iShares IV Public Limited Company - iShares $ Short Duration Corporate Bond UCITS ETF

SWX:SDIA Stock Report

Market Cap: CHF 1.4b

iShares IV - iShares $ Short Duration Bond UCITS ETF Ownership

Who are the major shareholders and have insiders been buying or selling?


Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

What is the ownership structure of SDIA?
Owner TypeNumber of SharesOwnership Percentage
Institutions54,984,923100%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Top 25 shareholders own 0% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
0%
Franklin Resources, Inc.
12,409,693CHF 00%0.03%
0%
BlackRock, Inc.
9,220,926CHF 00.06%no data
0%
Union Bancaire Privee, CBI-TDB, Asset Management Arm
5,023,892CHF 00%1.24%
0%
Operadora Valmex de Sociedades de Inversion, S.A. de C.V.
5,011,455CHF 00%1.7%
0%
BBVA Asset Management, S.A., S.G.I.I.C
4,230,372CHF 00%0.35%
0%
Sierra Capital LLC
4,134,670CHF 056.8%3.61%
0%
Scotia Fondos S.A. de C.V.
4,123,845CHF 00%1.15%
0%
Budapest Alapkezelõ Zrt.
2,681,016CHF 00%7.51%
0%
Morgan Stanley, Investment Banking and Brokerage Investments
1,050,000CHF 00%no data
0%
Santander Asset Management UK Ltd.
629,496CHF 00%0.14%
0%
CREA Asset Management Trust reg.
604,000CHF 00%0.74%
0%
Hoxton Capital Management (UK) Ltd
454,916CHF 00%4.37%
0%
Azimut Capital Management Sgr SpA
400,000CHF 00%0.03%
0%
Banco Santander (Suisse) SA, Asset Management Arm
381,427CHF 00%24.3%
0%
Sam Asset Management, S.A. De C.V., Sociedad Operadora De Fondos de Inversion
380,160CHF 00%0.12%
0%
Aegon Asset Management UK Plc
347,000CHF 00%0.01%
0%
Eurobank Mutual Fund Management Co.
300,000CHF 00%0.12%
0%
Santander Asset Management SA SGIIC
289,490CHF 00%0.25%
0%
Administradora General de Fondos Sura, S.A.
270,109CHF 0-79%0.47%
0%
Baden-Württembergische Bank AG, Asset Management Arm
235,355CHF 00%1.54%
0%
Sygnia Collective Investments (RF) Proprietary Limited
228,819CHF 00%5.18%
0%
AXA Towarzystwo Funduszy Inwestycyjnych SA
227,590CHF 00%0.28%
0%
UOB Asset Management Limited
196,944CHF 00%1.04%
0%
LRI Invest S.A.
185,000CHF 00%1.97%
0%
Sygnia Asset Management (Pty) Ltd
184,988CHF 00%0.07%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/04/04 23:07
End of Day Share Price 2025/04/04 00:00
EarningsN/A
Annual EarningsN/A

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

iShares IV Public Limited Company - iShares $ Short Duration Corporate Bond UCITS ETF is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.