iShares Semiconductor ETFSOXXETF

13F holders, Q1 2024 (March 31)
688holders
2famous investors
$225.96avg. 13F price*

At the end of Q1 2024, 688 institutions reported holding iShares Semiconductor ETF (SOXX) in their 13F filings. The largest holders were Bank of America Corp. ($531.9M), JPMorgan Chase & Co. ($475.5M) and Goldman Sachs Group Inc. ($441.4M). 2 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares Semiconductor ETF
CUSIP
464287523
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 688Q1 2024Q2 2024: 738Q2 2024Q3 2024: 744Q3 2024Q4 2024: 763Q4 2024Q1 2025: 718Q1 2025Q2 2025: 749Q2 2025Q3 2025: 785Q3 2025Q4 2025: 880Q4 2025Q1 2026: 932Q1 2026Q2 2026: 1,188Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions121$202.8M
Exits61$121.5M

Ownership 688 holders

Bank of America Corp. 0.05% Add +4.6% 2,354,240 $531.9M
JPMorgan Chase & Co. 0.04% Add +8.2% 2,104,757 $475.5M
Goldman Sachs Group Inc. 0.09% Add +229.3% 1,953,975 $441.4M
Morgan Stanley 0.03% Add +8.2% 1,695,369 $383.0M
Mercer Global Advisors Inc. 0.92% Add +1.6% 1,431,305 $323.3M
BNP Paribas Financial Markets 0.40% Add +51.4% 1,427,465 $322.5M
Wells Fargo & Company 0.06% Add +40.6% 1,007,713 $227.7M
UBS Group AG 0.07% Add +24.6% 945,333 $213.6M
Citigroup Inc. 0.22% Add +232.8% 894,689 $202.1M
LPL Financial LLC 0.09% Add +19.3% 727,407 $164.3M
Royal Bank of Canada 0.02% Add +10.9% 390,356 $88.2M
Ameriprise Financial Inc. 0.02% Add +18.3% 295,116 $66.6M
Osaic Holdings, Inc. 0.14% Reduce -10.1% 281,965 $63.7M
Commonwealth Equity Services, LLC 0.10% Add +22.4% 262,774 $59.4M
Donaldson Capital Management, LLC 2.32% Add +636.0% 246,737 $55.7M
Cambridge Investment Research Advisors, Inc. 0.21% Add +42.0% 244,955 $55.3M
Healthcare of Ontario Pension Plan Trust Fund 0.19% No change 240,000 $54.2M
Twin Tree Management, LP 1.14% Add +19102.8% 222,369 $50.2M
Envestnet Asset Management Inc. 0.02% Add +19.5% 217,663 $49.2M
Schroder Investment Management Group 0.05% New 203,500 $46.0M
Greenwoods Asset Management Hong Kong Ltd. 1.42% New 202,260 $45.7M
MML Investors Services, LLC 0.18% Add +8.8% 195,894 $44.3M
Rockefeller Capital Management L.P. 0.12% Add +13.8% 185,256 $41.9M
HighTower Advisors, LLC 0.06% Reduce -2.0% 169,252 $38.2M
Mirae Asset Global Investments Co., Ltd. 0.08% Add +21.8% 167,798 $37.9M
Northwestern Mutual Wealth Management Co. 0.04% Add +21.0% 157,761 $35.6M
Avalon Trust Co 2.81% Add +0.5% 151,795 $34.3M
Cetera Investment Advisers 0.08% Add +320.9% 146,981 $33.2M
Stifel Financial Corp. 0.04% Add +8.1% 139,863 $31.6M
Affinity Wealth Management LLC 5.35% Reduce -1.1% 127,928 $28.9M
Raymond James Financial Services Advisors, Inc. 0.04% Add +43.7% 127,734 $28.9M
SPC Financial, Inc. 2.48% Reduce -1.1% 116,740 $26.4M
Integrated Wealth Concepts LLC 0.37% Reduce -7.8% 113,782 $25.7M
Corient Private Wealth LP 0.05% Add +2.2% 111,926 $25.3M
Barclays PLC 0.01% Add +316.6% 110,731 $25.0M
Raymond James & Associates 0.02% Add +12.1% 105,143 $23.8M
Bulltick Wealth Management, LLC 4.58% Reduce -4.2% 97,362 $22.0M
Advisory Services Network, LLC 0.47% Reduce -2.3% 93,290 $21.1M
Jump Financial, LLC 0.57% Add +263.1% 92,000 $20.8M
Greenwood Gearhart LLC 1.94% Add +0.7% 87,888 $19.9M
Yarbrough Capital, LLC 0.81% No change 82,383 $18.6M
Truist Financial Corp. 0.03% Add +5.4% 81,319 $18.4M
Susquehanna International Group, LLP 0.03% Add +1973.3% 76,008 $17.2M
Gerber Kawasaki Wealth & Investment Management 0.93% Add +164.1% 75,829 $17.1M
