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 $5.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
5,624
shares
|
$1.37 Million
0.02% of portfolio
|
Q1 2025
Reduced 52.85%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
5,615
shares
|
$1.37 Million
0.11% of portfolio
|
Q1 2025
Added 10.16%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
5,615
shares
|
$1.37 Million
0.03% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,610
shares
|
$1.37 Million
0.03% of portfolio
|
Q1 2024
Added 197.61%
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
5,586
shares
|
$1.36 Million
0.09% of portfolio
|
Q1 2025
Reduced 19.9%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
5,540
shares
|
$1.35 Million
0.04% of portfolio
|
Q1 2025
Reduced 27.45%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
5,535
shares
|
$1.35 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.07%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
5,499
shares
|
$1.34 Million
0.03% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
5,474
shares
|
$1.33 Million
0.56% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
5,400
shares
|
$1.32 Million
0.1% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
Safeguard Investment Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
5,387
shares
|
$1.31 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
|
$1.3 Million
0.03% of portfolio
|
Q1 2025
Added 12.05%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
5,335
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.31%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
5,279
shares
|
$1.29 Million
0.45% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
5,254
shares
|
$1.28 Million
0.19% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
5,242
shares
|
$1.28 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
|
$1.27 Million
0.71% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
5,135
shares
|
$1.25 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
5,118
shares
|
$1.25 Million
0.04% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Telos Capital Management, Inc.
|
Apr 30, 2025 Q1 2025 |
5,084
shares
|
$1.24 Million
0.11% of portfolio
|
Q1 2025
Added 5.81%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
5,070
shares
|
$1.23 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.22%
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
5,035
shares
|
$1.23 Million
0.26% of portfolio
|
Q1 2025
Added 18.75%
|
|
|
Hite Hedge Asset Management LLC
Quincy, MA |
May 13, 2025 Q1 2025 |
5,010
shares
|
$1.22 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Prostatis Group LLC
Hanover, MD |
May 16, 2025 Q1 2025 |
4,988
shares
|
$1.21 Million
0.3% of portfolio
|
Q1 2025
Reduced 54.71%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
4,964
shares
|
$1.21 Million
0.56% of portfolio
|
Q1 2025
Added 44.18%
|