MORGAN STANLEY - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 278 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
MORGAN STANLEY ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$16,358,764
+41.9%
331,081
+47.8%
0.00%
+100.0%
Q2 2023$11,528,807
-31.2%
224,077
-33.1%
0.00%
-50.0%
Q1 2023$16,746,323
-66.4%
334,725
-68.3%
0.00%
-66.7%
Q4 2022$49,819,184
+174.9%
1,056,386
+161.0%
0.01%
+200.0%
Q3 2022$18,122,000
+0.2%
404,696
+7.4%
0.00%0.0%
Q2 2022$18,083,000
-3.9%
376,728
+8.0%
0.00%
-33.3%
Q1 2022$18,818,000
-5.4%
348,736
+0.0%
0.00%
+50.0%
Q4 2021$19,899,000
+13.2%
348,619
+10.0%
0.00%0.0%
Q3 2021$17,581,000
+9.9%
316,947
+10.9%
0.00%0.0%
Q2 2021$16,002,000
+2.9%
285,755
-1.6%
0.00%0.0%
Q1 2021$15,547,000
+6.0%
290,269
+3.3%
0.00%0.0%
Q4 2020$14,671,000
+9.5%
281,052
+1.6%
0.00%
-33.3%
Q3 2020$13,402,000
+7.6%
276,678
+3.1%
0.00%0.0%
Q2 2020$12,455,000
+57.4%
268,479
+40.4%
0.00%
+50.0%
Q1 2020$7,915,000
+0.4%
191,275
+16.1%
0.00%0.0%
Q4 2019$7,884,000
+12.6%
164,805
+8.4%
0.00%0.0%
Q3 2019$7,002,000
-1.4%
152,024
-1.5%
0.00%0.0%
Q2 2019$7,103,000
-5.3%
154,346
-8.0%
0.00%0.0%
Q1 2019$7,499,000
-63.2%
167,753
-66.0%
0.00%
-66.7%
Q4 2018$20,388,000
+53.1%
493,531
+67.2%
0.01%
+100.0%
Q3 2018$13,321,000
-4.9%
295,164
-6.5%
0.00%
-25.0%
Q2 2018$14,003,000
+1.6%
315,663
+2.1%
0.00%0.0%
Q1 2018$13,778,000
+0.2%
309,117
+1.0%
0.00%0.0%
Q4 2017$13,751,000
+2.0%
306,125
+1.8%
0.00%0.0%
Q3 2017$13,477,000
+5.3%
300,641
+2.4%
0.00%0.0%
Q2 2017$12,799,000
-51.4%
293,488
-52.8%
0.00%0.0%
Q1 2017$26,332,000
-2.6%
621,166
-6.8%
0.00%0.0%
Q4 2016$27,046,000
+190.8%
666,468
+194.9%
0.00%
+33.3%
Q3 2016$9,302,000
+8.5%
226,036
+5.5%
0.00%0.0%
Q2 2016$8,573,000
+113.4%
214,153
+110.3%
0.00%
+50.0%
Q1 2016$4,018,000
-65.1%
101,846
-65.6%
0.00%
-50.0%
Q4 2015$11,509,000
+97.9%
296,019
+94.3%
0.00%
+100.0%
Q3 2015$5,815,000
-2.4%
152,378
+3.6%
0.00%0.0%
Q2 2015$5,960,000
+15.3%
147,030
+16.1%
0.00%0.0%
Q1 2015$5,170,000
-9.2%
126,649
-10.7%
0.00%0.0%
Q4 2014$5,692,000
+44.6%
141,881
+42.2%
0.00%0.0%
Q3 2014$3,937,000
+1.5%
99,744
+4.0%
0.00%0.0%
Q2 2014$3,880,000
+30.4%
95,873
+26.1%
0.00%
+100.0%
Q1 2014$2,975,000
+2.8%
76,007
+1.1%
0.00%0.0%
Q4 2013$2,894,000
+350.1%
75,181
+331.3%
0.00%
Q3 2013$643,000
+50.6%
17,433
+44.6%
0.00%
Q2 2013$427,00012,0580.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Strategic Wealth Partners Group, LLC 585,938$31,617,0006.02%
Consilium Wealth Advisory, LLC 110,771$5,977,0004.28%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 918,796$49,578,0003.27%
Fort Henry Capital, LLC 67,697$3,653,0003.15%
IronBridge Private Wealth, LLC 94,143$5,080,0003.13%
VIEWPOINT INVESTMENT PARTNERS CORP 57,590$3,287,0002.61%
Weaver Consulting Group 92,201$4,975,0002.41%
Integrity Financial Corp /WA 37,713$2,035,0001.67%
NORTHWEST WEALTH MANAGEMENT, LLC 62,250$3,359,0001.65%
CALTON & ASSOCIATES, INC. 95,646$5,161,0001.53%
View complete list of ISHARES TR shareholders