UBS Group AG - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 219 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
UBS Group AG ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,067,797
-16.3%
55,284
-7.0%
0.00%
-50.0%
Q2 2023$4,861,346
-1.7%
59,466
+0.7%
0.00%0.0%
Q1 2023$4,944,247
-10.4%
59,064
-7.4%
0.00%0.0%
Q4 2022$5,520,559
+44.2%
63,792
+35.2%
0.00%0.0%
Q3 2022$3,828,000
+0.9%
47,191
+6.5%
0.00%0.0%
Q2 2022$3,792,000
-9.5%
44,304
-3.8%
0.00%
+100.0%
Q1 2022$4,192,000
+6.7%
46,071
+3.8%
0.00%0.0%
Q4 2021$3,927,000
+1.6%
44,405
-9.4%
0.00%0.0%
Q3 2021$3,867,000
+7.7%
48,991
+7.1%
0.00%0.0%
Q2 2021$3,591,000
-18.9%
45,750
-17.8%
0.00%0.0%
Q1 2021$4,430,000
+3.6%
55,685
+1.0%
0.00%0.0%
Q4 2020$4,278,000
-31.5%
55,133
+28.9%
0.00%
-50.0%
Q3 2020$6,247,000
-29.7%
42,782
-32.5%
0.00%
-50.0%
Q2 2020$8,889,000
+34.7%
63,401
+32.7%
0.00%
+33.3%
Q1 2020$6,599,000
-11.7%
47,789
+3.7%
0.00%0.0%
Q4 2019$7,470,000
+9.9%
46,095
+10.4%
0.00%0.0%
Q3 2019$6,800,000
-5.9%
41,759
-12.9%
0.00%0.0%
Q2 2019$7,229,000
+5.8%
47,941
+3.4%
0.00%0.0%
Q1 2019$6,830,000
+38.7%
46,363
+26.4%
0.00%
+50.0%
Q4 2018$4,924,000
+34.1%
36,683
+33.9%
0.00%
+100.0%
Q3 2018$3,672,000
+1.8%
27,387
+0.2%
0.00%
-50.0%
Q2 2018$3,606,000
-3.2%
27,328
-6.5%
0.00%0.0%
Q1 2018$3,725,000
-23.9%
29,228
-20.7%
0.00%0.0%
Q4 2017$4,896,000
-46.9%
36,849
-46.9%
0.00%
-50.0%
Q3 2017$9,220,000
-8.9%
69,368
-10.9%
0.00%
-20.0%
Q2 2017$10,121,000
+59.3%
77,838
+57.3%
0.01%
+66.7%
Q1 2017$6,355,000
-2.4%
49,483
-7.4%
0.00%
-25.0%
Q4 2016$6,510,000
-50.7%
53,434
-50.4%
0.00%
-50.0%
Q3 2016$13,205,000
-11.7%
107,731
-5.5%
0.01%
-11.1%
Q2 2016$14,960,000
+21.0%
113,961
+14.0%
0.01%
+12.5%
Q1 2016$12,367,000
+187.3%
99,995
+150.7%
0.01%
+166.7%
Q4 2015$4,304,000
-20.0%
39,880
-20.0%
0.00%
-25.0%
Q3 2015$5,377,000
+72.6%
49,835
+65.8%
0.00%
+100.0%
Q2 2015$3,116,000
-0.2%
30,061
+7.6%
0.00%0.0%
Q1 2015$3,122,000
-28.6%
27,939
-24.4%
0.00%
-33.3%
Q4 2014$4,370,00036,9470.00%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Destination Wealth Management 633,344$46,601,4351.81%
BOS Asset Management, LLC 25,014$1,840,5301.35%
Bellwether Advisors, LLC 63,241$4,653,2731.27%
First Citizens Financial Corp 22,528$1,657,6101.17%
LBMC INVESTMENT ADVISORS, LLC 120,663$8,573,1110.91%
TAP Consulting, LLC 31,479$2,316,2230.60%
Essex LLC 24,252$1,784,4620.50%
Family Firm, Inc. 23,625$1,738,3320.49%
HOLDERNESS INVESTMENTS CO 17,000$1,250,8940.49%
COUNTRY CLUB BANK /GFN 81,114$5,958,6330.48%
View complete list of ISHARES TR shareholders