UBS Group AG - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 772 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.5%.

Quarter-by-quarter ownership
UBS Group AG ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$98,760,919
-7.2%
1,106,937
-1.1%
0.03%
-5.6%
Q2 2023$106,456,583
-14.1%
1,119,535
-15.5%
0.04%
-20.0%
Q1 2023$124,000,667
+4.2%
1,324,935
+1.6%
0.04%
+2.3%
Q4 2022$119,045,869
+15.8%
1,303,755
+4.6%
0.04%
-2.2%
Q3 2022$102,793,000
-6.8%
1,246,736
+0.7%
0.04%0.0%
Q2 2022$110,248,000
-4.6%
1,238,326
+9.7%
0.04%
+15.4%
Q1 2022$115,535,000
-2.2%
1,128,385
-0.2%
0.04%
+14.7%
Q4 2021$118,144,000
+2.2%
1,130,674
-1.5%
0.03%
-5.6%
Q3 2021$115,580,000
+2.7%
1,148,105
+7.5%
0.04%0.0%
Q2 2021$112,555,000
+8.4%
1,067,579
+3.6%
0.04%
+5.9%
Q1 2021$103,845,000
+27.7%
1,030,824
+3.0%
0.03%
+21.4%
Q4 2020$81,347,000
+57.0%
1,000,450
+136.3%
0.03%
+40.0%
Q3 2020$51,824,000
-11.1%
423,328
-12.5%
0.02%
-20.0%
Q2 2020$58,263,000
+46.6%
484,032
+21.8%
0.02%
+31.6%
Q1 2020$39,730,000
-52.0%
397,539
-22.8%
0.02%
-34.5%
Q4 2019$82,823,000
+4.5%
515,066
-2.4%
0.03%
-6.5%
Q3 2019$79,243,000
-0.6%
527,616
-1.7%
0.03%0.0%
Q2 2019$79,735,000
+0.9%
536,500
+0.2%
0.03%
-6.1%
Q1 2019$78,987,000
+21.1%
535,360
+8.2%
0.03%
+10.0%
Q4 2018$65,214,000
-38.5%
494,608
-22.1%
0.03%
-28.6%
Q3 2018$105,985,000
+12.0%
634,904
+9.6%
0.04%
+2.4%
Q2 2018$94,598,000
+11.7%
579,398
+3.2%
0.04%
+10.8%
Q1 2018$84,718,000
+5.9%
561,640
+7.9%
0.04%
+12.1%
Q4 2017$79,970,000
+24.9%
520,738
+20.6%
0.03%
+10.0%
Q3 2017$64,048,000
+6.3%
431,850
+0.2%
0.03%
-3.2%
Q2 2017$60,253,000
-19.4%
430,932
-20.0%
0.03%
-24.4%
Q1 2017$74,711,000
+1.9%
538,847
+2.9%
0.04%
+2.5%
Q4 2016$73,295,000
+25.6%
523,500
+12.0%
0.04%
+14.3%
Q3 2016$58,340,000
+5.3%
467,433
-1.5%
0.04%0.0%
Q2 2016$55,427,000
+4.2%
474,422
+1.1%
0.04%
-2.8%
Q1 2016$53,175,000
+4.1%
469,242
-0.7%
0.04%
+9.1%
Q4 2015$51,102,000
+11.6%
472,467
+8.2%
0.03%
+3.1%
Q3 2015$45,778,000
-1.8%
436,859
+10.4%
0.03%
+3.2%
Q2 2015$46,619,000
-1.1%
395,879
-0.1%
0.03%
-6.1%
Q1 2015$47,115,000
+18.1%
396,220
+17.1%
0.03%
+17.9%
Q4 2014$39,911,000338,4020.03%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 849,049$89,515,00016.08%
Portfolio Solutions, LLC 1,318,891$134,197,00015.64%
Johnson Midwest Financial, LLC 150,019$15,816,00015.56%
Palisades Hudson Asset Management, L.P. 308,210$32,495,00014.51%
PIERSHALE FINANCIAL GROUP, INC. 289,788$30,552,00012.03%
Barber Financial Group, Inc. 532,750$56,168,0007.64%
Probity Advisors, Inc. 277,937$29,303,0006.17%
Camarda Financial Advisors, LLC 89,480$9,434,0005.83%
SAX WEALTH ADVISORS, LLC 156,044$16,452,0005.64%
Sterling Financial Planning, Inc. 79,647$8,397,0005.45%
View complete list of ISHARES TR shareholders