UBS Group AG - ISHARES TR ownership

ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 86 filers reported holding ISHARES TR in Q3 2021. 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$2,367,416
-8.7%
116,335
+4.7%
0.00%0.0%
Q2 2023$2,593,882
+5.0%
111,068
+4.7%
0.00%0.0%
Q1 2023$2,469,645
-14.7%
106,130
-7.7%
0.00%0.0%
Q4 2022$2,895,381
-25.0%
115,033
-21.3%
0.00%
-50.0%
Q3 2022$3,858,000
-14.3%
146,216
-6.1%
0.00%0.0%
Q2 2022$4,502,000
-30.3%
155,796
-16.9%
0.00%0.0%
Q1 2022$6,459,000
-52.1%
187,478
-39.1%
0.00%
-50.0%
Q4 2021$13,497,000
+16.0%
308,081
+34.3%
0.00%0.0%
Q3 2021$11,637,000
-5.3%
229,467
-2.9%
0.00%0.0%
Q2 2021$12,291,000
+14.0%
236,235
+0.2%
0.00%0.0%
Q1 2021$10,778,000
+25.6%
235,787
+26.2%
0.00%
+33.3%
Q4 2020$8,580,000
+151.8%
186,765
+113.5%
0.00%
+200.0%
Q3 2020$3,408,00087,481
+728908.3%
0.00%
Q2 2020$0
-100.0%
12
-96.0%
0.00%
Q4 2019$9,000
+350.0%
300
+341.2%
0.00%
Q3 2019$2,0000.0%68
-24.4%
0.00%
Q2 2019$2,000900.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
RETIREMENT CAPITAL STRATEGIES 92,174$4,234,0001.72%
STRATEGIC WEALTH MANAGEMENT INC 45,501$2,090,0001.28%
Outlook Wealth Advisors, LLC 15,613$717,0000.26%
TCG Advisory Services, LLC 12,838$500,0000.23%
Wealthcare Advisory Partners LLC 55,097$2,531,0000.22%
Archer Investment Corp 7,000$321,580,0000.15%
BAKER TILLY WEALTH MANAGEMENT, LLC 6,198$285,0000.09%
Tolleson Wealth Management, Inc. 5,334$245,0000.08%
Wharton Business Group, LLC 21,110$970,0000.08%
NAPLES GLOBAL ADVISORS, LLC 6,415$295,0000.05%
View complete list of ISHARES TR shareholders