MORGAN STANLEY - ISHARES TR ownership

ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 492 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$1,055,936,247
+11.3%
11,135,043
+14.6%
0.11%
+15.1%
Q2 2023$948,631,594
+18.1%
9,715,602
+7.3%
0.09%
+8.1%
Q1 2023$803,551,287
+19.7%
9,052,057
+9.9%
0.09%
+13.2%
Q4 2022$671,583,407
+11.5%
8,238,265
+9.7%
0.08%
-7.3%
Q3 2022$602,095,000
-0.5%
7,509,288
+3.9%
0.08%
+3.8%
Q2 2022$605,122,000
-15.0%
7,229,649
+7.3%
0.08%
-17.7%
Q1 2022$712,204,000
+6.5%
6,740,523
+16.6%
0.10%
+15.7%
Q4 2021$668,664,000
+18.6%
5,782,295
+5.0%
0.08%
+9.2%
Q3 2021$563,843,000
+3.2%
5,505,750
+1.8%
0.08%
+5.6%
Q2 2021$546,201,000
+9.8%
5,408,997
-1.3%
0.07%
-1.4%
Q1 2021$497,567,000
+8.6%
5,480,427
+6.1%
0.07%
+2.8%
Q4 2020$458,123,000
+48.5%
5,165,442
+33.9%
0.07%
+18.3%
Q3 2020$308,456,000
+2.7%
3,856,663
-7.7%
0.06%
-9.1%
Q2 2020$300,288,000
+22.3%
4,177,632
-2.9%
0.07%
-1.5%
Q1 2020$245,557,000
+35.3%
4,301,235
+60.3%
0.07%
+59.5%
Q4 2019$181,500,000
+9.5%
2,683,328
+1.8%
0.04%
-4.5%
Q3 2019$165,791,000
+1.5%
2,637,051
+1.2%
0.04%
+2.3%
Q2 2019$163,404,000
+11.1%
2,606,948
+6.9%
0.04%
+2.4%
Q1 2019$147,140,000
+20.5%
2,439,326
+5.2%
0.04%
+13.5%
Q4 2018$122,152,000
+24.8%
2,317,872
+47.1%
0.04%
+54.2%
Q3 2018$97,857,000
+20.3%
1,575,280
+10.8%
0.02%
+9.1%
Q2 2018$81,358,000
-18.8%
1,422,338
-22.4%
0.02%
-21.4%
Q1 2018$100,151,000
+5.7%
1,833,591
+4.0%
0.03%
+7.7%
Q4 2017$94,772,000
+15.3%
1,762,562
+8.3%
0.03%
+4.0%
Q3 2017$82,181,000
+20.8%
1,627,997
+15.3%
0.02%
+19.0%
Q2 2017$68,055,000
-22.3%
1,411,924
-25.2%
0.02%
+61.5%
Q1 2017$87,560,000
+14.3%
1,887,892
+5.8%
0.01%0.0%
Q4 2016$76,590,000
+138.7%
1,784,514
+136.6%
0.01%
+18.2%
Q3 2016$32,091,000
+24.5%
754,188
+138.9%
0.01%
+22.2%
Q2 2016$25,785,000
-1.6%
315,688
-2.3%
0.01%
-10.0%
Q1 2016$26,199,000
-10.3%
323,017
-10.2%
0.01%
-9.1%
Q4 2015$29,214,000
+76.3%
359,875
+65.0%
0.01%
+83.3%
Q3 2015$16,570,000
+3.4%
218,162
+10.8%
0.01%0.0%
Q2 2015$16,018,000
-2.2%
196,980
-2.3%
0.01%0.0%
Q1 2015$16,386,000
+28.9%
201,660
+24.3%
0.01%
+20.0%
Q4 2014$12,710,000
+10.2%
162,240
+5.1%
0.01%
+25.0%
Q3 2014$11,538,000
+0.1%
154,409
-0.3%
0.00%
-20.0%
Q2 2014$11,526,000
+3.2%
154,916
-1.5%
0.01%0.0%
Q1 2014$11,173,000
+0.9%
157,294
+0.2%
0.01%0.0%
Q4 2013$11,078,000
+11.6%
156,962
+1.6%
0.01%0.0%
Q3 2013$9,923,000
+23.0%
154,538
+14.0%
0.01%
+25.0%
Q2 2013$8,068,000135,5100.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
HILLTOP WEALTH ADVISORS, LLC 242,857$23,030,16317.82%
Tanglewood Legacy Advisors, LLC 292,457$27,733,73516.63%
Madison Wealth Partners, Inc 327,310$31,038,78015.70%
Tennessee Valley Asset Management Partners 377,253$35,774,84411.76%
Veracity Capital LLC 260,986$24,749,31111.48%
Legacy Financial Group LLC 485,559$46,045,533,00010.83%
Cardinal Strategic Wealth Guidance 229,317$21,746,14410.08%
DOLIVER ADVISORS, LP 335,858$31,849,4149.59%
DDFG, Inc 271,196$25,717,5179.48%
ZRC WEALTH MANAGEMENT, LLC 106,362$10,086,2728.71%
View complete list of ISHARES TR shareholders