MORGAN STANLEY - ISHARES TR ownership

ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 473 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
MORGAN STANLEY ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$578,760,089
-6.3%
7,756,097
-1.7%
0.06%
-3.3%
Q2 2023$617,542,979
+8.5%
7,890,913
+2.3%
0.06%0.0%
Q1 2023$569,335,105
+5.2%
7,716,658
+0.7%
0.06%0.0%
Q4 2022$541,116,412
+12.9%
7,661,282
+0.1%
0.06%
-6.2%
Q3 2022$479,107,000
-14.3%
7,652,255
-8.5%
0.06%
-11.0%
Q2 2022$559,175,000
-10.3%
8,360,877
+1.7%
0.07%
-13.1%
Q1 2022$623,591,000
+3.6%
8,219,206
+4.3%
0.08%
+13.5%
Q4 2021$601,864,000
+18.0%
7,883,982
+9.5%
0.07%
+7.2%
Q3 2021$510,105,000
+10.1%
7,196,733
+11.8%
0.07%
+13.1%
Q2 2021$463,103,000
+3.4%
6,435,567
-1.0%
0.06%
-7.6%
Q1 2021$448,019,000
+20.8%
6,502,460
+9.1%
0.07%
+15.8%
Q4 2020$370,741,000
+39.4%
5,961,427
+21.7%
0.06%
+11.8%
Q3 2020$266,000,000
+9.6%
4,899,604
+5.5%
0.05%
-5.6%
Q2 2020$242,662,000
+13.8%
4,646,030
+0.6%
0.05%
-6.9%
Q1 2020$213,198,000
+6.4%
4,616,680
+45.2%
0.06%
+23.4%
Q4 2019$200,404,000
+21.3%
3,180,003
+11.2%
0.05%
+6.8%
Q3 2019$165,249,000
+7.0%
2,858,977
+4.8%
0.04%
+7.3%
Q2 2019$154,500,000
+15.6%
2,727,270
+11.9%
0.04%
+7.9%
Q1 2019$133,648,000
+30.3%
2,437,504
+16.7%
0.04%
+22.6%
Q4 2018$102,542,000
+71.4%
2,088,853
+96.8%
0.03%
+106.7%
Q3 2018$59,830,000
+24.9%
1,061,192
+18.9%
0.02%
+15.4%
Q2 2018$47,919,000
+3.7%
892,677
+2.6%
0.01%0.0%
Q1 2018$46,225,000
+9.7%
870,209
+14.4%
0.01%
+8.3%
Q4 2017$42,130,000
+29.2%
760,471
+22.1%
0.01%
+20.0%
Q3 2017$32,615,000
+13.2%
623,016
+10.1%
0.01%
+11.1%
Q2 2017$28,812,000
-29.6%
565,615
-30.3%
0.01%
+50.0%
Q1 2017$40,950,000
+18.9%
811,206
+15.7%
0.01%0.0%
Q4 2016$34,454,000
+213.5%
701,178
+194.1%
0.01%
+50.0%
Q3 2016$10,990,000
+19.9%
238,404
+249.2%
0.00%
+33.3%
Q2 2016$9,166,000
+23.2%
68,265
+18.1%
0.00%0.0%
Q1 2016$7,439,000
-34.5%
57,783
-35.2%
0.00%
-25.0%
Q4 2015$11,361,000
+39.1%
89,193
+32.8%
0.00%
+33.3%
Q3 2015$8,166,000
-17.4%
67,151
-8.4%
0.00%0.0%
Q2 2015$9,886,000
-8.9%
73,338
-8.8%
0.00%
-25.0%
Q1 2015$10,855,000
-5.0%
80,441
-3.9%
0.00%0.0%
Q4 2014$11,421,000
-0.3%
83,681
-4.8%
0.00%0.0%
Q3 2014$11,461,000
-1.7%
87,898
-0.1%
0.00%
-20.0%
Q2 2014$11,662,000
-0.1%
87,987
-4.8%
0.01%0.0%
Q1 2014$11,675,000
-18.5%
92,436
-20.3%
0.01%
-16.7%
Q4 2013$14,321,000
+9.4%
116,052
+0.2%
0.01%0.0%
Q3 2013$13,087,000
+405.9%
115,871
+390.1%
0.01%
+500.0%
Q2 2013$2,587,00023,6430.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
SOUTHERN CAPITAL ADVISORS, LLC 242,198$15,164,00012.40%
ForthRight Wealth Management, LLC 304,753$19,081,00011.19%
COREPATH WEALTH PARTNERS LLC 217,867$14,179,00010.53%
IRONWOOD WEALTH MANAGEMENT, INC. 215,784$13,802,0009.92%
Madison Wealth Partners, Inc 198,124$12,405,0008.11%
GDS Wealth Management 579,599$36,289,0008.08%
HANTZ FINANCIAL SERVICES, INC. 328,692$20,579,0008.05%
Drake & Associates, LLC 218,039$13,651,0007.77%
Financial Council Asset Management Inc 107,188$6,711,0007.75%
SIGNATUREFD, LLC 3,605,089$225,715,0007.73%
View complete list of ISHARES TR shareholders