Question 1

How many shares of IBMR does MORGAN STANLEY own?

Accepted Answer

As of 2026-Q2, MORGAN STANLEY holds 197,333 shares of IBMR (ISHARES TR).

Question 2

What is MORGAN STANLEY's IBMR position worth?

Accepted Answer

As of 2026-Q2, MORGAN STANLEY's IBMR position is worth $5M.

Question 3

Is MORGAN STANLEY buying or selling IBMR?

Accepted Answer

In 2026-Q2, MORGAN STANLEY increased their IBMR position (+8.1% change in shares).

Question 4

When did MORGAN STANLEY first buy IBMR?

Accepted Answer

Based on available 13F filings, MORGAN STANLEY first reported a position in IBMR in 2024-Q4. They have held the position across 7 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	197,333	+8.1%	$5M	0.0%	$25.34	29
2026-Q1	Increased	182,626	+33.7%	$4.6M	0.0%	$25.14	35
2025-Q4	Increased	136,578	+66.7%	$3.5M	0.0%	$25.11	39
2025-Q3	Increased	81,928	+9.6%	$2.1M	0.0%	$25.00	28
2025-Q2	Increased	74,735	+17.7%	$1.9M	0.0%	$24.54	30
2025-Q1	Increased	63,518	+4.4%	$1.6M	0.0%	$24.20	27
2024-Q4	New	60,824	-	$1.5M	0.0%	$24.04	35

IBMR7 quarters

IBMR
7 quarters