MORGAN STANLEY - ISHARES TR ownership

ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 469 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.52 and the average weighting 0.4%.

Quarter-by-quarter ownership
MORGAN STANLEY ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$270,694,662
-4.9%
571,506
+1.9%
0.03%0.0%
Q2 2023$284,525,742
-14.8%
560,905
-25.3%
0.03%
-22.2%
Q1 2023$333,777,578
+36.7%
750,617
+7.0%
0.04%
+28.6%
Q4 2022$244,223,196
+27.3%
701,831
+16.6%
0.03%
+7.7%
Q3 2022$191,806,000
+45.0%
601,779
+59.1%
0.03%
+52.9%
Q2 2022$132,268,000
-38.0%
378,332
-16.1%
0.02%
-41.4%
Q1 2022$213,396,000
-27.1%
450,886
-16.5%
0.03%
-19.4%
Q4 2021$292,746,000
+62.6%
539,803
+33.7%
0.04%
+50.0%
Q3 2021$180,016,000
-18.3%
403,741
-16.8%
0.02%
-17.2%
Q2 2021$220,448,000
-36.7%
485,333
-40.9%
0.03%
-43.1%
Q1 2021$348,382,000
+7.5%
821,676
-3.8%
0.05%
+2.0%
Q4 2020$324,011,000
+40.2%
854,506
+12.6%
0.05%
+11.1%
Q3 2020$231,085,000
+27.9%
758,626
+13.7%
0.04%
+12.5%
Q2 2020$180,687,000
+36.9%
667,062
+3.7%
0.04%
+11.1%
Q1 2020$131,966,000
+38.8%
643,077
+69.8%
0.04%
+63.6%
Q4 2019$95,090,000
-24.5%
378,698
-36.4%
0.02%
-33.3%
Q3 2019$125,954,000
-36.7%
595,783
-40.6%
0.03%
-37.7%
Q2 2019$198,995,000
+62.2%
1,002,947
+54.9%
0.05%
+51.4%
Q1 2019$122,721,000
+7.8%
647,470
-10.8%
0.04%
+2.9%
Q4 2018$113,884,000
-33.5%
725,800
-21.6%
0.03%
-20.9%
Q3 2018$171,217,000
+64.2%
925,250
+58.2%
0.04%
+53.6%
Q2 2018$104,275,000
-17.3%
585,022
-16.5%
0.03%
-20.0%
Q1 2018$126,101,000
-10.9%
700,365
-16.0%
0.04%
-10.3%
Q4 2017$141,581,000
+13.6%
833,758
+6.0%
0.04%
+5.4%
Q3 2017$124,686,000
+5.7%
786,308
-6.6%
0.04%
+2.8%
Q2 2017$118,007,000
-33.8%
841,704
-35.3%
0.04%
+33.3%
Q1 2017$178,130,000
-36.1%
1,301,254
-42.7%
0.03%
-41.3%
Q4 2016$278,872,000
+127.8%
2,272,430
+109.7%
0.05%
+9.5%
Q3 2016$122,422,000
+18.3%
1,083,474
-2.0%
0.04%
+13.5%
Q2 2016$103,525,000
+135.0%
1,105,566
+129.9%
0.04%
+117.6%
Q1 2016$44,057,000
-23.0%
480,868
-24.5%
0.02%
-19.0%
Q4 2015$57,233,000
-41.4%
637,058
-46.9%
0.02%
-41.7%
Q3 2015$97,673,000
+20.8%
1,199,037
+36.5%
0.04%
+28.6%
Q2 2015$80,866,000
+106.7%
878,116
+111.0%
0.03%
+100.0%
Q1 2015$39,123,000
-26.2%
416,121
-27.1%
0.01%
-26.3%
Q4 2014$52,993,000
+59.6%
570,496
+49.2%
0.02%
+46.2%
Q3 2014$33,201,000
+100.7%
382,288
+99.7%
0.01%
+116.7%
Q2 2014$16,542,000
-59.0%
191,454
-62.2%
0.01%
-64.7%
Q1 2014$40,387,000
+95.2%
506,797
+78.1%
0.02%
+88.9%
Q4 2013$20,690,000
+245.4%
284,549
+216.5%
0.01%
+200.0%
Q3 2013$5,991,000
+3.1%
89,891
-1.8%
0.00%0.0%
Q2 2013$5,813,00091,5040.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
RWQ Financial Management Services, Inc. 9,692$3,372,5556.68%
Legend Financial Advisors, Inc. 21,685$7,545,9176.60%
Hobart Private Capital, LLC 24,373$8,481,3175.74%
Strategic Vision Investment Ltd 36,500$12,701,2704.57%
Albar Capital Ltd 34,576$12,031,7564.50%
AFFINITY WEALTH MANAGEMENT LLC 45,642$15,882,5813.76%
360 Financial, Inc. 17,961$5,724,6223.72%
FIRST NATIONAL CORP /MA/ /ADV 36,421$12,673,6313.13%
Safeguard Investment Advisory Group, LLC 13,876$4,840,3972.98%
Concentrum Wealth Management 9,059$3,152,4972.82%
View complete list of ISHARES TR shareholders