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 839 institutions that hold shares in the stock, with a total of 28.4 Million shares, which have been reported (via 13F filing form) to have a value of $5.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
221
shares
|
$45,004
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
218
shares
|
$44,393
0.0% of portfolio
|
Q4 2024
Reduced 36.44%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
213
shares
|
$43,375
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
210
shares
|
$42,764
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
209
shares
|
$42,560
0.01% of portfolio
|
Q4 2024
Reduced 38.35%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
202
shares
|
$41,135
0.0% of portfolio
|
Q3 2022
Reduced 17.21%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
201
shares
|
$40,931
0.01% of portfolio
|
Q3 2024
Reduced 37.38%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
195
shares
|
$39,709
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
186
shares
|
$37,877
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
180
shares
|
$36,655
0.01% of portfolio
|
Q4 2024
Reduced 21.74%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
180
shares
|
$36,655
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Feb 14, 2025 Q4 2024 |
179
shares
|
$36,451
0.01% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
177
shares
|
$36,044
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
176
shares
|
$35,840
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
162
shares
|
$32,989
0.01% of portfolio
|
Q4 2024
Added 8.0%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
161
shares
|
$32,786
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
150
shares
|
$30,545
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
140
shares
|
$28,509
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
126
shares
|
$25,658
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
122
shares
|
$24,844
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
116
shares
|
$23,622
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
111
shares
|
$22,604
0.01% of portfolio
|
Q4 2024
Added 58.57%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
111
shares
|
$22,604
0.0% of portfolio
|
Q1 2024
Added 184.62%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
110
shares
|
$22,400
0.0% of portfolio
|
Q4 2024
Reduced 34.13%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
108
shares
|
$21,993
0.0% of portfolio
|
Q1 2024
Added 200.0%
|