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 843 institutions that hold shares in the stock, with a total of 28.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bollard Group LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
23
shares
|
$4,004
0.0% of portfolio
|
Q1 2024
Added 228.57%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
22
shares
|
$3,830
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sawyer & Company, Inc
|
Jan 14, 2025 Q4 2024 |
21
shares
|
$3,656
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
20
shares
|
$3,482
0.0% of portfolio
|
Q3 2024
Reduced 91.84%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
18
shares
|
$3,133
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
18
shares
|
$3,133
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
18
shares
|
$3,133
0.0% of portfolio
|
Q2 2024
Reduced 83.33%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
17
shares
|
$2,959
0.0% of portfolio
|
Q1 2025
Added 41.67%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
15
shares
|
$2,611
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
13
shares
|
$2,263
0.0% of portfolio
|
Q4 2024
Reduced 99.38%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
13
shares
|
$2,263
0.0% of portfolio
|
Q3 2022
Added 44.44%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
10
shares
|
$1,741
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
9
shares
|
$1,566
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
8
shares
|
$1,392
0.0% of portfolio
|
Q4 2024
Added 60.0%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
8
shares
|
$1,392
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
6
shares
|
$1,044
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
6
shares
|
$1,044
0.0% of portfolio
|
Q4 2024
Reduced 66.67%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
6
shares
|
$1,044
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
5
shares
|
$870
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Feb 12, 2025 Q4 2024 |
4
shares
|
$696
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
4
shares
|
$696
0.0% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
3
shares
|
$522
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
3
shares
|
$522
0.0% of portfolio
|
Q1 2025
Reduced 99.01%
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
3
shares
|
$522
0.0% of portfolio
|
Q1 2024
Reduced 85.71%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
2
shares
|
$348
0.0% of portfolio
|
Q4 2022
New holding
|