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 33 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.

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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 Q4 2023
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 1,466,931$86,256,00055.63%
Tolleson Wealth Management, Inc. 1,110,531$65,299,00045.18%
Legacy Financial Advisors, Inc. 1,817,291$106,857,00036.20%
DOW CHEMICAL CO /DE/ 4,027,402$236,811,00035.76%
Personal Wealth Partners 838,599$51,881,00027.56%
Lee Financial Group Hawaii, Inc. 494,217$29,060,00027.05%
Financial Advisors, LLC 612,063$35,989,00024.58%
ARS Wealth Advisors, LLC 1,023,883$60,204,00019.23%
VisionPoint Advisory Group, LLC 1,160,256$68,223,00019.17%
Mascoma Wealth Management LLC 438,092$25,760,00017.28%
View complete list of ISHARES TR shareholders