UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 199 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$29,051,000
+12.9%
2920.0%0.00%
Q3 2019$25,740,000
-5.4%
2920.0%0.00%
Q2 2019$27,211,000
+0.5%
2920.0%0.00%
Q1 2019$27,086,000
+12.5%
2920.0%0.00%
Q4 2018$24,075,000
-22.4%
2920.0%0.00%
Q3 2018$31,041,000
+0.6%
2920.0%0.00%
Q2 2018$30,841,000
+10.0%
2920.0%0.00%
Q1 2018$28,047,0002920.00%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
MONROE BANK & TRUST/MI 101,586$9,423,0003.04%
MD Financial Management Inc. 703,894$65,293,0002.98%
Efficient Advisors, LLC 177,283$16,445,0002.88%
One Capital Management, LLC 162,175$15,043,0002.68%
Harborview Advisors, LLC 28,526$2,646,0002.29%
Schoolcraft Capital LLC 36,089$3,347,6262.16%
Parkside Advisors LLC 36,820$3,415,0001.94%
WESCAP Management Group, Inc. 45,513$4,221,0001.80%
TAP Consulting, LLC 25,221$2,339,0001.77%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 44,145$4,095,0001.73%
View complete list of ISHARES TR shareholders