UBS Group AG - ISHARES TR ownership

ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 233 filers reported holding ISHARES TR in Q2 2022. 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$30,642,209
-28.5%
1,208,289
-28.7%
0.01%
-21.4%
Q2 2023$42,832,408
-58.6%
1,693,650
-58.8%
0.01%
-63.2%
Q1 2023$103,581,784
-2.9%
4,112,020
-3.5%
0.04%
-5.0%
Q4 2022$106,672,278
-0.1%
4,261,777
-0.4%
0.04%
-14.9%
Q3 2022$106,767,000
+39.9%
4,279,226
+40.7%
0.05%
+51.6%
Q2 2022$76,318,000
+0.1%
3,041,769
+0.9%
0.03%
+24.0%
Q1 2022$76,230,000
-1.9%
3,015,414
-0.3%
0.02%
+13.6%
Q4 2021$77,675,000
+3.2%
3,025,877
+4.6%
0.02%
-8.3%
Q3 2021$75,244,000
+10.5%
2,894,009
+10.8%
0.02%
+9.1%
Q2 2021$68,120,000
+5.5%
2,612,460
+5.7%
0.02%
+4.8%
Q1 2021$64,589,000
+36.8%
2,470,870
+37.4%
0.02%
+31.2%
Q4 2020$47,231,000
+9.3%
1,797,899
+9.1%
0.02%0.0%
Q3 2020$43,209,000
+9.0%
1,647,306
+9.0%
0.02%
-5.9%
Q2 2020$39,632,000
-5.9%
1,510,952
-10.3%
0.02%
-15.0%
Q1 2020$42,096,000
+2.0%
1,683,820
+4.3%
0.02%
+42.9%
Q4 2019$41,280,000
+15.2%
1,615,042
+15.3%
0.01%0.0%
Q3 2019$35,843,000
+5.4%
1,400,132
+4.6%
0.01%
+7.7%
Q2 2019$34,016,000
+19.7%
1,338,683
+17.9%
0.01%
+8.3%
Q1 2019$28,408,000
+67.4%
1,135,862
+61.9%
0.01%
+50.0%
Q4 2018$16,973,000
+6.3%
701,682
+6.8%
0.01%
+33.3%
Q3 2018$15,963,000
+7.6%
656,912
+7.5%
0.01%0.0%
Q2 2018$14,834,000
+5.7%
610,947
+6.5%
0.01%0.0%
Q1 2018$14,039,000
+2.3%
573,519
+4.8%
0.01%0.0%
Q4 2017$13,725,000
+85.3%
547,461
+87.5%
0.01%
+100.0%
Q3 2017$7,408,000
+78.2%
291,982
+77.1%
0.00%
+50.0%
Q2 2017$4,156,000
+115.6%
164,873
+113.0%
0.00%
+100.0%
Q1 2017$1,928,000
+94.6%
77,387
+93.0%
0.00%0.0%
Q4 2016$991,000
+15.9%
40,094
+20.6%
0.00%0.0%
Q3 2016$855,000
-12.5%
33,253
-12.5%
0.00%0.0%
Q2 2016$977,000
+0.5%
38,011
-2.0%
0.00%0.0%
Q1 2016$972,000
+102.1%
38,798
+95.1%
0.00%
Q4 2015$481,000
+807.5%
19,884
+812.1%
0.00%
Q3 2015$53,000
+657.1%
2,180
+667.6%
0.00%
Q2 2015$7,0002840.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
INSTRUMENTAL WEALTH, LLC 408,854$10,303,13013.60%
Paradigm, Strategies in Wealth Management, LLC 553,890$13,952,47710.98%
American Planning Services, Inc. 536,389$13,511,6399.16%
Ruggaard & Associates LLC 466,373$11,747,9397.25%
NovaPoint Capital, LLC 653,532$16,462,4616.74%
PFG Private Wealth Management, LLC 294,346$7,414,5864.71%
ABSOLUTE CAPITAL MANAGEMENT, LLC 209,549$5,278,5434.67%
Windsor Capital Management, LLC 526,520$13,263,0334.56%
Keeler Thomas Management LLC 381,152$9,601,2204.51%
Reliant Wealth Planning 243,667$6,137,9723.80%
View complete list of ISHARES TR shareholders