MORGAN STANLEY - ISHARES TR ownership

ISHARES TR's ticker is IRBO and the CUSIP is 46435U556. A total of 86 filers reported holding ISHARES TR in Q1 2023. 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
Q3 2023$16,249,107
+109.9%
532,059
+127.1%
0.00%
+100.0%
Q2 2023$7,742,025
+43.4%
234,322
+36.2%
0.00%0.0%
Q1 2023$5,398,302
+114.7%
172,030
+74.7%
0.00%
Q4 2022$2,514,527
+16.9%
98,493
+9.2%
0.00%
Q3 2022$2,151,000
+77.0%
90,229
+96.3%
0.00%
Q2 2022$1,215,000
-23.7%
45,959
-0.8%
0.00%
Q1 2022$1,592,000
-3.7%
46,313
+15.9%
0.00%
Q4 2021$1,654,000
+37.8%
39,967
+41.1%
0.00%
Q3 2021$1,200,000
-9.4%
28,320
-4.0%
0.00%
Q2 2021$1,324,000
-36.9%
29,498
-39.3%
0.00%
Q1 2021$2,097,000
+2554.4%
48,600
+2336.1%
0.00%
Q4 2020$79,0001,9950.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
H&H Retirement Design & Management INC 25,792$779,9630.54%
CORA CAPITAL ADVISORS LLC 24,611$751,6200.50%
Wharton Business Group, LLC 224,122$6,8450.38%
WJ Wealth Management, LLC 24,598$751,2210.36%
Lodestone Wealth Management LLC 12,023$367,1860.26%
Phoenix Wealth Advisors 11,083$338,4750.20%
Wolf Group Capital Advisors 13,060$398,8520.19%
WMG Financial Advisors, LLC 6,607$201,7780.17%
Wealthcare Advisory Partners LLC 88,707$2,709,1080.12%
Consolidated Portfolio Review Corp 15,387$469,9190.11%
View complete list of ISHARES TR shareholders