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 |
|---|---|---|---|---|---|
|
Aj Advisors, LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
21,829
shares
|
$4.63 Million
2.58% of portfolio
|
Q3 2024
Added 6.6%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
21,728
shares
|
$4.61 Million
0.0% of portfolio
|
Q3 2024
Added 4.2%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
21,591
shares
|
$4.58 Million
0.17% of portfolio
|
Q3 2024
Reduced 26.78%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
21,200
shares
|
$4.5 Million
0.3% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
20,964
shares
|
$4.45 Million
0.01% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Nov 07, 2024 Q3 2024 |
20,924
shares
|
$4.44 Million
1.85% of portfolio
|
Q3 2024
Added 8.66%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
20,871
shares
|
$4.43 Million
0.15% of portfolio
|
Q3 2024
Added 22.32%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
19,812
shares
|
$4.2 Million
5.2% of portfolio
|
Q2 2023
Added 171.47%
|
|
|
Cache Tech Inc.
Logan, UT |
Oct 28, 2024 Q3 2024 |
19,755
shares
|
$4.19 Million
0.98% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
Adams Wealth Management
|
Oct 28, 2024 Q3 2024 |
19,755
shares
|
$4.19 Million
1.05% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
19,410
shares
|
$4.12 Million
2.21% of portfolio
|
Q3 2024
Reduced 17.97%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
19,290
shares
|
$4.09 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.3%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
19,134
shares
|
$4.06 Million
0.01% of portfolio
|
Q3 2024
Reduced 45.13%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
19,012
shares
|
$4.03 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
18,924
shares
|
$4.01 Million
0.35% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
17,518
shares
|
$3.72 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
17,423
shares
|
$3.7 Million
0.39% of portfolio
|
Q3 2024
Reduced 8.15%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Nov 14, 2024 Q3 2024 |
17,378
shares
|
$3.69 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Advisory Corp
|
Oct 21, 2024 Q3 2024 |
17,105
shares
|
$3.63 Million
1.29% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
16,991
shares
|
$3.6 Million
0.05% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
16,785
shares
|
$3.56 Million
0.03% of portfolio
|
Q3 2024
Reduced 41.59%
|
|
|
Clear Street Derivatives LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
16,442
shares
|
$3.49 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
16,420
shares
|
$3.48 Million
0.24% of portfolio
|
Q3 2024
Added 23.25%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Sep 20, 2024 Q2 2024 |
16,312
shares
|
$3.46 Million
0.41% of portfolio
|
Q2 2024
Reduced 1.56%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
16,153
shares
|
$3.43 Million
0.14% of portfolio
|
Q3 2024
Added 255.56%
|