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 814 institutions that hold shares in the stock, with a total of 24 Million shares, which have been reported (via 13F filing form) to have a value of $5.71 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
19,881
shares
|
$4.72 Million
0.11% of portfolio
|
Q1 2025
Added 23.68%
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
19,860
shares
|
$4.72 Million
0.51% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
19,840
shares
|
$4.71 Million
0.34% of portfolio
|
Q1 2025
Added 4.39%
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
19,812
shares
|
$4.71 Million
5.2% of portfolio
|
Q2 2023
Added 171.47%
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
19,768
shares
|
$4.7 Million
0.19% of portfolio
|
Q4 2024
Reduced 55.07%
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
19,745
shares
|
$4.69 Million
0.04% of portfolio
|
Q1 2025
Added 28.16%
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jul 08, 2025 Q2 2025 |
19,400
shares
|
$4.61 Million
1.68% of portfolio
|
Q2 2025
New holding
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
19,379
shares
|
$4.6 Million
0.3% of portfolio
|
Q1 2025
Added 2.93%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
18,829
shares
|
$4.47 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.26%
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
18,399
shares
|
$4.37 Million
0.32% of portfolio
|
Q1 2025
Added 2.27%
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
18,308
shares
|
$4.35 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
18,215
shares
|
$4.33 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
18,191
shares
|
$4.32 Million
0.04% of portfolio
|
Q1 2025
Added 4.61%
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jul 22, 2025 Q2 2025 |
17,855
shares
|
$4.24 Million
2.11% of portfolio
|
Q2 2025
Added 11.22%
|
|
Kkm Financial LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
17,850
shares
|
$4.24 Million
1.43% of portfolio
|
Q1 2025
Reduced 9.8%
|
|
Harbor Advisory Corp
|
May 13, 2025 Q1 2025 |
17,843
shares
|
$4.24 Million
1.13% of portfolio
|
Q1 2025
Added 5.22%
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
17,814
shares
|
$4.23 Million
0.01% of portfolio
|
Q1 2025
Added 26.92%
|
|
Family Legacy, Inc.
|
Apr 23, 2025 Q1 2025 |
17,754
shares
|
$4.22 Million
1.16% of portfolio
|
Q1 2025
Added 40.35%
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
17,684
shares
|
$4.2 Million
0.24% of portfolio
|
Q1 2025
Reduced 60.74%
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
17,283
shares
|
$4.11 Million
0.02% of portfolio
|
Q1 2025
Added 0.88%
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
May 15, 2025 Q1 2025 |
16,597
shares
|
$3.94 Million
0.01% of portfolio
|
Q1 2025
Added 148.31%
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
16,467
shares
|
$3.91 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.99%
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
16,419
shares
|
$3.9 Million
0.17% of portfolio
|
Q2 2025
Added 52.66%
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
16,325
shares
|
$3.88 Million
0.22% of portfolio
|
Q1 2025
Added 175.57%
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
16,270
shares
|
$3.87 Million
1.22% of portfolio
|
Q2 2025
Added 3.58%
|