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iShares Morningstar Small Core Idx shares owned by UBS Group

Quarter-by-quarter ownership of iShares Morningstar Small Core Idx (ISCB) shares owned by UBS Group from 13F filings

Historical chart of UBS Group investment in iShares Morningstar Small Core Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Core Idx held by UBS Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Small Core Idx by UBS Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.7M 31k 53.61
2023-09-30 $1.5M 31k 47.08
2023-06-30 $1.5M 30k 49.72
2023-03-31 $3.2M 67k 47.40
2022-12-31 $3.0M 66k 45.60
2022-09-30 $1.8M 42k 42.70
2022-06-30 $5.2M 116k 44.98
2022-03-31 $2.2M 41k 53.40
2021-12-31 $2.2M 39k 57.22
2021-09-30 $2.4M 42k 56.08
2021-06-30 $1.9M 33k 58.65
2021-03-31 $0 8.3k 0.00
2020-12-31 $1.6M 8.2k 197.38
2020-09-30 $1.3M 8.0k 156.80
2020-06-30 $1.1M 7.4k 151.46
2020-03-31 $1.0M 8.3k 125.34
2019-12-31 $2.0M 11k 188.86
2019-09-30 $2.0M 12k 175.08
2019-06-30 $2.1M 12k 174.65
2019-03-31 $2.1M 12k 169.34
2018-12-31 $1.9M 13k 147.82
2018-09-30 $2.1M 12k 180.21
2018-06-30 $2.2M 12k 178.79
2018-03-31 $2.0M 12k 168.83
2017-12-31 $3.3M 19k 174.13
2017-09-30 $3.1M 19k 166.71
2017-06-30 $4.7M 29k 161.54
2017-03-31 $5.6M 35k 159.55
2016-12-31 $2.5M 16k 156.22
2016-09-30 $2.4M 17k 144.74
2016-06-30 $2.3M 17k 134.81
2016-03-31 $2.3M 17k 133.20
2015-12-31 $2.4M 19k 128.50
2015-09-30 $2.3M 18k 126.49
2015-03-31 $2.9M 20k 143.66

More positions owned by UBS Group

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Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Russell 2000 Etf (IWM)
Amazon Call Option (AMZN)
NVIDIA Corporation (NVDA)
Ubs Group SHS (UBS)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Union Pacific Corporation (UNP)
Alphabet Cap Stk Cl C Put Option (GOOG)
Meta Platforms Cl A (META)

View all positions for UBS Group

Top funds holding iShares Morningstar Small Core Idx

H D Vest Advisory Services
Atria Wealth Solutions
Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
Gladstone Institutional Advisory
Goldstein Advisors
Commonwealth Equity Services
Brand Asset Management Group
Advisor Group Holdings
UBS Group
Rockefeller Capital Management
HighTower Advisors
Rsm Us Wealth Management
Mercer Global Advisors

View all funds holding iShares Morningstar Small Core Idx