UBS Group AG - ISHARES TR ownership

ISHARES TR's ticker is IMTB and the CUSIP is 46435G417. A total of 43 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
UBS Group AG ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$523,870
+62.8%
12,723
+70.3%
0.00%
Q2 2023$321,776
+407.0%
7,471
+415.6%
0.00%
Q1 2023$63,466
-37.8%
1,449
-39.3%
0.00%
Q4 2022$102,025
+4.1%
2,386
+2.6%
0.00%
Q3 2022$98,000
+58.1%
2,326
+67.3%
0.00%
Q2 2022$62,000
+59.0%
1,390
+77.7%
0.00%
Q4 2021$39,000
+77.3%
782
+84.0%
0.00%
Q3 2021$22,000
-66.7%
425
-66.8%
0.00%
Q2 2021$66,000
-33.3%
1,279
-34.0%
0.00%
Q1 2021$99,000
+219.4%
1,938
+226.8%
0.00%
Q3 2020$31,000
-45.6%
593
-46.6%
0.00%
Q1 2020$57,000
+26.7%
1,110
+24.9%
0.00%
Q2 2019$45,000
+104.5%
889
+103.4%
0.00%
Q4 2017$22,0004370.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
CGN Advisors LLC 635,555$27,837,3094.39%
FinTrust Capital Advisors, LLC 269,874$11,539,8182.80%
Lee Financial Group Hawaii, Inc. 28,944$1,267,7551.31%
Destination Wealth Management 364,993$15,986,6790.61%
PHILLIPS FINANCIAL MANAGEMENT, LLC 56,140$2,458,9320.24%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 18,971$830,9300.22%
Mariner, LLC 887,510$38,8730.11%
Rice Partnership, LLC 6,120$268,0560.08%
Cyndeo Wealth Partners, LLC 9,935$435,1530.05%
JGP Wealth Management, LLC 5,756$252,1130.04%
View complete list of ISHARES TR shareholders