UBS Group AG - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 200 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.21 and the average weighting 0.2%.

Quarter-by-quarter ownership
UBS Group AG ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,620,214
-6.8%
66,136
+1.8%
0.00%0.0%
Q2 2023$7,103,298
+1.5%
64,989
-3.0%
0.00%
-33.3%
Q1 2023$6,998,826
-7.6%
66,968
-4.6%
0.00%0.0%
Q4 2022$7,573,117
+2.0%
70,232
-2.2%
0.00%0.0%
Q3 2022$7,423,000
+0.2%
71,799
+0.8%
0.00%0.0%
Q2 2022$7,406,000
-18.5%
71,242
+1.0%
0.00%0.0%
Q1 2022$9,090,000
-9.0%
70,543
-1.3%
0.00%0.0%
Q4 2021$9,985,000
-3.6%
71,461
-0.4%
0.00%0.0%
Q3 2021$10,359,000
-3.4%
71,778
+2.2%
0.00%0.0%
Q2 2021$10,719,000
-21.3%
70,243
-24.2%
0.00%
-40.0%
Q1 2021$13,618,000
+18.4%
92,668
-4.4%
0.01%
+25.0%
Q4 2020$11,504,000
+103.6%
96,960
+55.2%
0.00%
+100.0%
Q3 2020$5,651,000
+2.1%
62,465
-1.5%
0.00%0.0%
Q2 2020$5,536,000
+26.5%
63,434
-2.8%
0.00%0.0%
Q1 2020$4,376,000
-21.1%
65,289
+17.2%
0.00%0.0%
Q4 2019$5,543,000
+12.4%
55,715
-0.4%
0.00%0.0%
Q3 2019$4,933,000
-5.9%
55,962
-0.6%
0.00%0.0%
Q2 2019$5,245,000
-2.2%
56,286
-2.6%
0.00%0.0%
Q1 2019$5,362,000
-3.3%
57,806
-14.0%
0.00%
-33.3%
Q4 2018$5,543,000
-11.4%
67,229
+14.2%
0.00%
+50.0%
Q3 2018$6,257,000
-14.6%
58,860
-15.2%
0.00%
-33.3%
Q2 2018$7,330,000
+34.2%
69,397
+22.1%
0.00%
+50.0%
Q1 2018$5,461,000
+1.6%
56,853
+1.3%
0.00%0.0%
Q4 2017$5,374,000
+1.3%
56,146
-0.1%
0.00%0.0%
Q3 2017$5,306,000
-20.7%
56,182
-25.3%
0.00%
-33.3%
Q2 2017$6,687,000
-26.2%
75,197
-28.9%
0.00%
-40.0%
Q1 2017$9,057,000
-6.4%
105,741
-6.2%
0.01%0.0%
Q4 2016$9,676,000
+106.1%
112,721
+87.3%
0.01%
+66.7%
Q3 2016$4,695,000
-7.4%
60,179
-16.0%
0.00%0.0%
Q2 2016$5,069,000
+0.6%
71,678
-3.4%
0.00%0.0%
Q1 2016$5,038,000
-60.5%
74,181
-58.1%
0.00%
-62.5%
Q4 2015$12,756,000
+2.8%
176,923
-0.5%
0.01%
-11.1%
Q3 2015$12,407,000
-14.8%
177,881
-0.4%
0.01%
-10.0%
Q2 2015$14,567,000
+4.5%
178,670
+1.3%
0.01%0.0%
Q1 2015$13,946,000
+9.6%
176,351
+6.6%
0.01%
+11.1%
Q4 2014$12,729,000165,3580.01%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
ARKANSAS FINANCIAL GROUP, INC. 101,732$12,071,0003.08%
Schoolcraft Capital LLC 61,479$7,294,4383.06%
One Capital Management, LLC 185,013$21,952,0002.64%
Frank, Rimerman Advisors LLC 48,112$5,708,5322.59%
Efficient Advisors, LLC 116,021$13,766,0002.10%
Harborview Advisors, LLC 24,870$2,951,0001.98%
MD Financial Management Inc. 523,358$62,096,0001.96%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 212,857$25,255,0001.91%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 39,015$4,629,0001.58%
Marquette Asset Management, LLC 47,278$5,610,0001.29%
View complete list of ISHARES TR shareholders