ISHARES TR

$IJH
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13F holders
2,567
Net 13F flow · Q
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Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders

Top 10 of 2,567 · Source: 13F-HR
01
1834 Investment Advisors Co.
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02
TB Capital Gestao de Recursos Ltda.
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03
Evensky & Katz LLC
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04
State Farm Mutual Automobile Insurance Co.
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05
Marquette Asset Management, LLC
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06
Taconic Capital Advisors LP
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07
Sb Investment Advisers (uk) Ltd.
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08
Perkins Capital Management Inc.
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09
IHT Wealth Management, LLC
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10
Sheaff Brock Investment Advisors, LLC
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.

See all 2,567 13F holders · Pro →

Smart Money · top-200 alpha cohort

40 holders · Q1 2026

$IJH is held by 40 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 18.92%, with an average of 1.10% of portfolio. Largest holder: New England Professional Planning Group Inc. at 18.92%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
New England Professional Planning Group Inc.
18.92% NEW
α +25.4pts
02
Linscomb Wealth, Inc.
4.10% NEW
α +32.6pts
03
Walkner Condon Financial Advisors LLC
2.77% NEW
α +23.7pts
04
Pacific Financial Group Inc.
2.46% held
α +14.3pts
05
Courier Capital LLC
2.43% NEW
α +14.9pts
06
Independent Solutions Wealth Management, LLC
1.51% NEW
α +19.1pts
07
NerdWallet Wealth Partners, LLC
1.51% NEW
α +11.3pts
08
MFA Wealth Services
1.26% NEW
α +16.2pts
09
Corsicana & Co.
1.23% held
α +20.0pts
10
Johnson Financial Group, Inc.
1.08% held
α +14.7pts
11
Delta Financial Advisors LLC
0.77% NEW
α +18.1pts
12
Stelac Advisory Services LLC
0.77% NEW
α +13.4pts
13
Pittenger & Anderson Inc.
0.73% NEW
α +21.3pts
14
Endeavor Private Wealth, Inc.
0.49% held
α +13.5pts
15
Hummer Financial Advisory Services Inc
0.40% NEW
α +53.0pts
16
Costello Asset Management, INC
0.39% held
α +14.3pts
17
Nisa Investment Advisors, LLC
0.33% held
α +16.6pts
18
TRUE Private Wealth Advisors
0.32% NEW
α +23.4pts
19
ProVise Management Group, LLC
0.30% NEW
α +11.2pts
20
Fulton Bank, N.a.
0.21% NEW
α +23.8pts
21
Venture Visionary Partners LLC
0.20% NEW
α +10.3pts
22
Choate Investment Advisors
0.19% NEW
α +13.8pts
23
Collier Financial
0.19% held
α +14.2pts
24
Svb Wealth LLC
0.17% held
α +29.6pts
25
Principal Securities, Inc.
0.16% held
α +21.3pts
26
Cypress Capital Group
0.16% NEW
α +12.6pts
27
LM Advisors LLC
0.15% held
α +15.5pts
28
Plum Street Advisors, LLC
0.15% held
α +18.0pts
29
Condor Capital Management
0.14% NEW
α +23.6pts
30
GM Advisory Group, LLC
0.08% held
α +16.5pts
31
Bradley Foster & Sargent INC
0.08% held
α +11.1pts
32
Greenwich Wealth Management LLC
0.06% held
α +12.7pts
33
RFG Advisory, LLC
0.06% held
α +16.2pts
34
Shufro Rose & Co. LLC
0.05% held
α +32.3pts
35
Fiduciary Alliance LLC
0.03% held
α +16.8pts
36
Focused Wealth Management, Inc
0.02% held
α +19.2pts
37
Truepoint, Inc.
0.02% held
α +21.4pts
38
Citigroup Inc.
0.01% held
α +26.3pts
39
CV Advisors LLC
0.00% held
α +29.1pts
40
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $IJH in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $IJH in the recent window.

Convergence · Pattern Engine ships in v1.1

30-day window
In development

Convergence detection for $IJH lands with the Pattern Engine.

Once the Pattern Engine ships, this section will surface every active convergence event involving $IJH — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.

Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 06:24 UTC.