Vision Capital Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 129 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Vision Capital Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$940,598
-3.0%
43,226
+1.4%
0.17%
+4.8%
Q2 2023$969,634
-5.4%
42,640
-4.2%
0.16%
-11.3%
Q1 2023$1,024,651
-20.9%
44,521
-23.4%
0.19%
-25.0%
Q4 2022$1,295,775
+2.5%
58,113
+0.1%
0.25%
-5.0%
Q3 2022$1,264,000
+16.4%
58,030
+48.1%
0.26%
+45.8%
Q2 2021$1,086,000
+12.4%
39,186
+9.3%
0.18%
+4.1%
Q1 2021$966,000
+12.2%
35,838
+17.9%
0.17%
+7.5%
Q4 2020$861,000
+80.9%
30,385
+77.0%
0.16%
+60.0%
Q3 2020$476,000
+7.9%
17,167
+7.6%
0.10%
-1.0%
Q2 2020$441,000
+8.6%
15,949
+0.9%
0.10%
-6.5%
Q1 2020$406,00015,8080.11%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
First Pacific Financial 233,306$6,416,0003.40%
Prostatis Group LLC 173,576$4,773,2882.85%
C-J Advisory, Inc. 53,847$1,480,0000.78%
PECAUT & CO. 43,515$1,197,0000.71%
First Affirmative Financial Network 19,317$531,0000.55%
Harborview Advisors, LLC 26,572$731,0000.41%
KESTRA PRIVATE WEALTH SERVICES, LLC 233,424$6,419,0000.36%
Bigelow Investment Advisors, LLC 23,572$648,0000.32%
DOHJ, LLC 21,561$595,0000.28%
Lokken Investment Group LLC 12,642$348,0000.28%
View complete list of ISHARES TR shareholders