THOMPSON SIEGEL & WALMSLEY LLC - ISHARES TR ownership

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ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,113 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.

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Quarter-by-quarter ownership
THOMPSON SIEGEL & WALMSLEY LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$132
-2.9%
1,8250.0%0.00%0.0%
Q2 2023$136
+2.3%
1,8250.0%0.00%0.0%
Q1 2023$133
+0.8%
1,8250.0%0.00%0.0%
Q4 2022$132
-99.9%
1,8250.0%0.00%0.0%
Q3 2022$121,000
-5.5%
1,8250.0%0.00%0.0%
Q2 2022$128,000
-9.9%
1,8250.0%0.00%0.0%
Q1 2022$142,000
-4.1%
1,8250.0%0.00%0.0%
Q4 2021$148,000
+10.4%
1,8250.0%0.00%0.0%
Q3 2021$134,0000.0%1,8250.0%0.00%0.0%
Q2 2021$134,000
+6.3%
1,8250.0%0.00%0.0%
Q1 2021$126,000
+1.6%
1,8250.0%0.00%0.0%
Q4 2020$124,000
+6.9%
1,8250.0%0.00%0.0%
Q3 2020$116,000
+4.5%
1,8250.0%0.00%0.0%
Q2 2020$111,000
+12.1%
1,8250.0%0.00%0.0%
Q1 2020$99,000
-17.5%
1,8250.0%0.00%0.0%
Q4 2019$120,000
+2.6%
1,8250.0%0.00%0.0%
Q3 2019$117,000–1,825–0.00%–
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Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Cassia Capital Partners, LLC 382,000$27,649,14622.63%
Financial Advisors, LLC 1,084,310$78,482,32919.43%
Wealth Advisors of Iowa, LLC 327,608$23,712,27016.68%
Sovereign Investment Advisors, LLC 384,417$27,824,11010.91%
Wells Financial Advisors INC 190,211$13,767,46710.70%
Halpern Financial, Inc. 420,898$30,464,59510.52%
GRAYHAWK INVESTMENT STRATEGIES INC. 201,535$14,587,1039.79%
Darrow Company, Inc. 153,486$11,109,3529.74%
Lowe Wealth Advisors, LLC 249,740$18,076,1459.61%
Adaptive Financial Consulting, LLC 221,023$15,997,6709.06%
View complete list of ISHARES TR shareholders