UBS Group AG - ISHARES TR ownership

ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 75 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$2,356,373
-8.9%
52,213
-6.0%
0.00%0.0%
Q2 2023$2,585,773
-3.0%
55,565
-1.8%
0.00%0.0%
Q1 2023$2,665,586
-10.7%
56,605
-12.9%
0.00%0.0%
Q4 2022$2,986,303
-2.8%
64,962
-3.7%
0.00%0.0%
Q3 2022$3,073,000
-24.7%
67,427
-21.1%
0.00%
-50.0%
Q2 2022$4,082,000
-28.8%
85,466
-24.6%
0.00%0.0%
Q1 2022$5,732,000
-47.2%
113,285
-43.3%
0.00%
-33.3%
Q4 2021$10,847,000
+3.1%
199,900
+4.2%
0.00%0.0%
Q3 2021$10,523,000
+14.6%
191,773
+14.3%
0.00%0.0%
Q2 2021$9,183,000
+1.2%
167,755
+1.1%
0.00%0.0%
Q1 2021$9,072,000
-10.7%
165,957
-8.1%
0.00%0.0%
Q4 2020$10,160,000
+13.9%
180,616
+12.6%
0.00%0.0%
Q3 2020$8,919,000
+42.6%
160,443
+40.4%
0.00%0.0%
Q2 2020$6,253,000
+730.4%
114,238
+705.2%
0.00%
Q1 2020$753,000
+101.3%
14,188
+103.2%
0.00%
Q4 2019$374,000
+71.6%
6,982
+78.5%
0.00%
Q3 2019$218,000
+0.9%
3,912
-1.4%
0.00%
Q2 2019$216,0003,9680.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Stewardship Advisors, LLC 96,846$4,413,0001.91%
Laurel Wealth Planning LLC 46,535$2,121,0001.56%
Blue Barn Wealth, LLC 15,797$720,0000.51%
Better Money Decisions, LLC 8,514$388,0000.38%
Berger Financial Group, Inc 41,198$1,877,0000.28%
KilterHowling LLC 5,028$229,1190.28%
Walkner Condon Financial Advisors LLC 16,903$770,0000.25%
Omega Financial Group, LLC 10,292$469,0000.24%
Mascoma Wealth Management LLC 14,819$675,0000.23%
Personal Capital Advisors Corp 874,706$39,860,0000.22%
View complete list of ISHARES TR shareholders