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iShares Morningstar Mid Core Index shares owned by UBS Group

Quarter-by-quarter ownership of iShares Morningstar Mid Core Index (IMCB) shares owned by UBS Group from 13F filings

Historical chart of UBS Group investment in iShares Morningstar Mid Core Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Mid Core 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 Morningstar Mid Core Index by UBS Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $75M 1.1M 67.13
2023-09-30 $70M 1.2M 59.73
2023-06-30 $74M 1.2M 63.29
2023-03-31 $71M 1.2M 60.64
2022-12-31 $68M 1.2M 58.67
2022-09-30 $58M 1.1M 54.00
2022-06-30 $61M 1.1M 56.35
2022-03-31 $73M 1.1M 67.30
2021-12-31 $74M 1.0M 71.08
2021-09-30 $68M 1.0M 66.54
2021-06-30 $66M 978k 67.05
2021-03-31 $0 236k 0.00
2020-12-31 $51M 216k 234.18
2020-09-30 $42M 211k 200.32
2020-06-30 $38M 205k 184.40
2020-03-31 $33M 214k 153.15
2019-12-31 $44M 212k 209.56
2019-09-30 $42M 210k 197.77
2019-06-30 $43M 223k 193.99
2019-03-31 $41M 220k 188.00
2018-12-31 $39M 241k 161.64
2018-09-30 $44M 233k 189.50
2018-06-30 $43M 234k 183.60
2018-03-31 $43M 235k 181.36
2017-12-31 $42M 225k 185.64
2017-09-30 $39M 226k 174.83
2017-06-30 $37M 222k 168.81
2017-03-31 $34M 204k 166.61
2016-12-31 $30M 189k 157.28
2016-09-30 $28M 179k 154.42
2016-06-30 $28M 189k 149.29
2016-03-31 $27M 184k 145.24
2015-12-31 $27M 190k 143.06
2015-09-30 $28M 202k 137.81
2015-03-31 $28M 182k 153.73

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 Mid Core Index

UBS Group
Commonwealth Equity Services
Raymond James & Associates
Raymond James Financial Services Advisors
Matrix Trust
Steele Capital Management
Means Investment
Bank of America Corporation
Woodard & Co Asset Management Group
Wells Fargo & Company
Pacific Financial Group
Advisor Group Holdings
H D Vest Advisory Services
Sunburst Financial Group
Gladstone Institutional Advisory

View all funds holding iShares Morningstar Mid Core Index