UBS Group AG - ISHARES TR ownership

ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 267 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
UBS Group AG ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$46,025,475
-4.1%
299,197
-1.2%
0.02%0.0%
Q2 2023$47,998,966
+19.8%
302,718
+5.0%
0.02%
+6.7%
Q1 2023$40,060,604
+2.3%
288,351
-11.3%
0.02%0.0%
Q4 2022$39,169,357
+7.4%
324,976
+6.4%
0.02%
-6.2%
Q3 2022$36,485,000
-6.8%
305,339
-2.3%
0.02%0.0%
Q2 2022$39,152,000
-21.8%
312,613
-0.8%
0.02%
-5.9%
Q1 2022$50,042,000
-6.9%
314,987
+1.6%
0.02%
+13.3%
Q4 2021$53,726,000
+9.5%
309,926
-3.6%
0.02%0.0%
Q3 2021$49,087,000
-0.2%
321,521
-1.6%
0.02%
-6.2%
Q2 2021$49,202,000
+11.1%
326,704
-0.8%
0.02%
+6.7%
Q1 2021$44,296,000
-12.4%
329,244
-13.4%
0.02%
-11.8%
Q4 2020$50,560,000
-28.9%
380,034
-35.1%
0.02%
-37.0%
Q3 2020$71,119,000
+4.5%
585,970
-8.2%
0.03%
-6.9%
Q2 2020$68,054,000
+11.7%
638,289
-11.8%
0.03%0.0%
Q1 2020$60,934,000
-22.4%
723,592
-11.0%
0.03%
+7.4%
Q4 2019$78,530,000
+10.6%
813,113
-0.3%
0.03%0.0%
Q3 2019$71,011,000
-0.8%
815,658
-2.3%
0.03%
-3.6%
Q2 2019$71,608,000
+3.3%
834,597
-1.0%
0.03%
-3.4%
Q1 2019$69,312,000
+12.2%
842,899
-2.1%
0.03%
+3.6%
Q4 2018$61,774,000
-9.2%
860,967
+8.1%
0.03%
+3.7%
Q3 2018$68,042,000
+2.0%
796,553
-6.5%
0.03%
-6.9%
Q2 2018$66,735,000
+7.3%
852,082
+1.1%
0.03%
+7.4%
Q1 2018$62,199,000
-1.4%
843,150
-2.2%
0.03%
+3.8%
Q4 2017$63,063,000
+4.8%
862,104
-2.9%
0.03%
-7.1%
Q3 2017$60,200,000
+3.0%
887,645
-2.1%
0.03%
-6.7%
Q2 2017$58,472,000
-17.4%
906,828
-21.2%
0.03%
-23.1%
Q1 2017$70,802,000
+7.5%
1,150,695
-1.6%
0.04%
+8.3%
Q4 2016$65,847,000
-5.9%
1,169,150
-6.7%
0.04%
-14.3%
Q3 2016$69,973,000
+2.0%
1,252,643
-1.7%
0.04%
-2.3%
Q2 2016$68,624,000
+0.2%
1,274,819
+0.0%
0.04%
-6.5%
Q1 2016$68,480,000
+0.8%
1,274,525
+0.4%
0.05%
+4.5%
Q4 2015$67,938,000
+11.0%
1,268,925
+2.5%
0.04%
+2.3%
Q3 2015$61,185,000
-6.9%
1,237,556
-1.9%
0.04%
-2.3%
Q2 2015$65,748,000
+6.0%
1,261,964
+5.3%
0.04%
+2.3%
Q1 2015$62,051,000
+6.3%
1,198,354
+3.5%
0.04%
+4.9%
Q4 2014$58,361,0001,157,2770.04%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Aspire Capital Advisors LLC 63,048$10,929,00036.51%
FIRST CITIZENS BANK & TRUST CO 3,571,786$619,169,00024.22%
Baystate Wealth Management LLC 584,718$101,361,0009.15%
Strategic Equity Management 161,883$28,062,0008.78%
Atlantic Union Bankshares Corp 519,720$90,094,0007.64%
Mason & Associates Inc 133,826$23,199,0007.05%
Stonebridge Financial Planning Group, LLC 82,606$12,852,0006.74%
Crumly & Associates Inc. 105,796$16,517,0006.52%
SURIENCE PRIVATE WEALTH LLC 43,254$7,498,0006.11%
Legacy Wealth Planning, LLC 27,791$4,818,0005.50%
View complete list of ISHARES TR shareholders