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 |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
2,294
shares
|
$553,840
0.01% of portfolio
|
Q1 2025
Reduced 22.71%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
2,286
shares
|
$551,908
0.02% of portfolio
|
Q1 2025
Reduced 91.94%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
2,279
shares
|
$550,218
0.05% of portfolio
|
Q1 2025
Reduced 6.37%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
2,258
shares
|
$545,148
0.15% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
|
Ignite Planners, LLC
|
Jul 23, 2025 Q2 2025 |
2,257
shares
|
$544,907
0.09% of portfolio
|
Q2 2025
Reduced 43.48%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
2,252
shares
|
$543,700
0.16% of portfolio
|
Q3 2024
Added 8.17%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
2,238
shares
|
$540,320
0.0% of portfolio
|
Q1 2025
Added 83.89%
|
|
|
Atom Investors LP
Austin, TX |
May 15, 2025 Q1 2025 |
2,207
shares
|
$532,836
0.05% of portfolio
|
Q1 2025
Reduced 47.6%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
2,199
shares
|
$530,904
0.07% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
2,194
shares
|
$529,697
0.02% of portfolio
|
Q1 2025
Reduced 16.26%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,187
shares
|
$528,007
0.0% of portfolio
|
Q2 2025
Reduced 19.6%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
2,180
shares
|
$526,317
0.01% of portfolio
|
Q1 2025
Added 8.51%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
May 12, 2025 Q1 2025 |
2,174
shares
|
$524,868
0.15% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
2,169
shares
|
$523,661
0.86% of portfolio
|
Q3 2023
Added 0.46%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
2,163
shares
|
$522,213
0.0% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Cvfg LLC
Shelbyville, IN |
Apr 23, 2025 Q1 2025 |
2,150
shares
|
$519,074
0.37% of portfolio
|
Q1 2025
Added 8.26%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
2,146
shares
|
$518,108
0.27% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
2,140
shares
|
$516,660
0.11% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Apr 21, 2025 Q1 2025 |
2,131
shares
|
$514,487
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 22, 2025 Q2 2025 |
2,118
shares
|
$511,348
0.18% of portfolio
|
Q2 2025
Added 23.64%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
2,093
shares
|
$505,312
0.04% of portfolio
|
Q2 2025
Added 7.11%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
2,081
shares
|
$502,415
0.19% of portfolio
|
Q2 2025
Reduced 66.54%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
May 13, 2025 Q1 2025 |
2,080
shares
|
$502,174
0.0% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
2,075
shares
|
$500,967
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Apr 25, 2025 Q1 2025 |
2,057
shares
|
$496,621
0.19% of portfolio
|
Q1 2025
Added 2.54%
|