UBP Investment Advisors SA - ISHARES TR ownership

ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 126 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
UBP Investment Advisors SA ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$9,840,000
+225.8%
266,551
+932.7%
3.66%
+232.7%
Q4 2021$3,020,000
+62.4%
25,812
+64.4%
1.10%
+52.6%
Q3 2021$1,860,000
+2.8%
15,698
+2.6%
0.72%
+7.8%
Q2 2021$1,810,000
-2.2%
15,305
-2.6%
0.67%
-11.5%
Q1 2021$1,850,000
+3.1%
15,721
+4.7%
0.76%
-18.2%
Q4 2020$1,795,000
+4.2%
15,015
+5.5%
0.92%
-30.5%
Q3 2020$1,723,000
-5.6%
14,229
-5.6%
1.33%
-8.5%
Q2 2020$1,825,000
+2.1%
15,069
+1.7%
1.45%
-10.1%
Q1 2020$1,787,000
-12.7%
14,819
-16.3%
1.62%
+0.8%
Q4 2019$2,047,000
-1.0%
17,715
-0.2%
1.60%
-4.6%
Q3 2019$2,068,000
+15.5%
17,744
+14.2%
1.68%
+3.9%
Q2 2019$1,791,000
+2.4%
15,542
+0.9%
1.62%
-1.4%
Q1 2019$1,749,000
+0.2%
15,396
-1.1%
1.64%
-11.3%
Q4 2018$1,746,000
-30.5%
15,574
-31.3%
1.85%
-23.0%
Q3 2018$2,512,000
-7.6%
22,686
-7.7%
2.40%
-25.1%
Q2 2018$2,719,000
-1.8%
24,575
-0.5%
3.20%
+7.3%
Q1 2018$2,768,000
+26.9%
24,703
+28.1%
2.99%
+15.9%
Q4 2017$2,181,00019,2842.58%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
PERSONAL FINANCIAL CONSULTANTS INC /ADV 22,184$2,487,0002.10%
UBP Investment Advisors SA 15,574$1,746,0001.85%
Aveo Capital Partners, LLC 24,100$2,702,0001.35%
WBI INVESTMENTS, LLC 97,311$10,912,0001.23%
RKL Wealth Management LLC 43,908$4,923,0001.14%
Beaumont Financial Partners, LLC 31,350$3,515,0000.57%
Strategic Wealth Partners, Ltd. 9,561$1,088,0000.55%
Karp Capital Management Corp 9,675$1,085,0000.52%
WealthShield Partners, LLC 6,541$733,0000.50%
ASSETMARK, INC 442,993$49,673,0000.48%
View complete list of ISHARES TR shareholders