iShares S&P 500 Index shares owned by UBS Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by UBS Group
from 13F filings
Historical chart of UBS Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by UBS Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.6B | 3.0M | 525.73 |
| 2023-12-31 | $1.5B | 3.2M | 477.63 |
| 2023-09-30 | $1.3B | 3.0M | 429.43 |
| 2023-06-30 | $1.3B | 2.9M | 445.71 |
| 2023-03-31 | $1.2B | 2.9M | 411.08 |
| 2022-12-31 | $1.2B | 3.0M | 384.21 |
| 2022-09-30 | $1.1B | 3.1M | 358.64 |
| 2022-06-30 | $1.5B | 4.0M | 379.15 |
| 2022-03-31 | $1.8B | 4.0M | 453.82 |
| 2021-12-31 | $2.8B | 5.8M | 476.99 |
| 2021-09-30 | $1.5B | 3.5M | 430.82 |
| 2021-06-30 | $1.7B | 3.9M | 429.93 |
| 2021-03-31 | $1.5B | 3.8M | 397.82 |
| 2020-12-31 | $1.0B | 2.7M | 375.40 |
| 2020-09-30 | $912M | 2.7M | 336.06 |
| 2020-06-30 | $846M | 2.7M | 309.69 |
| 2020-03-31 | $731M | 2.8M | 258.40 |
| 2019-12-31 | $992M | 3.1M | 323.19 |
| 2019-09-30 | $891M | 3.0M | 298.52 |
| 2019-06-30 | $899M | 3.1M | 294.75 |
| 2019-03-31 | $887M | 3.1M | 284.54 |
| 2018-12-31 | $835M | 3.3M | 251.67 |
| 2018-09-30 | $696M | 2.4M | 292.83 |
| 2018-06-30 | $652M | 2.4M | 272.95 |
| 2018-03-31 | $635M | 2.4M | 265.25 |
| 2017-12-31 | $645M | 2.4M | 268.88 |
| 2017-09-30 | $610M | 2.4M | 252.93 |
| 2017-06-30 | $541M | 2.2M | 243.41 |
| 2017-03-31 | $531M | 2.2M | 237.27 |
| 2016-12-31 | $481M | 2.1M | 224.99 |
| 2016-09-30 | $372M | 1.7M | 217.56 |
| 2016-06-30 | $474M | 2.3M | 210.50 |
| 2016-03-31 | $343M | 1.7M | 206.67 |
| 2015-12-31 | $322M | 1.6M | 204.87 |
| 2015-09-30 | $277M | 1.4M | 192.71 |
| 2015-03-31 | $349M | 1.7M | 207.83 |