Back to MORGAN STANLEY MORGAN STANLEY

IBHGIBHG
Showing 8 of 9 quarters

Position history for MORGAN STANLEYMORGAN STANLEY's holdings in ISHARES TR

MORGAN STANLEY holds 281,072 shares of IBHG (ISHARES TR), worth $6.2M as of 2026-Q2. The position was increased (+29.4% shares). IBHG represents 0.0% of MORGAN STANLEY's portfolio.

Current Value

$6.2M

Current Shares

281,072

Total Value Change

+$3.1M

Total Shares Change

+144,150

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
281,072
+29.4%
$6.2M0.0%$21.87
34
2026-Q1
Increased
217,172
+12.9%
$4.8M0.0%$21.60
30
2025-Q4
Decreased
192,290
-13.1%
$4.3M0.0%$21.58
0
2025-Q3
Decreased
221,332
-7.5%
$5M0.0%$21.31
0
2025-Q2
Increased
239,382
+56.2%
$5.4M0.0%$21.02
38
2025-Q1
Increased
153,285
+5.5%
$3.4M0.0%$20.48
28
2024-Q4
Increased
145,329
+6.1%
$3.2M0.0%$20.19
28
2024-Q3
Increased
136,922
+27.6%
$3.1M0.0%$20.05
33

Other major holders of IBHG: UBS Group AG, LPL Financial LLC, Federation des caisses Desjardins du Quebec

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used