MORGAN STANLEY - ISHARES TR ownership

ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 194 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
MORGAN STANLEY ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$49,240,163
+1.5%
471,286
+5.3%
0.01%0.0%
Q2 2023$48,490,025
+9.6%
447,614
+1.3%
0.01%0.0%
Q1 2023$44,227,138
-1.4%
441,962
-7.9%
0.01%0.0%
Q4 2022$44,861,794
+13.3%
480,062
+6.4%
0.01%0.0%
Q3 2022$39,582,000
-8.0%
451,341
-3.1%
0.01%
-16.7%
Q2 2022$43,029,000
-18.9%
465,936
-2.2%
0.01%
-14.3%
Q1 2022$53,044,000
-5.8%
476,334
-0.3%
0.01%0.0%
Q4 2021$56,309,000
+15.8%
477,802
+6.0%
0.01%0.0%
Q3 2021$48,618,000
+6.7%
450,713
+6.8%
0.01%
+16.7%
Q2 2021$45,581,000
+5.3%
422,168
-2.6%
0.01%0.0%
Q1 2021$43,305,000
+13.4%
433,656
+7.1%
0.01%0.0%
Q4 2020$38,201,000
+14.3%
405,021
+101.9%
0.01%0.0%
Q3 2020$33,431,000
+3.2%
200,585
-5.2%
0.01%
-14.3%
Q2 2020$32,394,000
+13.4%
211,625
-6.5%
0.01%
-12.5%
Q1 2020$28,557,000
-12.2%
226,354
+11.2%
0.01%0.0%
Q4 2019$32,508,000
+12.2%
203,628
+3.7%
0.01%0.0%
Q3 2019$28,983,000
-5.0%
196,441
-5.9%
0.01%0.0%
Q2 2019$30,496,000
-3.0%
208,693
-6.3%
0.01%
-11.1%
Q1 2019$31,452,000
+37.7%
222,704
+21.3%
0.01%
+28.6%
Q4 2018$22,841,000
+1.2%
183,534
+18.3%
0.01%
+16.7%
Q3 2018$22,581,000
-0.7%
155,171
-7.0%
0.01%0.0%
Q2 2018$22,737,000
-0.2%
166,765
-3.3%
0.01%0.0%
Q1 2018$22,789,000
-23.8%
172,486
-23.0%
0.01%
-25.0%
Q4 2017$29,921,000
+9.3%
223,924
+3.1%
0.01%0.0%
Q3 2017$27,376,000
-6.2%
217,217
-9.7%
0.01%
-11.1%
Q2 2017$29,185,000
-43.6%
240,550
-45.0%
0.01%
+12.5%
Q1 2017$51,754,000
+13.2%
437,624
+7.3%
0.01%
+14.3%
Q4 2016$45,700,000
+113.4%
407,852
+106.7%
0.01%0.0%
Q3 2016$21,414,000
-2.2%
197,311
-5.7%
0.01%
-12.5%
Q2 2016$21,896,000
+0.0%
209,272
-2.0%
0.01%0.0%
Q1 2016$21,886,000
-30.9%
213,501
-31.3%
0.01%
-27.3%
Q4 2015$31,680,000
-4.9%
310,684
-10.0%
0.01%
-8.3%
Q3 2015$33,305,000
-10.7%
345,195
-3.6%
0.01%
-7.7%
Q2 2015$37,313,000
+0.6%
357,918
+1.2%
0.01%
-7.1%
Q1 2015$37,100,000
-0.3%
353,837
-1.5%
0.01%0.0%
Q4 2014$37,214,000
+3.2%
359,329
-1.2%
0.01%0.0%
Q3 2014$36,064,000
+3.2%
363,754
+3.1%
0.01%0.0%
Q2 2014$34,962,000
+7.6%
352,685
+2.9%
0.01%0.0%
Q1 2014$32,501,000
-5.5%
342,762
-6.9%
0.01%
-6.7%
Q4 2013$34,376,000
+9.9%
368,297
+0.3%
0.02%0.0%
Q3 2013$31,282,000
+19.3%
367,122
+13.0%
0.02%
+15.4%
Q2 2013$26,214,000324,8680.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Sterling Investment Advisors, Ltd. 61,740$7,911,0002.24%
Lowe Wealth Advisors, LLC 41,894$4,665,0002.11%
Sage Investment Advisers LLC 12,993$1,447,0001.92%
Townsend & Associates, Inc 24,837$2,733,0001.26%
Avondale Wealth Management 8,674$966,0001.14%
Ballew Advisors, Inc 9,085$992,0000.76%
Mathes Company, Inc. 17,100$1,904,0000.74%
Mine & Arao Wealth Creation & Management, LLC. 11,213$1,249,0000.73%
IBEX WEALTH ADVISORS 31,378$3,494,0000.67%
WASHBURN CAPITAL MANAGEMENT, INC. 8,993$1,001,0000.66%
View complete list of ISHARES TR shareholders