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iShares S&P Moderate Allocation Fund ETF shares owned by Morgan Stanley

Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Morgan Stanley from 13F filings

Historical chart of Morgan Stanley investment in iShares S&P Moderate Allocation Fund ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Moderate Allocation Fund ETF held by Morgan Stanley consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by Morgan Stanley

Quarter filed Position value Share count Share price at filing
2024-06-30 $16M 373k 43.01
2024-03-31 $14M 331k 42.78
2023-12-31 $36M 856k 41.51
2023-09-30 $22M 557k 38.93
2023-06-30 $15M 367k 40.41
2022-12-31 $66M 1.7M 38.01
2022-06-30 $22M 560k 38.96
2022-03-31 $14M 326k 42.97
2021-06-30 $13M 281k 44.97
2020-12-31 $11M 255k 43.35
2020-09-30 $10M 246k 41.03
2020-06-30 $10M 262k 39.83
2020-03-31 $11M 292k 36.75
2019-12-31 $9.9M 245k 40.16
2019-09-30 $9.2M 236k 39.18
2019-03-31 $8.5M 212k 40.00
2018-12-31 $10M 291k 35.68
2018-09-30 $8.0M 212k 37.89
2018-06-30 $9.2M 245k 37.53
2018-03-31 $13M 330k 37.91
2017-12-31 $18M 478k 38.04
2017-03-31 $5.1M 140k 36.35
2016-12-31 $7.4M 209k 35.23
2016-09-30 $7.4M 197k 37.50
2016-06-30 $6.7M 189k 35.30
2016-03-31 $3.5M 129k 27.03
2015-12-31 $3.5M 104k 34.05
2015-09-30 $960k 29k 33.33
2015-06-30 $1.1M 31k 35.43
2014-12-31 $1.0M 28k 36.67
2014-09-30 $824k 25k 33.33
2014-06-30 $798k 22k 36.67
2014-03-31 $805k 20k 40.00
2013-12-31 $981k 29k 34.27
2013-09-30 $637k 19k 33.36

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View all positions for Morgan Stanley

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
BlackRock
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Morgan Stanley
Foundations Investment Advisors
Royal Bank of Canada
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Bank of America Corporation
Advisor Group Holdings
Focus Financial Network
Weaver Consulting Group
Cambridge Investment Research Advisors

View all funds holding iShares S&P Moderate Allocation Fund ETF