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 806 institutions that hold shares in the stock, with a total of 51.1 Million shares, which have been reported (via 13F filing form) to have a value of $11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
903
shares
|
$194,560
0.01% of portfolio
|
Q3 2024
Added 9.45%
|
|
|
Rice Partnership, LLC
|
Nov 13, 2024 Q3 2024 |
902
shares
|
$194,344
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
899
shares
|
$193,698
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
892
shares
|
$192,190
0.11% of portfolio
|
Q3 2024
Reduced 10.98%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
887
shares
|
$191,113
0.02% of portfolio
|
Q3 2024
Reduced 20.09%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
886
shares
|
$190,897
0.0% of portfolio
|
Q3 2024
Reduced 76.04%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
885
shares
|
$190,682
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Oct 23, 2024 Q3 2024 |
884
shares
|
$190,466
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
883
shares
|
$190,251
0.0% of portfolio
|
Q3 2024
Reduced 75.28%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
874
shares
|
$188,312
0.0% of portfolio
|
Q3 2024
Reduced 8.77%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
870
shares
|
$187,450
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
862
shares
|
$185,726
0.01% of portfolio
|
Q2 2020
Added 4.34%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
845
shares
|
$182,063
0.05% of portfolio
|
Q3 2024
Reduced 20.36%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
804
shares
|
$173,229
0.04% of portfolio
|
Q3 2024
Reduced 98.29%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
799
shares
|
$172,152
0.14% of portfolio
|
Q3 2024
Added 14.63%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
787
shares
|
$169,567
0.11% of portfolio
|
Q3 2024
Added 25.52%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
774
shares
|
$166,766
0.0% of portfolio
|
Q3 2024
Reduced 11.95%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
764
shares
|
$164,611
0.03% of portfolio
|
Q3 2024
Reduced 10.22%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Nov 05, 2024 Q3 2024 |
741
shares
|
$159,655
0.07% of portfolio
|
Q3 2024
Reduced 48.0%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
728
shares
|
$156,854
0.05% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
702
shares
|
$151,252
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
681
shares
|
$146,728
0.0% of portfolio
|
Q2 2023
Reduced 28.49%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
673
shares
|
$145,004
0.02% of portfolio
|
Q3 2024
Reduced 21.38%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
671
shares
|
$144,573
0.05% of portfolio
|
Q3 2024
Added 43.99%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
645
shares
|
$138,971
0.0% of portfolio
|
Q1 2024
Added 200.0%
|