Divergent Planning, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 405 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Divergent Planning, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$12,367,000
-3.3%
127,312
+5.7%
7.92%
-15.4%
Q4 2021$12,787,000
+15.8%
120,469
+5.9%
9.36%
+4.9%
Q3 2021$11,038,000
+3.7%
113,784
+2.7%
8.93%
+3.5%
Q2 2021$10,643,000110,7518.63%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
SPINNAKER TRUST 1,100,872$88,829,0006.85%
Roof Eidam Maycock Peralta, LLC 152,179$12,279,0004.52%
Stewardship Advisors, LLC 84,241$6,797,0002.86%
Permanens Capital L.P. 142,618$11,508,0002.32%
Colorado Capital Management, Inc. 23,155$2,725,0002.21%
Money Design Co.,Ltd. 343,451$27,713,0002.08%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 36,048$2,909,0001.99%
Corundum Group, Inc. 34,282$2,766,0001.87%
McClarren Financial Advisors, Inc. 6,902$556,0001.78%
VERITY Wealth Advisors 22,538$1,819,0001.77%
View complete list of ISHARES TR shareholders