iShares Trust - iShares Semiconductor ETF
US ˙ NasdaqGM ˙ US4642875235

SecuritySOXX / iShares Trust - iShares Semiconductor ETF
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership22,541 shares
Latest Disclosed Value $ 7,408,325
IFP Advisors, Inc reports 24.08% increase in ownership of SOXX / iShares Trust - iShares Semiconductor ETF

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 22,541 shares of iShares Trust - iShares Semiconductor ETF (US:SOXX) valued at $7,408,325 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 18,166 shares of iShares Trust - iShares Semiconductor ETF. This represents a change in shares of 24.08% during the quarter. The current value of the position is $12,166,956 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F ISHARES TR cs 464287523 22,541 4,375 24.08 7,408 35.43 0.1536
2026-02-06 2025-12-31 13F ISHARES TR cs 464287523 18,166 3,798 26.43 5,471 40.44 0.1228
2026-02-06 2025-09-30 13F/A-1 ISHARES TR ISHARES SEMICDTR cs 464287523 14,368 599 4.35 3,895 18.57 0.1012
2025-12-02 2025-09-30 13F ISHARES TR ISHARES SEMICDTR cs 464287523 14,384 615 3,900 0.1006
2025-07-24 2025-06-30 13F I cs 464287523 13,769 100 0.73 3,286 27.77 0.0934
2025-05-05 2025-03-31 13F ISHARES TR cs 464287523 13,669 15 0.11 2,572 -12.61 0.0793
2025-02-04 2024-12-31 13F ISHARES TR cs 464287523 13,654 10,143 288.89 2,942 263.66 0.0963
2025-02-04 2024-09-30 13F ISHARES TR cs 464287523 3,511 1,623 85.96 810 73.98 0.0292
2024-07-30 2024-06-30 13F ISHARES TR cs 464287523 1,888 30 1.61 465 10.98 0.0185
2024-07-30 2024-03-31 13F ISHARES TR cs 464287523 1,858 1,381 289.52 420 52.92 0.0184
2024-01-09 2023-12-31 13F ISHARES TR cs 464287523 477 -352 -42.46 275 -30.10 0.0130
2023-10-12 2023-09-30 13F ISHARES TR cs 464287523 829 -176 -17.51 393 -23.88 0.0176
2023-08-14 2023-06-30 13F/A-1 ISHARES TR cs 464287523 1,005 79 8.53 516 190.96 0.0216
2023-08-04 2023-06-30 13F ISHARES TR cs 464287523 1,005 79 195 0.0090
2023-04-18 2023-03-31 13F ISHARES TR cs 464287523 926 -8,636 -90.32 177 17,600.00 0.0077
2023-02-07 2022-12-31 13F ISHARES TR cs 464287523 9,562 -1,315 -12.09 2 -99.95 0.0504
2022-11-08 2022-09-30 13F ISHARES TR cs 464287523 10,877 -187 -1.69 2,162 -0.46 0.0563
2022-09-06 2022-06-30 13F/A-1 ISHARES TR cs 464287523 11,064 0 0.00 2,172 0.00 0.0697
2022-08-12 2022-06-30 13F ISHARES TR ISHARES SEMICDTR Stock 464287523 2,772 -8,292 535 0.9578
2022-09-06 2022-03-31 13F/A-1 ISHARES TR cs 464287523 11,064 8,919 415.80 2,172 86.44 0.0697
2022-08-08 2022-03-31 13F ISHARES TR ISHARES SEMICDTR Stock 464287523 5,112 2,967 996 0.0203
2022-01-12 2021-12-31 13F ISHARES TR ISHARES SEMICDTR Stock 464287523 2,145 880 69.57 1,165 105.47 0.0228
2021-10-06 2021-09-30 13F ISHARES TR ISHARES SEMICDTR Stock 464287523 1,265 354 38.86 567 37.62 0.0113
2021-07-13 2021-06-30 13F ISHARES TR ISHARES SEMICDTR Stock 464287523 911 123 15.61 412 23.35 0.0085
2021-04-30 2021-03-31 13F ISHARES TR PHLX SEMICND ETF Stock 464287523 788 -57 -6.75 334 4.38 0.0065
2021-01-25 2020-12-31 13F ISHARES TR PHLX SEMICND ETF Stock 464287523 845 -74 -8.05 320 14.70 0.0130
2020-10-29 2020-09-30 13F ISHARES TR PHLX SEMICND ETF Stock 464287523 919 107 13.18 279 30.37 0.0167
