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 |
|---|---|---|---|---|---|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
1,509
shares
|
$435,376
0.08% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
1,509
shares
|
$435,376
0.0% of portfolio
|
Q2 2025
Added 6.72%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
1,508
shares
|
$435,088
0.07% of portfolio
|
Q3 2025
Added 8.88%
|
|
|
Merrion Investment Management Co, LLC
|
Oct 15, 2025 Q3 2025 |
1,500
shares
|
$432,780
0.25% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Banque Pictet & Cie Sa
|
Jan 16, 2026 Q4 2025 |
1,500
shares
|
$432,780
0.0% of portfolio
|
Q4 2025
Reduced 46.43%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 07, 2026 Q4 2025 |
1,500
shares
|
$432,780
0.03% of portfolio
|
Q4 2025
Added 0.2%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
1,484
shares
|
$428,163
0.02% of portfolio
|
Q3 2025
Reduced 6.61%
|
|
|
Aspiriant, LLC
|
Jan 20, 2026 Q4 2025 |
1,483
shares
|
$427,875
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
1,454
shares
|
$419,508
0.04% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
1,429
shares
|
$412,295
0.06% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
1,407
shares
|
$405,947
0.01% of portfolio
|
Q3 2025
Reduced 11.34%
|
|
|
Madrona Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,405
shares
|
$405,370
0.09% of portfolio
|
Q3 2025
Added 16.21%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
1,404
shares
|
$405,082
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 12, 2025 Q3 2025 |
1,395
shares
|
$402,485
0.08% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
1,393
shares
|
$401,908
0.05% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
1,388
shares
|
$400,465
0.08% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
1,384
shares
|
$399,311
0.01% of portfolio
|
Q2 2025
Reduced 42.02%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
1,365
shares
|
$393,829
0.15% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
1,361
shares
|
$392,675
0.01% of portfolio
|
Q2 2025
Reduced 13.15%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
1,356
shares
|
$391,233
0.22% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
1,353
shares
|
$390,367
0.02% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
1,345
shares
|
$388,059
0.0% of portfolio
|
Q4 2022
Added 10.61%
|
|
|
Allie Family Office LLC
|
Nov 14, 2025 Q3 2025 |
1,338
shares
|
$386,039
0.16% of portfolio
|
Q1 2025
Reduced 47.09%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
1,331
shares
|
$384,020
0.01% of portfolio
|
Q3 2025
Reduced 12.61%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 13, 2025 Q3 2025 |
1,331
shares
|
$384,020
0.15% of portfolio
|
Q3 2025
Reduced 12.61%
|
|