ITB vs IFRA overlap
ITB and IFRA overlap 1.7% by weight, across 7 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | ITB | IFRA | Overlap |
|---|---|---|---|
| Owens CorningOC | 2.35% | 0.44% | 0.44% |
| Builders FirstsoBLDR | 1.77% | 0.33% | 0.33% |
| Simpson MfgSSD | 1.58% | 0.30% | 0.30% |
| Eagle MaterialsEXP | 1.30% | 0.24% | 0.24% |
| Louisiana-PacifiLPX | 0.92% | 0.19% | 0.19% |
| TREX Co Inc.TREX | 0.96% | 0.18% | 0.18% |
| Gibraltar IndustROCK | 0.25% | 0.05% | 0.05% |
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: ITB, SEC Form N-PORT, June 30, 2026; IFRA, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | ITB | IFRA |
|---|---|---|
| Bank of America Corp. | $718.6M | $468.9M |
| JPMorgan Chase & Co | $178.4M | $273.5M |
| Morgan Stanley | $195.9M | $150.6M |
| LPL Financial LLC | $35.5M | $81.9M |
| Citigroup Inc. | $99.7M | $126 |
| UBS Group AG | $74.3M | $24.7M |
| Raymond James Financial Inc. | $34.8M | $55.7M |
| Goldman Sachs Group Inc. | $75.1M | $6.2M |
| Cetera Investment Advisers | $10.0M | $68.0M |
| Mariner, LLC | $2.1M | $72.6M |
| BNP Paribas Financial Markets | $57.5M | $883 |
| Wells Fargo & Company | $19.2M | $32.3M |
| Citadel Advisors LLC | $44.4M | $1.1M |
| Jones Financial Companies LLLP | $2.3M | $42.3M |
| Osaic Holdings, Inc. | $2.9M | $35.3M |
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: ITB institutional holders, IFRA institutional holders.
Frequently asked questions
How much do ITB and IFRA overlap?
1.7% by weight, with 7 holdings in common, using holdings for ITB as of June 30, 2026 and IFRA as of June 30, 2026. The largest shared position is OC.
Do institutions hold both ITB and IFRA?
147 Form 13F filers report positions in both, out of 628 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%.