UBP Investment Advisors SA - ISHARES TR ownership

ISHARES TR's ticker is INDA and the CUSIP is 46429B598. A total of 278 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 2.63 and the average weighting 0.3%.

Quarter-by-quarter ownership
UBP Investment Advisors SA ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$3,330,000
-66.0%
81,628
-67.2%
1.72%
-12.5%
Q2 2022$9,800,000
+100.4%
249,120
+127.0%
1.96%
+7.7%
Q1 2022$4,890,000
-1.4%
109,725
+1.4%
1.82%
+0.7%
Q4 2021$4,960,000
+2.7%
108,219
+9.0%
1.81%
-3.6%
Q3 2021$4,830,000
+11.3%
99,280
+1.1%
1.87%
+16.8%
Q2 2021$4,340,000
+108.7%
98,185
+99.2%
1.60%
+88.7%
Q1 2021$2,080,000
+12.2%
49,297
+7.0%
0.85%
-11.0%
Q4 2020$1,854,000
+24.6%
46,086
+4.9%
0.96%
-16.8%
Q3 2020$1,488,000
+11.3%
43,931
-4.6%
1.15%
+7.9%
Q2 2020$1,337,000
+117.4%
46,055
+80.7%
1.06%
+91.4%
Q1 2020$615,000
-34.7%
25,494
-4.9%
0.56%
-24.7%
Q4 2019$942,000
+13.5%
26,799
+8.4%
0.74%
+9.5%
Q3 2019$830,000
+6.8%
24,713
+12.2%
0.67%
-4.0%
Q2 2019$777,000
+1.7%
22,020
+1.5%
0.70%
-2.0%
Q1 2019$764,000
+9.1%
21,686
+3.3%
0.72%
-3.4%
Q4 2018$700,000
+28.7%
20,989
+25.3%
0.74%
+42.5%
Q3 2018$544,000
-5.4%
16,750
+5.1%
0.52%
-23.4%
Q4 2017$575,00015,9350.68%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Euclidean Capital LLC 4,850,288$214,479,73623.40%
Glovista Investments LLC 554,048$24,639,06914.62%
Virtus Fund Advisers, LLC 40,789$1,803,69012.78%
SUN LIFE FINANCIAL INC 2,426,800$107,3137.90%
Lake Hills Wealth Management, LLC 158,106$6,991,4477.08%
Rice Partnership, LLC 492,523$21,779,3676.16%
PEAK FINANCIAL ADVISORS LLC 119,340$5,277,2155.70%
Watershed Asset Management, L.L.C. 100,000$4,422,0005.21%
PRIMORIS WEALTH ADVISORS, LLC 89,267$3,947,3854.77%
INTREPID FAMILY OFFICE LLC 50,000$2,211,0003.54%
View complete list of ISHARES TR shareholders