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 854 institutions that hold shares in the stock, with a total of 28.8 Million shares, which have been reported (via 13F filing form) to have a value of $7.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
2,384
shares
|
$609,445
0.03% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Cvfg LLC
Shelbyville, IN |
Aug 07, 2025 Q2 2025 |
2,360
shares
|
$603,310
0.45% of portfolio
|
Q2 2025
Added 9.77%
|
|
|
Conservest Capital Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
2,303
shares
|
$588,738
0.05% of portfolio
|
Q2 2025
Reduced 45.81%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
2,300
shares
|
$587,972
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
2,298
shares
|
$587,460
0.2% of portfolio
|
Q2 2025
Added 21.14%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,292
shares
|
$585,926
0.0% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
2,291
shares
|
$585,671
0.0% of portfolio
|
Q2 2025
Reduced 7.43%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
2,288
shares
|
$584,904
0.05% of portfolio
|
Q2 2025
Reduced 24.21%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
2,280
shares
|
$582,859
0.06% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Paragon Private Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
2,272
shares
|
$580,814
0.23% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
2,268
shares
|
$579,791
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
2,258
shares
|
$577,235
0.15% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
2,257
shares
|
$576,979
0.1% of portfolio
|
Q2 2025
Reduced 43.48%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 05, 2025 Q2 2025 |
2,255
shares
|
$576,468
0.24% of portfolio
|
Q2 2025
Reduced 23.95%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
2,252
shares
|
$575,701
0.16% of portfolio
|
Q3 2024
Added 8.17%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
2,242
shares
|
$573,144
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
2,203
shares
|
$563,174
0.08% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,187
shares
|
$559,084
0.0% of portfolio
|
Q2 2025
Reduced 19.6%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Aug 14, 2025 Q2 2025 |
2,175
shares
|
$556,017
0.19% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
2,169
shares
|
$554,483
0.86% of portfolio
|
Q3 2023
Added 0.46%
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
2,165
shares
|
$553,460
0.13% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
2,146
shares
|
$548,603
0.27% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
2,128
shares
|
$544,001
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 22, 2025 Q2 2025 |
2,118
shares
|
$541,445
0.18% of portfolio
|
Q2 2025
Added 23.64%
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
2,116
shares
|
$540,934
0.02% of portfolio
|
Q2 2025
Reduced 7.44%
|