IJH — ISHARES TR

Ownership history in Starboard Value LP  ·  5 quarters on record

This page tracks every 13F SEC filing in which Starboard Value LP 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
6.56% (2025 Q4)
Avg. % of fund
5.38%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 5,250,656 — 0% 6.56% $346.5M $65.85
2025 Q3 UNCHANGED 5,250,656 — 0% 6.45% $342.7M $64.79
2025 Q2 ADDED 5,250,656 +1,685,781 +47.3% 5.64% $325.6M $61.37
2025 Q1 REDUCED 3,564,875 -400,393 -10.1% 3.78% $208.0M $57.56
2024 Q4 INITIATED 3,965,268 — — 4.47% $247.1M $61.30
% 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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