MORGAN STANLEY - ISHARES TR ownership

ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 133 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 3.30 and the average weighting 0.1%.

Quarter-by-quarter ownership
MORGAN STANLEY ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$68,860,937
+72.6%
706,048
+50.3%
0.01%
+75.0%
Q2 2023$39,891,706
-22.7%
469,701
-21.9%
0.00%
-33.3%
Q1 2023$51,634,168
-36.5%
601,726
-31.3%
0.01%
-33.3%
Q4 2022$81,329,760
+16.1%
875,832
+4.1%
0.01%
-10.0%
Q3 2022$70,058,000
-4.6%
841,235
-10.8%
0.01%0.0%
Q2 2022$73,409,000
+0.3%
942,960
+8.6%
0.01%0.0%
Q1 2022$73,222,000
+293.4%
868,383
+185.7%
0.01%
+400.0%
Q4 2021$18,612,000
+7.1%
303,911
+1.7%
0.00%0.0%
Q3 2021$17,371,000
+7.2%
298,940
+5.8%
0.00%0.0%
Q2 2021$16,198,000
+23.1%
282,684
+4.6%
0.00%0.0%
Q1 2021$13,155,000
+68.0%
270,233
+23.8%
0.00%
+100.0%
Q4 2020$7,830,000
+288.0%
218,217
+185.9%
0.00%
Q3 2020$2,018,000
-89.0%
76,332
-86.0%
0.00%
-100.0%
Q2 2020$18,324,000
+1172.5%
543,423
+761.4%
0.00%
Q1 2020$1,440,000
-60.8%
63,083
-4.6%
0.00%
-100.0%
Q4 2019$3,674,000
+64.2%
66,159
+50.8%
0.00%0.0%
Q3 2019$2,238,000
-76.6%
43,877
-74.2%
0.00%
-66.7%
Q2 2019$9,547,000
+26.4%
170,267
+31.2%
0.00%
+50.0%
Q1 2019$7,551,000
-62.2%
129,779
-66.5%
0.00%
-66.7%
Q4 2018$19,985,000
+33.5%
387,082
+96.3%
0.01%
+50.0%
Q3 2018$14,973,000
+6.1%
197,200
+3.8%
0.00%0.0%
Q2 2018$14,111,000
+82.3%
189,903
+55.9%
0.00%
+100.0%
Q1 2018$7,740,000
+1.2%
121,779
+3.5%
0.00%0.0%
Q4 2017$7,646,000
-23.8%
117,709
-31.1%
0.00%
-33.3%
Q3 2017$10,035,000
-2.2%
170,811
-8.9%
0.00%0.0%
Q2 2017$10,257,000
-54.1%
187,504
-48.7%
0.00%0.0%
Q1 2017$22,350,000
-1.2%
365,662
+5.8%
0.00%
-25.0%
Q4 2016$22,618,000
+99.5%
345,646
+87.6%
0.00%0.0%
Q3 2016$11,336,000
+2.6%
184,286
-5.4%
0.00%0.0%
Q2 2016$11,046,000
+15.8%
194,742
+6.2%
0.00%0.0%
Q1 2016$9,536,000
+34.1%
183,457
+36.6%
0.00%
+33.3%
Q4 2015$7,112,000
-46.2%
134,315
-43.6%
0.00%
-40.0%
Q3 2015$13,214,000
+21.0%
238,299
+54.2%
0.01%
+25.0%
Q2 2015$10,924,000
+8.9%
154,522
+13.0%
0.00%0.0%
Q1 2015$10,032,000
-15.5%
136,746
-17.7%
0.00%0.0%
Q4 2014$11,870,000
-39.7%
166,188
-26.6%
0.00%
-50.0%
Q3 2014$19,688,000
-14.7%
226,418
-4.8%
0.01%
-11.1%
Q2 2014$23,081,000
+54.7%
237,799
+35.6%
0.01%
+50.0%
Q1 2014$14,916,000
+12.5%
175,359
+8.8%
0.01%0.0%
Q4 2013$13,263,000
-49.5%
161,107
-52.2%
0.01%
-50.0%
Q3 2013$26,272,000
+61.2%
337,288
+48.2%
0.01%
+50.0%
Q2 2013$16,295,000227,5770.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
COTTONWOOD CAPITAL ADVISORS, LLC 32,640$3,183,3312.98%
Granite Bay Wealth Management, LLC 2,136,954$203,0331.99%
Audent Global Asset Management, LLC 16,370$1,596,5181.15%
Independent Family Office, LLC 16,902$1,648,4521.03%
PCG Wealth Advisors, LLC 15,757$1,536,8041.01%
Alhambra Investment Management LLC 13,882$1,353,9110.89%
VIAWEALTH, LLC 12,358$1,205,2970.88%
Amica Retiree Medical Trust 6,811$6640.78%
Columbus Macro, LLC 17,609$1,719,4700.72%
Wealth Management Partners, LLC 11,865$1,157,1930.72%
View complete list of ISHARES TR shareholders