MORGAN STANLEY - ISHARES TR ownership

ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 43 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
MORGAN STANLEY ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,725,652
-2.9%
230,780
-1.4%
0.00%0.0%
Q2 2023$5,894,462
-17.4%
234,093
-16.2%
0.00%0.0%
Q1 2023$7,135,507
+12.4%
279,495
+11.0%
0.00%0.0%
Q4 2022$6,349,088
+37.8%
251,848
+34.7%
0.00%0.0%
Q3 2022$4,606,000
+10.7%
187,015
+14.0%
0.00%0.0%
Q2 2022$4,159,000
-25.9%
164,119
-25.4%
0.00%0.0%
Q1 2022$5,613,000
-29.4%
220,036
-25.6%
0.00%0.0%
Q4 2021$7,954,000
+25.1%
295,945
+25.1%
0.00%0.0%
Q3 2021$6,358,000
+29.9%
236,485
+30.3%
0.00%0.0%
Q2 2021$4,896,000
+17.8%
181,483
+17.1%
0.00%0.0%
Q1 2021$4,157,000
+70.6%
154,965
+72.3%
0.00%
Q4 2020$2,436,000
+125.3%
89,939
+123.9%
0.00%
Q3 2020$1,081,000
+0.1%
40,163
-0.9%
0.00%
Q2 2020$1,080,000
+65.4%
40,517
+60.1%
0.00%
Q1 2020$653,000
+383.7%
25,304
+386.6%
0.00%
Q4 2019$135,0005,2000.00%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 224,345$5,565,9991.77%
Virginia National Bank 13,639$338,3831.54%
Newman Dignan & Sheerar, Inc. 110,401$2,739,0430.90%
BLUE SQUARE ASSET MANAGEMENT, LLC 44,300$1,099,0830.81%
WJ Wealth Management, LLC 47,037$1,166,9890.57%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 652,110$16,178,8490.56%
Granite Harbor Advisors, Inc. 26,956$668,7780.54%
Royal Harbor Partners, LLC 37,287$925,0900.48%
Atwater Malick LLC 43,974$1,090,9950.48%
Evergreen Wealth Solutions, LLC 19,002$471,4380.48%
View complete list of ISHARES TR shareholders