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 |
|---|---|---|---|---|---|
|
Jb Capital LLC
|
Jan 20, 2026 Q4 2025 |
823
shares
|
$237,451
0.01% of portfolio
|
Q4 2025
Added 10.47%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
822
shares
|
$237,163
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jan 05, 2026 Q4 2025 |
817
shares
|
$235,720
0.16% of portfolio
|
Q4 2025
Added 0.49%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Jan 23, 2026 Q4 2025 |
816
shares
|
$235,432
0.01% of portfolio
|
Q4 2025
Added 2.38%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 12, 2026 Q4 2025 |
811
shares
|
$233,989
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
808
shares
|
$233,124
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
807
shares
|
$232,835
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
805
shares
|
$232,258
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
800
shares
|
$230,816
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
795
shares
|
$229,373
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
790
shares
|
$227,930
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
787
shares
|
$227,065
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jan 22, 2026 Q4 2025 |
787
shares
|
$227,065
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 12, 2026 Q4 2025 |
785
shares
|
$226,488
0.12% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
783
shares
|
$225,911
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
780
shares
|
$225,045
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
773
shares
|
$223,025
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 21, 2026 Q4 2025 |
771
shares
|
$222,448
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Main Street Research LLC
Sausalito, CA |
Nov 13, 2025 Q3 2025 |
771
shares
|
$222,448
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Brooklyn Fi, LLC
New York, NY |
Jan 21, 2026 Q4 2025 |
767
shares
|
$221,294
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
765
shares
|
$220,717
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
757
shares
|
$218,409
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Focus Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
753
shares
|
$217,255
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Wilkins Investment Counsel Inc
|
Oct 30, 2025 Q3 2025 |
750
shares
|
$216,390
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
741
shares
|
$213,793
0.01% of portfolio
|
Q3 2025
Added 51.22%
|
|