MORGAN STANLEY - ISHARES TR ownership

ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 90 filers reported holding ISHARES TR in Q3 2022. 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 2022
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 160,616$4,316,0001.40%
Karp Capital Management Corp 240,639$6,467,0000.81%
Azimuth Capital Management LLC 630,800$16,953,0000.68%
CHILDRESS CAPITAL ADVISORS, LLC 42,100$1,131,0000.47%
SENTINEL PENSION ADVISORS INC 44,910$1,207,0000.38%
Roof Eidam Maycock Peralta, LLC 37,600$1,011,0000.34%
Prism Advisors, Inc. 37,953$1,020,0000.33%
CGN Advisors LLC 37,857$1,017,0000.26%
Lee Financial Co 51,300$1,379,0000.26%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 275,737$7,410,0000.26%
View complete list of ISHARES TR shareholders