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 830 institutions that hold shares in the stock, with a total of 28 Million shares, which have been reported (via 13F filing form) to have a value of $5.15 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,472
shares
|
$454,452
0.0% of portfolio
|
Q4 2024
Reduced 15.78%
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,453
shares
|
$450,959
0.02% of portfolio
|
Q4 2024
Added 13.72%
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
2,403
shares
|
$441,767
0.05% of portfolio
|
Q4 2024
Added 10.53%
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Feb 13, 2025 Q4 2024 |
2,384
shares
|
$438,274
0.03% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
2,383
shares
|
$438,090
0.14% of portfolio
|
Q4 2024
Reduced 13.6%
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
2,365
shares
|
$434,781
0.03% of portfolio
|
Q3 2024
Reduced 98.96%
|
|
Avalon Trust CO
Santa Fe, NM |
Feb 10, 2025 Q4 2024 |
2,350
shares
|
$432,024
0.04% of portfolio
|
Q2 2024
Reduced 98.45%
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
2,313
shares
|
$425,221
0.13% of portfolio
|
Q1 2025
Added 24.89%
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
2,286
shares
|
$420,258
0.02% of portfolio
|
Q1 2025
Reduced 91.94%
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
2,279
shares
|
$418,971
0.05% of portfolio
|
Q1 2025
Reduced 6.37%
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Feb 19, 2025 Q4 2024 |
2,279
shares
|
$418,971
0.0% of portfolio
|
Q4 2024
Added 14143.75%
|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
2,252
shares
|
$414,007
0.16% of portfolio
|
Q3 2024
Added 8.17%
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Apr 25, 2025 Q1 2025 |
2,227
shares
|
$409,411
0.19% of portfolio
|
Q1 2025
Reduced 69.41%
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
2,196
shares
|
$403,712
0.08% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
2,196
shares
|
$403,712
0.02% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
2,194
shares
|
$403,344
0.02% of portfolio
|
Q1 2025
Reduced 16.26%
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
2,181
shares
|
$400,955
0.05% of portfolio
|
Q1 2025
Added 0.09%
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Feb 05, 2025 Q4 2024 |
2,174
shares
|
$399,668
0.19% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
2,169
shares
|
$398,748
0.86% of portfolio
|
Q3 2023
Added 0.46%
|
|
Rathbones Group PLC
Liverpool, X0 |
Feb 13, 2025 Q4 2024 |
2,150
shares
|
$395,256
0.0% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
Cvfg LLC
Shelbyville, IN |
Apr 23, 2025 Q1 2025 |
2,150
shares
|
$395,256
0.37% of portfolio
|
Q1 2025
Added 8.26%
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
2,149
shares
|
$395,072
0.0% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
2,147
shares
|
$394,704
0.31% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
2,140
shares
|
$393,417
0.11% of portfolio
|
Q1 2025
Added 0.14%
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
2,136
shares
|
$392,682
0.03% of portfolio
|
Q4 2024
Reduced 22.52%
|