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 |
|---|---|---|---|---|---|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
306
shares
|
$78,225
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
302
shares
|
$77,203
0.0% of portfolio
|
Q2 2025
Added 39.81%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
300
shares
|
$76,692
0.01% of portfolio
|
Q1 2025
Reduced 15.97%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
273
shares
|
$69,789
0.01% of portfolio
|
Q1 2025
Reduced 8.08%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
263
shares
|
$67,233
0.0% of portfolio
|
Q2 2025
Reduced 27.55%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
261
shares
|
$66,722
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jul 15, 2025 Q2 2025 |
247
shares
|
$63,143
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
240
shares
|
$61,353
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
240
shares
|
$61,353
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
223
shares
|
$57,007
0.0% of portfolio
|
Q2 2025
Added 430.95%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
221
shares
|
$56,496
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
214
shares
|
$54,706
0.03% of portfolio
|
Q1 2025
Reduced 24.65%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
213
shares
|
$54,451
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
210
shares
|
$53,684
0.04% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
210
shares
|
$53,684
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
202
shares
|
$51,639
0.0% of portfolio
|
Q3 2022
Reduced 17.21%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
198
shares
|
$50,616
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
195
shares
|
$49,849
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
192
shares
|
$49,082
0.0% of portfolio
|
Q2 2025
Reduced 22.89%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
186
shares
|
$47,549
0.0% of portfolio
|
Q1 2025
Reduced 99.47%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
180
shares
|
$46,015
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
177
shares
|
$45,248
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
174
shares
|
$44,481
0.01% of portfolio
|
Q2 2025
Reduced 61.33%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
167
shares
|
$42,691
0.01% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
162
shares
|
$41,413
0.01% of portfolio
|
Q1 2025
Added 2600.0%
|