XT — ISHARES TR

Ownership history in UBS Group AG  ·  41 quarters on record

This page tracks every 13F SEC filing in which UBS Group AG reported a position in ISHARES TR (XT). 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.

Peak position
0.01% (2021 Q2)
Avg. % of fund
0.0%
First filed
2015 Q2
Last filed
2025 Q4
Quarters held
41
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 217,711 +216,711 +21671.1% 0.00% $15.2M $69.74
2025 Q3 REDUCED 1,000 -273,806 -99.6% 0.00% $72K $66.82
2025 Q3 ADDED 274,806 +11,480 +4.4% 0.00% $19.8M $66.82
2025 Q2 REDUCED 263,326 -1,763 -0.7% 0.00% $17.2M $60.60
37 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XT price (monthly, adj. close)

Other funds also holding XT

As of 2025 Q4 — sorted by position size

Financial Engines Advisors L.L.C. 3Y 7Y 4.33% BARRETT & COMPANY, INC. 2.2% Hayek Kallen Investment Management 3Y 7Y 1.81% New England Private Wealth Advisors LLC 3Y 7Y 0.89% Clearwater Capital Advisors, LLC 3Y 7Y 0.72% Atlas Private Wealth Advisors 3Y 0.63% CFS Investment Advisory Services, LLC 3Y 0.56% Wharton Business Group, LLC 3Y 7Y 0.54% Stratos Investment Management, LLC 3Y 0.5% Hayek Kallen Investment Management 3Y 7Y 0.5%
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