2020-08-05 2020-06-30 13F ISHARES TR PHLX SEMICND ETF Stock 464287523 812 255 45.78 214 81.36 0.0170
2020-05-12 2020-03-31 13F ISHARES TR PHLX SEMICND ETF Stock 464287523 557 325 140.09 118 100.00 0.0119
2020-01-17 2019-12-31 13F ISHARES TR PHLX SEMICND ETF Stock 464287523 232 -1,778 -88.46 59 -85.99 0.0044
2019-11-07 2019-09-30 13F ISHARES TR PHLX SEMICND ETF Stock 464287523 2,010 752 59.78 421 76.89 0.0282
2019-05-15 2019-03-31 13F ISHARES PHLXSEMICONDUCTOR ETF ETF 464287523 1,258 -2,369 -65.32 238 -57.88 0.0325
2019-06-03 2018-12-31 13F/A-10 ISHARES PHLX SOX SEMICONDUCTOR SECTOR INDEX FUND ETF 464287523 3,627 -1,710 -32.04 565 -42.81 0.0344
2019-01-23 2018-12-31 13F ISHARES PHLX SOX SEMICONDUCTOR SECTOR INDEX FUND ETF 464287523 3,627 -1,710 565 0.0344
2019-06-03 2018-09-30 13F/A-9 ISHARES PHLX SOX SEMICONDUCTOR SECTOR INDEX FUND ETF 464287523 5,337 2,594 94.57 988 102.04 0.0403
2018-10-25 2018-09-30 13F ISHARES PHLX SOX SEMICONDUCTOR SECTOR INDEX FUND ETF 464287523 5,337 2,594 988 0.0403
2019-06-03 2018-06-30 13F/A-8 ISHARES PHLX SOX SEMICONDUCTOR SECTOR INDEX FUND ETF 464287523 2,743 614 28.84 489 35.46 0.0206
2018-08-07 2018-06-30 13F ISHARES PHLX SOX SEMICONDUCTOR SECTOR INDEX FUND ETF 464287523 2,743 393 489
2019-06-03 2018-03-31 13F/A-7 ISHARES PHLX SOX SEMICONDUCTOR SECTOR INDEX FUND ETF 464287523 2,129 0 0.00 361 0.00 0.0164
2018-05-09 2018-03-31 13F ISHARES PHLX SOX SEMICONDUCTOR SECTOR INDEX FUND ETF 464287523 2,350 221 423
2019-06-03 2017-12-31 13F/A-6 ISHARES PHLX SOX SEMICONDUCTOR SECTOR INDEX FUND ETF 464287523 2,129 510 31.50 361 40.47 0.0164
2018-01-24 2017-12-31 13F ISHARES PHLX SOX SEMICONDUCTOR SECTOR INDEX FUND ETF 464287523 2,129 510 361
2017-10-30 2017-09-30 13F ISHARES PHLX SOX SEMICONDUCTOR SECTOR INDEX FUND ETF 464287523 1,619 39 2.47 257 15.77 0.0102
2019-06-03 2017-06-30 13F/A-5 ISHARES PHLX SOX SEMICONDUCTOR SECTOR INDEX FUND ETF 464287523 1,580 11 0.70 222 3.26 0.0094
2017-07-31 2017-06-30 13F ISHARES PHLX SOX SEMICONDUCTOR SECTOR INDEX FUND ETF 464287523 1,580 11 222
2019-06-03 2017-03-31 13F/A-4 ISHARES PHLX SOX SEMICONDUCTOR SECTOR INDEX FUND ETF 464287523 1,569 -106 -6.33 215 4.37 0.0094
2017-04-26 2017-03-31 13F ISHARES PHLX SOX SEMICONDUCTOR SECTOR INDEX FUND ETF 464287523 1,569 -106 215
2019-06-03 2016-12-31 13F/A-3 ISHARES PHLX SOX SEMICONDUCTOR SECTOR INDEX FUND ETF 464287523 1,675 337 25.19 206 36.42 0.0099
2017-02-14 2016-12-31 13F ISHARES PHLX SOX SEMICONDUCTOR SECTOR INDEX FUND ETF 464287523 1,675 337 206
2016-11-04 2016-09-30 13F ISHARES PHLX SOX SEMICONDUCTOR SECTOR INDEX FUND ETF 464287523 1,338 -433 -24.45 151 -9.04 0.0079
2019-06-03 2016-06-30 13F/A-2 ISHARES PHLX SOX SEMICONDUCTOR SECTOR INDEX FUND ETF 464287523 1,771 513 40.78 166 -30.25 0.0093
2016-08-22 2016-06-30 13F ISHARES PHLX SOX SEMICONDUCTOR SECTOR INDEX FUND ETF 464287523 1,771 513 166
2019-06-03 2016-03-31 13F/A-1 ISHARES PHLXSEMICONDUCTOR ETF ETF 464287523 1,258 1,144 1,003.51 238 2,280.00 0.0325
2016-05-02 2016-03-31 13F ISHARES PHLX SOX SEMICONDUCTOR SECTOR INDEX FUND ETF 464287523 114 0 10
2016-02-11 2015-12-31 13F ISHARES PHLX SOX SEMICONDUCTOR SECTOR INDEX FUND ETF 464287523 114 114 10 0.0007
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.