IJH — ISHARES TR

Ownership history in Bowman & Co S.C.  ·  17 quarters on record

This page tracks every 13F SEC filing in which Bowman & Co S.C. reported a position in ISHARES TR (IJH). 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
1.8% (2024 Q1)
Avg. % of fund
1.09%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 53,768 +337 +0.6% 1.49% $3.5M $66.00
2025 Q3 ADDED 53,431 +258 +0.5% 1.47% $3.5M $64.94
2025 Q2 ADDED 53,173 +2,658 +5.3% 1.47% $3.3M $61.52
2025 Q1 REDUCED 50,515 -1,022 -2.0% 1.45% $2.9M $57.69
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IJH price (monthly, adj. close)

Other funds also holding IJH

As of 2025 Q4 — sorted by position size

Holland Advisory Services, Inc. 3Y 23.85% New England Professional Planning Group Inc. 3Y 7Y 18.17% LTG Capital LLC 3Y 17.92% Chandler Asset Management, Inc. 3Y 15.41% TRUEFG, LLC 3Y 14.7% INSTRUMENTAL WEALTH, LLC 14.43% Leonard Rickey Investment Advisors P.L.L.C. 3Y 7Y 13.61% Platt Investment Counsel, LLC 3Y 13.47% Urban Financial Advisory Corp 12.71% Lee Financial Co 3Y 7Y 12.43%
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