Who Owns IJH?
ISHARES TR — institutional ownership across 5 tracked superinvestors.
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5
Institutional Holders
$4.5M
Total Value Held
1000.00T
Total Shares
ISHARES TR (IJH) is held by 5 tracked superinvestors with a combined position of $4.5M across 1000.00T shares. The largest holder is Dan Sundheim (Mine & Arao) (Mine & Arao Wealth Creation & Management) with $2.0M (0.74% of portfolio).
| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|---|---|---|---|---|---|---|
| 1 | Dan Sundheim (Mine & Arao) | Mine & Arao Wealth Creation & Management | 26303 | $2.0M | 0.74% | 2026-06-30 |
| 2 | FPA Queens Road | Bragg Financial Advisors | 11011 | $849K | 0.02% | 2026-06-30 |
| 3 | Mairs & Power | Mairs & Power | 10756 | $829K | 0.01% | 2026-06-30 |
| 4 | David Katz | Matrix Asset Advisors | 5472 | $422K | 0.03% | 2026-06-30 |
| 5 | Wally Obermeyer | Obermeyer Wealth Partners | 4849 | $374K | 0.02% | 2026-06-30 |
Ownership history
| Period | Holders | Total Value | Total Shares |
|---|---|---|---|
| 2024-12-31 | 2 | $2.3M | 2.59B |
| 2025-03-31 | 3 | $2.5M | 25.92T |
| 2025-06-30 | 4 | $3.0M | 1000.00T |
| 2025-09-30 | 4 | $3.1M | 1000.00T |
| 2025-12-31 | 4 | $3.1M | 1000.00T |
| 2026-03-31 | 4 | $3.2M | 1000.00T |
| 2026-06-30 | 5 | $4.5M | 1000.00T |