MORGAN STANLEY - ISHARES TR ownership

ISHARES TR's ticker is ITB and the CUSIP is 464288752. A total of 239 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.66 and the average weighting 0.1%.

Quarter-by-quarter ownership
MORGAN STANLEY ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$288,356,309
+123.3%
3,673,796
+143.0%
0.03%
+123.1%
Q2 2023$129,153,249
+86.0%
1,511,625
+53.0%
0.01%
+85.7%
Q1 2023$69,429,057
-34.0%
987,751
-43.1%
0.01%
-41.7%
Q4 2022$105,184,402
-42.9%
1,735,573
-50.9%
0.01%
-52.0%
Q3 2022$184,097,000
-2.0%
3,537,579
-1.1%
0.02%
+4.2%
Q2 2022$187,811,000
+101.5%
3,577,366
+127.5%
0.02%
+84.6%
Q1 2022$93,195,000
-41.0%
1,572,650
-17.5%
0.01%
-35.0%
Q4 2021$157,998,000
+29.7%
1,905,427
+3.5%
0.02%
+25.0%
Q3 2021$121,801,000
-2.8%
1,840,454
+1.7%
0.02%
-5.9%
Q2 2021$125,265,000
-0.8%
1,809,667
-2.8%
0.02%
-10.5%
Q1 2021$126,327,000
+64.3%
1,861,452
+35.1%
0.02%
+58.3%
Q4 2020$76,911,000
-54.5%
1,378,336
-53.8%
0.01%
-63.6%
Q3 2020$169,117,000
+158.5%
2,985,296
+101.4%
0.03%
+135.7%
Q2 2020$65,435,000
+69.8%
1,482,094
+11.3%
0.01%
+40.0%
Q1 2020$38,534,000
-21.6%
1,331,979
+20.4%
0.01%
-9.1%
Q4 2019$49,160,000
-34.8%
1,106,718
-36.5%
0.01%
-45.0%
Q3 2019$75,433,000
+23.8%
1,741,699
+9.2%
0.02%
+25.0%
Q2 2019$60,950,000
+17.6%
1,594,710
+8.4%
0.02%
+6.7%
Q1 2019$51,834,000
-39.0%
1,470,887
-48.0%
0.02%
-40.0%
Q4 2018$84,921,000
-49.2%
2,826,924
-40.3%
0.02%
-40.5%
Q3 2018$167,231,000
-29.5%
4,732,085
-23.9%
0.04%
-34.4%
Q2 2018$237,334,000
+102.5%
6,221,085
+109.6%
0.06%
+93.9%
Q1 2018$117,218,000
-73.3%
2,968,301
-70.5%
0.03%
-72.5%
Q4 2017$439,173,000
+50.6%
10,045,146
+25.9%
0.12%
+37.9%
Q3 2017$291,561,000
+52.2%
7,979,268
+41.4%
0.09%
+50.0%
Q2 2017$191,571,000
-39.8%
5,644,375
-43.3%
0.06%
+18.4%
Q1 2017$318,426,000
+174.3%
9,957,072
+135.7%
0.05%
+157.9%
Q4 2016$116,082,000
+74.6%
4,224,254
+75.0%
0.02%
-17.4%
Q3 2016$66,491,000
+16.7%
2,413,448
+17.2%
0.02%
+9.5%
Q2 2016$56,962,000
-28.9%
2,060,122
-30.3%
0.02%
-32.3%
Q1 2016$80,084,000
-50.1%
2,957,308
-50.1%
0.03%
-46.6%
Q4 2015$160,483,000
+73.6%
5,921,887
+67.2%
0.06%
+70.6%
Q3 2015$92,421,000
-19.2%
3,541,062
-15.0%
0.03%
-15.0%
Q2 2015$114,313,000
+32.5%
4,164,380
+36.3%
0.04%
+25.0%
Q1 2015$86,246,000
+114.6%
3,055,121
+96.8%
0.03%
+113.3%
Q4 2014$40,183,000
-21.9%
1,552,697
-32.1%
0.02%
-25.0%
Q3 2014$51,459,000
+139.3%
2,288,123
+163.9%
0.02%
+150.0%
Q2 2014$21,501,000
-38.2%
866,999
-39.6%
0.01%
-46.7%
Q1 2014$34,772,000
-71.4%
1,435,710
-70.7%
0.02%
-71.2%
Q4 2013$121,538,000
+54.0%
4,896,741
+38.6%
0.05%
+40.5%
Q3 2013$78,900,000
+65.8%
3,531,793
+66.1%
0.04%
+54.2%
Q2 2013$47,592,0002,126,5600.02%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 238,548$18,723,6336.20%
COTTONWOOD CAPITAL ADVISORS, LLC 46,596$3,657,3533.42%
Riggs Asset Managment Co. Inc. 115,538$9,068,5783.23%
FOCUS Wealth Advisors, LLC 53,284$4,182,2612.90%
Kirkoswald Asset Management LLC 20,000$100,0002.64%
Portfolio Strategies, Inc. 174,103$13,665,0432.63%
Capital Asset Advisory Services LLC 451,624$35,691,8182.44%
SPC Financial, Inc. 238,572$18,725,5162.10%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 29,870$2,385,1682.06%
Eldridge Investment Advisors, Inc. 69,984$5,4931.82%
View complete list of ISHARES TR shareholders