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 807 institutions that hold shares in the stock, with a total of 51.2 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 |
|---|---|---|---|---|---|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
10,442
shares
|
$2.25 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
10,384
shares
|
$2.24 Million
0.07% of portfolio
|
Q3 2024
Added 7.77%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
10,204
shares
|
$2.2 Million
0.02% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
10,145
shares
|
$2.19 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Forte Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
10,105
shares
|
$2.18 Million
1.26% of portfolio
|
Q3 2024
Added 34.13%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
9,979
shares
|
$2.15 Million
0.2% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
9,969
shares
|
$2.15 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
9,912
shares
|
$2.14 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.45%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
9,821
shares
|
$2.12 Million
0.02% of portfolio
|
Q3 2024
Reduced 17.46%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
9,745
shares
|
$2.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.4%
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
9,637
shares
|
$2.08 Million
2.67% of portfolio
|
Q3 2022
Added 1.4%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
9,601
shares
|
$2.07 Million
0.2% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
9,508
shares
|
$2.05 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Evolution Wealth Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
9,502
shares
|
$2.05 Million
0.4% of portfolio
|
Q3 2024
Added 451.8%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
9,285
shares
|
$2 Million
0.34% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
9,170
shares
|
$1.98 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Northstar Advisory Group, LLC
|
Nov 08, 2024 Q3 2024 |
9,009
shares
|
$1.94 Million
1.08% of portfolio
|
Q3 2024
Reduced 49.57%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
8,629
shares
|
$1.86 Million
0.73% of portfolio
|
Q3 2024
Added 26.71%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
8,571
shares
|
$1.85 Million
0.43% of portfolio
|
Q3 2024
Added 26.21%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
8,413
shares
|
$1.81 Million
0.04% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
8,391
shares
|
$1.81 Million
0.06% of portfolio
|
Q3 2024
Added 141.68%
|
|
|
Credit Agricole S A
|
Nov 14, 2024 Q3 2024 |
8,256
shares
|
$1.78 Million
0.01% of portfolio
|
Q3 2024
Added 143.76%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Oct 01, 2024 Q3 2024 |
8,239
shares
|
$1.77 Million
0.18% of portfolio
|
Q3 2024
Reduced 4.92%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
8,216
shares
|
$1.77 Million
0.16% of portfolio
|
Q3 2024
Added 196.71%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
8,202
shares
|
$1.77 Million
0.94% of portfolio
|
Q3 2024
Reduced 4.64%
|