Divergent Planning, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 150 filers reported holding ISHARES TR in Q3 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
Q2 2022$269,000
-10.3%
7,774
-2.2%
0.19%
+0.5%
Q1 2022$300,000
-5.1%
7,950
+0.2%
0.19%
-16.9%
Q4 2021$316,000
+1.3%
7,9310.0%0.23%
-8.3%
Q3 2021$312,000
-11.6%
7,931
-10.5%
0.25%
-11.9%
Q2 2021$353,000
+41.8%
8,861
+40.3%
0.29%
+34.9%
Q1 2021$249,0006,3150.21%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Weaver Consulting Group 361,270$13,999,0008.73%
Curran Financial Partners, LLC 163,027$6,317,0005.41%
Madrona Financial Services, LLC 153,820$5,961,0003.33%
Thrive Capital Management, LLC 79,515$3,081,0003.28%
Peregrine Asset Advisers, Inc. 142,732$5,531,0002.58%
STRINGER ASSET MANAGEMENT, LLC 34,667$1,343,0001.41%
RDA Financial Network 70,590$2,735,0001.23%
ARQ WEALTH ADVISORS, LLC 39,128$1,516,0000.95%
Darwin Wealth Management, LLC 127,035$4,922,0000.92%
RESTON WEALTH MANAGEMENT LLC 41,822$1,621,0000.92%
View complete list of ISHARES TR shareholders