MORGAN STANLEY - ISHARES TR ownership

ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 116 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$15,704,048
+10.6%
405,160
+18.2%
0.00%
+100.0%
Q2 2023$14,200,228
+8.3%
342,917
+2.0%
0.00%0.0%
Q1 2023$13,111,649
+5.3%
336,348
-2.7%
0.00%0.0%
Q4 2022$12,456,830
+25.7%
345,639
+20.9%
0.00%0.0%
Q3 2022$9,910,000
-0.3%
285,929
+1.6%
0.00%0.0%
Q2 2022$9,943,000
-11.3%
281,518
+11.0%
0.00%
-50.0%
Q1 2022$11,208,000
-16.0%
253,623
-5.6%
0.00%0.0%
Q4 2021$13,337,000
+14.5%
268,677
+13.6%
0.00%0.0%
Q3 2021$11,643,000
-8.0%
236,448
-3.2%
0.00%0.0%
Q2 2021$12,658,000
-74.8%
244,319
+46.3%
0.00%
-71.4%
Q1 2021$50,164,000
+6.3%
166,970
+7.4%
0.01%0.0%
Q4 2020$47,200,000
+451.1%
155,518
+331.4%
0.01%
+250.0%
Q3 2020$8,564,000
-16.1%
36,048
-21.9%
0.00%0.0%
Q2 2020$10,206,000
+75.4%
46,182
+31.9%
0.00%0.0%
Q1 2020$5,820,000
-10.4%
35,012
+14.3%
0.00%0.0%
Q4 2019$6,493,000
-45.0%
30,637
-49.5%
0.00%
-33.3%
Q3 2019$11,798,000
-0.9%
60,608
+3.6%
0.00%0.0%
Q2 2019$11,911,000
+2.5%
58,495
+0.4%
0.00%0.0%
Q1 2019$11,625,000
+197.2%
58,281
+148.0%
0.00%
+200.0%
Q4 2018$3,912,000
-16.4%
23,497
+6.8%
0.00%0.0%
Q3 2018$4,679,000
-15.1%
22,004
-20.7%
0.00%0.0%
Q2 2018$5,509,000
+22.8%
27,753
+14.7%
0.00%0.0%
Q1 2018$4,487,000
+2.2%
24,187
-1.1%
0.00%0.0%
Q4 2017$4,390,000
+10.3%
24,464
+4.3%
0.00%0.0%
Q3 2017$3,981,000
+1.4%
23,464
-3.8%
0.00%0.0%
Q2 2017$3,927,000
-46.5%
24,399
-49.2%
0.00%0.0%
Q1 2017$7,344,000
+3.9%
48,018
-1.7%
0.00%0.0%
Q4 2016$7,068,000
+158.6%
48,832
+157.5%
0.00%0.0%
Q3 2016$2,733,000
+26.5%
18,967
+17.7%
0.00%0.0%
Q2 2016$2,160,000
-15.4%
16,108
-18.8%
0.00%0.0%
Q1 2016$2,552,000
-3.3%
19,833
+1.2%
0.00%0.0%
Q4 2015$2,638,000
+40.8%
19,589
+34.6%
0.00%0.0%
Q3 2015$1,873,000
-38.0%
14,557
-30.1%
0.00%0.0%
Q2 2015$3,020,000
-0.2%
20,820
-0.8%
0.00%0.0%
Q1 2015$3,026,000
-45.9%
20,997
-49.2%
0.00%
-50.0%
Q4 2014$5,589,000
+81.2%
41,363
+69.1%
0.00%
+100.0%
Q3 2014$3,084,000
-5.5%
24,458
+0.5%
0.00%0.0%
Q2 2014$3,265,000
+21.7%
24,339
+18.7%
0.00%0.0%
Q1 2014$2,683,000
-4.1%
20,513
-2.9%
0.00%0.0%
Q4 2013$2,799,000
-11.1%
21,128
-17.3%
0.00%0.0%
Q3 2013$3,149,000
+23.6%
25,538
+9.2%
0.00%0.0%
Q2 2013$2,547,00023,3900.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
SHELTON WEALTH MANAGEMENT, LLC 50,653$1,963,3141.57%
Matrix Trust Co 149,473$5,7941.51%
Opes Wealth Management LLC 106,426$4,125,0721.14%
Gallagher Fiduciary Advisors, LLC 311,609$12,077,9581.06%
Black Diamond Financial, LLC 82,442$3,195,4510.98%
VAUGHAN & Co SECURITIES, INC. 25,278$979,7750.73%
BEAM WEALTH ADVISORS, INC. 24,457$947,9590.67%
Asset Allocation Strategies LLC 32,092$1,243,9060.57%
Certified Advisory Corp 74,374$2,882,7360.53%
CREATIVE FINANCIAL DESIGNS INC /ADV 83,654$3,242,4180.38%
View complete list of ISHARES TR shareholders