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 837 institutions that hold shares in the stock, with a total of 37.7 Million shares, which have been reported (via 13F filing form) to have a value of $8.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
5,874
shares
|
$1.31 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
5,844
shares
|
$1.3 Million
0.07% of portfolio
|
Q4 2024
Added 8.5%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
5,805
shares
|
$1.29 Million
0.11% of portfolio
|
Q4 2023
Added 5.03%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
5,761
shares
|
$1.29 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Feb 14, 2025 Q4 2024 |
5,739
shares
|
$1.28 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
5,695
shares
|
$1.27 Million
0.64% of portfolio
|
Q4 2024
Added 14.08%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Feb 14, 2025 Q4 2024 |
5,676
shares
|
$1.27 Million
0.34% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,610
shares
|
$1.25 Million
0.03% of portfolio
|
Q1 2024
Added 197.61%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
5,570
shares
|
$1.24 Million
0.03% of portfolio
|
Q4 2024
Added 22.63%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
5,524
shares
|
$1.23 Million
0.01% of portfolio
|
Q4 2024
Added 10.59%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
5,491
shares
|
$1.22 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Juncture Wealth Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
5,384
shares
|
$1.2 Million
0.43% of portfolio
|
Q4 2024
Added 6.93%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
5,340
shares
|
$1.19 Million
0.8% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
5,254
shares
|
$1.17 Million
0.22% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
5,136
shares
|
$1.15 Million
0.11% of portfolio
|
Q4 2024
Reduced 7.16%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
5,134
shares
|
$1.15 Million
0.0% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,126
shares
|
$1.14 Million
0.04% of portfolio
|
Q4 2024
Reduced 30.01%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
5,097
shares
|
$1.14 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
5,015
shares
|
$1.12 Million
0.08% of portfolio
|
Q4 2024
Added 83.9%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
4,856
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
4,827
shares
|
$1.08 Million
0.09% of portfolio
|
Q4 2024
Reduced 83.46%
|
|
|
Telos Capital Management, Inc.
|
Jan 27, 2025 Q4 2024 |
4,805
shares
|
$1.07 Million
0.11% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
4,780
shares
|
$1.07 Million
0.03% of portfolio
|
Q4 2024
Added 446.91%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Jan 22, 2025 Q4 2024 |
4,684
shares
|
$1.04 Million
0.64% of portfolio
|
Q4 2024
Reduced 4.82%
|
|
|
Fil LTD
Hamilton, D0 |
Feb 13, 2025 Q4 2024 |
4,654
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
Reduced 69.84%
|