MORGAN STANLEY - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 772 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.5%.

Quarter-by-quarter ownership
MORGAN STANLEY ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$330,746,661
-14.8%
3,707,090
-9.2%
0.03%
-10.5%
Q2 2023$388,231,174
-0.3%
4,082,774
-1.9%
0.04%
-9.5%
Q1 2023$389,360,758
+4.8%
4,160,280
+2.3%
0.04%0.0%
Q4 2022$371,479,595
+6.6%
4,068,333
-3.7%
0.04%
-10.6%
Q3 2022$348,402,000
-22.7%
4,225,615
-16.5%
0.05%
-19.0%
Q2 2022$450,665,000
+5.7%
5,061,950
+21.6%
0.06%
+1.8%
Q1 2022$426,262,000
+4.8%
4,163,127
+6.9%
0.06%
+14.0%
Q4 2021$406,932,000
+5.5%
3,894,463
+1.7%
0.05%
-3.8%
Q3 2021$385,686,000
-2.2%
3,831,196
+2.5%
0.05%0.0%
Q2 2021$394,241,000
-2.6%
3,739,359
-6.9%
0.05%
-11.9%
Q1 2021$404,764,000
+41.5%
4,017,907
+14.2%
0.06%
+34.1%
Q4 2020$286,135,000
+40.1%
3,519,069
+111.0%
0.04%
+12.8%
Q3 2020$204,175,000
+4.8%
1,667,827
+3.0%
0.04%
-9.3%
Q2 2020$194,821,000
+24.3%
1,618,510
+3.2%
0.04%0.0%
Q1 2020$156,770,000
-38.7%
1,568,630
-1.4%
0.04%
-27.1%
Q4 2019$255,714,000
+3.7%
1,590,260
-3.1%
0.06%
-9.2%
Q3 2019$246,547,000
+2.4%
1,641,564
+1.3%
0.06%
+1.6%
Q2 2019$240,753,000
-0.5%
1,619,919
-1.2%
0.06%
-5.9%
Q1 2019$241,955,000
+9.3%
1,639,932
-2.3%
0.07%
+3.0%
Q4 2018$221,390,000
-20.7%
1,679,099
+0.4%
0.07%
-5.7%
Q3 2018$279,166,000
+6.0%
1,672,350
+3.6%
0.07%
-1.4%
Q2 2018$263,482,000
+4.7%
1,613,783
-3.3%
0.07%
+1.4%
Q1 2018$251,638,000
-0.1%
1,668,242
+1.7%
0.07%
+1.4%
Q4 2017$251,817,000
+1.5%
1,639,756
-1.9%
0.07%
-6.8%
Q3 2017$248,018,000
+4.0%
1,672,297
-2.0%
0.07%
+2.8%
Q2 2017$238,515,000
-53.2%
1,705,866
-53.6%
0.07%
-7.7%
Q1 2017$509,744,000
+3.3%
3,676,476
+4.3%
0.08%
-3.7%
Q4 2016$493,330,000
+138.6%
3,523,532
+112.7%
0.08%
+14.1%
Q3 2016$206,766,000
+2.9%
1,656,642
-3.6%
0.07%
-2.7%
Q2 2016$200,872,000
-2.1%
1,719,344
-5.1%
0.07%
-7.6%
Q1 2016$205,217,000
+13.5%
1,810,956
+8.4%
0.08%
+21.5%
Q4 2015$180,774,000
+9.5%
1,671,359
+6.0%
0.06%
+6.6%
Q3 2015$165,153,000
-8.2%
1,576,031
+3.2%
0.06%
-1.6%
Q2 2015$179,909,000
-0.9%
1,527,752
+0.1%
0.06%
-7.5%
Q1 2015$181,561,000
+1.2%
1,526,877
+0.4%
0.07%
+1.5%
Q4 2014$179,351,000
+22.8%
1,520,694
+11.7%
0.07%
+17.9%
Q3 2014$146,019,000
-5.7%
1,360,969
+1.5%
0.06%
-8.2%
Q2 2014$154,801,000
+0.9%
1,341,085
-0.8%
0.06%
-4.7%
Q1 2014$153,444,000
+3.6%
1,352,525
+1.6%
0.06%
+1.6%
Q4 2013$148,159,000
+10.0%
1,331,638
+1.1%
0.06%
-1.6%
Q3 2013$134,686,000
+4.7%
1,317,606
-4.3%
0.06%
-1.5%
Q2 2013$128,673,0001,377,0610.06%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 849,049$89,515,00016.08%
Portfolio Solutions, LLC 1,318,891$134,197,00015.64%
Johnson Midwest Financial, LLC 150,019$15,816,00015.56%
Palisades Hudson Asset Management, L.P. 308,210$32,495,00014.51%
PIERSHALE FINANCIAL GROUP, INC. 289,788$30,552,00012.03%
Barber Financial Group, Inc. 532,750$56,168,0007.64%
Probity Advisors, Inc. 277,937$29,303,0006.17%
Camarda Financial Advisors, LLC 89,480$9,434,0005.83%
SAX WEALTH ADVISORS, LLC 156,044$16,452,0005.64%
Sterling Financial Planning, Inc. 79,647$8,397,0005.45%
View complete list of ISHARES TR shareholders