Institutional Ownership Ishares Semiconductor ETF (SOXX)
This table provides information about the institutional ownership of Ishares Semiconductor ETF (SOXX). We have compiled data on the 894 institutions that hold shares in the stock, with a total of 27.5 Million shares, which have been reported (via 13F filing form) to have a value of $8.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
4,646
shares
|
$1.34 Million
0.16% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
4,554
shares
|
$1.31 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
4,500
shares
|
$1.3 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
4,494
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.64%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 13, 2025 Q3 2025 |
4,493
shares
|
$1.3 Million
0.3% of portfolio
|
Q3 2025
Reduced 10.94%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
4,462
shares
|
$1.29 Million
0.03% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
4,447
shares
|
$1.28 Million
0.03% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
4,415
shares
|
$1.27 Million
0.41% of portfolio
|
Q3 2025
Added 5.77%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
4,413
shares
|
$1.27 Million
0.95% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Nov 06, 2025 Q3 2025 |
4,330
shares
|
$1.25 Million
0.56% of portfolio
|
Q3 2025
Reduced 4.67%
|
|
|
Prostatis Group LLC
Hanover, MD |
Nov 04, 2025 Q3 2025 |
4,319
shares
|
$1.25 Million
0.29% of portfolio
|
Q3 2025
Reduced 15.1%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
4,299
shares
|
$1.24 Million
0.03% of portfolio
|
Q3 2025
Added 10.88%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
4,186
shares
|
$1.21 Million
0.38% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Oct 10, 2025 Q3 2025 |
4,184
shares
|
$1.21 Million
0.88% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
4,163
shares
|
$1.2 Million
0.07% of portfolio
|
Q3 2025
Added 83.55%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
4,154
shares
|
$1.2 Million
0.49% of portfolio
|
Q3 2025
Added 8.66%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
4,143
shares
|
$1.2 Million
0.29% of portfolio
|
Q3 2025
Reduced 12.59%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
4,109
shares
|
$1.19 Million
0.05% of portfolio
|
Q3 2025
Added 4.61%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
4,102
shares
|
$1.18 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Oct 09, 2025 Q3 2025 |
4,033
shares
|
$1.16 Million
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
4,029
shares
|
$1.16 Million
0.71% of portfolio
|
Q2 2025
Reduced 38.37%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
3,968
shares
|
$1.14 Million
0.08% of portfolio
|
Q2 2025
Reduced 7.83%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
3,952
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
3,909
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
3,859
shares
|
$1.11 Million
0.07% of portfolio
|
Q3 2025
Reduced 9.07%
|