MORGAN STANLEY - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,188 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.

Quarter-by-quarter ownership
MORGAN STANLEY ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,010,078,025
+2.5%
29,378,514
+5.5%
0.20%
+5.7%
Q2 2023$1,961,882,262
+11.2%
27,836,011
+0.8%
0.19%
+2.1%
Q1 2023$1,764,729,646
+7.6%
27,621,372
-1.4%
0.19%
+1.6%
Q4 2022$1,639,404,072
+0.7%
28,024,000
-0.4%
0.19%
-16.2%
Q3 2022$1,627,981,000
-4.4%
28,141,414
-0.3%
0.22%
+0.5%
Q2 2022$1,703,636,000
-23.2%
28,229,273
-2.7%
0.22%
-26.1%
Q1 2022$2,216,928,000
-11.0%
29,024,981
-2.5%
0.30%
-2.6%
Q4 2021$2,490,212,000
+15.5%
29,762,297
+2.1%
0.31%
+5.9%
Q3 2021$2,155,326,000
+1.3%
29,161,499
-0.3%
0.29%
+3.2%
Q2 2021$2,127,976,000
+12.9%
29,258,572
+1.1%
0.28%
+1.4%
Q1 2021$1,885,222,000
-0.5%
28,954,421
-2.5%
0.28%
-5.5%
Q4 2020$1,895,458,000
+6.9%
29,700,049
+286.9%
0.29%
-14.6%
Q3 2020$1,773,745,000
+5.9%
7,675,893
-4.9%
0.34%
-7.5%
Q2 2020$1,675,476,000
+22.2%
8,074,970
-2.8%
0.37%
-0.5%
Q1 2020$1,370,821,000
-8.2%
8,305,489
+7.7%
0.37%
+7.5%
Q4 2019$1,492,906,000
+6.0%
7,709,695
-1.4%
0.35%
-7.0%
Q3 2019$1,408,077,000
-2.4%
7,821,341
-2.8%
0.37%
-2.9%
Q2 2019$1,442,086,000
+1.3%
8,045,554
-2.5%
0.38%
-4.7%
Q1 2019$1,422,887,000
+8.6%
8,255,326
-5.0%
0.40%
+2.8%
Q4 2018$1,309,933,000
-19.2%
8,694,054
-5.0%
0.39%
-3.4%
Q3 2018$1,621,171,000
+0.6%
9,150,376
-7.6%
0.41%
-6.7%
Q2 2018$1,611,008,000
+6.7%
9,907,192
+1.8%
0.44%
+3.8%
Q1 2018$1,509,632,000
-3.1%
9,735,159
-4.6%
0.42%
-1.9%
Q4 2017$1,558,616,000
+1.0%
10,202,372
-5.2%
0.43%
-7.6%
Q3 2017$1,543,399,000
+7.1%
10,761,392
+2.2%
0.46%
+6.2%
Q2 2017$1,440,924,000
-47.4%
10,529,225
-49.4%
0.44%
+3.6%
Q1 2017$2,736,998,000
+10.8%
20,810,522
+2.6%
0.42%
+4.0%
Q4 2016$2,470,364,000
+115.7%
20,283,800
+115.5%
0.40%
+3.3%
Q3 2016$1,145,036,000
+7.6%
9,411,769
+3.1%
0.39%
+1.8%
Q2 2016$1,064,396,000
-1.3%
9,130,178
-1.9%
0.38%
-7.5%
Q1 2016$1,078,373,000
-4.8%
9,305,149
-4.8%
0.42%
+1.2%
Q4 2015$1,132,432,000
+9.6%
9,779,201
+2.0%
0.41%
+7.3%
Q3 2015$1,033,384,000
-3.5%
9,586,120
+1.9%
0.38%
+3.0%
Q2 2015$1,070,897,000
-10.6%
9,405,379
-10.5%
0.37%
-15.9%
Q1 2015$1,197,284,000
+5.7%
10,507,101
+3.5%
0.44%
+6.5%
Q4 2014$1,133,003,000
+13.6%
10,152,360
+8.7%
0.41%
+7.8%
Q3 2014$997,744,000
+3.4%
9,340,426
+1.8%
0.38%
+1.6%
Q2 2014$965,046,000
-1.1%
9,174,305
-6.1%
0.38%
-7.4%
Q1 2014$975,330,000
+2.7%
9,768,934
+1.6%
0.41%
+1.0%
Q4 2013$949,416,000
+11.2%
9,614,347
+0.6%
0.40%
+0.2%
Q3 2013$853,599,000
+4.1%
9,552,360
-2.1%
0.40%
-2.7%
Q2 2013$820,021,0009,760,9790.41%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Stegner Investment Associates Inc. 697,179$47,700,97641.21%
Foundation Wealth Management, LLC 360,743$24,681,27524.67%
Quantitative Strategies, Inc. 431,852$29,547,33019.88%
Praetorian Wealth Management, Inc. 667,075$45,641,27114.51%
TRIAD FINANCIAL ADVISORS, INC. 552,859$37,826,61813.32%
FINANCIAL LIFE ADVISORS 443,157$30,320,81713.05%
Sterling Investment Counsel, LLC 332,429$22,744,76213.03%
INSTRUMENTAL WEALTH, LLC 155,022$10,898,04912.73%
LVZ, Inc. 1,105,700$75,651,99812.20%
ShoreHaven Wealth Partners, LLC 252,414$17,270,13211.88%
View complete list of ISHARES TR shareholders