IJR — 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 (IJR). 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
2.52% (2025 Q2)
Avg. % of fund
1.88%
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 32,654 +14 +0.0% 2.42% $3.9M $119.99
2025 Q3 ADDED 32,640 +180 +0.6% 2.49% $3.9M $118.09
2025 Q2 REDUCED 32,460 -395 -1.2% 2.52% $3.5M $108.21
2025 Q1 ADDED 32,855 +4,007 +13.9% 2.37% $3.4M $103.16
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IJR price (monthly, adj. close)

Other funds also holding IJR

As of 2025 Q4 — sorted by position size

LTG Capital LLC 3Y 20.53% PROVIDA PENSION FUND ADMINISTRATOR 3Y 7Y 14.49% Arcataur Capital Management LLC 13.29% Holland Advisory Services, Inc. 3Y 12.94% Fort Henry Capital, LLC 3Y 12.65% Abound Wealth Management 12.51% Shoker Investment Counsel, Inc. 3Y 7Y 11.66% Atlanta Consulting Group Advisors, LLC 11.41% Fi3 FINANCIAL ADVISORS, LLC 3Y 11.1% Paradigm, Strategies in Wealth Management, LLC 3Y 11.03%
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