UBS Group AG - ISHARES TR ownership

ISHARES TR's ticker is IAK and the CUSIP is 464288786. A total of 36 filers reported holding ISHARES TR in Q4 2020. 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$4,201,419
-19.9%
45,842
-23.1%
0.00%
-50.0%
Q2 2023$5,242,727
+3.3%
59,651
+0.6%
0.00%0.0%
Q1 2023$5,075,125
-47.2%
59,275
-43.6%
0.00%
-50.0%
Q4 2022$9,609,521
+23.5%
105,137
+6.9%
0.00%
+33.3%
Q3 2022$7,781,000
+86.7%
98,378
+95.8%
0.00%
+50.0%
Q2 2022$4,168,000
+119.8%
50,244
+141.7%
0.00%
+100.0%
Q1 2022$1,896,000
+119.2%
20,785
+100.9%
0.00%
Q4 2021$865,000
+18.2%
10,345
+10.5%
0.00%
Q3 2021$732,000
+1.1%
9,3590.0%0.00%
Q2 2021$724,000
+10.0%
9,359
+5.6%
0.00%
Q1 2021$658,000
+11.0%
8,859
+0.8%
0.00%
Q4 2020$593,000
+23.8%
8,789
+2.2%
0.00%
Q3 2020$479,000
+192.1%
8,599
+188.1%
0.00%
Q2 2020$164,000
-34.9%
2,985
-41.3%
0.00%
Q1 2020$252,000
-67.3%
5,082
-53.0%
0.00%
Q4 2019$771,000
+0.5%
10,810
+1.5%
0.00%
Q3 2019$767,000
-2.7%
10,654
-4.4%
0.00%
Q2 2019$788,000
+12.3%
11,146
+1.0%
0.00%
Q1 2019$702,000
-77.0%
11,033
-79.1%
0.00%
-100.0%
Q4 2018$3,050,000
+215.4%
52,836
+262.5%
0.00%
Q3 2018$967,000
-7.6%
14,576
-14.4%
0.00%
Q2 2018$1,047,000
-64.0%
17,028
-62.2%
0.00%
-100.0%
Q1 2018$2,905,000
-14.1%
45,010
-11.4%
0.00%0.0%
Q4 2017$3,382,000
+153.3%
50,777
+142.3%
0.00%0.0%
Q3 2017$1,335,000
-3.3%
20,957
-5.0%
0.00%0.0%
Q2 2017$1,381,000
+25.3%
22,067
+21.4%
0.00%0.0%
Q1 2017$1,102,000
+17.4%
18,174
+14.8%
0.00%0.0%
Q4 2016$939,000
+116.9%
15,826
+93.4%
0.00%
Q3 2016$433,000
+8.8%
8,182
+4.2%
0.00%
Q2 2016$398,000
-24.9%
7,853
-26.0%
0.00%
Q1 2016$530,000
-2.0%
10,618
+0.4%
0.00%
Q4 2015$541,000
+6.7%
10,579
+1.3%
0.00%
Q3 2015$507,000
+9.5%
10,439
+13.8%
0.00%
Q2 2015$463,000
-2.1%
9,171
-4.0%
0.00%
Q1 2015$473,000
-8.2%
9,553
-7.3%
0.00%
Q4 2014$515,00010,3000.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 236,795$21,643,0764.81%
Legend Financial Advisors, Inc. 55,373$5,061,1744.42%
MinichMacGregor Wealth Management, LLC 128,874$11,779,0834.25%
Chicago Wealth Management, Inc. 32,441$2,965,1232.56%
Fulcrum Equity Management 28,942$2,645,2992.17%
SPC Financial, Inc. 195,292$17,849,6892.11%
Capital CS Group, LLC 18,944$1,731,4521.91%
WT Wealth Management 41,828$3,823,0801.86%
Cadent Capital Advisors, LLC 34,873$3,187,4271.57%
MARTIN & CO INC /TN/ 43,783$4,001,7211.06%
View complete list of ISHARES TR shareholders