MORGAN STANLEY - ISHARES TR ownership

ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 499 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 0.4%.

Quarter-by-quarter ownership
MORGAN STANLEY ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$214,187,273
-1.7%
1,067,518
+1.4%
0.02%
+4.8%
Q2 2023$217,981,393
+14.0%
1,052,744
+3.0%
0.02%
+5.0%
Q1 2023$191,177,999
+7.2%
1,022,121
-2.3%
0.02%0.0%
Q4 2022$178,418,267
-3.0%
1,046,011
-7.6%
0.02%
-20.0%
Q3 2022$183,994,000
-7.2%
1,132,268
-1.5%
0.02%
-3.8%
Q2 2022$198,222,000
-20.7%
1,149,310
-4.1%
0.03%
-23.5%
Q1 2022$249,832,000
-0.5%
1,198,117
+4.6%
0.03%
+9.7%
Q4 2021$251,029,000
+10.8%
1,145,572
-0.2%
0.03%0.0%
Q3 2021$226,653,000
+8.7%
1,147,959
+8.0%
0.03%
+14.8%
Q2 2021$208,458,000
+5.2%
1,062,582
-3.6%
0.03%
-6.9%
Q1 2021$198,143,000
+9.2%
1,101,838
+4.2%
0.03%
+3.6%
Q4 2020$181,514,000
+1.6%
1,057,522
-7.8%
0.03%
-20.0%
Q3 2020$178,650,000
+5.2%
1,147,174
-3.8%
0.04%
-7.9%
Q2 2020$169,777,000
+24.8%
1,192,081
+3.9%
0.04%
+2.7%
Q1 2020$136,046,000
+4.4%
1,146,900
+26.9%
0.04%
+23.3%
Q4 2019$130,258,000
+7.6%
904,004
-1.8%
0.03%
-6.2%
Q3 2019$121,071,000
-2.3%
920,759
-3.7%
0.03%
-3.0%
Q2 2019$123,885,000
-9.9%
955,979
-12.9%
0.03%
-15.4%
Q1 2019$137,532,000
+25.2%
1,097,798
+11.5%
0.04%
+18.2%
Q4 2018$109,813,000
-13.2%
984,607
+0.9%
0.03%
+3.1%
Q3 2018$126,515,000
+0.8%
976,048
-7.0%
0.03%
-5.9%
Q2 2018$125,568,000
-2.0%
1,049,899
-4.9%
0.03%
-5.6%
Q1 2018$128,073,000
-10.2%
1,104,173
-8.1%
0.04%
-7.7%
Q4 2017$142,567,000
+6.7%
1,201,687
+0.1%
0.04%
-2.5%
Q3 2017$133,662,000
-0.1%
1,200,914
-4.1%
0.04%0.0%
Q2 2017$133,859,000
-48.9%
1,252,193
-50.0%
0.04%0.0%
Q1 2017$262,048,000
+0.3%
2,502,844
-4.9%
0.04%
-7.0%
Q4 2016$261,240,000
+62.8%
2,630,802
+57.2%
0.04%
-21.8%
Q3 2016$160,504,000
+0.7%
1,673,128
-2.5%
0.06%
-5.2%
Q2 2016$159,429,000
-41.6%
1,716,132
-42.6%
0.06%
-44.8%
Q1 2016$273,001,000
-18.3%
2,987,868
-18.4%
0.10%
-13.2%
Q4 2015$333,991,000
+182.5%
3,663,385
+162.7%
0.12%
+175.0%
Q3 2015$118,246,000
-47.6%
1,394,737
-43.8%
0.04%
-43.6%
Q2 2015$225,630,000
-11.4%
2,483,811
-11.9%
0.08%
-17.0%
Q1 2015$254,529,000
-46.1%
2,819,954
-45.7%
0.09%
-45.7%
Q4 2014$471,848,000
+192.4%
5,188,562
+183.5%
0.17%
+179.0%
Q3 2014$161,344,000
+17.5%
1,830,132
+15.4%
0.06%
+14.8%
Q2 2014$137,271,000
-0.5%
1,586,396
-4.8%
0.05%
-6.9%
Q1 2014$137,928,000
+4.0%
1,665,595
+3.4%
0.06%
+3.6%
Q4 2013$132,625,000
+7.5%
1,610,493
-2.3%
0.06%
-3.4%
Q3 2013$123,415,000
+4.1%
1,649,059
+0.1%
0.06%
-3.3%
Q2 2013$118,579,0001,648,0770.06%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
CM WEALTH ADVISORS LLC 298,909$63,885,84420.96%
Altus Wealth Management, LLC 93,313$19,321,32815.25%
First Pacific Financial 124,757$25,832,13910.96%
Financial Services Advisory Inc 72,507$15,013,2996.21%
WJ Wealth Management, LLC 62,077$12,853,6846.08%
Relative Value Partners Group, LLC 410,837$85,068,0015.50%
Activest Wealth Management 87,637$7,892,9255.46%
Oakworth Capital, Inc. 257,652$53,349,4044.53%
Objective Capital Management, LLC 22,937$4,749,3764.15%
W ADVISORS, LLC 25,338$5,246,4864.11%
View complete list of ISHARES TR shareholders