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 |
|---|---|---|---|---|---|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
4,676
shares
|
$1.35 Million
0.06% of portfolio
|
Q3 2025
Reduced 14.94%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
4,646
shares
|
$1.34 Million
0.16% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
4,554
shares
|
$1.31 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 06, 2026 Q4 2025 |
4,541
shares
|
$1.31 Million
0.78% of portfolio
|
Q4 2025
Reduced 3.63%
|
|
|
Nikulski Financial, Inc.
|
Jan 15, 2026 Q4 2025 |
4,518
shares
|
$1.3 Million
0.33% of portfolio
|
Q4 2025
New holding
|
|
|
Lom Asset Management LTD
Hamilton, |
Jan 23, 2026 Q4 2025 |
4,500
shares
|
$1.3 Million
0.4% of portfolio
|
Q4 2025
Reduced 7.65%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
4,500
shares
|
$1.3 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 13, 2025 Q3 2025 |
4,493
shares
|
$1.3 Million
0.3% of portfolio
|
Q3 2025
Reduced 10.94%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Jan 12, 2026 Q4 2025 |
4,463
shares
|
$1.29 Million
0.98% of portfolio
|
Q4 2025
Added 6.67%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
4,462
shares
|
$1.29 Million
0.03% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
4,415
shares
|
$1.27 Million
0.41% of portfolio
|
Q3 2025
Added 5.77%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Jan 13, 2026 Q4 2025 |
4,413
shares
|
$1.27 Million
1.0% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Westwood Wealth Management
|
Jan 20, 2026 Q4 2025 |
4,413
shares
|
$1.27 Million
1.0% of portfolio
|
Q4 2025
New holding
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Nov 06, 2025 Q3 2025 |
4,330
shares
|
$1.25 Million
0.56% of portfolio
|
Q3 2025
Reduced 4.67%
|
|
|
Prostatis Group LLC
Hanover, MD |
Nov 04, 2025 Q3 2025 |
4,319
shares
|
$1.25 Million
0.29% of portfolio
|
Q3 2025
Reduced 15.1%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
4,299
shares
|
$1.24 Million
0.03% of portfolio
|
Q3 2025
Added 10.88%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
4,186
shares
|
$1.21 Million
0.38% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
4,163
shares
|
$1.2 Million
0.07% of portfolio
|
Q3 2025
Added 83.55%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
4,154
shares
|
$1.2 Million
0.49% of portfolio
|
Q3 2025
Added 8.66%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
4,143
shares
|
$1.2 Million
0.29% of portfolio
|
Q3 2025
Reduced 12.59%
|
|
|
Northland Securities, Inc.
Minneapolis, MN |
Jan 23, 2026 Q4 2025 |
4,134
shares
|
$1.19 Million
1.19% of portfolio
|
Q4 2025
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
4,109
shares
|
$1.19 Million
0.05% of portfolio
|
Q3 2025
Added 4.61%
|
|
|
Howard Capital Management Inc.
|
Jan 22, 2026 Q4 2025 |
4,107
shares
|
$1.18 Million
0.01% of portfolio
|
Q4 2025
Reduced 8.61%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
4,102
shares
|
$1.18 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Lee Johnson Capital Management, LLC
|
Jan 12, 2026 Q4 2025 |
4,052
shares
|
$1.17 Million
0.45% of portfolio
|
Q4 2025
New holding
|
|