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iShares S&P 500 Index shares owned by Morgan Stanley

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Morgan Stanley from 13F filings

Historical chart of Morgan Stanley investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 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 S&P 500 Index by Morgan Stanley

Quarter filed Position value Share count Share price at filing
2024-06-30 $12B 22M 547.23
2024-03-31 $10B 19M 525.73
2023-12-31 $9.1B 19M 477.63
2023-09-30 $7.6B 18M 429.40
2023-06-30 $5.5B 12M 445.71
2022-12-31 $4.7B 12M 384.21
2022-06-30 $5.1B 14M 379.15
2022-03-31 $5.1B 11M 453.69
2021-06-30 $4.3B 10M 429.92
2020-12-31 $3.6B 9.6M 375.39
2020-09-30 $2.8B 8.3M 336.15
2020-06-30 $2.5B 8.2M 309.72
2020-03-31 $2.3B 8.9M 258.38
2019-12-31 $2.1B 6.4M 323.30
2019-09-30 $1.8B 6.2M 298.53
2019-03-31 $1.7B 6.1M 284.52
2018-12-31 $1.6B 6.4M 251.59
2018-09-30 $1.6B 5.4M 292.72
2018-06-30 $1.6B 5.8M 273.11
2018-03-31 $1.4B 5.2M 265.41
2017-12-31 $1.3B 4.7M 268.91
2017-03-31 $1.3B 5.6M 237.33
2016-12-31 $978M 4.4M 224.93
2016-09-30 $821M 3.8M 217.62
2016-06-30 $834M 4.0M 210.54
2016-03-31 $758M 3.7M 206.55
2015-12-31 $785M 3.8M 204.78
2015-09-30 $655M 3.4M 192.72
2015-06-30 $655M 3.2M 207.26
2014-12-31 $628M 3.0M 206.84
2014-09-30 $493M 2.5M 198.22
2014-06-30 $512M 2.6M 196.97
2014-03-31 $421M 2.2M 188.18
2013-12-31 $379M 2.0M 185.65
2013-09-30 $318M 1.9M 168.81