IJR vs IJH overlap
IJR and IJH overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: IJR, SEC Form N-PORT, June 30, 2026; IJH, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IJR | IJH |
|---|---|---|
| Northwestern Mutual Wealth Management Co | $6.6B | $10.2B |
| Bank of America Corp. | $4.9B | $5.2B |
| FMR LLC | $3.7B | $4.2B |
| Wells Fargo & Company | $2.1B | $4.4B |
| Bank of New York Mellon Corp | $1.7B | $4.7B |
| Morgan Stanley | $2.8B | $3.2B |
| Envestnet Asset Management Inc. | $2.4B | $2.9B |
| Raymond James Financial Inc. | $2.1B | $3.0B |
| Goldman Sachs Group Inc. | $967.1M | $3.3B |
| LPL Financial LLC | $2.4B | $1.8B |
| Jones Financial Companies LLLP | $3.3B | $707.7M |
| UBS Group AG | $1.5B | $2.0B |
| BlackRock, Inc. | $1.3B | $2.2B |
| Northern Trust Corp. | $1.4B | $1.9B |
| Royal Bank of Canada | $1.1B | $1.7B |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: IJR institutional holders, IJH institutional holders.
Frequently asked questions
How much do IJR and IJH overlap?
0.0% by weight, with 0 holdings in common, using holdings for IJR as of June 30, 2026 and IJH as of June 30, 2026.
Do institutions hold both IJR and IJH?
2,238 Form 13F filers report positions in both, out of 3,335 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.