MORGAN STANLEY - ISHARES TR ownership

ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 533 filers reported holding ISHARES TR in Q2 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$67,037,946
-28.8%
4,585,357
-10.3%
0.01%
-22.2%
Q2 2023$94,101,877
-18.6%
5,114,230
-12.5%
0.01%
-25.0%
Q1 2023$115,599,654
+2.8%
5,844,268
+3.2%
0.01%
-7.7%
Q4 2022$112,457,805
+2.9%
5,665,380
-1.0%
0.01%
-13.3%
Q3 2022$109,255,000
-2.7%
5,723,210
-2.9%
0.02%0.0%
Q2 2022$112,341,000
-26.1%
5,897,169
-16.6%
0.02%
-28.6%
Q1 2022$152,100,000
+9.8%
7,067,844
+8.0%
0.02%
+23.5%
Q4 2021$138,487,000
-11.5%
6,541,694
-9.5%
0.02%
-19.0%
Q3 2021$156,433,000
-8.9%
7,225,550
-1.3%
0.02%
-8.7%
Q2 2021$171,693,000
+7.6%
7,318,564
+11.5%
0.02%0.0%
Q1 2021$159,550,000
+55.8%
6,565,881
+81.1%
0.02%
+43.8%
Q4 2020$102,397,000
+174.6%
3,625,940
+79.8%
0.02%
+128.6%
Q3 2020$37,293,000
+133.9%
2,016,951
+58.4%
0.01%
+75.0%
Q2 2020$15,941,000
+95.8%
1,273,211
+49.4%
0.00%
+100.0%
Q1 2020$8,141,000
+19.0%
852,467
+46.4%
0.00%0.0%
Q4 2019$6,841,000
+155.5%
582,171
+137.0%
0.00%
+100.0%
Q3 2019$2,677,000
-5.5%
245,597
-7.8%
0.00%0.0%
Q2 2019$2,833,000
+56.7%
266,269
+43.7%
0.00%0.0%
Q1 2019$1,808,000
+42.7%
185,254
+20.8%
0.00%
Q4 2018$1,267,000
-1.2%
153,386
+3.0%
0.00%
Q3 2018$1,282,000
-7.1%
148,962
-5.7%
0.00%
Q2 2018$1,380,000
-26.1%
157,988
-19.4%
0.00%
-100.0%
Q1 2018$1,867,000
+9.4%
196,109
+7.2%
0.00%
Q4 2017$1,706,000
+76.1%
183,020
+69.5%
0.00%
Q3 2017$969,000
+24.7%
107,961
+18.9%
0.00%
Q2 2017$777,000
-43.6%
90,809
-43.6%
0.00%
Q1 2017$1,378,000
+17.6%
160,952
+8.3%
0.00%
Q4 2016$1,172,000
-12.5%
148,642
+1.7%
0.00%
Q3 2016$1,339,000
-16.1%
146,190
-19.6%
0.00%
-100.0%
Q2 2016$1,596,000
-6.4%
181,852
-0.5%
0.00%0.0%
Q1 2016$1,706,000
-13.0%
182,678
-8.3%
0.00%0.0%
Q4 2015$1,961,000
+8.6%
199,303
+0.0%
0.00%0.0%
Q3 2015$1,806,000
+4.4%
199,248
+28.1%
0.00%0.0%
Q2 2015$1,730,000
+11.9%
155,545
+19.4%
0.00%0.0%
Q1 2015$1,546,000
-3.6%
130,325
-21.4%
0.00%0.0%
Q4 2014$1,604,000
-37.8%
165,710
-30.1%
0.00%0.0%
Q3 2014$2,577,000
-4.8%
237,116
+3.9%
0.00%0.0%
Q2 2014$2,707,000
+15.8%
228,299
+9.4%
0.00%0.0%
Q1 2014$2,338,000
+37.8%
208,756
+28.4%
0.00%0.0%
Q4 2013$1,697,000
+42.0%
162,541
+39.2%
0.00%0.0%
Q3 2013$1,195,000
+12.2%
116,730
-4.3%
0.00%0.0%
Q2 2013$1,065,000121,9230.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Arosa Capital Management LP 1,050,000$15,351,0004.77%
Arosa Capital Management LP 1,000,000$14,620,0004.54%
Total Wealth Planning, LLC 1,136,196$16,611,1843.39%
Stelac Advisory Services LLC 370,760$5,384,9342.94%
TOBIAS FINANCIAL ADVISORS, INC. 508,308$7,431,4671.95%
BBJS FINANCIAL ADVISORS, LLC 344,550$5,037,3281.91%
ELEMENT POINTE ADVISORS, LLC 506,476$7,404,6761.90%
MRA Advisory Group 172,182$2,517,2981.80%
PENOBSCOT WEALTH MANAGEMENT 150,318$2,2021.67%
First Affirmative Financial Network 102,938$1,504,9481.47%
View complete list of ISHARES TR shareholders