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 808 institutions that hold shares in the stock, with a total of 51.2 Million shares, which have been reported (via 13F filing form) to have a value of $10.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
1,000
shares
|
$211,640
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$211,640
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Southern Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
992
shares
|
$209,946
0.13% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
990
shares
|
$209,523
0.02% of portfolio
|
Q2 2024
Reduced 7.56%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
990
shares
|
$209,523
0.02% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
989
shares
|
$209,311
0.14% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 30, 2024 Q3 2024 |
988
shares
|
$209,100
0.11% of portfolio
|
Q3 2024
Reduced 33.38%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
986
shares
|
$208,677
0.03% of portfolio
|
Q3 2024
Reduced 50.03%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
977
shares
|
$206,772
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
963
shares
|
$203,809
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
959
shares
|
$202,962
0.05% of portfolio
|
Q4 2023
Added 10.61%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
957
shares
|
$202,539
0.01% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
956
shares
|
$202,327
0.0% of portfolio
|
Q2 2022
Added 5.52%
|
|
|
Summa Corp.
Tomball, TX |
Oct 17, 2024 Q3 2024 |
950
shares
|
$201,058
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
948
shares
|
$200,634
0.01% of portfolio
|
Q2 2024
Reduced 2.07%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 08, 2024 Q3 2024 |
947
shares
|
$200,423
0.15% of portfolio
|
Q3 2024
Added 8.85%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
945
shares
|
$199,999
0.13% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
939
shares
|
$198,729
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Chicago Capital, LLC
|
Oct 18, 2024 Q3 2024 |
939
shares
|
$198,729
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
937
shares
|
$198,306
0.02% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
934
shares
|
$197,671
0.08% of portfolio
|
Q3 2024
Added 7.36%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
931
shares
|
$197,036
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Nov 12, 2024 Q3 2024 |
927
shares
|
$196,190
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
925
shares
|
$195,767
0.07% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
919
shares
|
$194,497
0.05% of portfolio
|
Q3 2024
Added 10.46%
|