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 813 institutions that hold shares in the stock, with a total of 23.9 Million shares, which have been reported (via 13F filing form) to have a value of $5.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
2,876
shares
|
$614,371
0.04% of portfolio
|
Q1 2025
Reduced 36.99%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Apr 17, 2025 Q1 2025 |
2,875
shares
|
$614,157
0.37% of portfolio
|
Q2 2024
Reduced 2.77%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
2,871
shares
|
$613,303
0.12% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Apr 11, 2025 Q1 2025 |
2,845
shares
|
$607,748
0.34% of portfolio
|
Q1 2025
Reduced 21.78%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
2,818
shares
|
$601,981
0.11% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
2,804
shares
|
$598,990
0.02% of portfolio
|
Q1 2025
Added 9.92%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
2,800
shares
|
$598,136
0.04% of portfolio
|
Q1 2025
Added 19.15%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
2,794
shares
|
$596,854
0.05% of portfolio
|
Q1 2025
Added 56.26%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Apr 11, 2025 Q1 2025 |
2,789
shares
|
$595,786
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Management Partners, LLC
|
Apr 10, 2025 Q1 2025 |
2,776
shares
|
$593,009
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
2,759
shares
|
$589,377
0.04% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
2,745
shares
|
$586,386
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
2,723
shares
|
$581,687
0.17% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
2,720
shares
|
$581,046
0.0% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
2,719
shares
|
$580,832
0.07% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
2,632
shares
|
$562,247
0.04% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
2,590
shares
|
$553,275
0.11% of portfolio
|
Q1 2025
Added 4.23%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
May 14, 2025 Q1 2025 |
2,550
shares
|
$544,731
0.07% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
|
Natixis
Paris, I0 |
May 14, 2025 Q1 2025 |
2,540
shares
|
$542,594
0.0% of portfolio
|
Q1 2025
Reduced 28.85%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
2,531
shares
|
$540,672
0.0% of portfolio
|
Q1 2025
Added 7.98%
|
|
|
Center Star Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
2,523
shares
|
$538,963
0.7% of portfolio
|
Q1 2025
New holding
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
2,500
shares
|
$534,050
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
2,500
shares
|
$534,050
0.06% of portfolio
|
Q3 2023
Added 66.67%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
2,496
shares
|
$533,195
0.07% of portfolio
|
Q1 2025
Reduced 39.06%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
2,475
shares
|
$528,709
0.0% of portfolio
|
Q2 2024
Added 1.77%
|