MORGAN STANLEY - ISHARES TR ownership

ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 244 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$21,693,206
+46.2%
557,235
+51.8%
0.00%
+100.0%
Q2 2023$14,833,317
-42.0%
367,069
-42.8%
0.00%
-66.7%
Q1 2023$25,561,926
-61.4%
641,291
-63.2%
0.00%
-62.5%
Q4 2022$66,263,611
+273.6%
1,743,320
+259.8%
0.01%
+300.0%
Q3 2022$17,738,000
-18.8%
484,514
-13.5%
0.00%
-33.3%
Q2 2022$21,835,000
+56.0%
560,423
+72.0%
0.00%
+50.0%
Q1 2022$13,997,000
-4.7%
325,743
+0.8%
0.00%0.0%
Q4 2021$14,688,000
+12.8%
323,037
+11.0%
0.00%0.0%
Q3 2021$13,019,000
+2.9%
290,988
+3.6%
0.00%0.0%
Q2 2021$12,654,000
+4.5%
280,902
+1.0%
0.00%0.0%
Q1 2021$12,107,000
+9.9%
277,992
+9.0%
0.00%0.0%
Q4 2020$11,019,000
+9.0%
255,066
+3.6%
0.00%0.0%
Q3 2020$10,105,000
-3.3%
246,159
-6.1%
0.00%0.0%
Q2 2020$10,449,000
-2.7%
262,088
-10.4%
0.00%
-33.3%
Q1 2020$10,744,000
+9.1%
292,429
+19.2%
0.00%
+50.0%
Q4 2019$9,845,000
+6.1%
245,333
+3.9%
0.00%0.0%
Q3 2019$9,275,000
+13.1%
236,087
+12.4%
0.00%0.0%
Q2 2019$8,198,000
+1.8%
210,100
-0.7%
0.00%0.0%
Q1 2019$8,051,000
-22.4%
211,526
-27.2%
0.00%
-33.3%
Q4 2018$10,369,000
+29.1%
290,608
+37.1%
0.00%
+50.0%
Q3 2018$8,032,000
-12.7%
212,007
-13.5%
0.00%0.0%
Q2 2018$9,204,000
-26.2%
245,228
-25.7%
0.00%
-33.3%
Q1 2018$12,473,000
-31.4%
330,227
-30.9%
0.00%
-40.0%
Q4 2017$18,192,000
+15.2%
478,227
+15.0%
0.01%0.0%
Q3 2017$15,793,000
+26.1%
415,930
+23.8%
0.01%
+25.0%
Q2 2017$12,524,000
+23.2%
336,035
+20.1%
0.00%
+100.0%
Q1 2017$10,168,000
-30.9%
279,758
-33.0%
0.00%0.0%
Q4 2016$14,716,000
+106.7%
417,706
+111.7%
0.00%0.0%
Q3 2016$7,121,000
+6.9%
197,300
+4.5%
0.00%0.0%
Q2 2016$6,663,000
+48.1%
188,759
+46.0%
0.00%0.0%
Q1 2016$4,498,000
+27.6%
129,269
+24.9%
0.00%
+100.0%
Q4 2015$3,525,000
+261.9%
103,534
+259.6%
0.00%
Q3 2015$974,000
-12.1%
28,790
-8.4%
0.00%
Q2 2015$1,108,000
+0.9%
31,423
+2.0%
0.00%
Q1 2015$1,098,000
+12.0%
30,810
+10.6%
0.00%
Q4 2014$980,000
+13.6%
27,858
+12.7%
0.00%
Q3 2014$863,000
+10.9%
24,729
+13.6%
0.00%
Q2 2014$778,000
+11.0%
21,767
+8.1%
0.00%
Q1 2014$701,000
-28.6%
20,132
-29.7%
0.00%
Q4 2013$982,000
+54.2%
28,617
+49.9%
0.00%
Q3 2013$637,000
+39.1%
19,090
+34.9%
0.00%
Q2 2013$458,00014,1560.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Thrive Capital Management, LLC 162,262$6,972,0004.21%
Weaver Consulting Group 178,010$7,649,0003.71%
TIEDEMANN ADVISORS, LLC 1,530,555$65,766,0003.34%
Investment Advisory Group, LLC 108,788$4,677,0002.84%
Weitzel Financial Services, Inc. 82,420$3,541,587,0002.26%
Beacon Financial Advisory LLC 83,204$3,575,0001.71%
Sweet Financial Partners, LLC 131,235$5,639,0001.51%
RESTON WEALTH MANAGEMENT LLC 52,372$2,250,0001.15%
Fort Henry Capital, LLC 26,960$1,158,0001.00%
WIN ADVISORS, INC 68,996$2,965,0000.78%
View complete list of ISHARES TR shareholders