UBS Group AG - ISHARES TR ownership

ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 195 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$67,517,085
+16.0%
2,770,500
+16.0%
0.02%
+15.0%
Q2 2023$58,213,858
+5.6%
2,387,771
+6.2%
0.02%0.0%
Q1 2023$55,130,758
-33.1%
2,247,483
-33.7%
0.02%
-35.5%
Q4 2022$82,453,968
+108.9%
3,390,377
+107.3%
0.03%
+82.4%
Q3 2022$39,462,000
+61.9%
1,635,417
+65.7%
0.02%
+70.0%
Q2 2022$24,373,000
-20.4%
986,743
-18.6%
0.01%0.0%
Q1 2022$30,614,000
+22.9%
1,212,452
+28.6%
0.01%
+42.9%
Q4 2021$24,912,000
-3.2%
942,903
-1.6%
0.01%
-12.5%
Q3 2021$25,731,000
+14.5%
958,341
+15.1%
0.01%
+14.3%
Q2 2021$22,480,000
+4.4%
832,885
+3.8%
0.01%0.0%
Q1 2021$21,527,000
+35.5%
802,336
+38.2%
0.01%
+40.0%
Q4 2020$15,887,000
+11.7%
580,455
+10.7%
0.01%0.0%
Q3 2020$14,224,000
+11.9%
524,279
+11.3%
0.01%0.0%
Q2 2020$12,713,000
+20.3%
471,189
+11.3%
0.01%0.0%
Q1 2020$10,569,000
-6.2%
423,269
-2.6%
0.01%
+25.0%
Q4 2019$11,272,000
+6.9%
434,522
+6.7%
0.00%0.0%
Q3 2019$10,540,000
-9.0%
407,273
-10.0%
0.00%0.0%
Q2 2019$11,585,000
-13.1%
452,369
-15.7%
0.00%
-33.3%
Q1 2019$13,338,000
-41.2%
536,325
-44.2%
0.01%
-40.0%
Q4 2018$22,685,000
+76.4%
961,226
+78.7%
0.01%
+100.0%
Q3 2018$12,860,000
+2.2%
537,883
+2.3%
0.01%0.0%
Q2 2018$12,584,000
+4.4%
525,854
+5.9%
0.01%0.0%
Q1 2018$12,050,000
+12.5%
496,513
+16.1%
0.01%
+25.0%
Q4 2017$10,708,000
+77.2%
427,789
+78.0%
0.00%
+33.3%
Q3 2017$6,043,000
+89.8%
240,358
+88.6%
0.00%
+50.0%
Q2 2017$3,184,000
+94.5%
127,451
+92.1%
0.00%
+100.0%
Q1 2017$1,637,000
+66.0%
66,363
+63.7%
0.00%0.0%
Q4 2016$986,000
+43.5%
40,536
+51.3%
0.00%
Q3 2016$687,000
-13.3%
26,797
-13.3%
0.00%
Q2 2016$792,000
+8.3%
30,901
+5.2%
0.00%
Q1 2016$731,000
+108.3%
29,385
+100.7%
0.00%
Q4 2015$351,000
+374.3%
14,640
+380.3%
0.00%
Q3 2015$74,0003,0480.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Royal Harbor Partners, LLC 398,166$9,683,3975.98%
WJ Wealth Management, LLC 378,946$9,215,9395.35%
PFG Private Wealth Management, LLC 294,943$7,1734.45%
Gateway Advisory, LLC 660,854$16,0724.12%
Windsor Capital Management, LLC 417,829$10,161,6003.70%
Wick Capital Partners, LLC 260,029$6,3243.55%
Summit Asset Management, LLC 499,710$12,152,9473.52%
Foundation Wealth Management, LLC 140,261$3,411,1943.46%
Richard P Slaughter Associates Inc 372,044$9,048,1102.84%
4Thought Financial Group Inc. 127,647$3,104,0002.80%
View complete list of ISHARES TR shareholders