MORGAN STANLEY - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 378 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
MORGAN STANLEY ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$60,649,257
-10.0%
1,307,659
-9.5%
0.01%
-14.3%
Q2 2023$67,356,801
+10.4%
1,444,185
+11.7%
0.01%0.0%
Q1 2023$60,985,137
-36.3%
1,293,291
-37.2%
0.01%
-36.4%
Q4 2022$95,689,574
+8.1%
2,060,499
+7.3%
0.01%
-8.3%
Q3 2022$88,526,000
-20.9%
1,920,310
-18.6%
0.01%
-20.0%
Q2 2022$111,876,000
-12.9%
2,360,247
-11.0%
0.02%
-11.8%
Q1 2022$128,477,000
-5.3%
2,651,201
-1.4%
0.02%0.0%
Q4 2021$135,665,000
+20.2%
2,690,161
+21.7%
0.02%
+13.3%
Q3 2021$112,885,000
+16.2%
2,210,406
+16.7%
0.02%
+15.4%
Q2 2021$97,143,000
+1.9%
1,893,996
+1.9%
0.01%
-7.1%
Q1 2021$95,322,000
+19.2%
1,858,494
+20.0%
0.01%
+16.7%
Q4 2020$79,970,000
+8.5%
1,548,617
+8.3%
0.01%
-14.3%
Q3 2020$73,715,000
-0.2%
1,429,976
-0.4%
0.01%
-12.5%
Q2 2020$73,861,000
-17.0%
1,435,027
-18.5%
0.02%
-33.3%
Q1 2020$88,938,000
-1.3%
1,761,164
-1.5%
0.02%
+14.3%
Q4 2019$90,134,000
+9.7%
1,788,372
+9.9%
0.02%
-4.5%
Q3 2019$82,148,000
+5.6%
1,627,025
+5.5%
0.02%
+4.8%
Q2 2019$77,798,000
+4.6%
1,542,698
+3.4%
0.02%0.0%
Q1 2019$74,370,000
-1.2%
1,491,555
-2.8%
0.02%
-8.7%
Q4 2018$75,252,000
+13.6%
1,533,874
+13.5%
0.02%
+35.3%
Q3 2018$66,221,000
+25.2%
1,351,422
+25.4%
0.02%
+21.4%
Q2 2018$52,902,000
+33.5%
1,077,884
+34.2%
0.01%
+27.3%
Q1 2018$39,630,000
-1.1%
803,028
-0.1%
0.01%0.0%
Q4 2017$40,059,000
+1.8%
803,903
+2.7%
0.01%
-8.3%
Q3 2017$39,355,000
-1.2%
782,875
-1.2%
0.01%0.0%
Q2 2017$39,818,000
-69.7%
792,240
-69.8%
0.01%
-40.0%
Q1 2017$131,334,000
+103.1%
2,620,376
+102.6%
0.02%
+81.8%
Q4 2016$64,666,000
+320.2%
1,293,332
+325.7%
0.01%
+120.0%
Q3 2016$15,389,000
+45.4%
303,831
+191.5%
0.01%
+25.0%
Q2 2016$10,586,000
+23.8%
104,227
+22.6%
0.00%
+33.3%
Q1 2016$8,551,000
+76.1%
84,984
+73.7%
0.00%
+50.0%
Q4 2015$4,856,000
+71.2%
48,915
+73.0%
0.00%
+100.0%
Q3 2015$2,837,000
-5.7%
28,278
-5.6%
0.00%0.0%
Q2 2015$3,008,000
-28.8%
29,970
-28.5%
0.00%
-50.0%
Q1 2015$4,227,000
-2.6%
41,888
-3.3%
0.00%0.0%
Q4 2014$4,340,000
+14.6%
43,312
+14.5%
0.00%
+100.0%
Q3 2014$3,786,000
+180.9%
37,822
+182.0%
0.00%0.0%
Q2 2014$1,348,000
+54.9%
13,414
+54.7%
0.00%
Q1 2014$870,000
+82.0%
8,673
+81.7%
0.00%
Q4 2013$478,000
-13.2%
4,773
-13.4%
0.00%
Q3 2013$551,000
-38.6%
5,511
-38.9%
0.00%
Q2 2013$898,0009,0190.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Prosperity Planning, Inc. 653,645$30,316,04912.67%
Old North State Trust, LLC 349,372$16,20412.63%
Opal Wealth Advisors, LLC 425,145$19,718,22611.54%
MARYLAND CAPITAL ADVISORS INC. 284,699$13,204,34010.08%
Courage Miller Partners, LLC 505,997$23,468,1549.62%
Omega Financial Group, LLC 234,650$10,883,0815.32%
Acorns Advisers, LLC 8,228,082$381,6185.25%
Townsend & Associates, Inc 510,645$23,642,8704.99%
BLUESTEM FINANCIAL ADVISORS, LLC 167,739$7,779,7294.74%
IRON Financial LLC 169,602$7,866,1204.57%
View complete list of ISHARES TR shareholders