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 23.9 Million shares, which have been reported (via 13F filing form) to have a value of $4.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
19,812
shares
|
$4.11 Million
5.2% of portfolio
|
Q2 2023
Added 171.47%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
19,768
shares
|
$4.11 Million
0.19% of portfolio
|
Q4 2024
Reduced 55.07%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
19,745
shares
|
$4.1 Million
0.04% of portfolio
|
Q1 2025
Added 28.16%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
19,379
shares
|
$4.02 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
|
$3.91 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.26%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
18,721
shares
|
$3.89 Million
0.04% of portfolio
|
Q1 2025
Added 18.19%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
18,399
shares
|
$3.82 Million
0.32% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
18,215
shares
|
$3.78 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
18,191
shares
|
$3.78 Million
0.04% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
Kkm Financial LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
17,850
shares
|
$3.71 Million
1.43% of portfolio
|
Q1 2025
Reduced 9.8%
|
|
|
Harbor Advisory Corp
|
May 13, 2025 Q1 2025 |
17,843
shares
|
$3.71 Million
1.13% of portfolio
|
Q1 2025
Added 5.22%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
17,814
shares
|
$3.7 Million
0.01% of portfolio
|
Q1 2025
Added 26.92%
|
|
|
Family Legacy, Inc.
|
Apr 23, 2025 Q1 2025 |
17,754
shares
|
$3.69 Million
1.16% of portfolio
|
Q1 2025
Added 40.35%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
17,684
shares
|
$3.67 Million
0.24% of portfolio
|
Q1 2025
Reduced 60.74%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
17,283
shares
|
$3.59 Million
0.02% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
First National Corp
|
Apr 11, 2025 Q1 2025 |
16,898
shares
|
$3.51 Million
0.74% of portfolio
|
Q1 2025
Reduced 26.7%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
May 15, 2025 Q1 2025 |
16,597
shares
|
$3.45 Million
0.01% of portfolio
|
Q1 2025
Added 148.31%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
16,467
shares
|
$3.42 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.99%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
16,325
shares
|
$3.39 Million
0.22% of portfolio
|
Q1 2025
Added 175.57%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
16,235
shares
|
$3.37 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
16,154
shares
|
$3.35 Million
0.14% of portfolio
|
Q1 2025
Added 62.04%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
16,101
shares
|
$3.34 Million
0.19% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
May 05, 2025 Q1 2025 |
16,054
shares
|
$3.33 Million
1.66% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Brio Consultants, LLC
|
May 07, 2025 Q1 2025 |
15,941
shares
|
$3.31 Million
1.14% of portfolio
|
Q1 2025
New holding
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
15,941
shares
|
$3.31 Million
1.11% of portfolio
|
Q1 2025
Reduced 24.1%
|