Vision Capital Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 247 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Vision Capital Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$1,266,000
+0.9%
52,573
+3.2%
0.24%
+16.0%
Q1 2022$1,255,000
+1.2%
50,948
+5.4%
0.21%
+11.4%
Q4 2021$1,240,000
+16.3%
48,355
+17.9%
0.18%
+6.3%
Q3 2021$1,066,00041,0200.17%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Stewardship Advisors, LLC 464,557$12,097,0004.53%
Private Ocean, LLC 999,428$26,025,0003.41%
Prostatis Group LLC 135,052$3,516,7482.40%
Braun-Bostich & Associates Inc. 45,574$1,187,0002.16%
Arlington Financial Advisors, LLC 128,318$3,341,0001.27%
Opal Wealth Advisors, LLC 49,614$1,292,0001.20%
Wescott Financial Advisory Group, LLC 77,200$2,014,0001.19%
Better Money Decisions, LLC 41,858$1,090,0000.98%
Baldrige Asset Management LLC 86,344$2,248,0000.97%
Summit Wealth Group, LLC 24,236$631,0000.94%
View complete list of ISHARES TR shareholders