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iShares S&P Conservative Allocatn Fd ETF shares owned by UBS Group

Quarter-by-quarter ownership of iShares S&P Conservative Allocatn Fd ETF (AOK) shares owned by UBS Group from 13F filings

Historical chart of UBS Group investment in iShares S&P Conservative Allocatn Fd ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Conservative Allocatn Fd ETF held by UBS Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Conservative Allocatn Fd ETF by UBS Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.4M 39k 36.15
2023-09-30 $1.3M 40k 33.96
2023-06-30 $1.2M 35k 35.24
2023-03-31 $1.2M 35k 34.96
2022-12-31 $727k 22k 33.61
2022-09-30 $944k 29k 32.70
2022-06-30 $1.1M 32k 34.57
2022-03-31 $720k 19k 37.66
2021-12-31 $787k 20k 39.99
2021-09-30 $788k 20k 39.49
2021-06-30 $723k 18k 39.80
2021-03-31 $706k 18k 38.66
2020-12-31 $724k 19k 38.77
2020-09-30 $753k 20k 37.16
2020-06-30 $705k 19k 36.40
2020-03-31 $2.3M 68k 33.77
2019-12-31 $588k 16k 36.26
2019-09-30 $580k 16k 35.66
2019-06-30 $416k 12k 35.39
2019-03-31 $255k 7.4k 34.57
2018-12-31 $6.4M 195k 32.72
2018-09-30 $403k 12k 34.17
2018-06-30 $575k 17k 34.01
2018-03-31 $1.0M 30k 34.26
2017-12-31 $924k 27k 34.64
2017-09-30 $946k 27k 34.49
2017-06-30 $941k 28k 33.98
2017-03-31 $910k 27k 33.33
2016-12-31 $1.0M 31k 32.54
2016-09-30 $1.2M 37k 33.38
2016-06-30 $1.3M 39k 32.80
2016-03-31 $2.4M 74k 32.27
2015-12-31 $2.1M 68k 31.64
2015-09-30 $328k 10k 31.50
2015-03-31 $354k 11k 33.03

More positions owned by UBS Group

Microsoft Corporation (MSFT)
Apple Call Option (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
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 S&P Conservative Allocatn Fd ETF

Atlas Capital Advisors
Wells Fargo & Company
Raymond James & Associates
Lido Advisors
Win Advisors
Bank of America Corporation
Curran Financial Partners
Weaver Consulting Group
National Bank Of Canada /fi/
WNY Asset Management
Investment Advisory Group
Advisor Group Holdings
AE Wealth Management
Cambridge Investment Research Advisors
Retireful

View all funds holding iShares S&P Conservative Allocatn Fd ETF