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IAIIAI
Showing 8 of 30 quarters

Position history for UBS Group AGUBS Group AG's holdings in ISHARES TR

Yes. Ubs holds 74,958 shares of IAI, worth $13.1M, as of its Q2 2026 13F filing. It reduced the position by 10,109 shares (-11.9%) from Q1 2026. Ubs has held IAI in every 13F on record since Q1 2019, 30 quarterly filings.

Current Value

$13.1M

Current Shares

74,958

Total Value Change

+$4.4M

Total Shares Change

+7,077

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
74,958
-11.9%
$13.1M0.0%$174.85
0
2026-Q1
Decreased
85,067
-3.4%
$14M0.0%$163.31
0
2025-Q4
Decreased
88,019
-25.6%
$15.8M0.0%$177.67
0
2025-Q3
Increased
118,344
+46.6%
$20.9M0.0%$174.76
39
2025-Q2
Increased
80,710
+14.6%
$13.7M0.0%$166.70
32
2025-Q1
Decreased
70,454
-35.5%
$9.9M0.0%$137.77
0
2024-Q4
Increased
109,295
+61.0%
$15.7M0.0%$141.23
41
2024-Q3
Increased
67,881
+47.5%
$8.7M0.0%$125.63
38

Other major holders of IAI: ENVESTNET ASSET MANAGEMENT INC, BANK OF AMERICA CORP /DE/, ASSETMARK, INC

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