EAOR — ISHARES TR

Ownership history in UBS Group AG  ·  7 quarters on record

This page tracks every 13F SEC filing in which UBS Group AG reported a position in ISHARES TR (EAOR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 273 +223 +446.0% 0.00% $10K $34.55
2024 Q4 ADDED 50 +38 +316.7% 0.00% $2K $30.57
2022 Q4 REDUCED 12 -1,319 -99.1% 0.00% $311 $24.03
2022 Q1 ADDED 1,331 +1,303 +4653.6% 0.00% $40K $27.09
2021 Q3 REDUCED 28 -2,267 -98.8% 0.00% $1K $27.79
2021 Q2 ADDED 2,295 +1,424 +163.5% 0.00% $72K $28.01
2021 Q1 INITIATED 871 — — 0.00% $26K $26.66
% of Fund (quarterly)    EAOR price (monthly, adj. close)

Other funds also holding EAOR

As of 2025 Q4 — sorted by position size

Bond & Devick Financial Network, Inc. 3Y 0.16% Cardinal Point Capital Management ULC 0.14% LODESTAR PRIVATE ASSET MANAGEMENT LLC 3Y 0.02% AdvisorNet Financial, Inc 3Y 7Y 0.01% IMA Advisory Services, Inc. 3Y 7Y 0.01% Richard Bernstein Advisors LLC 3Y 7Y 0.0% Mascoma Wealth Management LLC 3Y 7Y 0.0% Sequoia Financial Advisors, LLC 3Y 7Y 0.0% Parallel Advisors, LLC 3Y 7Y 0.0% OSAIC HOLDINGS, INC. 3Y 0.0%
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