MORGAN STANLEY - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 511 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
MORGAN STANLEY ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$222,571,661
-4.0%
3,412,628
-0.6%
0.02%0.0%
Q2 2023$231,784,906
-1.2%
3,433,850
-1.0%
0.02%
-8.0%
Q1 2023$234,591,230
+31.9%
3,467,719
+23.9%
0.02%
+25.0%
Q4 2022$177,906,506
+21.2%
2,797,932
+8.7%
0.02%0.0%
Q3 2022$146,729,000
-7.9%
2,573,752
+2.3%
0.02%
-4.8%
Q2 2022$159,282,000
-19.1%
2,515,913
-7.8%
0.02%
-22.2%
Q1 2022$196,943,000
-9.5%
2,730,013
-3.7%
0.03%0.0%
Q4 2021$217,632,000
-2.2%
2,834,853
-4.0%
0.03%
-10.0%
Q3 2021$222,446,000
-9.9%
2,952,560
-9.7%
0.03%
-9.1%
Q2 2021$246,895,000
-6.6%
3,268,389
-9.8%
0.03%
-15.4%
Q1 2021$264,384,000
-17.6%
3,622,203
-17.1%
0.04%
-22.0%
Q4 2020$320,757,000
-2.2%
4,369,388
-9.3%
0.05%
-20.6%
Q3 2020$328,054,000
-1.0%
4,815,121
-4.0%
0.06%
-13.7%
Q2 2020$331,358,000
+3.0%
5,016,009
-3.2%
0.07%
-16.1%
Q1 2020$321,569,000
-16.0%
5,182,416
+0.9%
0.09%
-2.2%
Q4 2019$382,800,000
+7.6%
5,135,500
+5.8%
0.09%
-5.3%
Q3 2019$355,828,000
+2.3%
4,855,738
+1.4%
0.09%
+1.1%
Q2 2019$347,686,000
+3.2%
4,786,425
+2.3%
0.09%
-2.1%
Q1 2019$336,781,000
+21.2%
4,677,515
+12.2%
0.10%
+14.5%
Q4 2018$277,884,000
+37.5%
4,168,681
+50.2%
0.08%
+62.7%
Q3 2018$202,044,000
-0.1%
2,774,958
-2.3%
0.05%
-7.3%
Q2 2018$202,153,000
-2.6%
2,841,624
+0.8%
0.06%
-5.2%
Q1 2018$207,642,000
+5.6%
2,817,789
+4.6%
0.06%
+7.4%
Q4 2017$196,601,000
+1.4%
2,693,896
-1.2%
0.05%
-6.9%
Q3 2017$193,828,000
+9.9%
2,727,654
+7.1%
0.06%
+9.4%
Q2 2017$176,370,000
-45.6%
2,547,226
-48.2%
0.05%
+6.0%
Q1 2017$324,440,000
-17.3%
4,915,760
-23.3%
0.05%
-21.9%
Q4 2016$392,278,000
+27.7%
6,407,668
+41.1%
0.06%
-39.0%
Q3 2016$307,147,000
+3.4%
4,540,904
+1.5%
0.10%
-1.9%
Q2 2016$297,093,000
+21.3%
4,474,943
+21.4%
0.11%
+13.8%
Q1 2016$244,863,000
+57.9%
3,685,474
+54.2%
0.09%
+67.9%
Q4 2015$155,062,000
+70.3%
2,390,355
+63.8%
0.06%
+64.7%
Q3 2015$91,073,000
+26.1%
1,459,739
+32.0%
0.03%
+36.0%
Q2 2015$72,219,000
+17.6%
1,106,130
+18.6%
0.02%
+8.7%
Q1 2015$61,435,000
+42.2%
932,391
+33.2%
0.02%
+43.8%
Q4 2014$43,201,000
+24.4%
700,176
+26.2%
0.02%
+23.1%
Q3 2014$34,734,000
-14.0%
554,602
-10.2%
0.01%
-18.8%
Q2 2014$40,401,000
+15.2%
617,938
+10.6%
0.02%
+6.7%
Q1 2014$35,057,000
-28.5%
558,598
-29.8%
0.02%
-28.6%
Q4 2013$49,026,000
+4.7%
795,894
+3.6%
0.02%
-4.5%
Q3 2013$46,807,000
+30.8%
767,961
+22.7%
0.02%
+22.2%
Q2 2013$35,788,000625,7760.02%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
O'Brien Wealth Partners LLC 642,608$47,913,00034.23%
Shelter Ins Retirement Plan 810,200$60,384,00031.52%
HILLTOP WEALTH ADVISORS, LLC 370,050$27,584,00028.61%
CXI Advisors 138,241$10,304,00023.10%
Monterey Private Wealth, Inc. 315,024$23,482,00018.84%
Financial Advisors, LLC 418,046$31,161,00017.66%
Legacy Financial Advisors, Inc. 575,665$42,910,00013.57%
Burt Wealth Advisors 454,371$33,869,00013.22%
Peterson Wealth Advisors, LLC 303,176$22,599,00012.92%
Cardinal Strategic Wealth Guidance 197,893$14,749,00012.68%
View complete list of ISHARES TR shareholders