MORGAN STANLEY - ISHARES TR ownership

ISHARES TR's ticker is IBDD and the CUSIP is 46432FAZ0. A total of 22 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
MORGAN STANLEY ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$341,040
-14.7%
12,867
-14.9%
0.00%
Q3 2022$400,000
-10.5%
15,118
-10.5%
0.00%
Q2 2022$447,000
-9.1%
16,889
-8.8%
0.00%
Q1 2022$492,000
+10.8%
18,517
+11.6%
0.00%
Q4 2021$444,000
-3.9%
16,590
-3.0%
0.00%
Q3 2021$462,000
-7.6%
17,108
-7.4%
0.00%
Q2 2021$500,000
-3.5%
18,475
-3.1%
0.00%
Q1 2021$518,000
-2.4%
19,058
-2.2%
0.00%
Q4 2020$531,000
+11.3%
19,479
+11.6%
0.00%
Q3 2020$477,000
-1.4%
17,453
-1.2%
0.00%
Q2 2020$484,000
+36.3%
17,664
+31.4%
0.00%
Q1 2020$355,000
-13.6%
13,442
-12.3%
0.00%
Q4 2019$411,000
-4.4%
15,328
-4.2%
0.00%
Q3 2019$430,000
+0.9%
15,996
+0.3%
0.00%
Q2 2019$426,000
+0.2%
15,949
-0.9%
0.00%
Q1 2019$425,000
+15.8%
16,089
+12.3%
0.00%
Q4 2018$367,000
-5.2%
14,333
-5.0%
0.00%
Q3 2018$387,000
-13.2%
15,088
-13.3%
0.00%
Q2 2018$446,000
-18.5%
17,407
-17.9%
0.00%
Q1 2018$547,000
-18.7%
21,190
-16.8%
0.00%
Q4 2017$673,000
-4.0%
25,455
-3.0%
0.00%
Q3 2017$701,000
+33.8%
26,232
+33.5%
0.00%
Q2 2017$524,000
-48.7%
19,654
-49.2%
0.00%
Q1 2017$1,022,000
+6.7%
38,684
+6.0%
0.00%
Q4 2016$958,000
+79.7%
36,506
+86.2%
0.00%
Q3 2016$533,000
+6.6%
19,605
+323.6%
0.00%
Q2 2016$500,000
-10.9%
4,628
-12.8%
0.00%
Q1 2016$561,000
+1.8%
5,308
+0.0%
0.00%
Q4 2015$551,000
-2.1%
5,306
-1.1%
0.00%
Q3 2015$563,000
+48.2%
5,367
+46.6%
0.00%
Q2 2015$380,000
-5.0%
3,662
-1.7%
0.00%
Q1 2015$400,000
-9.9%
3,724
-11.5%
0.00%
Q4 2014$444,000
+53.1%
4,208
+51.5%
0.00%
Q3 2014$290,000
+59.3%
2,777
+61.4%
0.00%
Q2 2014$182,000
+30.9%
1,721
+27.4%
0.00%
Q1 2014$139,000
+27.5%
1,351
+22.7%
0.00%
Q4 2013$109,0001,1010.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Ferris Capital, LLC 84,542$2,268,0000.79%
CONFLUENCE INVESTMENT MANAGEMENT LLC 502,554$13,431,0000.22%
CAPITAL ONE, NATIONAL ASSOCIATION 50,336$1,351,0000.18%
Ellis Investment Partners, LLC 3,693$99,0000.03%
J.W. COLE ADVISORS, INC. 8,320$223,0000.03%
Anchor Investment Management, LLC 4,050$108,6620.02%
Timber Creek Capital Management LLC 1,100$29,0000.02%
D.A. DAVIDSON & CO. 27,300$732,0000.01%
Retirement Group, LLC 645$17,0000.01%
Private Advisor Group, LLC 20,290$544,0000.01%
View complete list of ISHARES TR shareholders