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 808 institutions that hold shares in the stock, with a total of 51.2 Million shares, which have been reported (via 13F filing form) to have a value of $11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
3,271
shares
|
$692,274
0.39% of portfolio
|
Q3 2024
Added 65.87%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
3,268
shares
|
$691,639
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
3,228
shares
|
$683,173
0.01% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
3,205
shares
|
$678,306
0.02% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
3,203
shares
|
$677,882
0.05% of portfolio
|
Q3 2024
Reduced 52.17%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
3,193
shares
|
$675,766
0.08% of portfolio
|
Q3 2024
Reduced 5.73%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
3,180
shares
|
$673,015
0.15% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
3,151
shares
|
$666,877
0.03% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
3,118
shares
|
$659,893
0.0% of portfolio
|
Q3 2024
Added 10.53%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
3,071
shares
|
$649,946
0.05% of portfolio
|
Q3 2024
Added 239.71%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Oct 10, 2024 Q3 2024 |
3,067
shares
|
$649,099
0.45% of portfolio
|
Q2 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
3,062
shares
|
$648,041
0.04% of portfolio
|
Q3 2024
Added 39.44%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
3,017
shares
|
$638,517
0.02% of portfolio
|
Q3 2024
Reduced 56.48%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
3,002
shares
|
$635,343
0.25% of portfolio
|
Q4 2022
Added 2.81%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Nov 01, 2024 Q3 2024 |
2,972
shares
|
$628,994
0.22% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,935
shares
|
$621,163
0.0% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
2,881
shares
|
$609,734
0.0% of portfolio
|
Q3 2024
Reduced 55.53%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 13, 2024 Q3 2024 |
2,875
shares
|
$608,465
0.42% of portfolio
|
Q2 2024
Reduced 2.77%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
2,850
shares
|
$603,174
0.08% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
2,828
shares
|
$598,517
0.01% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
2,778
shares
|
$587,935
0.14% of portfolio
|
Q1 2024
Added 197.11%
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
2,758
shares
|
$583,703
0.2% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
2,757
shares
|
$583,491
0.04% of portfolio
|
Q3 2024
Reduced 57.38%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
2,745
shares
|
$580,951
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Cs Group, LLC
|
Oct 04, 2024 Q3 2024 |
2,733
shares
|
$578,412
0.43% of portfolio
|
Q3 2024
Added 14.4%
|