UBS Group AG - ISHARES TR ownership

ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 106 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
UBS Group AG ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$11,578,267
-7.8%
447,902
-4.4%
0.00%0.0%
Q2 2023$12,562,228
+0.7%
468,565
-0.5%
0.00%
-20.0%
Q1 2023$12,476,075
+11.2%
470,973
+3.2%
0.01%
+25.0%
Q4 2022$11,222,299
+17.6%
456,191
+0.1%
0.00%0.0%
Q3 2022$9,544,000
-34.3%
455,779
-26.2%
0.00%
-33.3%
Q2 2022$14,532,000
-17.2%
617,599
-2.6%
0.01%0.0%
Q1 2022$17,550,000
-5.0%
634,252
-1.0%
0.01%
+20.0%
Q4 2021$18,472,000
+1.3%
640,932
+2.0%
0.01%
-16.7%
Q3 2021$18,233,000
-1.5%
628,302
+2.0%
0.01%0.0%
Q2 2021$18,510,000
+6.3%
615,970
+1.5%
0.01%0.0%
Q1 2021$17,417,000
+6.6%
606,664
+0.9%
0.01%0.0%
Q4 2020$16,342,000
-7.1%
601,241
-16.9%
0.01%
-14.3%
Q3 2020$17,582,000
-4.9%
723,551
-10.3%
0.01%
-12.5%
Q2 2020$18,497,000
-21.7%
807,027
-30.8%
0.01%
-27.3%
Q1 2020$23,621,000
-50.2%
1,165,911
-33.5%
0.01%
-35.3%
Q4 2019$47,459,000
-14.9%
1,754,478
-19.8%
0.02%
-19.0%
Q3 2019$55,757,000
-13.5%
2,186,553
-10.9%
0.02%
-16.0%
Q2 2019$64,463,000
-7.3%
2,454,793
-7.0%
0.02%
-13.8%
Q1 2019$69,531,000
+13.1%
2,640,762
+1.8%
0.03%
+3.6%
Q4 2018$61,494,000
+54.8%
2,593,603
+83.4%
0.03%
+75.0%
Q3 2018$39,712,000
+15.7%
1,414,252
+13.9%
0.02%
+6.7%
Q2 2018$34,313,000
+72.7%
1,241,881
+80.6%
0.02%
+66.7%
Q1 2018$19,863,000
+443.7%
687,529
+442.9%
0.01%
+350.0%
Q4 2017$3,653,000
+17.1%
126,631
+13.8%
0.00%
+100.0%
Q3 2017$3,120,000
+3.6%
111,276
-3.1%
0.00%
-50.0%
Q2 2017$3,012,000
+14.0%
114,778
+8.6%
0.00%
+100.0%
Q1 2017$2,643,000
+26.9%
105,649
+17.9%
0.00%0.0%
Q4 2016$2,082,000
+10.2%
89,615
+12.9%
0.00%0.0%
Q3 2016$1,889,000
+31.5%
79,378
+23.4%
0.00%0.0%
Q2 2016$1,436,000
+12954.5%
64,323
+13556.7%
0.00%
Q1 2016$11,0004710.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Strategic Financial Services, Inc, 5,144,643$154,597,00012.26%
MERIDIAN MANAGEMENT CO 1,020,316$30,660,0009.04%
BALASA DINVERNO & FOLTZ LLC 2,127,876$63,943,0004.60%
Clearwater Capital Advisors, LLC 1,134,023$34,077,0003.96%
Wade Financial Advisory, Inc 239,349$7,192,0003.94%
Callan Capital, LLC 621,653$18,681,0003.25%
Beirne Wealth Consulting Services, LLC 176,756$5,316,0002.92%
RHS Financial, LLC 122,523$3,682,0002.75%
LINCOLN CAPITAL CORP 124,531$3,742,0002.13%
PHILLIPS FINANCIAL MANAGEMENT, LLC 647,145$19,447,0002.00%
View complete list of ISHARES TR shareholders