IJT vs IJS overlap
IJT and IJS overlap 27.5% by weight, across 205 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | IJT | IJS | Overlap |
|---|---|---|---|
| Element SolutionESI | 0.60% | 0.59% | 0.59% |
| MaxlinearMXL | 0.51% | 0.66% | 0.51% |
| Ralliant Corp.RAL | 0.47% | 0.42% | 0.42% |
| Plexus Corp.PLXS | 0.39% | 0.48% | 0.39% |
| Macerich CoMAC | 0.41% | 0.37% | 0.37% |
| Lumen TechnologiLUMN | 0.36% | 0.43% | 0.36% |
| Gates IndustrialGTES | 0.42% | 0.35% | 0.35% |
| Materion Corp.MTRN | 0.37% | 0.30% | 0.30% |
| Qorvo Inc.QRVO | 0.51% | 0.30% | 0.30% |
| Arcosa Inc.ACA | 0.50% | 0.28% | 0.28% |
| Glaukos Corp.GKOS | 0.62% | 0.27% | 0.27% |
| Willscot HoldingWSC | 0.30% | 0.27% | 0.27% |
| Radian Group Inc.RDN | 0.27% | 0.27% | 0.27% |
| Ameris BancorpABCB | 0.36% | 0.26% | 0.26% |
| MARA Holdings inMARA | 0.32% | 0.26% | 0.26% |
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: IJT, SEC Form N-PORT, June 30, 2026; IJS, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IJT | IJS |
|---|---|---|
| Morgan Stanley | $567.0M | $434.6M |
| Bank of America Corp. | $366.0M | $433.9M |
| FMR LLC | $332.7M | $226.7M |
| Wells Fargo & Company | $195.5M | $208.4M |
| LPL Financial LLC | $188.7M | $119.1M |
| UBS Group AG | $164.2M | $129.4M |
| PNC Financial Services Group, Inc. | $148.8M | $72.9M |
| Brown Advisory Inc. | $200.0M | $20.1M |
| Northwestern Mutual Wealth Management Co | $136.6M | $50.0M |
| M&T Bank Corp | $89.9M | $74.4M |
| Raymond James Financial Inc. | $98.7M | $55.0M |
| Commonwealth Equity Services, LLC | $86.9M | $63.7M |
| Ameriprise Financial Inc. | $72.9M | $57.9M |
| Envestnet Asset Management Inc. | $50.4M | $77.8M |
| Royal Bank of Canada | $59.9M | $65.1M |
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: IJT institutional holders, IJS institutional holders.
Frequently asked questions
How much do IJT and IJS overlap?
27.5% by weight, with 205 holdings in common, using holdings for IJT as of June 30, 2026 and IJS as of June 30, 2026. The largest shared position is ESI.
Do institutions hold both IJT and IJS?
539 Form 13F filers report positions in both, out of 1,163 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%.