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 923 institutions that hold shares in the stock, with a total of 24.6 Million shares, which have been reported (via 13F filing form) to have a value of $7.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 04, 2025 Q3 2025 |
5,804
shares
|
$1.67 Million
0.7% of portfolio
|
Q3 2025
Reduced 28.72%
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
5,737
shares
|
$1.66 Million
0.0% of portfolio
|
Q4 2025
Reduced 2.27%
|
|
|
Washburn Capital Management, Inc.
|
Oct 28, 2025 Q3 2025 |
5,690
shares
|
$1.64 Million
0.89% of portfolio
|
Q2 2025
Reduced 8.96%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2026 Q4 2025 |
5,687
shares
|
$1.64 Million
0.14% of portfolio
|
Q4 2025
Reduced 5.91%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Jan 12, 2026 Q4 2025 |
5,618
shares
|
$1.62 Million
0.91% of portfolio
|
Q4 2025
Added 0.29%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,610
shares
|
$1.62 Million
0.03% of portfolio
|
Q1 2024
Added 197.61%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
5,526
shares
|
$1.59 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Oasis Management CO Ltd.
Grand Cayman, E9 |
Nov 13, 2025 Q3 2025 |
5,500
shares
|
$1.59 Million
0.14% of portfolio
|
Q3 2025
Reduced 26.67%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
5,347
shares
|
$1.54 Million
0.03% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
5,269
shares
|
$1.52 Million
0.23% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
5,258
shares
|
$1.52 Million
0.04% of portfolio
|
Q3 2025
Reduced 7.15%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
5,256
shares
|
$1.52 Million
0.02% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
5,135
shares
|
$1.48 Million
0.32% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
5,122
shares
|
$1.48 Million
0.16% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
5,091
shares
|
$1.47 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.82%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
5,030
shares
|
$1.45 Million
0.08% of portfolio
|
Q4 2025
Added 135.6%
|
|
|
Main Management LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
4,982
shares
|
$1.44 Million
0.1% of portfolio
|
Q3 2025
Reduced 10.81%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 14, 2025 Q3 2025 |
4,917
shares
|
$1.42 Million
0.45% of portfolio
|
Q3 2025
Reduced 6.86%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
4,842
shares
|
$1.4 Million
0.02% of portfolio
|
Q4 2025
Added 1.7%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
4,784
shares
|
$1.38 Million
0.11% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Telos Capital Management, Inc.
|
Nov 04, 2025 Q3 2025 |
4,779
shares
|
$1.38 Million
0.13% of portfolio
|
Q3 2025
Reduced 8.29%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 20, 2026 Q4 2025 |
4,758
shares
|
$1.37 Million
0.14% of portfolio
|
Q4 2025
Added 0.21%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
4,742
shares
|
$1.37 Million
0.38% of portfolio
|
Q3 2025
Added 22.09%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
4,738
shares
|
$1.37 Million
0.3% of portfolio
|
Q3 2025
Reduced 4.4%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
4,734
shares
|
$1.37 Million
0.17% of portfolio
|
Q3 2025
Reduced 19.95%
|
|