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iShares Morningstar Small Value shares owned by Morgan Stanley

Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Morgan Stanley from 13F filings

Historical chart of Morgan Stanley investment in iShares Morningstar Small Value

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Value held by Morgan Stanley consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Small Value by Morgan Stanley

Quarter filed Position value Share count Share price at filing
2024-06-30 $24M 416k 57.91
2024-03-31 $27M 439k 61.20
2023-12-31 $27M 460k 59.21
2023-09-30 $24M 466k 51.78
2023-06-30 $28M 511k 54.02
2022-12-31 $33M 629k 52.06
2022-06-30 $27M 541k 50.31
2022-03-31 $32M 548k 58.77
2021-06-30 $0 553k 0.00
2020-12-31 $30M 213k 140.87
2020-09-30 $22M 208k 106.09
2020-06-30 $23M 219k 103.78
2020-03-31 $17M 198k 85.36
2019-12-31 $18M 126k 143.62
2019-09-30 $18M 135k 133.73
2019-03-31 $21M 154k 137.88
2018-12-31 $17M 141k 123.17
2018-09-30 $29M 186k 153.74
2018-06-30 $30M 199k 152.47
2018-03-31 $28M 197k 143.03
2017-12-31 $29M 192k 152.26
2017-03-31 $28M 194k 144.19
2016-12-31 $26M 185k 142.80
2016-09-30 $22M 171k 130.49
2016-06-30 $20M 159k 122.95
2016-03-31 $0 156k 0.00
2015-12-31 $18M 149k 120.00
2015-09-30 $15M 136k 112.46
2015-06-30 $17M 135k 125.82
2014-12-31 $18M 139k 128.95
2014-09-30 $15M 126k 119.44
2014-06-30 $16M 124k 127.57
2014-03-31 $14M 111k 123.51
2013-12-31 $11M 89k 120.41
2013-09-30 $8.7M 80k 109.33

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Top funds holding iShares Morningstar Small Value

Morgan Stanley
Vaughan And Company Securities
Matrix Trust
Steele Capital Management
Bank of America Corporation
Raymond James Financial Services Advisors
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Wells Fargo & Company
Northwestern Mutual Wealth Management Company
LPL Financial
Merriman Wealth Management
H D Vest Advisory Services
Chicago Partners Investment
Prosperity Consulting Group
Viewpoint Capital Management

View all funds holding iShares Morningstar Small Value