Caprock Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 269 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.60 and the average weighting 0.3%.

Quarter-by-quarter ownership
Caprock Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$231,000
-11.5%
5950.0%0.02%0.0%
Q4 2021$261,000
-4.7%
595
-12.5%
0.02%
-8.3%
Q3 2021$274,000
-0.4%
6800.0%0.02%
-4.0%
Q2 2021$275,000
+9.6%
680
-2.3%
0.02%
-7.4%
Q1 2021$251,000
-46.5%
696
-48.1%
0.03%
-49.1%
Q4 2020$469,000
+13.0%
1,3420.0%0.05%
-7.0%
Q3 2020$415,0001,3420.06%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Brouwer & Janachowski, LLC 163,723$66,141,00011.49%
Stuart Chaussee & Associates, Inc. 46,533$18,798,0008.31%
GM Advisory Group, LLC 118,360$47,815,0004.90%
Mathes Company, Inc. 33,688$13,609,0004.90%
Legacy Financial Strategies, LLC 25,250$10,201,0004.89%
Apexium Financial, LP 13,894$5,615,0003.49%
Equitable Holdings, Inc. 474,150$191,547,0003.30%
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 66,457$26,847,2993.26%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 169,409$68,438,0003.07%
Campion Asset Management 7,985$3,226,0002.68%
View complete list of ISHARES TR shareholders