IJH β€” ISHARES TR

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

AI Ownership Summary

Bowman & Co S.C. reported ISHARES TR (IJH) in 17 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.8% in 2024 Q1. The latest visible filing shows IJH at 1.49% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IJH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bowman & Co S.C.'s position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IJH was reported at 1.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.8% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bowman & Co S.C. held IJH β€” position size vs. price
% of Fund (quarterly)    IJH price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 53,768 +337 +0.6% 1.49% $3.5M 2026-02-14 (Est.) $71.07
2025 Q3 ADDED 53,431 +258 +0.5% 1.47% $3.5M 2025-10-10 $62.79
2025 Q2 ADDED 53,173 +2,658 +5.3% 1.47% $3.3M 2025-07-09 $62.99
2025 Q1 REDUCED 50,515 -1,022 -2.0% 1.45% $2.9M 2025-04-08 $50.47
2024 Q4 ADDED 51,537 +2,610 +5.3% 1.66% $3.2M 2025-01-15 $62.89
2024 Q3 REDUCED 48,927 -95 -0.2% 1.60% $3.1M 2024-11-07 $64.28
2024 Q2 ADDED 49,022 +59 +0.1% 1.66% $2.9M 2024-07-24 $58.50
2024 Q1 ADDED 48,963 +45,978 +1540.3% 1.80% $3.0M 2024-04-15 $55.73
2023 Q4 UNCHANGED 2,985 β€” 0% 0.58% $827K 2024-01-10 $52.95
2023 Q3 REDUCED 2,985 -367 -10.9% 0.59% $744K 2023-10-05 $46.95
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Bowman & Co S.C. and IJH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bowman & Co S.C. reported owning IJH?

Bowman & Co S.C. reported IJH across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported IJH position in Bowman & Co S.C.'s portfolio?

The largest reported portfolio weight for IJH was 1.80% in 2024 Q1.

What is the latest reported IJH position on this page?

The most recent filing on this page is 2025 Q4, when Bowman & Co S.C. reported 53,768 shares, equal to 1.49% of portfolio, with an estimated market value of $3.5M.

What does the chart on this IJH ownership page compare?

The chart compares Bowman & Co S.C.'s quarterly IJH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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