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iShares Morningstar Large Core Idx shares owned by UBS Group

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

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

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Large 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 Large Core Idx by UBS Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.6M 100k 65.76
2023-09-30 $5.8M 99k 58.90
2023-06-30 $6.0M 98k 61.08
2023-03-31 $6.4M 114k 56.41
2022-12-31 $6.5M 124k 52.64
2022-09-30 $5.9M 120k 48.98
2022-06-30 $6.3M 122k 51.96
2022-03-31 $7.9M 126k 62.85
2021-12-31 $8.5M 127k 66.41
2021-09-30 $8.4M 138k 60.69
2021-06-30 $8.4M 138k 60.74
2021-03-31 $0 35k 0.00
2020-12-31 $8.1M 37k 216.80
2020-09-30 $7.5M 38k 195.01
2020-06-30 $6.4M 37k 174.53
2020-03-31 $5.5M 37k 146.58
2019-12-31 $15M 82k 184.48
2019-09-30 $9.3M 56k 167.94
2019-06-30 $7.1M 43k 165.13
2019-03-31 $6.5M 40k 160.02
2018-12-31 $13M 91k 142.53
2018-09-30 $15M 92k 168.32
2018-06-30 $14M 90k 153.89
2018-03-31 $13M 87k 153.31
2017-12-31 $12M 76k 158.90
2017-09-30 $11M 74k 150.69
2017-06-30 $9.2M 63k 146.38
2017-03-31 $6.4M 45k 141.84
2016-12-31 $6.3M 47k 132.67
2016-09-30 $5.9M 46k 128.25
2016-06-30 $5.7M 46k 122.77
2016-03-31 $5.9M 50k 119.08
2015-12-31 $7.8M 66k 119.07
2015-09-30 $6.9M 62k 111.88
2015-03-31 $11M 87k 121.34

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 Morningstar Large Core Idx

Wealth Enhancement Advisory Services
H D Vest Advisory Services
Commonwealth Equity Services
Jackson Wealth Management
Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group
Gladstone Institutional Advisory
CI Private Wealth
Advisor Group Holdings
Merit Financial Group
Benchmark Wealth Management
Brand Asset Management Group
Crestwood Advisors

View all funds holding iShares Morningstar Large Core Idx