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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 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 500 Index by UBS Group

Quarter filed Position value Share count Share price at filing
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