MORGAN STANLEY - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 449 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.

Quarter-by-quarter ownership
MORGAN STANLEY ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$191,396,592
-2.9%
7,535,298
+0.6%
0.02%0.0%
Q2 2023$197,174,901
-0.7%
7,488,601
+3.7%
0.02%
-9.5%
Q1 2023$198,550,685
+6.1%
7,222,650
+4.8%
0.02%0.0%
Q4 2022$187,113,762
+12.2%
6,889,313
-7.0%
0.02%
-8.7%
Q3 2022$166,833,000
-21.2%
7,404,925
-5.0%
0.02%
-14.8%
Q2 2022$211,783,000
-12.3%
7,797,625
+2.5%
0.03%
-18.2%
Q1 2022$241,604,000
+12.8%
7,607,160
+10.8%
0.03%
+26.9%
Q4 2021$214,099,000
+7.5%
6,866,551
+4.9%
0.03%
-3.7%
Q3 2021$199,155,000
-5.2%
6,546,834
+0.9%
0.03%
-3.6%
Q2 2021$210,179,000
+4.3%
6,487,012
+1.3%
0.03%
-6.7%
Q1 2021$201,494,000
+13.3%
6,400,697
+6.1%
0.03%
+11.1%
Q4 2020$177,851,000
+49.5%
6,035,003
+26.4%
0.03%
+17.4%
Q3 2020$118,991,000
-6.1%
4,773,017
-5.3%
0.02%
-17.9%
Q2 2020$126,656,000
-3.5%
5,042,052
-13.2%
0.03%
-22.2%
Q1 2020$131,273,000
-32.8%
5,808,513
-0.2%
0.04%
-20.0%
Q4 2019$195,313,000
+14.6%
5,818,057
+4.9%
0.04%0.0%
Q3 2019$170,412,000
+0.1%
5,543,660
+0.1%
0.04%0.0%
Q2 2019$170,174,000
+0.1%
5,539,522
+0.5%
0.04%
-6.2%
Q1 2019$170,024,000
+15.7%
5,509,528
+7.7%
0.05%
+9.1%
Q4 2018$146,908,000
-12.2%
5,116,956
-0.2%
0.04%
+4.8%
Q3 2018$167,336,000
-0.8%
5,128,268
-2.6%
0.04%
-8.7%
Q2 2018$168,686,000
-6.5%
5,263,160
-3.7%
0.05%
-8.0%
Q1 2018$180,480,000
+12.9%
5,467,459
+15.5%
0.05%
+13.6%
Q4 2017$159,905,000
+1.5%
4,732,338
+1.4%
0.04%
-6.4%
Q3 2017$157,562,000
+9.0%
4,667,118
+5.7%
0.05%
+6.8%
Q2 2017$144,522,000
-42.5%
4,416,926
-44.7%
0.04%
+12.8%
Q1 2017$251,444,000
+27.6%
7,992,464
+19.9%
0.04%
+21.9%
Q4 2016$197,088,000
+108.4%
6,667,394
+111.4%
0.03%0.0%
Q3 2016$94,560,000
+12.5%
3,154,116
+7.4%
0.03%
+6.7%
Q2 2016$84,061,000
+15.7%
2,936,106
+17.2%
0.03%
+7.1%
Q1 2016$72,633,000
+9.4%
2,505,466
+8.4%
0.03%
+16.7%
Q4 2015$66,365,000
-30.5%
2,311,570
-31.9%
0.02%
-31.4%
Q3 2015$95,551,000
-35.6%
3,396,720
-26.0%
0.04%
-31.4%
Q2 2015$148,371,000
-1.8%
4,589,272
+2.2%
0.05%
-8.9%
Q1 2015$151,101,000
+15.5%
4,491,715
+15.7%
0.06%
+16.7%
Q4 2014$130,769,000
-6.1%
3,881,548
-0.3%
0.05%
-11.1%
Q3 2014$139,275,000
-5.3%
3,891,421
+5.6%
0.05%
-6.9%
Q2 2014$147,007,000
+25.5%
3,685,314
+21.6%
0.06%
+18.4%
Q1 2014$117,092,000
+32.5%
3,030,318
+30.1%
0.05%
+28.9%
Q4 2013$88,390,000
+16.3%
2,329,722
+11.2%
0.04%
+5.6%
Q3 2013$75,994,000
+35.8%
2,095,807
+19.2%
0.04%
+28.6%
Q2 2013$55,970,0001,758,4200.03%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Eagle Bluffs Wealth Management LLC 348,672$9,033,4916.94%
FORTE ASSET MANAGEMENT LLC 335,587$8,694,5385.84%
COWA, LLC 305,044$7,749,5575.23%
Gunma Bank,Ltd. 246,000$6,2484.55%
Johnson & White Wealth Management, LLC 181,695$4,6154.17%
Fountainhead AM, LLC 470,482$11,950,2304.16%
Operose Advisors LLC 371,519$9,436,5783.74%
GDS Wealth Management 859,564$21,832,9263.43%
Kerntke Otto McGlone Wealth Management Group 127,836$3,247,0593.35%
Key Bridge Compliance, LLC 398,018$10,109,6453.16%
View complete list of ISHARES TR shareholders