Divergent Planning, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 437 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q4 2021
NameSharesValueWeighting ↓
Divergent Planning, LLC 120,469$12,787,0009.36%
SPINNAKER TRUST 1,061,737$112,810,0007.23%
Roof Eidam Maycock Peralta, LLC 165,837$17,620,0005.95%
WIN ADVISORS, INC 243,769$25,900,0005.93%
Prostatis Group LLC 88,294$9,381,2535.75%
Varma Mutual Pension Insurance Co 3,079,816$327,230,0004.76%
Tradewinds Capital Management, LLC 275,317$29,252,0004.48%
WJ Wealth Management, LLC 48,627$5,164,0003.09%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 50,209$5,335,0002.99%
Stewardship Advisors, LLC 75,584$8,031,0002.89%
View complete list of ISHARES TR shareholders