IWM vs IJR overlap
IWM and IJR overlap 46.8% by weight, across 542 shared holdings.
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Top shared holdings
| Holding | IWM | IJR | Overlap |
|---|---|---|---|
| Viasat Inc.VSAT | 0.35% | 0.66% | 0.35% |
| Brightspring HEABTSG | 0.35% | 0.60% | 0.35% |
| MaxlinearMXL | 0.34% | 0.58% | 0.34% |
| Argan Inc.AGX | 0.34% | 0.60% | 0.34% |
| Krystal BiotechKRYS | 0.30% | 0.53% | 0.30% |
| ESCO Tech Inc.ESE | 0.29% | 0.49% | 0.29% |
| Alkermes PLCALKS | 0.27% | 0.47% | 0.27% |
| Stonex Group Inc.SNEX | 0.27% | 0.46% | 0.27% |
| Plexus Corp.PLXS | 0.25% | 0.44% | 0.25% |
| Enpro Inc.NPO | 0.25% | 0.43% | 0.25% |
| Ryman HospitalitRHP | 0.25% | 0.44% | 0.25% |
| Glaukos Corp.GKOS | 0.25% | 0.44% | 0.25% |
| TG TherapeuticsTGTX | 0.25% | 0.39% | 0.25% |
| FED Signal Corp.FSS | 0.24% | 0.42% | 0.24% |
| MYR Group Inc./deMYRG | 0.24% | 0.42% | 0.24% |
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: IWM, SEC Form N-PORT, June 30, 2026; IJR, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IWM | IJR |
|---|---|---|
| Bank of America Corp. | $10.7B | $4.9B |
| Morgan Stanley | $5.6B | $2.8B |
| Northwestern Mutual Wealth Management Co | $190.0M | $6.6B |
| Goldman Sachs Group Inc. | $5.4B | $967.1M |
| Wells Fargo & Company | $3.5B | $2.1B |
| FMR LLC | $785.0M | $3.7B |
| BlackRock, Inc. | $3.2B | $1.3B |
| Jones Financial Companies LLLP | $363.5M | $3.3B |
| LPL Financial LLC | $1.1B | $2.4B |
| UBS Group AG | $1.5B | $1.5B |
| Envestnet Asset Management Inc. | $497.4M | $2.4B |
| Raymond James Financial Inc. | $617.8M | $2.1B |
| Northern Trust Corp. | $1.2B | $1.4B |
| Royal Bank of Canada | $1.6B | $1.1B |
| Empower Advisory Group, LLC | $2.4B | $7.0M |
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: IWM institutional holders, IJR institutional holders.
Frequently asked questions
How much do IWM and IJR overlap?
46.8% by weight, with 542 holdings in common, using holdings for IWM as of June 30, 2026 and IJR as of June 30, 2026. The largest shared position is VSAT.
Do institutions hold both IWM and IJR?
1,867 Form 13F filers report positions in both, out of 3,700 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%.