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 854 institutions that hold shares in the stock, with a total of 28.8 Million shares, which have been reported (via 13F filing form) to have a value of $7.35 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wealthstream Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
5,269
shares
|
$1.35 Million
0.22% of portfolio
|
Q2 2025
Added 0.29%
|
|
Telos Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
5,211
shares
|
$1.33 Million
0.13% of portfolio
|
Q2 2025
Added 2.5%
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
5,136
shares
|
$1.31 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.53%
|
|
Prostatis Group LLC
Hanover, MD |
Jul 25, 2025 Q2 2025 |
5,087
shares
|
$1.3 Million
0.35% of portfolio
|
Q2 2025
Added 1.98%
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 14, 2025 Q2 2025 |
5,045
shares
|
$1.29 Million
0.3% of portfolio
|
Q2 2025
Reduced 6.35%
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
5,035
shares
|
$1.29 Million
0.3% of portfolio
|
Q1 2025
Added 18.75%
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
5,029
shares
|
$1.29 Million
0.02% of portfolio
|
Q2 2025
Added 23.38%
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
5,015
shares
|
$1.28 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
5,006
shares
|
$1.28 Million
0.15% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
4,956
shares
|
$1.27 Million
0.22% of portfolio
|
Q2 2025
Reduced 40.5%
|
|
Lom Asset Management LTD
Hamilton, |
Aug 07, 2025 Q2 2025 |
4,903
shares
|
$1.25 Million
0.4% of portfolio
|
Q2 2025
New holding
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
4,846
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2025
Added 1.02%
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
4,785
shares
|
$1.22 Million
0.02% of portfolio
|
Q2 2025
Reduced 14.92%
|
|
Credit Industriel Et Commercial
Paris France, I0 |
Jul 28, 2025 Q2 2025 |
4,755
shares
|
$1.22 Million
0.1% of portfolio
|
Q2 2025
Reduced 81.68%
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
4,749
shares
|
$1.21 Million
0.11% of portfolio
|
Q2 2025
Reduced 15.42%
|
|
Apeiron Ria LLC
|
Aug 07, 2025 Q2 2025 |
4,740
shares
|
$1.21 Million
0.33% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
Cadent Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
4,691
shares
|
$1.2 Million
0.37% of portfolio
|
Q2 2025
Added 44.16%
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
4,599
shares
|
$1.18 Million
0.03% of portfolio
|
Q2 2025
Reduced 21.49%
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
4,591
shares
|
$1.17 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
4,563
shares
|
$1.17 Million
0.03% of portfolio
|
Q2 2025
Reduced 17.02%
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
4,542
shares
|
$1.16 Million
0.53% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
Grandview Asset Management LLC
|
Jul 17, 2025 Q2 2025 |
4,484
shares
|
$1.15 Million
0.34% of portfolio
|
Q2 2025
New holding
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
4,413
shares
|
$1.13 Million
0.03% of portfolio
|
Q2 2025
Added 2.08%
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
4,413
shares
|
$1.13 Million
0.03% of portfolio
|
Q2 2025
Added 6.93%
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
4,402
shares
|
$1.13 Million
0.06% of portfolio
|
Q2 2025
Reduced 10.62%
|