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Showing 8 of 19 quarters

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

UBS Group AG holds 665,373 shares of IBTK (ISHARES TR), worth $13M as of 2026-Q2. The position was decreased (-3.9% shares). IBTK represents 0.0% of UBS Group AG's portfolio.

Current Value

$13M

Current Shares

665,373

Total Value Change

+$7.1M

Total Shares Change

+369,938

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
665,373
-3.9%
$13M0.0%$19.48
0
2026-Q1
Increased
692,566
+18.1%
$13.7M0.0%$19.47
33
2025-Q4
Increased
586,581
+95.1%
$11.6M0.0%$19.48
44
2025-Q3
Increased
300,599
+7.2%
$6M0.0%$19.27
29
2025-Q2
Increased
280,525
+0.2%
$5.6M0.0%$19.05
27
2025-Q1
Increased
279,993
+1.6%
$5.5M0.0%$18.69
27
2024-Q4
Decreased
275,521
-6.7%
$5.3M0.0%$18.14
0
2024-Q3
Increased
295,435
+5.5%
$5.9M0.0%$18.70
29

Other major holders of IBTK: WELLS FARGO & COMPANY/MN, STIFEL FINANCIAL CORP, MERCER GLOBAL ADVISORS INC /ADV

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