UBS Group AG - ISHARES TR ownership

ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 98 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.64 and the average weighting 0.1%.

Quarter-by-quarter ownership
UBS Group AG ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$304,518
+5.3%
4,114
+2.0%
0.00%
Q2 2023$289,290
+10.1%
4,035
+9.9%
0.00%
Q1 2023$262,735
-58.0%
3,670
-57.3%
0.00%
Q4 2022$625,796
-43.0%
8,602
-48.7%
0.00%
Q3 2022$1,097,000
-12.5%
16,783
-0.5%
0.00%
-100.0%
Q2 2022$1,254,000
-20.9%
16,860
-4.9%
0.00%0.0%
Q1 2022$1,585,000
-24.2%
17,735
-22.0%
0.00%0.0%
Q4 2021$2,090,000
+40.0%
22,725
+29.3%
0.00%
Q3 2021$1,493,000
-30.6%
17,572
-29.1%
0.00%
-100.0%
Q2 2021$2,150,000
+22.1%
24,769
+19.9%
0.00%0.0%
Q1 2021$1,761,000
-1.8%
20,660
-8.3%
0.00%0.0%
Q4 2020$1,793,000
+23.4%
22,523
+0.2%
0.00%0.0%
Q3 2020$1,453,000
+1297.1%
22,473
+1092.8%
0.00%
Q2 2020$104,000
-24.6%
1,884
-34.1%
0.00%
Q1 2020$138,000
-84.1%
2,859
-77.9%
0.00%
Q4 2019$866,000
+505.6%
12,921
+430.2%
0.00%
Q3 2019$143,000
-1.4%
2,437
+1.1%
0.00%
Q2 2019$145,000
-13.2%
2,411
-8.5%
0.00%
Q1 2019$167,000
-48.5%
2,635
-53.5%
0.00%
Q4 2018$324,000
-67.4%
5,670
-57.0%
0.00%
Q3 2018$993,000
-24.1%
13,192
-21.2%
0.00%
-100.0%
Q2 2018$1,308,000
+38.9%
16,742
+39.2%
0.00%
Q1 2018$942,000
+11.7%
12,023
+1.4%
0.00%
Q4 2017$843,000
+132.9%
11,855
+118.9%
0.00%
Q3 2017$362,000
-4.7%
5,415
-12.6%
0.00%
Q2 2017$380,000
+8.6%
6,199
+1.9%
0.00%
Q1 2017$350,000
+19.0%
6,081
+10.9%
0.00%
Q4 2016$294,000
+14.0%
5,482
+6.8%
0.00%
Q3 2016$258,0000.0%5,131
-10.0%
0.00%
Q2 2016$258,000
+0.8%
5,700
+4.2%
0.00%
Q1 2016$256,000
-28.9%
5,470
-27.5%
0.00%
Q4 2015$360,000
+6.2%
7,541
-1.1%
0.00%
Q3 2015$339,000
-22.2%
7,624
-8.1%
0.00%
Q2 2015$436,000
+1.4%
8,297
+5.3%
0.00%
Q1 2015$430,000
+5.7%
7,878
+2.5%
0.00%
Q4 2014$407,0007,6890.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
NORTHWEST INVESTMENT COUNSELORS, LLC 190,735$14,118,1803.94%
Boston Standard Wealth Management, LLC 71,957$5,326,0001.41%
Alhambra Investment Management LLC 20,718$1,533,5461.01%
Independent Family Office, LLC 15,442$1,143,0170.71%
ECLECTIC ASSOCIATES INC /ADV 13,238$979,8700.50%
OARSMAN CAPITAL, INC. 6,607$489,0500.20%
GUARDIAN CAPITAL ADVISORS LP 22,830$1,706,3140.19%
BAROMETER CAPITAL MANAGEMENT INC. 6,300$466,3260.15%
Matrix Trust Co 4,752$3520.09%
LODESTAR PRIVATE ASSET MANAGEMENT LLC 6,758$500,2100.09%
View complete list of ISHARES TR shareholders