UBS Group AG - ISHARES TR ownership

ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 81 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
UBS Group AG ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$22,836,694
+13.1%
950,341
+15.3%
0.01%
+14.3%
Q2 2023$20,185,746
-5.7%
823,908
-4.0%
0.01%
-12.5%
Q1 2023$21,404,855
+62.0%
858,254
+57.8%
0.01%
+60.0%
Q4 2022$13,214,950
+265.0%
544,049
+257.5%
0.01%
+150.0%
Q3 2022$3,621,000
+14.2%
152,198
+19.8%
0.00%
+100.0%
Q2 2022$3,170,000
-0.7%
126,997
+4.8%
0.00%0.0%
Q1 2022$3,192,000
+11.3%
121,179
+19.5%
0.00%0.0%
Q4 2021$2,869,000
+1.8%
101,400
+3.1%
0.00%0.0%
Q3 2021$2,819,000
+5.7%
98,380
+6.5%
0.00%0.0%
Q2 2021$2,668,000
+40.8%
92,339
+38.0%
0.00%0.0%
Q1 2021$1,895,000
+19.6%
66,919
+24.8%
0.00%0.0%
Q4 2020$1,585,000
-44.5%
53,625
-45.4%
0.00%0.0%
Q3 2020$2,858,000
+18.6%
98,236
+17.6%
0.00%0.0%
Q2 2020$2,409,000
+75.3%
83,540
+59.5%
0.00%0.0%
Q1 2020$1,374,000
-14.4%
52,370
-9.5%
0.00%0.0%
Q4 2019$1,605,000
+17.9%
57,840
+17.9%
0.00%0.0%
Q3 2019$1,361,000
+14.3%
49,068
+11.9%
0.00%
Q2 2019$1,191,000
+83.5%
43,859
+76.5%
0.00%
Q1 2019$649,000
+138.6%
24,843
+127.5%
0.00%
Q4 2018$272,00010,9180.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
4Thought Financial Group Inc. 119,678$3,386,0002.74%
PFG Private Wealth Management, LLC 171,370$4,849,0002.50%
Legacy CG, LLC 125,274$3,545,0002.13%
Peloton Wealth Strategists 154,500$4,372,0001.75%
Matthew Goff Investment Advisor, LLC 258,267$7,308,0001.67%
SIGMA INVESTMENT COUNSELORS INC 697,104$19,724,0001.38%
Signature Wealth Management Group 92,423$2,615,0001.32%
Bradley & Co. Private Wealth Management, LLC 57,619$1,630,0001.31%
Praetorian Wealth Management, Inc. 74,096$2,096,0000.68%
Capital Investment Advisors, LLC 694,706$19,657,0000.60%
View complete list of ISHARES TR shareholders