MORGAN STANLEY - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 409 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
MORGAN STANLEY ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$130,457,791
-12.3%
483,050
-9.0%
0.01%
-13.3%
Q2 2023$148,799,241
+14.9%
530,945
+12.0%
0.02%
+7.1%
Q1 2023$129,457,916
-7.4%
474,099
-3.8%
0.01%
-12.5%
Q4 2022$139,874,851
+36.3%
493,019
+21.5%
0.02%
+14.3%
Q3 2022$102,637,000
+2.3%
405,680
+8.7%
0.01%
+7.7%
Q2 2022$100,340,000
-3.4%
373,120
+3.7%
0.01%
-7.1%
Q1 2022$103,880,000
-9.0%
359,708
-5.3%
0.01%0.0%
Q4 2021$114,149,000
+23.0%
380,028
+13.0%
0.01%
+7.7%
Q3 2021$92,814,000
-2.0%
336,380
-3.1%
0.01%
+8.3%
Q2 2021$94,725,000
+13.0%
347,169
+4.6%
0.01%0.0%
Q1 2021$83,806,000
-5.9%
331,983
-8.3%
0.01%
-14.3%
Q4 2020$89,074,000
+14.5%
362,222
+5.8%
0.01%
-6.7%
Q3 2020$77,811,000
+2.2%
342,480
-3.0%
0.02%
-11.8%
Q2 2020$76,162,000
+19.9%
353,193
+4.4%
0.02%0.0%
Q1 2020$63,522,000
-21.1%
338,243
-9.3%
0.02%
-10.5%
Q4 2019$80,471,000
+29.0%
373,031
+13.0%
0.02%
+11.8%
Q3 2019$62,399,000
-4.6%
330,064
-1.4%
0.02%0.0%
Q2 2019$65,399,000
+3.1%
334,920
+2.4%
0.02%
-5.6%
Q1 2019$63,408,000
-5.2%
327,219
-11.5%
0.02%
-10.0%
Q4 2018$66,860,000
-34.7%
369,776
-26.7%
0.02%
-23.1%
Q3 2018$102,358,000
-2.1%
504,479
-14.0%
0.03%
-7.1%
Q2 2018$104,524,000
+2.7%
586,624
-0.5%
0.03%0.0%
Q1 2018$101,812,000
+35.9%
589,831
+37.2%
0.03%
+40.0%
Q4 2017$74,895,000
-16.4%
429,862
-17.6%
0.02%
-25.9%
Q3 2017$89,635,000
+51.6%
521,555
+46.6%
0.03%
+50.0%
Q2 2017$59,137,000
-50.5%
355,692
-53.6%
0.02%0.0%
Q1 2017$119,350,000
-14.6%
766,542
-20.9%
0.02%
-21.7%
Q4 2016$139,690,000
+113.4%
969,192
+122.4%
0.02%
+4.5%
Q3 2016$65,450,000
+3.8%
435,726
+2.5%
0.02%
-4.3%
Q2 2016$63,065,000
+10.4%
425,229
+4.6%
0.02%
+4.5%
Q1 2016$57,116,000
-12.2%
406,373
-6.2%
0.02%
-8.3%
Q4 2015$65,018,000
-47.7%
433,433
-51.2%
0.02%
-47.8%
Q3 2015$124,394,000
-19.1%
889,042
-8.2%
0.05%
-13.2%
Q2 2015$153,736,000
+49.9%
968,602
+45.8%
0.05%
+39.5%
Q1 2015$102,534,000
+102.9%
664,426
+89.5%
0.04%
+111.1%
Q4 2014$50,540,000
+11.5%
350,661
+3.9%
0.02%
+5.9%
Q3 2014$45,343,000
-12.6%
337,499
-16.6%
0.02%
-15.0%
Q2 2014$51,877,000
+28.3%
404,621
+23.1%
0.02%
+17.6%
Q1 2014$40,423,000
+30.2%
328,560
+23.3%
0.02%
+30.8%
Q4 2013$31,048,000
-7.9%
266,522
-15.5%
0.01%
-18.8%
Q3 2013$33,729,000
+30.3%
315,455
+22.1%
0.02%
+23.1%
Q2 2013$25,895,000258,4610.01%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 32,393$8,938,0005.80%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 43,437$11,985,0005.64%
First Citizens Financial Corp 18,623$5,138,0004.10%
HC Advisors, LLC 11,130$3,071,0002.02%
Oakworth Capital, Inc. 75,593$20,858,0002.02%
PGIM Custom Harvest LLC 39,677$10,948,0001.66%
TrueWealth Advisors, LLC 9,506$2,623,0001.48%
Mine & Arao Wealth Creation & Management, LLC. 8,347$2,303,0001.38%
PETTYJOHN, WOOD & WHITE, INC 20,138$5,556,0001.23%
AUA CAPITAL MANAGEMENT, LLC 6,330$1,747,0001.11%
View complete list of ISHARES TR shareholders