Divergent Planning, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 262 filers reported holding ISHARES TR in Q4 2022. 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
Q3 2023$253,660
-10.4%
4,006
-6.1%
0.14%
-7.4%
Q2 2023$283,006
-17.4%
4,266
-20.9%
0.15%
-23.3%
Q1 2023$342,750
-3.7%
5,390
-9.5%
0.19%
-13.8%
Q4 2022$355,752
-5.6%
5,954
-12.5%
0.22%
-19.4%
Q3 2022$377,000
-7.8%
6,802
-0.5%
0.28%
-5.4%
Q2 2022$409,000
-15.0%
6,837
-1.5%
0.29%
-4.5%
Q1 2022$481,000
-11.9%
6,943
-7.0%
0.31%
-23.0%
Q4 2021$546,000
-13.5%
7,462
-17.4%
0.40%
-21.6%
Q3 2021$631,000
-1.6%
9,034
-1.1%
0.51%
-1.9%
Q2 2021$641,000
+1.9%
9,134
+0.9%
0.52%
-3.2%
Q1 2021$629,000
+9.2%
9,055
+0.9%
0.54%
-2.7%
Q4 2020$576,0008,9780.55%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Waterloo Capital, L.P. 232,378$14,753,6844.33%
Fort Henry Capital, LLC 49,682$3,154,3102.70%
Consilium Wealth Advisory, LLC 54,792$3,478,7342.44%
Archvest Wealth Advisors, Inc. 83,934$5,444,6802.22%
NORTHWEST WEALTH MANAGEMENT, LLC 77,304$4,908,0461.77%
UNIQUE WEALTH, LLC 66,436$4,218,0091.76%
PATTON ALBERTSON MILLER GROUP, LLC 112,648$7,152,0051.40%
Weaver Consulting Group 36,653$2,327,1191.05%
Buttonwood Financial Group, LLC 23,079$1,419,5871.04%
LBMC INVESTMENT ADVISORS, LLC 141,404$8,785,4600.94%
View complete list of ISHARES TR shareholders