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 817 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 $5.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,618
shares
|
$390,633
0.03% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
1,595
shares
|
$385,080
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
1,595
shares
|
$385,080
0.24% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
1,589
shares
|
$383,632
0.02% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
1,587
shares
|
$383,149
0.01% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,582
shares
|
$381,942
0.0% of portfolio
|
Q1 2025
Added 24.37%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
1,573
shares
|
$379,769
0.01% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
Jul 23, 2025 Q2 2025 |
1,570
shares
|
$379,045
0.16% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
1,567
shares
|
$378,320
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Jul 08, 2025 Q2 2025 |
1,567
shares
|
$378,320
0.25% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,550
shares
|
$374,216
0.02% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
1,548
shares
|
$373,733
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
1,541
shares
|
$372,043
0.08% of portfolio
|
Q1 2025
Added 129.66%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jul 15, 2025 Q2 2025 |
1,541
shares
|
$372,043
0.15% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
1,540
shares
|
$371,802
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
1,539
shares
|
$371,560
0.19% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
1,539
shares
|
$371,560
0.22% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
1,523
shares
|
$367,697
0.17% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,515
shares
|
$365,766
0.07% of portfolio
|
Q3 2022
Added 1461.86%
|
|
|
Holderness Investments CO
Greensboro, NC |
May 13, 2025 Q1 2025 |
1,509
shares
|
$364,317
0.07% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
1,507
shares
|
$363,835
0.04% of portfolio
|
Q3 2024
Added 402.33%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
1,500
shares
|
$362,145
0.0% of portfolio
|
Q1 2025
Added 74900.0%
|
|
|
Merrion Investment Management Co, LLC
|
Apr 21, 2025 Q1 2025 |
1,500
shares
|
$362,145
0.21% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
1,494
shares
|
$360,696
0.03% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Rinkey Investments
San Diego, CA |
May 15, 2025 Q1 2025 |
1,472
shares
|
$355,384
0.09% of portfolio
|
Q1 2025
Reduced 1.67%
|