Stock Analysis
Data Source: SEC EDGAR 13F
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Ishares Tr (IJH)

3K + Investors. Track Smart Money conviction in IJH. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%

3K+

Inst. Holders

Hedge Fund Ownership: IJH

How many hedge funds hold IJH — quarterly history vs. share price
Quarterly hedge fund ownership of IJH vs. share price

Market Analysis: IJH

Analyst Price Targets

Avg. Price Target
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Analyst Recommendations

Stock Performance

Real-time

Company Profile: IJH

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Ishares Tr (IJH) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IJH has moved relative to its sector benchmark (SPY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 32d ago
IJH
-2.4%
SPY
+0.6%

IJH outperformed SPY by -3.0% since June 30, 2026.

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

69 top-rated funds 181 high-conviction
Consensus
8.0
/ 10
breadth
×
Elite
6.4
/ 10
conviction
Hedge Fund Positioning: IJH
2026 Q2 Stats Unlock in 18 days 3K + Investors

Track Smart Money conviction in IJH. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 2603 2598 0.19%
13F Shares 1.25B 1.11B 12.35%
Total Value $82.35B $73.44B 12.14%
New Positions 166 295 -129
Increased Positions 1074 1067 +7
Closed Positions 161 107 +54
Reduced Positions 1008 898 +110
Total Calls 5 6 -16.67%
Total Puts 4 4 -
PUT/CALL Ratio 0.8 0.67 Neutral

Statistics: IJH

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Institutional Holders (2026 Q1)

3K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IJH. Verified SEC 13F-HR filings.

QUARTER:
Top 25 IJH holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Charter Capital Management, LLC\DE 30.54% 903,247 $61.0M
2 Holland Advisory Services, Inc. 23.95% 264,692 $17.9M
3 New England Professional Planning Group Inc. 18.92% 670,269 $45.3M
4 LTG Capital LLC 18.21% 352,979 $23.8M
5 Mkd Wealth Coaches, LLC 16.53% 248,765 $16.8M
6 Investments & Financial Planning, LLC 14.94% 406,262 $27.4M
7 Truefg, LLC 14.87% 830,771 $56.1M
8 Platt Investment Counsel, LLC 14.86% 285,814 $19.3M
9 Instrumental Wealth, LLC 14.02% 337,754 $22.8M
10 Altus Wealth Management, LLC 13.60% 452,944 $30.6M
11 Lee Financial Co 13.34% 1,399,885 $94.5M
12 Leonard Rickey Investment Advisors P.L.L.C. 13.23% 1,131,756 $76.4M
13 Urban Financial Advisory Corp 12.04% 504,197 $34.0M
14 Millburn Ridgefield LLC /DE/ 12.03% 8,281,613 $559.3M
15 Swf LLC 11.93% 2,026,021 $136.8M
16 Townsend Financial Planning, LLC 11.54% 176,630 $11.9M
17 Planning Alternatives Ltd /Adv 11.33% 1,299,753 $87.8M
18 Bank of Stockton 11.33% 542,553 $36.6M
19 Alaska Permanent Capital Management, LLC 11.20% 2,368,505 $159.8M
20 CBM Financial, LLC 11.20% 244,640 $17.9M
21 CJM Wealth Advisers, Ltd. 11.14% 541,370 $36.6M
22 West Paces Advisors INC. 11.00% 841,112 $56.8M
23 Lgl Partners, LLC 10.81% 388,779 $26.3M
24 Peninsula Asset Management Inc 10.74% 311,370 $21.0M
25 Campion Asset Management 10.68% 233,105 $15.7M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Ishares Tr (IJH)

Is it too late to buy Ishares Tr (IJH) following the 2026 Q2 hedge fund 13F filings?

Since the quarter end (June 30, 2026), IJH has gained -2.4% vs +0.6% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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