Caprock Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 110 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Caprock Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$643,860
-5.3%
20,453
-0.2%
0.05%
-2.0%
Q2 2023$680,135
+2.6%
20,486
-0.1%
0.05%
-2.0%
Q1 2023$662,667
+139.5%
20,504
+128.5%
0.05%
+96.2%
Q4 2022$276,699
+23.0%
8,975
+7.0%
0.03%
+18.2%
Q3 2022$225,0008,3870.02%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Shore Point Advisors, LLC 310,395$9,771,2247.07%
Meredith Wealth Planning 283,748$8,932,3836.64%
CGC Financial Services, LLC 280,806$8,839,7736.18%
Straight Path Wealth Management 186,332$5,865,7303.98%
Klaas Financial Asset Advisors, LLC 532,991$16,778,5573.80%
Armbruster Capital Management, Inc. 441,310$13,892,4263.51%
Tacita Capital Inc 113,675$3,578,4892.80%
Family Capital Trust Co 250,827$7,893,4762.79%
ATLAS CAPITAL ADVISORS LLC 400,870$12,619,4072.08%
MERCER GLOBAL ADVISORS INC /ADV 14,264,864$449,0581.70%
View complete list of ISHARES TR shareholders