Divergent Planning, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 560 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Divergent Planning, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$14,595,000
-1.0%
365,422
+0.5%
10.74%
+1.4%
Q2 2022$14,747,000
-4.4%
363,684
+3.3%
10.60%
+7.4%
Q1 2022$15,419,000
+61.9%
352,028
+67.2%
9.87%
+41.5%
Q4 2021$9,526,000
+8.8%
210,559
+9.1%
6.97%
-1.5%
Q3 2021$8,753,000
+3.0%
192,924
+4.0%
7.08%
+2.7%
Q2 2021$8,498,000
+6.1%
185,499
+6.2%
6.89%
+0.8%
Q1 2021$8,007,000
+7.8%
174,749
+6.9%
6.83%
-3.9%
Q4 2020$7,427,000163,4517.11%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
DELPHI FINANCIAL GROUP, INC. 790,320$32,411,02315.68%
KilterHowling LLC 364,938$14,973,41213.18%
RETIREMENT FINANCIAL SOLUTIONS, LLC 361,752$14,842,73110.01%
FINANCIAL ADVISORY PARTNERS, LLC 349,836$14,353,7715.79%
Wright Fund Management, LLC 2,944,159$120,798,8445.38%
Financial Strategies Group, Inc. 387,867$15,677,5934.94%
Thrive Capital Management, LLC 214,423$8,797,7614.88%
Powers Advisory Group, LLC 172,864$7,092,6204.82%
Probity Advisors, Inc. 456,058$18,712,0434.32%
SWEENEY & MICHEL, LLC 191,571$7,881,2504.13%
View complete list of ISHARES TR shareholders