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 806 institutions that hold shares in the stock, with a total of 51.1 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 |
|---|---|---|---|---|---|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
18
shares
|
$3,878
0.0% of portfolio
|
Q2 2024
Reduced 83.33%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
18
shares
|
$3,878
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
18
shares
|
$3,878
0.0% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 18, 2024 Q3 2024 |
16
shares
|
$3,447
0.0% of portfolio
|
Q3 2024
Added 700.0%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
13
shares
|
$2,800
0.0% of portfolio
|
Q3 2022
Added 44.44%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
12
shares
|
$2,585
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
11
shares
|
$2,370
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
10
shares
|
$2,154
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
8
shares
|
$1,723
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
6
shares
|
$1,292
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
6
shares
|
$1,292
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
6
shares
|
$1,292
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
6
shares
|
$1,292
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
5
shares
|
$1,077
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
4
shares
|
$861
0.0% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
3
shares
|
$646
0.0% of portfolio
|
Q1 2024
Reduced 85.71%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
3
shares
|
$646
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
2
shares
|
$430
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
1
shares
|
$215
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
Oct 09, 2024 Q3 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|