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 |
---|---|---|---|---|---|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
201
shares
|
$42,937
0.01% of portfolio
|
Q3 2024
Reduced 37.38%
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
198
shares
|
$42,296
0.02% of portfolio
|
Q1 2025
New holding
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
195
shares
|
$41,655
0.02% of portfolio
|
Q4 2024
New holding
|
|
Washington Growth Strategies LLC
Washington, DC |
May 09, 2025 Q1 2025 |
188
shares
|
$40,160
0.58% of portfolio
|
Q1 2025
Reduced 86.5%
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
180
shares
|
$38,451
0.0% of portfolio
|
Q4 2021
New holding
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
177
shares
|
$37,810
0.0% of portfolio
|
Q1 2024
New holding
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
177
shares
|
$37,810
0.01% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
162
shares
|
$34,606
0.01% of portfolio
|
Q1 2025
Added 2600.0%
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
162
shares
|
$34,606
0.01% of portfolio
|
Q4 2024
Added 8.0%
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
161
shares
|
$34,392
0.01% of portfolio
|
Q2 2024
New holding
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
157
shares
|
$33,538
0.01% of portfolio
|
Q1 2025
New holding
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
156
shares
|
$33,324
0.0% of portfolio
|
Q1 2025
Reduced 85.91%
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
150
shares
|
$32,043
0.0% of portfolio
|
Q1 2025
New holding
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
150
shares
|
$32,043
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
Allianz Se
Munich, 2M |
May 09, 2025 Q1 2025 |
128
shares
|
$27,343
0.0% of portfolio
|
Q2 2024
Reduced 81.25%
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
126
shares
|
$26,916
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
122
shares
|
$26,061
0.04% of portfolio
|
Q3 2023
New holding
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
116
shares
|
$24,779
0.01% of portfolio
|
Q4 2024
New holding
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
112
shares
|
$23,925
0.0% of portfolio
|
Q1 2025
Added 5.66%
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
111
shares
|
$23,711
0.01% of portfolio
|
Q4 2024
Added 58.57%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
111
shares
|
$23,711
0.0% of portfolio
|
Q1 2024
Added 184.62%
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
110
shares
|
$23,498
0.0% of portfolio
|
Q4 2024
Reduced 34.13%
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
108
shares
|
$23,070
0.02% of portfolio
|
Q4 2024
New holding
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
107
shares
|
$22,857
0.0% of portfolio
|
Q1 2025
New holding
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
106
shares
|
$22,643
0.0% of portfolio
|
Q1 2025
Added 146.51%
|