# ISHARES TR (SOXX) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 464287523
Page URL: https://superinvestorclub.com/stock/SOXX
Last updated: 2026-07-27T03:19:50.142Z

## Summary

As of the most recent 13F filing period, ISHARES TR (SOXX) is held by 1 tracked superinvestors with an aggregate position value of $979,078 representing 02979 shares.

## Top institutional holders (1)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Wally Obermeyer](https://superinvestorclub.com/manager/3283) | Obermeyer Wealth Partners | 2979 | $979,078 | 0.05% | 2026-03-31 |

## Ownership history (quarter-over-quarter)

- 2023-09-30: 2 holders, $47.6M aggregate, 0100000536 shares
- 2023-12-31: 1 holders, $371,008 aggregate, 0644 shares
- 2024-03-31: 1 holders, $543,564 aggregate, 02406 shares
- 2024-06-30: 1 holders, $593,392 aggregate, 02406 shares
- 2024-09-30: 1 holders, $554,800 aggregate, 02406 shares
- 2024-12-31: 1 holders, $513,728 aggregate, 02384 shares
- 2025-03-31: 1 holders, $448,597 aggregate, 02384 shares
- 2025-06-30: 1 holders, $569,061 aggregate, 02384 shares
- 2025-09-30: 1 holders, $646,350 aggregate, 02384 shares
- 2025-12-31: 1 holders, $717,942 aggregate, 02384 shares
- 2026-03-31: 1 holders, $979,078 aggregate, 02979 shares

## Recent congressional trades (0)


## Recent insider transactions (0)


## Citation

When citing, use: "ISHARES TR (SOXX) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/SOXX), aggregating SEC 13F, Form 4, and congressional disclosures."