MORGAN STANLEY - ISHARES TR ownership

ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 108 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.16 and the average weighting 0.2%.

Quarter-by-quarter ownership
MORGAN STANLEY ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$708,368
+8.8%
9,569
+5.3%
0.00%
Q2 2023$651,349
-38.8%
9,085
-38.9%
0.00%
Q1 2023$1,064,329
-7.6%
14,867
-6.1%
0.00%
Q4 2022$1,151,851
+13.5%
15,833
+2.1%
0.00%
Q3 2022$1,015,000
-23.5%
15,510
-13.0%
0.00%
Q2 2022$1,327,000
-40.1%
17,832
-28.1%
0.00%
Q1 2022$2,215,000
-30.6%
24,801
-28.5%
0.00%
Q4 2021$3,190,000
+34.7%
34,679
+24.5%
0.00%
Q3 2021$2,369,000
-11.3%
27,862
-9.4%
0.00%
Q2 2021$2,672,000
+47.2%
30,764
+44.5%
0.00%
Q1 2021$1,815,000
+114.0%
21,287
+99.9%
0.00%
Q4 2020$848,000
+46.0%
10,651
+18.5%
0.00%
Q3 2020$581,000
+65.1%
8,985
+41.7%
0.00%
Q2 2020$352,000
+13.5%
6,341
-1.6%
0.00%
Q1 2020$310,000
-50.4%
6,444
-30.9%
0.00%
Q4 2019$625,000
+68.9%
9,326
+47.9%
0.00%
Q3 2019$370,000
-28.3%
6,306
-26.7%
0.00%
Q2 2019$516,000
-24.0%
8,605
-19.5%
0.00%
Q1 2019$679,000
+7.6%
10,688
-3.2%
0.00%
Q4 2018$631,000
-90.7%
11,045
-87.8%
0.00%
-100.0%
Q3 2018$6,796,000
-14.9%
90,280
-11.7%
0.00%0.0%
Q2 2018$7,987,000
+14.0%
102,226
+14.3%
0.00%0.0%
Q1 2018$7,007,000
+14.3%
89,437
+3.8%
0.00%0.0%
Q4 2017$6,129,000
+0.6%
86,162
-5.6%
0.00%0.0%
Q3 2017$6,092,000
+78.0%
91,231
+63.3%
0.00%
+100.0%
Q2 2017$3,422,000
-45.6%
55,865
-48.8%
0.00%0.0%
Q1 2017$6,288,000
-0.7%
109,126
-7.6%
0.00%0.0%
Q4 2016$6,334,000
+986.4%
118,152
+916.7%
0.00%
Q3 2016$583,000
-27.4%
11,621
-34.5%
0.00%
Q2 2016$803,000
-19.3%
17,754
-16.5%
0.00%
Q1 2016$995,000
-27.5%
21,251
-26.0%
0.00%
Q4 2015$1,372,000
-10.4%
28,716
-16.5%
0.00%
-100.0%
Q3 2015$1,531,000
-64.0%
34,407
-57.5%
0.00%0.0%
Q2 2015$4,253,000
+9.2%
80,950
+13.5%
0.00%0.0%
Q1 2015$3,896,000
-27.4%
71,332
-29.6%
0.00%
-50.0%
Q4 2014$5,365,000
+10.4%
101,334
+2.8%
0.00%0.0%
Q3 2014$4,861,000
-28.9%
98,605
-23.8%
0.00%
-33.3%
Q2 2014$6,839,000
-3.0%
129,422
-5.0%
0.00%0.0%
Q1 2014$7,054,000
-18.7%
136,185
-17.0%
0.00%
-25.0%
Q4 2013$8,676,000
+22.7%
164,061
+14.6%
0.00%
+33.3%
Q3 2013$7,069,000
+3.8%
143,099
-4.8%
0.00%0.0%
Q2 2013$6,808,000150,3860.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
NORTHWEST INVESTMENT COUNSELORS, LLC 190,735$14,118,1803.94%
Boston Standard Wealth Management, LLC 71,957$5,326,0001.41%
Alhambra Investment Management LLC 20,718$1,533,5461.01%
Independent Family Office, LLC 15,442$1,143,0170.71%
ECLECTIC ASSOCIATES INC /ADV 13,238$979,8700.50%
OARSMAN CAPITAL, INC. 6,607$489,0500.20%
GUARDIAN CAPITAL ADVISORS LP 22,830$1,706,3140.19%
BAROMETER CAPITAL MANAGEMENT INC. 6,300$466,3260.15%
Matrix Trust Co 4,752$3520.09%
LODESTAR PRIVATE ASSET MANAGEMENT LLC 6,758$500,2100.09%
View complete list of ISHARES TR shareholders