UBS Group AG - ISHARES TR ownership

ISHARES TR's ticker is IAI and the CUSIP is 464288794. A total of 106 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.44 and the average weighting 0.2%.

Quarter-by-quarter ownership
UBS Group AG ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,531,746
-16.8%
49,783
-17.0%
0.00%0.0%
Q2 2023$5,444,093
-62.3%
59,990
-61.9%
0.00%
-60.0%
Q1 2023$14,441,273
-7.1%
157,587
-2.5%
0.01%
-16.7%
Q4 2022$15,537,588
+114.1%
161,631
+90.2%
0.01%
+100.0%
Q3 2022$7,257,000
+7.6%
84,989
+5.8%
0.00%0.0%
Q2 2022$6,743,000
-26.6%
80,303
-12.7%
0.00%0.0%
Q1 2022$9,191,000
-2.1%
92,025
+8.1%
0.00%0.0%
Q4 2021$9,385,000
+2.2%
85,162
-3.2%
0.00%0.0%
Q3 2021$9,185,000
-11.9%
87,983
-13.9%
0.00%0.0%
Q2 2021$10,428,000
+62.5%
102,167
+46.7%
0.00%
+50.0%
Q1 2021$6,417,000
+102.8%
69,631
+75.1%
0.00%
+100.0%
Q4 2020$3,164,000
+38.1%
39,773
+7.6%
0.00%0.0%
Q3 2020$2,291,000
+7.3%
36,952
+3.6%
0.00%0.0%
Q2 2020$2,136,000
-20.3%
35,682
-31.9%
0.00%0.0%
Q1 2020$2,681,000
-30.8%
52,367
-7.4%
0.00%0.0%
Q4 2019$3,873,000
-9.5%
56,536
-15.0%
0.00%
-50.0%
Q3 2019$4,279,000
+0.1%
66,536
-1.7%
0.00%0.0%
Q2 2019$4,273,000
+2.6%
67,673
-4.4%
0.00%0.0%
Q1 2019$4,163,000
-18.0%
70,816
-21.8%
0.00%0.0%
Q4 2018$5,075,000
-52.1%
90,583
-46.8%
0.00%
-50.0%
Q3 2018$10,604,000
-21.0%
170,399
-18.6%
0.00%
-33.3%
Q2 2018$13,417,000
+168.4%
209,287
+173.9%
0.01%
+200.0%
Q1 2018$4,999,000
+33.9%
76,402
+28.5%
0.00%0.0%
Q4 2017$3,733,000
+34.3%
59,475
+22.3%
0.00%
+100.0%
Q3 2017$2,779,000
+7.4%
48,622
+0.1%
0.00%0.0%
Q2 2017$2,588,000
+5.8%
48,555
+1.8%
0.00%0.0%
Q1 2017$2,445,000
-4.1%
47,706
-7.4%
0.00%0.0%
Q4 2016$2,550,000
+39.4%
51,530
+17.2%
0.00%0.0%
Q3 2016$1,829,000
+11.5%
43,967
-3.3%
0.00%0.0%
Q2 2016$1,640,000
-19.7%
45,467
-16.6%
0.00%0.0%
Q1 2016$2,042,000
-43.1%
54,545
-36.9%
0.00%
-50.0%
Q4 2015$3,590,000
-12.1%
86,459
-18.4%
0.00%
-33.3%
Q3 2015$4,084,000
-25.4%
105,971
-15.1%
0.00%
-25.0%
Q2 2015$5,471,000
+11.5%
124,795
+9.0%
0.00%
+33.3%
Q1 2015$4,907,000
-6.6%
114,542
-7.0%
0.00%
-25.0%
Q4 2014$5,251,000123,1160.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
SFI Advisors, LLC 50,887$4,663,2804.68%
AFFINITY WEALTH MANAGEMENT LLC 152,363$13,962,5033.28%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 31,219$2,814,0812.77%
COTTONWOOD CAPITAL ADVISORS, LLC 32,450$2,973,7422.74%
MinichMacGregor Wealth Management, LLC 85,926$7,874,2592.61%
SPC Financial, Inc. 212,732$19,494,7602.22%
Cavalier Investments, LLC 55,911$5,123,6842.10%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 83,208$7,536,0651.72%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 229,976$20,828,6951.68%
Capital CS Group, LLC 15,647$1,433,9011.36%
View complete list of ISHARES TR shareholders