MORGAN STANLEY - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 612 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.92 and the average weighting 0.4%.

Quarter-by-quarter ownership
MORGAN STANLEY ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$162,260,766
-28.0%
3,345,582
-16.2%
0.02%
-27.3%
Q2 2023$225,457,651
+5.5%
3,993,227
+0.9%
0.02%
-4.3%
Q1 2023$213,681,410
+3.8%
3,958,528
+1.1%
0.02%0.0%
Q4 2022$205,857,364
+18.9%
3,915,871
+6.7%
0.02%
-4.2%
Q3 2022$173,149,000
-22.4%
3,669,965
-17.1%
0.02%
-17.2%
Q2 2022$223,203,000
-9.8%
4,425,116
+9.1%
0.03%
-12.1%
Q1 2022$247,354,000
-22.0%
4,057,630
-15.7%
0.03%
-15.4%
Q4 2021$317,011,000
+18.9%
4,814,150
+13.4%
0.04%
+8.3%
Q3 2021$266,618,000
+9.5%
4,246,867
+529.5%
0.04%
+12.5%
Q2 2021$243,586,000
-12.7%
674,678
-20.1%
0.03%
-22.0%
Q1 2021$278,998,000
-16.8%
844,526
-17.5%
0.04%
-21.2%
Q4 2020$335,157,000
+20.4%
1,024,003
+10.2%
0.05%
-3.7%
Q3 2020$278,304,000
-35.2%
928,857
-42.8%
0.05%
-43.2%
Q2 2020$429,607,000
+25.1%
1,622,564
+6.5%
0.10%
+2.2%
Q1 2020$343,411,000
-2.6%
1,523,904
+14.3%
0.09%
+13.4%
Q4 2019$352,437,000
+33.5%
1,333,372
+24.9%
0.08%
+17.1%
Q3 2019$264,008,000
+1.9%
1,067,819
-0.8%
0.07%
+1.4%
Q2 2019$259,136,000
+16.6%
1,076,504
+12.2%
0.07%
+9.5%
Q1 2019$222,221,000
+41.1%
959,793
+21.7%
0.06%
+34.0%
Q4 2018$157,523,000
-23.1%
788,361
-12.4%
0.05%
-7.8%
Q3 2018$204,781,000
+51.3%
900,213
+33.4%
0.05%
+37.8%
Q2 2018$135,360,000
+19.9%
674,607
+10.6%
0.04%
+19.4%
Q1 2018$112,878,000
-11.8%
610,119
-17.3%
0.03%
-11.4%
Q4 2017$127,956,000
+6.4%
737,452
+2.4%
0.04%
-2.8%
Q3 2017$120,304,000
+49.3%
720,252
+48.9%
0.04%
+50.0%
Q2 2017$80,597,000
-34.8%
483,746
-40.8%
0.02%
+26.3%
Q1 2017$123,668,000
-14.7%
816,724
-25.0%
0.02%
-20.8%
Q4 2016$144,906,000
+106.0%
1,088,282
+125.0%
0.02%0.0%
Q3 2016$70,330,000
+55.6%
483,725
+45.1%
0.02%
+50.0%
Q2 2016$45,187,000
-1.1%
333,358
-10.6%
0.02%
-11.1%
Q1 2016$45,679,000
+63.2%
372,959
+63.2%
0.02%
+80.0%
Q4 2015$27,998,000
+104.8%
228,597
+86.1%
0.01%
+100.0%
Q3 2015$13,672,000
-61.6%
122,854
-58.7%
0.01%
-58.3%
Q2 2015$35,578,000
+109.2%
297,149
+110.2%
0.01%
+100.0%
Q1 2015$17,007,000
-7.4%
141,381
-13.0%
0.01%
-14.3%
Q4 2014$18,375,000
+26.9%
162,452
+11.6%
0.01%
+16.7%
Q3 2014$14,476,000
-13.8%
145,626
-11.6%
0.01%
-14.3%
Q2 2014$16,801,000
-1.3%
164,681
-4.4%
0.01%0.0%
Q1 2014$17,029,000
+12.9%
172,338
+6.1%
0.01%
+16.7%
Q4 2013$15,079,000
+18.6%
162,467
+8.2%
0.01%0.0%
Q3 2013$12,711,000
+1.0%
150,087
-6.4%
0.01%0.0%
Q2 2013$12,588,000160,2980.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
CUMBERLAND ADVISORS INC 291,204$15,308,5946.63%
Hobart Private Capital, LLC 181,847$9,559,6976.47%
J Arnold Wealth Management Co 240,573$12,646,9366.24%
Hall Private Wealth Advisors 207,876$10,928,0416.21%
FinDec Wealth Services, Inc. 129,539$6,809,8435.63%
Safeguard Investment Advisory Group, LLC 130,804$6,877,4454.24%
OGOREK ANTHONY JOSEPH /NY/ /ADV 171,433$9,0123.92%
RPg Family Wealth Advisory, LLC 96,861$5,091,9833.49%
Flaharty Asset Management, LLC 344,242$18,096,8253.39%
Madden Advisory Services, Inc. 84,630$4,449,0213.33%
View complete list of ISHARES TR shareholders