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

View all positions for UBS Group

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Goldman Sachs Group
Raymond James & Associates
First Command Advisory Services
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index