ITOT β€” ISHARES TR

Ownership history in Caprock Group, LLC  Β·  32 quarters on record

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

πŸ” Peak position
2.89% (2022 Q1)
πŸ“Š Avg. % of fund
1.52%
πŸ“… First filed
2017 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
32

Position Intelligence

Caprock Group, LLC Γ— ITOT AI Analytics

πŸ“‰ Caprock Group, LLC underperformed the S&P 500 by –0.5% annually on this ITOT position. Timing score: 56% (15/27 decisions correct). Average cost basis: $70.01. Maximum drawdown during holding period: –24.8%.

πŸ“ˆ Position Alpha vs SPY
-0.5%
annualised excess return

➑️ Roughly in line with S&P 500 (±1% alpha range).
30 quarters analyzed

⏱️ Timing Score
56%

βœ… Decent timing β€” more right than wrong on entries and exits.
15 of 27 add/trim decisions correct

πŸ’° Entry Quality
$70.01
+111.9% vs current ($148.36)

Best entry: $50.87 (2018 Q4)  Β·  Worst: $144.85 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–24.8%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
72%
buy-side decisions

21 adds Β· 8 trims. Bought during 6 of 8 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.84% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    ITOT price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 268,207 -9,185 -3.3% 0.84% $39.9M $148.36
2025 Q3 ADDED 277,392 +2,197 +0.8% 0.97% $39.2M $144.85
2025 Q1 REDUCED 275,195 -988 -0.4% 1.02% $33.6M $120.63
2024 Q4 ADDED 276,183 +1,838 +0.7% 1.16% $35.5M $126.80
2024 Q3 ADDED 274,345 +590 +0.2% 1.25% $34.5M $123.41
2024 Q2 ADDED 273,755 +1,252 +0.5% 1.32% $32.5M $116.26
2024 Q1 REDUCED 272,503 -1,201 -0.4% 1.80% $31.4M $112.53
2023 Q4 ADDED 273,704 +573 +0.2% 1.84% $28.8M $102.42
2023 Q3 REDUCED 273,131 -1,879 -0.7% 1.96% $25.8M $91.27
2023 Q2 REDUCED 275,010 -8,738 -3.1% 1.98% $26.9M $94.36
22 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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