TD Waterhouse Canada Inc. 0.13% Add +23.7% 69,033 $16.8M
Oppenheimer & Co. Inc. 0.28% Reduce -0.8% 73,676 $16.6M
Analyst IMS Investment Management Services Ltd. 0.66% Add +14.0% 66,980 $15.1M
Kestra Advisory Services, LLC 0.10% Add +8.5% 65,768 $14.9M
GM Advisory Group, LLC 1.03% Add +4.5% 65,285 $14.7M
Bank Hapoalim BM 1.93% Add +8.2% 63,341 $14.3M
Atria Wealth Solutions, Inc. 0.16% Reduce -17.5% 63,330 $14.3M
FIL Ltd 0.01% Reduce -36.4% 60,745 $13.7M
Jane Street Group, LLC 0.02% Reduce -91.0% 60,408 $13.6M
Surience Private Wealth LLC 12.84% New 59,993 $13.6M
Mariner, LLC 0.03% Add +9.8% 59,671 $13.5M
SG Americas Securities, LLC 0.07% Reduce -9.6% 57,733 $13.0M
360 Financial, Inc. 5.02% Add +3.0% 57,164 $12.9M
Gray Foundation 3.97% No change 56,301 $12.7M
Legend Financial Advisors, Inc. 8.98% Add +0.7% 54,858 $12.4M
Portfolio Strategies, Inc. 0.80% Add +2.2% 52,005 $11.7M
MinichMacGregor Wealth Management, LLC 2.87% Add +19.1% 48,952 $11.3M
Montag A & Associates Inc. 0.54% Add +4.1% 47,448 $10.7M
Valley Wealth Managers, Inc. 0.80% Reduce -10.6% 46,769 $10.6M
Commerce Bank 0.07% Add +0.6% 46,527 $10.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.12% Reduce -22.9% 45,417 $10.3M
Toth Financial Advisory Corp. 1.28% Reduce -1.1% 45,225 $10.2M
CMH Wealth Management LLC 2.56% Reduce -8.8% 44,588 $10.1M
Capital Investment Counsel, LLC 2.14% Add +86.8% 44,171 $10.0M
Chicago Wealth Management, Inc. 5.89% Reduce -8.6% 43,902 $9.9M
Clark Capital Management Group, Inc. 0.07% Add +389.8% 41,198 $9.3M
Financial Partners Group, Inc 1.46% Add +3.6% 40,615 $9.2M
Turim 21 Investimentos Ltda. 2.33% Reduce -65.5% 40,578 $9.2M
Barings LLC 0.23% New 40,146 $9.1M
Bank of Montreal 0.00% Add +677.5% 40,144 $9.1M
First National Corp. /Ma/ 2.19% Reduce -66.7% 15,496 $8.9M
Fulton Bank, N.A. 0.36% No change 39,150 $8.8M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.27% New 38,000 $8.6M
Wellington Shields Capital Management, LLC 1.58% Add +20.1% 37,077 $8.4M
Kestra Private Wealth Services, LLC 0.19% Reduce -2.0% 37,005 $8.4M
Legacy Edge Advisors, LLC 1.72% Add +5.5% 36,486 $8.2M
Woodmont Investment Counsel LLC 0.68% No change 35,850 $8.1M
Novare Capital Management LLC 0.71% No change 34,673 $7.8M
Traynor Capital Management, Inc. 0.73% Reduce -4.3% 34,137 $7.7M
Lindbrook Capital, LLC 0.71% Reduce -1.6% 33,768 $7.6M
Meridian Wealth Management, LLC 1.27% Reduce -1.3% 33,749 $7.6M
Royal Fund Management, LLC 0.85% Add +0.1% 32,807 $7.4M
Strategic Blueprint, LLC 0.51% Add +4.7% 31,587 $7.1M
Wealth Enhancement Advisory Services, LLC 0.02% Add +10.8% 30,512 $6.9M
Thrivent Financial for Lutherans 0.01% Add +23.2% 30,483 $6.9M
GTS Securities LLC 0.18% Add +58.0% 29,678 $6.7M
Dynamic Advisor Solutions LLC 0.22% Add +25.7% 28,915 $6.5M
Sterling Manor Financial, LLC 4.90% Reduce -17.3% 28,909 $6.5M
KKM Financial LLC 3.16% Add +76.8% 28,735 $6.5M
Fisher Asset Management 0.00% Reduce -19.1% 28,304 $6.4M
Private Advisor Group, LLC 0.05% Add +7.3% 28,091 $6.3M
NewEdge Advisors, LLC 0.05% Reduce -3.3% 27,295 $6.2M
Independent Financial Group, LLC 0.28% Add +13.2% 27,276 $6.2M
Eagle Strategies LLC 1.34% New 26,757 $6.0M
David J Yvars Group 4.07% Add +4.3% 26,713 $6.0M
Avantax Advisory Services, Inc. 0.05% Add +21.9% 26,579 $6.0M

"% of holder's portfolio" is SOXX's weight in each manager's 13F, not the share of iShares Semiconductor ETF the manager owns.

Show all 688 holders