UBS Group AG - ISHARES TR ownership

ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 634 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.45 and the average weighting 0.7%.

Quarter-by-quarter ownership
UBS Group AG ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$120,322,010
-8.5%
490,990
-5.0%
0.04%
-6.8%
Q2 2023$131,556,999
+10.2%
516,964
+1.9%
0.04%0.0%
Q1 2023$119,391,006
-5.8%
507,162
-11.7%
0.04%
-6.4%
Q4 2022$126,701,656
+7.5%
574,142
+0.9%
0.05%
-9.6%
Q3 2022$117,856,000
-1.5%
569,241
+3.4%
0.05%
+6.1%
Q2 2022$119,684,000
-16.6%
550,549
+0.7%
0.05%
+2.1%
Q1 2022$143,454,000
-6.7%
546,762
-1.3%
0.05%
+9.1%
Q4 2021$153,703,000
+7.5%
553,886
-1.3%
0.04%
-2.2%
Q3 2021$142,995,000
-0.9%
561,096
-0.5%
0.04%
-4.3%
Q2 2021$144,341,000
+9.7%
564,027
+1.7%
0.05%
+6.8%
Q1 2021$131,580,000
+7.0%
554,650
+0.9%
0.04%
+4.8%
Q4 2020$122,919,000
+13.3%
549,849
-0.8%
0.04%
+2.4%
Q3 2020$108,443,000
+3.9%
554,098
-4.4%
0.04%
-6.8%
Q2 2020$104,334,000
+32.3%
579,441
+9.0%
0.04%
+18.9%
Q1 2020$78,886,000
-34.6%
531,826
-16.9%
0.04%
-11.9%
Q4 2019$120,619,000
+11.3%
639,920
+2.6%
0.04%0.0%
Q3 2019$108,411,000
-11.0%
623,878
-11.8%
0.04%
-10.6%
Q2 2019$121,855,000
-4.8%
706,982
-7.9%
0.05%
-11.3%
Q1 2019$127,938,000
+34.5%
767,477
+18.5%
0.05%
+23.3%
Q4 2018$95,131,000
+18.9%
647,504
+39.4%
0.04%
+34.4%
Q3 2018$80,013,000
+8.4%
464,386
+2.1%
0.03%0.0%
Q2 2018$73,807,000
+1.4%
454,785
-2.3%
0.03%
+3.2%
Q1 2018$72,782,000
-1.3%
465,539
-0.2%
0.03%
+3.3%
Q4 2017$73,753,000
+5.7%
466,291
-0.2%
0.03%
-6.2%
Q3 2017$69,743,000
-5.2%
467,199
-8.5%
0.03%
-15.8%
Q2 2017$73,546,000
+8.2%
510,664
+5.1%
0.04%
+2.7%
Q1 2017$67,947,000
+9.1%
485,682
+3.7%
0.04%
+8.8%
Q4 2016$62,282,000
+7.2%
468,355
+3.3%
0.03%
-2.9%
Q3 2016$58,097,000
+3.5%
453,208
+0.1%
0.04%0.0%
Q2 2016$56,132,000
-1.1%
452,603
-3.6%
0.04%
-7.9%
Q1 2016$56,743,000
-2.4%
469,491
-2.8%
0.04%0.0%
Q4 2015$58,109,000
-12.8%
482,991
-17.5%
0.04%
-19.1%
Q3 2015$66,672,000
-9.7%
585,405
-1.7%
0.05%
-4.1%
Q2 2015$73,830,000
-25.6%
595,499
-25.6%
0.05%
-27.9%
Q1 2015$99,176,000
+44.0%
800,779
+42.2%
0.07%
+41.7%
Q4 2014$68,869,000563,1610.05%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
TLWM 288,392$70,673,11918.73%
Family Firm, Inc. 218,999$53,667,95715.07%
SCS Capital Management LLC 2,162,657$532,161,97814.18%
Strategic Equity Management 150,551$36,894,07413.90%
FFT WEALTH MANAGEMENT LLC 427,174$104,683,19313.48%
Wind River Trust Co 124,692$30,557,02213.17%
LGL PARTNERS, LLC 302,003$74,008,87812.98%
PITCAIRN CO 541,161$132,616,91511.31%
HANTZ FINANCIAL SERVICES, INC. 113,820$27,8939.29%
SENTINEL TRUST CO LBA 263,702$64,6239.16%
View complete list of ISHARES TR shareholders