Starboard Value LP — ISHARES TR IJH: Quarterly 13F Position History
Starboard Value LP has reported ISHARES TR (IJH) on 6 13F-HR filings in Pactolio's tracked window, first appearing in Q4 2024. As of Q1 2026, the position is sized at 5,830,656 shares ($393.7M market value, 8.62% of the equity book). Quarter-over-quarter share count change: + 580,000 (+11.0%) .
- 5,830,656Shares Held (Latest Filing)
- $393.7MReported Market Value (Latest Filing)
- 8.62%Portfolio Weight (% of 13F Equity Book)
- +580,000Quarter-over-Quarter Share Change
- +$47.2MQuarter-over-Quarter Value Change
- 5,830,656Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 6 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 5,830,656 | +580,000 | +11.0% | $393.7M | 8.62% | $67.53 |
| Q4 2025 | 5,250,656 | 0 | — | $346.5M | 6.56% | $66.00 |
| Q3 2025 | 5,250,656 | 0 | — | $342.7M | 6.45% | $65.26 |
| Q2 2025 | 5,250,656 | +1,685,781 | +47.3% | $325.6M | 5.64% | $62.02 |
| Q1 2025 | 3,564,875 | 400,393 | -10.1% | $208.0M | 3.78% | $58.35 |
| Q4 2024 | 3,965,268 | — | — | $247.1M | 4.47% | $62.31 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Starboard Value LP first disclose a IJH position in 13F-HR filings?
Starboard Value LP first reported ISHARES TR (IJH) on its 13F-HR filing for the period ending 2024-12-31 (Q4 2024). The position has appeared on 6 reported quarters within Pactolio's tracked window.
What was Starboard Value LP's most recent quarter-over-quarter share-count change in IJH?
Between Q4 2025 and Q1 2026, Starboard Value LP added 580,000 shares of IJH (+11.0%), bringing the total reported position to 5,830,656 shares at a market value of $393.7M.
Does the implied price-per-share represent Starboard Value LP's cost basis in IJH?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.