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iShares Russell 3000 Value Index shares owned by Morgan Stanley

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Morgan Stanley from 13F filings

Historical chart of Morgan Stanley investment in iShares Russell 3000 Value Index

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All positions including iShares Russell 3000 Value Index held by Morgan Stanley consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 3000 Value Index by Morgan Stanley

Quarter filed Position value Share count Share price at filing
2024-06-30 $756M 8.6M 88.13
2024-03-31 $735M 8.1M 90.44
2023-12-31 $675M 8.0M 84.33
2023-09-30 $579M 7.8M 74.62
2023-06-30 $618M 7.9M 78.26
2022-12-31 $541M 7.7M 70.63
2022-06-30 $492M 8.4M 58.82
2022-03-31 $607M 8.2M 73.89
2021-06-30 $460M 6.4M 71.43
2020-12-31 $371M 6.0M 62.19
2020-09-30 $266M 4.9M 54.29
2020-06-30 $242M 4.6M 52.13
2020-03-31 $213M 4.6M 46.18
2019-12-31 $200M 3.2M 63.02
2019-09-30 $165M 2.9M 57.80
2019-03-31 $134M 2.4M 54.83
2018-12-31 $80M 2.1M 38.46
2018-09-30 $60M 1.1M 56.37
2018-06-30 $48M 893k 53.48
2018-03-31 $0 870k 0.00
2017-12-31 $42M 761k 55.40
2017-03-31 $0 406k 0.00
2016-12-31 $17M 351k 49.14
2016-09-30 $11M 238k 46.10
2016-06-30 $9.2M 68k 134.27
2016-03-31 $7.4M 58k 128.73
2015-12-31 $11M 89k 125.49
2015-09-30 $8.5M 67k 127.27
2015-06-30 $9.9M 73k 134.33
2014-12-31 $11M 84k 130.43
2014-09-30 $12M 88k 131.15
2014-06-30 $12M 88k 132.33
2014-03-31 $12M 92k 126.18
2013-12-31 $14M 116k 123.46
2013-09-30 $13M 116k 110.00

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View all positions for Morgan Stanley

Top funds holding iShares Russell 3000 Value Index

Bank of America Corporation
LPL Financial
Morgan Stanley
Ronald Blue Trust
Signature
Envestnet Asset Management
Jones Financial Companies, L.L
Aspiriant
Merit Financial Group
Kestra Investment Management
Jpmorgan Chase & Co
BlackRock
Commonwealth Equity Services
BlackRock
Wells Fargo & Company

View all funds holding iShares Russell 3000 Value Index