IJH — ISHARES TR

Ownership history in &PARTNERS  ·  29 quarters on record

This page tracks every 13F SEC filing in which &PARTNERS 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
8.07% (2021 Q4)
Avg. % of fund
4.4%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
29
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 6,993,740 +460,151 +7.0% 2.42% $463.0M $65.85
2025 Q3 ADDED 6,533,589 +981,809 +17.7% 2.73% $426.7M $64.79
2025 Q2 ADDED 5,551,780 +1,346,024 +32.0% 2.65% $344.9M $61.37
2025 Q1 ADDED 4,205,756 +814,174 +24.0% 2.61% $245.8M $57.56
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% 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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