MORGAN STANLEY - ISHARES TR ownership

ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 778 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.37 and the average weighting 0.3%.

Quarter-by-quarter ownership
MORGAN STANLEY ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$680,306,273
-14.1%
3,035,048
-7.0%
0.07%
-11.5%
Q2 2023$792,104,368
+22.7%
3,264,254
+14.7%
0.08%
+13.0%
Q1 2023$645,388,335
+1.9%
2,845,375
-3.6%
0.07%
-4.2%
Q4 2022$633,106,269
+1.5%
2,951,269
-2.3%
0.07%
-15.3%
Q3 2022$623,933,000
-2.3%
3,020,147
-2.4%
0.08%
+2.4%
Q2 2022$638,405,000
-19.1%
3,094,400
+0.3%
0.08%
-21.7%
Q1 2022$788,978,000
-9.7%
3,084,958
+3.5%
0.11%
-1.9%
Q4 2021$873,499,000
-11.9%
2,980,717
-11.7%
0.11%
-19.4%
Q3 2021$991,553,000
-14.9%
3,377,337
-9.7%
0.13%
-13.0%
Q2 2021$1,165,592,000
+14.9%
3,739,592
+10.9%
0.15%
+3.4%
Q1 2021$1,014,542,000
+23.4%
3,373,478
+17.6%
0.15%
+17.3%
Q4 2020$822,410,000
+32.8%
2,868,537
+2.6%
0.13%
+5.8%
Q3 2020$619,327,000
-2.9%
2,795,809
-9.3%
0.12%
-14.9%
Q2 2020$637,752,000
+52.1%
3,082,859
+16.3%
0.14%
+23.7%
Q1 2020$419,223,000
-13.8%
2,650,454
+16.7%
0.11%
+0.9%
Q4 2019$486,609,000
-10.1%
2,271,541
-19.1%
0.11%
-21.0%
Q3 2019$541,310,000
-5.1%
2,808,641
-1.1%
0.14%
-5.9%
Q2 2019$570,579,000
-22.0%
2,840,538
-23.6%
0.15%
-26.6%
Q1 2019$731,111,000
+16.8%
3,717,639
-0.3%
0.21%
+10.7%
Q4 2018$626,204,000
-12.4%
3,727,406
+12.1%
0.19%
+4.5%
Q3 2018$715,073,000
+7.9%
3,324,683
+2.5%
0.18%0.0%
Q2 2018$662,915,000
+63.4%
3,244,334
+52.4%
0.18%
+58.4%
Q1 2018$405,613,000
-16.4%
2,128,419
-18.1%
0.11%
-15.0%
Q4 2017$484,957,000
-5.3%
2,597,514
-9.2%
0.13%
-13.1%
Q3 2017$511,926,000
+33.8%
2,860,561
+26.2%
0.15%
+31.9%
Q2 2017$382,668,000
-43.5%
2,267,391
-45.9%
0.12%
+11.5%
Q1 2017$677,660,000
+14.6%
4,191,882
+9.2%
0.10%
+7.2%
Q4 2016$591,200,000
+104.8%
3,840,452
+98.1%
0.10%
-2.0%
Q3 2016$288,612,000
+16.1%
1,938,300
+7.0%
0.10%
+10.0%
Q2 2016$248,606,000
-9.3%
1,812,272
-12.4%
0.09%
-15.1%
Q1 2016$274,239,000
-19.2%
2,067,998
-15.1%
0.11%
-13.8%
Q4 2015$339,286,000
-16.4%
2,435,995
-19.6%
0.12%
-18.0%
Q3 2015$405,912,000
-22.4%
3,029,861
-10.4%
0.15%
-17.1%
Q2 2015$522,759,000
+18.7%
3,381,806
+16.4%
0.18%
+11.7%
Q1 2015$440,357,000
+4.2%
2,905,688
-2.1%
0.16%
+5.2%
Q4 2014$422,483,000
+21.0%
2,967,295
+10.3%
0.15%
+14.9%
Q3 2014$349,033,000
-45.4%
2,691,293
-41.7%
0.13%
-46.4%
Q2 2014$639,153,000
+80.3%
4,617,488
+77.2%
0.25%
+68.9%
Q1 2014$354,562,000
+46.3%
2,605,929
+45.7%
0.15%
+43.7%
Q4 2013$242,290,000
+12.7%
1,787,985
+4.7%
0.10%
+1.0%
Q3 2013$214,911,000
+24.2%
1,707,813
+10.0%
0.10%
+17.2%
Q2 2013$173,081,0001,552,1520.09%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 77,090$16,514,219,00014.90%
Noven Financial Group, Inc. 124,424$26,654,00012.32%
Rinet Co LLC 161,807$34,662,0009.50%
Cohen Klingenstein LLC 662,705$141,965,0008.25%
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 13,500$2,891,0007.15%
Hillcrest Wealth Advisors - NY, LLC 33,110$7,093,0005.90%
Corundum Group, Inc. 26,183$5,609,0005.89%
Crestone Asset Management LLC 80,784$17,306,0005.86%
JOYN Advisors, Inc. 116,192$24,891,0005.33%
Powell Investment Advisors, LLC 22,356$4,789,0004.99%
View complete list of ISHARES TR shareholders