MORGAN STANLEY - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 517 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
MORGAN STANLEY ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$833,452,746
+0.4%
7,544,605
+0.4%
0.08%
+3.7%
Q2 2023$830,011,862
-13.3%
7,514,819
-13.2%
0.08%
-20.4%
Q1 2023$956,867,848
+0.8%
8,659,436
+0.2%
0.10%
-4.6%
Q4 2022$949,511,843
+16.8%
8,638,208
+16.9%
0.11%
-2.7%
Q3 2022$812,761,000
+2.4%
7,388,730
+2.5%
0.11%
+7.8%
Q2 2022$793,679,000
+13.6%
7,208,711
+13.7%
0.10%
+9.6%
Q1 2022$698,907,000
-8.9%
6,339,291
-8.8%
0.09%
-1.1%
Q4 2021$767,193,000
+8.0%
6,947,947
+8.0%
0.10%
-1.0%
Q3 2021$710,562,000
-8.6%
6,432,169
-8.6%
0.10%
-6.8%
Q2 2021$777,392,000
-7.9%
7,035,851
-7.9%
0.10%
-16.9%
Q1 2021$844,038,000
-4.2%
7,637,666
-4.2%
0.12%
-8.8%
Q4 2020$881,135,000
-3.6%
7,971,908
-3.5%
0.14%
-23.2%
Q3 2020$914,430,000
-5.0%
8,260,431
-4.9%
0.18%
-16.9%
Q2 2020$962,237,000
+5.4%
8,689,157
+5.7%
0.21%
-14.1%
Q1 2020$913,074,000
+207.4%
8,224,418
+205.9%
0.25%
+259.4%
Q4 2019$296,999,000
-5.6%
2,688,747
-5.5%
0.07%
-16.9%
Q3 2019$314,729,000
+0.9%
2,845,140
+1.0%
0.08%0.0%
Q2 2019$311,793,000
-11.1%
2,817,834
-11.2%
0.08%
-16.2%
Q1 2019$350,897,000
-3.2%
3,173,523
-3.5%
0.10%
-8.3%
Q4 2018$362,555,000
+115.8%
3,286,991
+116.1%
0.11%
+157.1%
Q3 2018$167,991,000
+25.5%
1,521,098
+25.5%
0.04%
+16.7%
Q2 2018$133,880,000
+1.2%
1,212,235
+1.2%
0.04%
-2.7%
Q1 2018$132,263,000
+29.1%
1,198,351
+28.9%
0.04%
+32.1%
Q4 2017$102,457,000
-21.1%
929,395
-21.0%
0.03%
-28.2%
Q3 2017$129,891,000
+67.5%
1,176,613
+67.4%
0.04%
+69.6%
Q2 2017$77,559,000
-56.7%
702,969
-56.7%
0.02%
-17.9%
Q1 2017$179,142,000
-28.9%
1,623,554
-28.9%
0.03%
-31.7%
Q4 2016$251,850,000
+125.3%
2,283,324
+125.6%
0.04%
+7.9%
Q3 2016$111,783,000
-16.6%
1,012,256
-16.6%
0.04%
-20.8%
Q2 2016$134,104,000
-6.8%
1,214,155
-6.9%
0.05%
-12.7%
Q1 2016$143,929,000
+54.8%
1,304,173
+54.6%
0.06%
+61.8%
Q4 2015$92,972,000
-17.8%
843,512
-17.8%
0.03%
-19.0%
Q3 2015$113,148,000
+127.6%
1,025,729
+127.5%
0.04%
+147.1%
Q2 2015$49,724,000
+0.0%
450,844
+0.0%
0.02%
-5.6%
Q1 2015$49,702,000
-13.6%
450,735
-13.6%
0.02%
-14.3%
Q4 2014$57,530,000
+2.7%
521,816
+2.7%
0.02%
-4.5%
Q3 2014$56,032,000
+18.3%
508,222
+18.3%
0.02%
+15.8%
Q2 2014$47,357,000
-30.3%
429,465
-30.3%
0.02%
-32.1%
Q1 2014$67,933,000
-29.6%
616,062
-29.6%
0.03%
-31.7%
Q4 2013$96,474,000
-5.9%
875,046
-5.9%
0.04%
-14.6%
Q3 2013$102,546,000
-16.8%
930,042
-16.8%
0.05%
-22.6%
Q2 2013$123,229,0001,118,0320.06%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
LaSalle St. Investment Advisors, LLC 723,745$79,95239.10%
Gateway Advisory, LLC 1,654,317$182,752,44637.27%
GUIDANCE CAPITAL, INC 570,391$62,765,86228.11%
Mader & Shannon Wealth Management, Inc. 367,456$40,592,86426.68%
Client First Capital LLC 304,395$33,626,47324.34%
PEAVINE CAPITAL, LLC 742,800$82,057,08521.39%
Titan Capital Management, LLC /TX 134,732$14,883,84420.05%
Allred Capital Management, LLC 343,442$37,939,99618.90%
Cornerstone Retirement Group, Inc. 530,662$58,622,28016.76%
Divergent Wealth Advisors 643,895$71,131,11916.18%
View complete list of ISHARES TR shareholders