IJH — ISHARES TR

Ownership history in SYNTAX RESEARCH, INC.  ·  10 quarters on record

This page tracks every 13F SEC filing in which SYNTAX RESEARCH, INC. 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
5.01% (2023 Q3)
Avg. % of fund
3.38%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 64,751 +289 +0.4% 2.64% $4.3M $65.85
2025 Q3 ADDED 64,462 +404 +0.6% 2.70% $4.2M $64.79
2025 Q2 REDUCED 64,058 -561 -0.9% 2.82% $4.0M $61.37
2025 Q1 ADDED 64,619 +4,577 +7.6% 2.60% $3.8M $57.56
6 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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