iShares Russell 1000 Value Index shares owned by UBS Group
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by UBS Group
from 13F filings
Historical chart of UBS Group investment in iShares Russell 1000 Value Index
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All positions including iShares Russell 1000 Value Index held by UBS Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 1000 Value Index by UBS Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6B | 8.1M | 203.59 |
| 2025-06-30 | $1.7B | 8.7M | 194.23 |
| 2025-03-31 | $1.6B | 8.6M | 188.16 |
| 2024-12-31 | $1.7B | 8.9M | 185.13 |
| 2024-09-30 | $1.5B | 7.7M | 189.80 |
| 2024-06-30 | $1.2B | 6.8M | 174.47 |
| 2024-03-31 | $1.3B | 7.1M | 179.11 |
| 2023-12-31 | $1.2B | 7.4M | 165.25 |
| 2023-09-30 | $1.1B | 7.0M | 151.82 |
| 2023-06-30 | $1.1B | 7.0M | 157.83 |
| 2023-03-31 | $1.1B | 7.3M | 152.26 |
| 2022-12-31 | $1.1B | 7.1M | 151.65 |
| 2022-09-30 | $1.1B | 7.5M | 140.00 |
| 2022-06-30 | $1.1B | 7.4M | 145.02 |
| 2022-03-31 | $1.2B | 7.3M | 167.30 |
| 2021-12-31 | $1.2B | 7.2M | 167.93 |
| 2021-09-30 | $1.1B | 6.9M | 156.51 |
| 2021-06-30 | $1.1B | 6.8M | 158.63 |
| 2021-03-31 | $980M | 6.5M | 151.55 |
| 2020-12-31 | $805M | 5.9M | 136.80 |
| 2020-09-30 | $706M | 6.0M | 118.13 |
| 2020-06-30 | $606M | 5.4M | 112.62 |
| 2020-03-31 | $478M | 4.8M | 99.18 |
| 2019-12-31 | $767M | 5.6M | 136.48 |
| 2019-09-30 | $735M | 5.7M | 128.26 |
| 2019-06-30 | $723M | 5.7M | 127.22 |
| 2019-03-31 | $690M | 5.6M | 123.49 |
| 2018-12-31 | $652M | 5.9M | 111.04 |
| 2018-09-30 | $688M | 5.4M | 126.62 |
| 2018-06-30 | $633M | 5.2M | 121.38 |
| 2018-03-31 | $614M | 5.1M | 119.96 |
| 2017-12-31 | $635M | 5.1M | 124.44 |
| 2017-09-30 | $610M | 5.2M | 118.51 |
| 2017-06-30 | $560M | 4.8M | 116.43 |
| 2017-03-31 | $492M | 4.3M | 114.94 |
| 2016-12-31 | $481M | 4.3M | 112.03 |
| 2016-09-30 | $437M | 4.1M | 105.62 |
| 2016-06-30 | $427M | 4.1M | 103.23 |
| 2016-03-31 | $380M | 3.9M | 98.81 |
| 2015-12-31 | $354M | 3.6M | 97.86 |
| 2015-09-30 | $335M | 3.6M | 93.28 |
| 2015-03-31 | $362M | 3.5M | 103.08 |
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