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 |
|---|---|---|---|---|---|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
2,800
shares
|
$676,004
0.05% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Banque Pictet & Cie Sa
|
Jul 16, 2025 Q2 2025 |
2,800
shares
|
$676,004
0.0% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
2,794
shares
|
$674,555
0.05% of portfolio
|
Q1 2025
Added 56.26%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
2,778
shares
|
$670,692
0.19% of portfolio
|
Q2 2025
Reduced 20.76%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
2,770
shares
|
$668,761
0.04% of portfolio
|
Q2 2025
Reduced 11.16%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
2,745
shares
|
$662,725
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
2,723
shares
|
$657,413
0.17% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
2,696
shares
|
$650,895
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
2,590
shares
|
$625,303
0.11% of portfolio
|
Q1 2025
Added 4.23%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jul 15, 2025 Q2 2025 |
2,564
shares
|
$619,026
0.29% of portfolio
|
Q2 2025
Reduced 9.88%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
May 14, 2025 Q1 2025 |
2,550
shares
|
$615,646
0.07% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
|
Natixis
Paris, I0 |
Jul 18, 2025 Q1 2025 |
2,540
shares
|
$613,232
0.0% of portfolio
|
Q1 2025
Reduced 28.85%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
2,531
shares
|
$611,059
0.0% of portfolio
|
Q1 2025
Added 7.98%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
2,500
shares
|
$603,575
0.06% of portfolio
|
Q3 2023
Added 66.67%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
2,500
shares
|
$603,575
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
2,495
shares
|
$602,367
0.05% of portfolio
|
Q2 2025
Reduced 5.21%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
2,475
shares
|
$597,539
0.0% of portfolio
|
Q2 2024
Added 1.77%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
2,466
shares
|
$595,366
0.0% of portfolio
|
Q1 2025
Reduced 41.78%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
2,416
shares
|
$583,294
0.01% of portfolio
|
Q1 2025
Reduced 93.71%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
2,387
shares
|
$576,293
0.02% of portfolio
|
Q1 2025
Added 8.7%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
2,384
shares
|
$575,569
0.02% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Paragon Private Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
2,336
shares
|
$563,980
0.21% of portfolio
|
Q1 2025
Reduced 10.02%
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
2,313
shares
|
$558,427
0.13% of portfolio
|
Q1 2025
Added 24.89%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
2,304
shares
|
$556,254
0.0% of portfolio
|
Q1 2025
Reduced 6.8%
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
2,298
shares
|
$554,806
0.2% of portfolio
|
Q2 2025
Added 21.14%
|