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Disclosery

MORGAN STANLEY: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MORGAN STANLEY on IVV, newest first. How the timeline and the estimate are built.

MORGAN STANLEY held 24,670,794 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,670,794 shares
    Change vs previous 13F +1,288,928 shares

    0.98% of the 13F portfolio, value $18,475,712,415.

    13F-HR 0000895421-26-000243 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 23,381,866 shares
    Change vs previous 13F -646,370 shares

    0.92% of the 13F portfolio, value $15,273,270,143.

    13F-HR 0000895421-26-000183 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 24,028,236 shares
    Change vs previous 13F -283,412 shares

    0.98% of the 13F portfolio, value $16,457,900,905.

    13F-HR/A 0000895421-26-000187 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 24,311,648 shares
    Change vs previous 13F -620,151 shares

    0.99% of the 13F portfolio, value $16,271,787,380.

    13F-HR/A 0000895421-26-000186 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F/A 24,931,799 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $14,381,161,748.

    13F-HR/A 0000895421-25-000379 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).