Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IJH)

2K + 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%
Net Flow Q/Q
↑ +163
Streak
3Q ▲
Buyers last Q
58%

Smart Money Signals — IJH

Based on 2392 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added IJH than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
2,392 hedge funds hold IJH right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+143 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

1262 buying930 selling
Last quarter: 1,262 funds bought or added vs 930 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+138 vs last Q)

new funds entering per quarter
Funds opening a new IJH position: 129 → 135 → 128 → 266. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

71% of holders stayed for 2+ years

■ 71% conviction (2yr+) ■ 17% medium ■ 12% new
1,701 out of 2,392 hedge funds have held IJH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

214 → 129 → 135 → 128 → 266 new funds/Q
New funds entering each quarter: 129 → 135 → 128 → 266. A growing number of institutions are discovering IJH each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 12% 1-2yr ■ 18% new
Of 2,398 current holders: 1,666 (69%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
32 of 2392 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in IJH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

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
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IJH

-- --
Smart Money Signal ?
Strong Institutional Conviction

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

121 top-rated funds 144 high-conviction
Consensus
9.1
/ 10
breadth
×
Elite
7.3
/ 10
conviction
Hedge Fund Positioning: IJH
2026 Q1 Stats Unlock in 23 days 2K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 2398 2236 7.25%
13F Shares 1.08B 1.16B -7.4%
Total Value $71.17B $75.85B -6.17%
New Positions 266 128 +138
Increased Positions 1003 898 +105
Closed Positions 103 126 -23
Reduced Positions 832 888 -56
Total Calls 6 4 50.0%
Total Puts 3 5 -40.0%
PUT/CALL Ratio 0.5 1.25 Bullish

Statistics: IJH

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Institutional Holders (2026 Q1)

2K + investors

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

Top 25 institutional holders of IJH — 2025 Q4 · 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 MKD WEALTH COACHES, LLC 16.53% 248,765 $16.8M
4 TRUEFG, LLC 14.87% 830,771 $56.1M
5 Platt Investment Counsel, LLC 14.86% 285,814 $19.3M
6 INSTRUMENTAL WEALTH, LLC 14.02% 337,754 $22.8M
7 Altus Wealth Management, LLC 13.60% 452,944 $30.6M
8 Lee Financial Co 13.34% 1,399,885 $94.5M
9 Leonard Rickey Investment Advisors P.L.L.C. 13.23% 1,131,756 $76.4M
10 Millburn Ridgefield LLC /DE/ 12.03% 8,281,613 $559.3M
11 Alaska Permanent Capital Management, LLC 11.20% 2,368,505 $159.8M
12 CJM Wealth Advisers, Ltd. 11.14% 541,370 $36.6M
13 LCW Services, LLC 10.06% 299,801 $20.2M
14 Avondale Wealth Management 9.86% 296,991 $20.1M
15 CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 9.80% 3,267 $221K
16 Alaska Wealth Advisors, LLC 9.76% 1,203,288 $81.3M
17 Single Point Partners, LLC 9.61% 715,156 $48.3M
18 BostonPremier Wealth LLC 9.55% 273,795 $18.5M
19 ARKANSAS FINANCIAL GROUP, INC. 9.19% 934,195 $65.9M
20 Tarbox Family Office, Inc. 9.12% 832,029 $56.2M
21 CAPE ANN SAVINGS BANK 8.98% 264,718 $17.9M
22 Panoramic Capital Partners, LLC 8.76% 210,555 $14.2M
23 Arcataur Capital Management LLC 8.67% 461,621 $31.2M
24 Partnership Wealth Management, LLC 8.34% 161,928 $10.9M
25 Leverty Financial Group, LLC 7.42% 496,459 $33.5M
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)

What does the Smart Money Trend signal show for IJH?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added IJH than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for IJH?

Slight buying edge — 58% buying: Last quarter: 1,262 funds bought or added vs 930 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for IJH holders?

Elite ownership — 46% AUM from top-100 funds: 32 of 2392 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in IJH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held IJH?

71% of holders stayed for 2+ years: 1,701 out of 2,392 hedge funds have held IJH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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.