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 813 institutions that hold shares in the stock, with a total of 23.9 Million shares, which have been reported (via 13F filing form) to have a value of $4.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Access Financial Services, Inc.
|
Apr 17, 2025 Q1 2025 |
5,914
shares
|
$1.23 Million
0.68% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
5,876
shares
|
$1.22 Million
0.02% of portfolio
|
Q1 2025
Added 401.37%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
5,874
shares
|
$1.22 Million
0.36% of portfolio
|
Q4 2024
Reduced 21.99%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
5,858
shares
|
$1.22 Million
0.03% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
5,805
shares
|
$1.21 Million
0.11% of portfolio
|
Q4 2023
Added 5.03%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
5,679
shares
|
$1.18 Million
0.07% of portfolio
|
Q1 2025
Reduced 31.26%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
5,660
shares
|
$1.18 Million
0.16% of portfolio
|
Q1 2025
Reduced 14.69%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
5,624
shares
|
$1.17 Million
0.02% of portfolio
|
Q1 2025
Reduced 52.85%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
5,615
shares
|
$1.17 Million
0.03% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
5,615
shares
|
$1.17 Million
0.11% of portfolio
|
Q1 2025
Added 10.16%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,610
shares
|
$1.17 Million
0.03% of portfolio
|
Q1 2024
Added 197.61%
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
5,586
shares
|
$1.16 Million
0.09% of portfolio
|
Q1 2025
Reduced 19.9%
|
|
|
Juncture Wealth Strategies, LLC
|
Apr 09, 2025 Q1 2025 |
5,550
shares
|
$1.15 Million
0.41% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
5,540
shares
|
$1.15 Million
0.04% of portfolio
|
Q1 2025
Reduced 27.45%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
5,535
shares
|
$1.15 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.07%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
5,499
shares
|
$1.14 Million
0.03% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
5,474
shares
|
$1.14 Million
0.56% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
5,400
shares
|
$1.12 Million
0.1% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
Safeguard Investment Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
5,387
shares
|
$1.12 Million
0.28% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
5,356
shares
|
$1.11 Million
0.03% of portfolio
|
Q1 2025
Added 12.05%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
5,335
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.31%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
5,254
shares
|
$1.09 Million
0.19% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
5,242
shares
|
$1.09 Million
0.14% of portfolio
|
Q1 2025
Reduced 4.66%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Mar 10, 2025 Q4 2024 |
5,206
shares
|
$1.08 Million
0.71% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
5,135
shares
|
$1.07 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.02%
|