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 805 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 $10.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
42,406
shares
|
$9 Million
6.29% of portfolio
|
Q3 2022
Added 9.96%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
40,555
shares
|
$8.6 Million
0.18% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
40,300
shares
|
$8.55 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
38,999
shares
|
$8.27 Million
1.61% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
38,024
shares
|
$8.07 Million
1.9% of portfolio
|
Q3 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
37,609
shares
|
$7.98 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
37,425
shares
|
$7.94 Million
0.06% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
36,648
shares
|
$7.77 Million
1.26% of portfolio
|
Q4 2022
Reduced 5.04%
|
|
|
Traynor Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
36,488
shares
|
$7.74 Million
0.52% of portfolio
|
Q3 2024
Added 7.5%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
36,475
shares
|
$7.74 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Cadent Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
35,915
shares
|
$7.62 Million
2.61% of portfolio
|
Q3 2024
Added 59.52%
|
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
35,133
shares
|
$7.45 Million
1.8% of portfolio
|
Q3 2024
Added 50.51%
|
|
|
Gray Foundation
Cohoes, NY |
Nov 01, 2024 Q3 2024 |
34,371
shares
|
$7.29 Million
2.35% of portfolio
|
Q2 2024
Reduced 38.95%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
33,713
shares
|
$7.15 Million
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
33,253
shares
|
$7.05 Million
0.02% of portfolio
|
Q3 2024
Added 32.99%
|
|
|
Fulton Bank, N.A.
|
Oct 07, 2024 Q3 2024 |
32,492
shares
|
$6.89 Million
0.63% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
32,059
shares
|
$6.8 Million
0.48% of portfolio
|
Q3 2024
Added 28.91%
|
|
|
Novare Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
31,888
shares
|
$6.76 Million
0.63% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
31,679
shares
|
$6.72 Million
0.23% of portfolio
|
Q3 2024
Added 2037.58%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
30,838
shares
|
$6.54 Million
0.48% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
|
David J Yvars Group
|
Oct 31, 2024 Q3 2024 |
29,715
shares
|
$6.3 Million
4.37% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
29,689
shares
|
$6.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.79%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
29,656
shares
|
$6.29 Million
0.01% of portfolio
|
Q3 2024
Added 56.65%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
29,176
shares
|
$6.19 Million
0.59% of portfolio
|
Q3 2024
Reduced 74.94%
|
|
|
Cmh Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
29,044
shares
|
$6.16 Million
1.58% of portfolio
|
Q3 2024
Reduced 34.88%
|