Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IJT)

812 + Investors. Track Smart Money conviction in IJT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +62
Streak
1Q ▲
Buyers last Q
53%

Smart Money Signals — IJT

Based on 816 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added IJT 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
816 hedge funds hold IJT 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 — +13% more funds vs a year ago

fund count last 6Q
+93 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

331 buying296 selling
Last quarter: 331 funds bought or added vs 296 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 (+40 vs last Q)

new funds entering per quarter
Funds opening a new IJT position: 62 → 89 → 68 → 108. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 16% medium ■ 19% new
535 out of 816 hedge funds have held IJT 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.
💰

Value +20% but shares only +4% — price-driven

Value
+20%
Shares
+3%
Last quarter: the total dollar value of institutional holdings rose +20%, but actual share count only changed +4%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

75 → 62 → 89 → 68 → 108 new funds/Q
New funds entering each quarter: 62 → 89 → 68 → 108. A growing number of institutions are discovering IJT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 68% veterans vs 20% newcomers

■ 68% veterans ■ 12% 1-2yr ■ 20% new
Entry-cohort mix of 818 holders: 557 (68%) are 2+ year veterans, 97 entered 1–2 years ago, and 164 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
31 of 816 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in IJT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

Institutional Sentiment Summary — IJT

In 2026 Q2, 331 hedge funds were net buyers of IJT (108 opened a new position, 223 added to an existing one), while 296 reduced or exited (250 trimmed, 46 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 49% of total institutional value in IJT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +62 funds (more new holders than closures). Total institutional holders: 816.

Hedge Fund Ownership: IJT

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

Market Analysis: IJT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IJT

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

18 top-rated funds 11 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: IJT
812 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 812 754 7.69%
13F Shares 29M 28M 3.64%
Total Value $5.09B $4.24B 20.16%
New Positions 107 68 +39
Increased Positions 222 212 +10
Closed Positions 49 68 -19
Reduced Positions 247 247 -
Total Calls 2 2 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IJT

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

812 + investors

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

QUARTER:
Top 25 IJT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sterling Financial Planning, Inc. 6.22% 128,012 $22.9M
2 John A. Wolfe & Associates, Inc. 4.86% 19,744 $3.5M
3 Clayton Financial Group LLC 4.73% 47,914 $8.6M
4 StoryOne LLC 4.50% 53,324 $9.5M
5 Veratis Advisors, Inc. 4.00% 31,660 $5.7M
6 Stone Wealth Partners 3.52% 26,920 $4.8M
7 Neumann Capital Management, LLC 3.45% 29,240 $5.2M
8 LTG Capital LLC 3.39% 28,348 $5.1M
9 Taylor Financial Group, Inc. 3.31% 33,671 $6.0M
10 Cottage Street Advisors LLC 2.93% 42,434 $7.6M
11 Schneider Downs Wealth Management Advisors, LP 2.84% 169,475 $30.3M
12 Beaumont Financial Advisors, LLC 2.84% 249,525 $44.6M
13 Probity Advisors, Inc. 2.83% 110,713 $19.8M
14 Cypress Capital Management LLC (WY) 2.81% 18,843 $3.4M
15 Heartwood Wealth Advisors LLC 2.74% 197,196 $35.2M
16 Inspire Trust Co, N.A. 2.70% 110,000 $19.6M
17 Pacific Life Fund Advisors LLC 2.58% 131,406 $23.5M
18 First Citizens Financial Corp 2.46% 32,931 $5.9M
19 Cordatus Wealth Management LLC 2.34% 59,609 $10.6M
20 Baring Financial LLC 2.24% 22,826 $4.1M
21 Ifrah Financial Services, Inc. 2.20% 50,548 $9.0M
22 Broadview Financial Management, LLC 2.06% 18,931 $3.4M
23 Falcon Wealth Planning 2.06% 182,834 $32.7M
24 Councilor Wealth, LLC 2.06% 28,440 $5.1M
25 Independence Financial Advisors, LLC 2.01% 43,314 $7.7M
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 (IJT)

What does the Smart Money Trend signal show for IJT?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added IJT 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 IJT?

Slight buying edge — 53% buying: Last quarter: 331 funds bought or added vs 296 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 IJT holders?

Elite ownership — 49% AUM from top-100 funds: 31 of 816 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in IJT. 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 IJT?

66% of holders stayed for 2+ years: 535 out of 816 hedge funds have held IJT 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.

Full history →