IJH β€” ISHARES TR

Ownership history in Highview Capital Management LLC/DE/  Β·  17 quarters on record

AI Ownership Summary

Highview Capital Management LLC/DE/ reported ISHARES TR (IJH) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 5.09% in 2025 Q2. The latest visible filing shows IJH at 4.84% 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 Highview Capital Management LLC/DE/'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 4.84% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.09% in 2025 Q2

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

Time in book
Holding Window
2023 Q4 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 Highview Capital Management LLC/DE/ held IJH β€” position size vs. price
% of Fund (quarterly)    IJH price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 207,718 +1,930 +0.9% 4.84% $13.7M 2026-02-14 (Est.) $71.07
2025 Q3 REDUCED 205,788 -6,687 -3.1% 4.94% $13.4M 2025-11-13 $63.87
2025 Q2 ADDED 212,475 +4,752 +2.3% 5.09% $13.2M 2025-08-11 $61.64
2025 Q1 ADDED 207,723 +13,127 +6.7% 5.07% $12.1M 2025-04-30 $56.14
2024 Q4 ADDED 194,596 +10,704 +5.8% 4.71% $12.1M 2025-01-31 $63.60
2024 Q3 ADDED 183,892 +8,573 +4.9% 4.66% $11.5M 2024-10-25 $60.86
2024 Q2 ADDED 175,319 +13,278 +8.2% 4.26% $10.3M 2024-07-29 $59.91
2024 Q1 ADDED 162,041 +133,171 +461.3% 4.43% $9.8M 2024-04-26 $56.28
2023 Q4 ADDED 28,870 +164 +0.6% 4.26% $8.0M 2024-01-29 $54.01
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Highview Capital Management LLC/DE/ and IJH

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

How long has Highview Capital Management LLC/DE/ reported owning IJH?

Highview Capital Management LLC/DE/ reported IJH across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IJH position in Highview Capital Management LLC/DE/'s portfolio?

The largest reported portfolio weight for IJH was 5.09% in 2025 Q2.

What is the latest reported IJH position on this page?

The most recent filing on this page is 2025 Q4, when Highview Capital Management LLC/DE/ reported 207,718 shares, equal to 4.84% of portfolio, with an estimated market value of $13.7M.

What does the chart on this IJH ownership page compare?

The chart compares Highview Capital Management LLC/DE/'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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