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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Value 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 Russell 1000 Value Index by UBS Group

Quarter filed Position value Share count Share price at filing
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