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 854 institutions that hold shares in the stock, with a total of 28.8 Million shares, which have been reported (via 13F filing form) to have a value of $7.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lake Hills Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
25,105
shares
|
$6.42 Million
3.46% of portfolio
|
Q2 2025
New holding
|
|
|
Portfolio Strategies, Inc.
|
Jul 21, 2025 Q2 2025 |
24,735
shares
|
$6.32 Million
0.78% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
24,450
shares
|
$6.25 Million
0.05% of portfolio
|
Q2 2025
Added 23.83%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
23,934
shares
|
$6.12 Million
0.18% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
23,795
shares
|
$6.08 Million
0.98% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
23,795
shares
|
$6.08 Million
0.87% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
23,620
shares
|
$6.04 Million
0.47% of portfolio
|
Q2 2025
Added 19.05%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
23,605
shares
|
$6.03 Million
0.99% of portfolio
|
Q2 2025
Reduced 46.51%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
23,577
shares
|
$6.03 Million
0.03% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
23,217
shares
|
$5.94 Million
0.01% of portfolio
|
Q2 2025
Added 5.97%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
21,962
shares
|
$5.61 Million
1.79% of portfolio
|
Q1 2024
New holding
|
|
|
Martin & CO Inc
Knoxville, TN |
Aug 13, 2025 Q2 2025 |
21,885
shares
|
$5.59 Million
1.03% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
21,534
shares
|
$5.5 Million
0.35% of portfolio
|
Q2 2025
Added 21.77%
|
|
|
Kadensa Capital LTD
Central, K3 |
Aug 14, 2025 Q2 2025 |
21,327
shares
|
$5.45 Million
0.93% of portfolio
|
Q2 2025
New holding
|
|
|
Walleye Trading LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
21,176
shares
|
$5.41 Million
0.01% of portfolio
|
Q2 2025
Reduced 18.95%
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
21,100
shares
|
$5.39 Million
0.6% of portfolio
|
Q2 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
20,325
shares
|
$5.2 Million
0.43% of portfolio
|
Q2 2025
Added 10.47%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
19,812
shares
|
$5.06 Million
5.2% of portfolio
|
Q2 2023
Added 171.47%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
19,618
shares
|
$5.02 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.23%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jul 08, 2025 Q2 2025 |
19,400
shares
|
$4.96 Million
1.68% of portfolio
|
Q2 2025
New holding
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
19,260
shares
|
$4.92 Million
0.39% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
19,232
shares
|
$4.92 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Aug 14, 2025 Q2 2025 |
18,614
shares
|
$4.76 Million
1.2% of portfolio
|
Q2 2025
Added 5.41%
|
|
|
Maxi Investments Cy LTD
Limassol, G4 |
Aug 12, 2025 Q2 2025 |
18,600
shares
|
$4.75 Million
0.74% of portfolio
|
Q2 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
18,308
shares
|
$4.68 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.21%
|