UBS Group AG - ISHARES TR ownership

ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 364 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.9%.

Quarter-by-quarter ownership
UBS Group AG ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$117,639,539
+12.3%
1,168,566
+12.2%
0.04%
+17.1%
Q2 2023$104,762,874
+33.8%
1,041,070
+33.7%
0.04%
+20.7%
Q1 2023$78,301,932
+37.3%
778,504
+36.7%
0.03%
+38.1%
Q4 2022$57,017,713
+38.6%
569,380
+38.8%
0.02%
+16.7%
Q3 2022$41,146,000
+198.3%
410,350
+197.9%
0.02%
+200.0%
Q2 2022$13,793,000
+3322.6%
137,765
+3319.3%
0.01%
Q4 2021$403,000
-65.2%
4,029
-65.2%
0.00%
Q2 2021$1,158,000
+225.3%
11,577
+225.7%
0.00%
Q1 2021$356,000
-44.9%
3,555
-45.0%
0.00%
Q4 2020$646,000
+7975.0%
6,458
+7972.5%
0.00%
Q3 2020$8,000800.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
SVB WEALTH LLC 5,112,274$511,355,0006.48%
Ironwood Wealth Management, LLC. 110,229$11,026,0006.36%
Relative Value Partners Group, LLC 342,751$34,284,0002.67%
LINCOLN CAPITAL CORP 44,458$4,447,0002.54%
WOODMONT INVESTMENT COUNSEL LLC 50,390$5,040,0000.79%
Laurel Wealth Advisors LLC 29,624$2,963,0000.64%
Klaas Financial Asset Advisors, LLC 10,046$1,005,0000.25%
First National Bank of South Miami 2,460$246,0000.17%
OPPENHEIMER ASSET MANAGEMENT INC. 114,706$11,473,0000.16%
Eudaimonia Partners, LLC 7,520$752,0000.14%
View complete list of ISHARES TR shareholders