UBS Group AG - ISHARES TR ownership

ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 203 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
UBS Group AG ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,726,420
+23.3%
27,192
+28.9%
0.00%
Q2 2023$1,399,840
-10.7%
21,101
-14.4%
0.00%
-100.0%
Q1 2023$1,567,176
+22.5%
24,645
+15.1%
0.00%
Q4 2022$1,279,546
+61.6%
21,415
+49.9%
0.00%
Q3 2022$792,000
-41.0%
14,285
-36.2%
0.00%
-100.0%
Q2 2022$1,342,000
-68.2%
22,400
-63.4%
0.00%0.0%
Q1 2022$4,221,000
-84.6%
61,225
-83.7%
0.00%
-87.5%
Q4 2021$27,352,000
+1690.1%
375,613
+1616.3%
0.01%
Q3 2021$1,528,000
-19.6%
21,885
-18.7%
0.00%
-100.0%
Q2 2021$1,901,000
+38.5%
26,910
+31.2%
0.00%
Q1 2021$1,373,000
-6.8%
20,516
-10.6%
0.00%
Q4 2020$1,473,000
+10.8%
22,958
+0.2%
0.00%
-100.0%
Q3 2020$1,329,000
+65.3%
22,922
+56.5%
0.00%
Q2 2020$804,000
+17.2%
14,648
+1.4%
0.00%
Q1 2020$686,000
+19.1%
14,442
+45.5%
0.00%
Q4 2019$576,000
+21.5%
9,924
+14.9%
0.00%
Q3 2019$474,000
+23.4%
8,638
+24.2%
0.00%
Q2 2019$384,000
+17.4%
6,957
+14.0%
0.00%
Q1 2019$327,000
-87.1%
6,104
-88.3%
0.00%
-100.0%
Q4 2018$2,541,000
+117.9%
52,337
+145.3%
0.00%
Q3 2018$1,166,000
-47.4%
21,336
-48.6%
0.00%
-100.0%
Q2 2018$2,215,000
-13.5%
41,487
-13.4%
0.00%0.0%
Q1 2018$2,562,000
-1.2%
47,896
-0.5%
0.00%0.0%
Q4 2017$2,592,000
+45.3%
48,115
+44.5%
0.00%0.0%
Q3 2017$1,784,000
+55.8%
33,287
+50.6%
0.00%0.0%
Q2 2017$1,145,000
+66.2%
22,107
+60.3%
0.00%
Q1 2017$689,000
+95.7%
13,795
+85.2%
0.00%
Q4 2016$352,000
-15.8%
7,449
-15.4%
0.00%
Q3 2016$418,000
+29.8%
8,802
+25.4%
0.00%
Q2 2016$322,000
-24.1%
7,019
-25.0%
0.00%
Q1 2016$424,000
-4.7%
9,363
-5.6%
0.00%
Q4 2015$445,000
+55.1%
9,918
+50.9%
0.00%
Q3 2015$287,000
-9.5%
6,572
-1.7%
0.00%
Q2 2015$317,000
+48.1%
6,683
+48.6%
0.00%
Q1 2015$214,000
-0.9%
4,497
-3.7%
0.00%
Q4 2014$216,0004,6710.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Fort Henry Capital, LLC 59,288$3,805,0003.80%
NORTHWEST WEALTH MANAGEMENT, LLC 75,500$4,846,0003.34%
Peregrine Asset Advisers, Inc. 101,428$6,510,0003.04%
PATTON ALBERTSON MILLER GROUP, LLC 104,422$7,028,0001.67%
Ahrens Investment Partners LLC 46,536$2,987,0001.60%
Trilogy Capital Inc. 292,398$18,766,0001.53%
Madrona Financial Services, LLC 35,062$2,250,0001.26%
Weaver Consulting Group 30,765$1,974,0001.23%
LBMC INVESTMENT ADVISORS, LLC 160,681$10,313,0001.22%
MARINO, STRAM & ASSOCIATES LLC 39,464$2,533,0001.12%
View complete list of ISHARES TR shareholders