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 836 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 $6.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
21,962
shares
|
$4.92 Million
1.79% of portfolio
|
Q1 2024
New holding
|
|
|
Theory Financial LLC
Fort Collins, CO |
Feb 03, 2025 Q4 2024 |
21,673
shares
|
$4.85 Million
2.01% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
21,554
shares
|
$4.83 Million
0.01% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Martin & CO Inc
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
21,496
shares
|
$4.81 Million
1.25% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Concentrum Wealth Management
|
Feb 13, 2025 Q4 2024 |
21,003
shares
|
$4.7 Million
1.59% of portfolio
|
Q4 2024
Reduced 6.18%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
20,974
shares
|
$4.7 Million
0.0% of portfolio
|
Q4 2024
Added 8.73%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
20,895
shares
|
$4.68 Million
0.71% of portfolio
|
Q4 2024
Added 38.12%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
20,307
shares
|
$4.55 Million
0.06% of portfolio
|
Q4 2024
Reduced 12.59%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
20,086
shares
|
$4.5 Million
0.04% of portfolio
|
Q4 2024
Reduced 8.73%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
20,075
shares
|
$4.5 Million
0.02% of portfolio
|
Q4 2024
Added 49.07%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
19,812
shares
|
$4.44 Million
5.2% of portfolio
|
Q2 2023
Added 171.47%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
19,789
shares
|
$4.43 Million
0.01% of portfolio
|
Q4 2024
Added 82.25%
|
|
|
Kkm Financial LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
19,789
shares
|
$4.43 Million
1.78% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
19,768
shares
|
$4.43 Million
0.21% of portfolio
|
Q4 2024
Reduced 55.07%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
19,371
shares
|
$4.34 Million
0.02% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
19,006
shares
|
$4.26 Million
0.34% of portfolio
|
Q4 2024
Added 9.09%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
18,827
shares
|
$4.22 Million
0.32% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
18,782
shares
|
$4.21 Million
0.02% of portfolio
|
Q4 2024
Reduced 71.36%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
18,542
shares
|
$4.15 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
17,991
shares
|
$4.03 Million
0.36% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
17,390
shares
|
$3.9 Million
0.04% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
17,161
shares
|
$3.84 Million
0.23% of portfolio
|
Q4 2024
Added 4.51%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
17,132
shares
|
$3.84 Million
0.02% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Harbor Advisory Corp
|
Jan 29, 2025 Q4 2024 |
16,958
shares
|
$3.8 Million
1.2% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Feb 12, 2025 Q4 2024 |
16,601
shares
|
$3.72 Million
1.52% of portfolio
|
Q4 2024
Added 16501.0%
|