Ownership history in UBS Group AG · 135 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in ISHARES TR (IWM). 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 Q4 | REDUCED | 5,878,796 | -4,955,504 | -45.7% | 0.23% | $1.45B | $245.72 |
| 2025 Q4 | ADDED | 10,834,300 | +6,009,408 | +124.6% | 0.43% | $2.67B | $245.72 |
| 2025 Q4 | REDUCED | 4,824,892 | -3,311,208 | -40.7% | 0.19% | $1.19B | $245.72 |
| 2025 Q3 | ADDED | 8,136,100 | +385,004 | +5.0% | 0.31% | $1.97B | $240.72 |
| 2025 Q3 | ADDED | 7,751,096 | +3,865,621 | +99.5% | 0.29% | $1.88B | $240.72 |
| 2025 Q3 | REDUCED | 3,885,475 | -9,913,325 | -71.8% | 0.15% | $940.1M | $240.72 |
| 2025 Q2 | ADDED | 13,798,800 | +6,912,946 | +100.4% | 0.52% | $2.98B | $214.08 |
| 2025 Q2 | ADDED | 6,885,854 | +2,792,293 | +68.2% | 0.26% | $1.49B | $214.08 |
| 2025 Q2 | REDUCED | 4,093,561 | -6,387,439 | -60.9% | 0.15% | $883.3M | $214.08 |
| 2025 Q1 | ADDED | 10,481,000 | +5,764,322 | +122.2% | 0.38% | $2.09B | $197.36 |
As of 2025 Q4 — sorted by position size