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Disclosery

Caprock Group, LLC: ITOT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Caprock Group, LLC on ITOT, newest first. How the timeline and the estimate are built.

Caprock Group, LLC held 264,396 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 264,396 shares
    Change vs previous 13F -72 shares

    0.83% of the 13F portfolio, value $43,432,474.

    13F-HR 0001610769-26-000003 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 264,468 shares
    Change vs previous 13F -3,739 shares

    0.91% of the 13F portfolio, value $37,668,221.

    13F-HR 0001610769-26-000002 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 268,207 shares
    Change vs previous 13F -9,185 shares

    0.84% of the 13F portfolio, value $39,879,720.

    13F-HR 0001610769-26-000001 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 277,392 shares
    Change vs previous 13F +2,197 shares

    0.97% of the 13F portfolio, value $39,198,279.

    13F-HR 0001610769-25-000003 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 275,195 shares
    Change vs previous 13F -988 shares

    1.02% of the 13F portfolio, value $33,576,605.

    13F-HR 0001085146-25-003265 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 276,183 shares
    Change vs previous 13F +1,838 shares

    1.16% of the 13F portfolio, value $35,522,665.

    13F-HR 0001085146-25-000441 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 274,345 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $34,463,318.

    13F-HR 0001085146-24-005444 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).