 1,199$567,6850.42%
MONTAG A & ASSOCIATES INC 14,053$6,678,6570.42%
PFG Investments, LLC 4,453$2,109,3190.40%
Apeiron RIA LLC 2,445$1,157,9170.40%
Allie Family Office LLC 988$469,6120.38%
Advisory Services Network, LLC 29,521$13,982,3860.38%
Nikulski Financial, Inc. 1,920$909,4080.38%
JUNCTURE WEALTH STRATEGIES, LLC 1,612$763,5240.37%
Mount Yale Investment Advisors, LLC 7,059$3,343,4310.36%
Joseph P. Lucia & Associates, LLC 1,095$518,6470.36%
National Wealth Management Group, LLC 701$332,2440.36%
Madrona Financial Services, LLC 1,666$789,1010.36%
Freedom Investment Management, Inc. 6,064$2,872,2980.35%
Werba Rubin Papier Wealth Management 2,070$982,8240.35%
ROMAN BUTLER FULLERTON & CO 1,546$737,0420.35%
Integrated Wealth Concepts LLC 41,290$19,556,8130.34%
Strategic Blueprint, LLC 7,843$3,714,8370.34%
Beacon Financial Advisory LLC 1,294$612,7050.34%
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 1,364$646,0590.34%
CITY HOLDING CO 3,904$1,849,0600.33%
External links

This page lists ISHARES TR's shareholders in Q3 2023. To view ISHARES TR's shareholder history, click here.