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iShares S&P SmallCap 600 Index shares owned by UBS Group

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by UBS Group from 13F filings

Historical chart of UBS Group investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index 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 SmallCap 600 Index by UBS Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2B 10M 118.83
2025-06-30 $1.1B 10M 109.29
2025-03-31 $1.1B 11M 104.57
2024-12-31 $1.4B 12M 115.22
2024-09-30 $1.3B 11M 116.96
2024-06-30 $1.2B 11M 106.66
2024-03-31 $1.2B 11M 110.52
2023-12-31 $1.1B 10M 108.25
2023-09-30 $922M 9.8M 94.33
2023-06-30 $965M 9.7M 99.65
2023-03-31 $924M 9.6M 96.70
2022-12-31 $919M 9.7M 94.64
2022-09-30 $819M 9.4M 87.20
2022-06-30 $879M 9.5M 92.41
2022-03-31 $1.1B 9.8M 107.58
2021-12-31 $1.1B 9.8M 114.51
2021-09-30 $1.0B 9.4M 109.19
2021-06-30 $1.1B 9.5M 112.98
2021-03-31 $1.0B 9.5M 108.53
2020-12-31 $848M 9.2M 91.91
2020-09-30 $1.2B 16M 70.23
2020-06-30 $1.1B 16M 68.29
2020-03-31 $929M 17M 56.11
2019-12-31 $1.5B 18M 83.85
2019-09-30 $1.4B 18M 77.84
2019-06-30 $1.4B 18M 78.28
2019-03-31 $1.3B 17M 77.15
2018-12-31 $1.2B 17M 68.90
2018-09-30 $1.5B 17M 87.24
2018-06-30 $1.4B 17M 83.46
2018-03-31 $1.2B 16M 77.00
2017-12-31 $1.2B 15M 76.67
2017-09-30 $1.1B 15M 74.22
2017-06-30 $936M 13M 70.11
2017-03-31 $896M 13M 69.16
2016-12-31 $807M 5.9M 137.52
2016-09-30 $656M 5.3M 124.15
2016-06-30 $570M 4.9M 116.30
2016-03-31 $564M 5.0M 112.57
2015-12-31 $499M 4.5M 110.11
2015-09-30 $379M 3.6M 106.57
2015-03-31 $283M 2.4M 120.00

More positions owned by UBS Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Broadcom (AVGO)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)
Ubs Group SHS (UBS)
Tesla Motors (TSLA)
Ishares Tr Russell 2000 Etf (IWM)
Visa Com Cl A (V)

View all positions for UBS Group

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
Morgan Stanley
LPL Financial
Wells Fargo & Company
Jones Financial Companies, L.L
Envestnet Asset Management
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Financial Engines Advisors L.L.C
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index