Caprock Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 188 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.2%.

Quarter-by-quarter ownership
Caprock Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$346,346
-3.1%
3,3140.0%0.03%
-18.2%
Q4 2022$357,349
+4.2%
3,3140.0%0.03%0.0%
Q3 2022$343,000
-0.6%
3,3140.0%0.03%
-2.9%
Q2 2022$345,000
-15.9%
3,314
+4.2%
0.03%
-12.8%
Q1 2022$410,0003,1810.04%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Efficient Advisors, LLC 241,817$18,692,0004.51%
Connective Capital Management, LLC 30,839$2,384,0003.82%
One Capital Management, LLC 109,765$8,485,0003.22%
HBK Sorce Advisory LLC 100,078$7,736,0002.82%
Parkside Advisors LLC 44,470$3,438,0002.64%
MONROE BANK & TRUST/MI 89,372$6,909,0002.31%
TELEMUS CAPITAL, LLC 92,471$7,148,0001.96%
RiverFront Investment Group, LLC 918,548$71,003,0001.89%
BOK Financial Private Wealth, Inc. 134,513$10,398,0001.81%
SMITH, MOORE & CO. 35,025$2,707,0001.62%
View complete list of ISHARES TR shareholders