IDV — ISHARES TR

Ownership history in Caprock Group, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Caprock Group, LLC reported a position in ISHARES TR (IDV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.04% (2025 Q1)
Avg. % of fund
0.04%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 39,309 +73 +0.2% 0.04% $1.4M $35.83
2025 Q1 INITIATED 39,236 — — 0.04% $1.2M $29.41
% of Fund (quarterly)    IDV price (monthly, adj. close)

Other funds also holding IDV

As of 2025 Q4 — sorted by position size

URS Advisory LLC 5.85% Eagle Bluffs Wealth Management LLC 3Y 5.59% Johnson & White Wealth Management, LLC 3Y 4.58% Chicago Wealth Management, Inc. 3Y 4.47% FORTE ASSET MANAGEMENT LLC 3Y 3.45% COWA, LLC 3Y 3.28% BAROMETER CAPITAL MANAGEMENT INC. 3Y 7Y 3.08% Winthrop Partners - WNY, LLC 3Y 7Y 2.33% GDS Wealth Management 3Y 2.2% VIEWPOINT INVESTMENT PARTNERS CORP 3Y 7Y 2.12%
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