IWR vs IJH overlap
IWR and IJH overlap 22.9% by weight, across 317 shared holdings.
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Top shared holdings
| Holding | IWR | IJH | Overlap |
|---|---|---|---|
| Twilio Inc. - aTWLO | 0.22% | 0.86% | 0.22% |
| MKS Inc.MKSI | 0.21% | 0.83% | 0.21% |
| Carpenter TechCRS | 0.21% | 0.84% | 0.21% |
| Curtiss-WrightCW | 0.20% | 0.77% | 0.20% |
| Entegris Inc.ENTG | 0.20% | 0.76% | 0.20% |
| Nvent ElectricNVT | 0.20% | 0.76% | 0.20% |
| Illumina Inc.ILMN | 0.19% | 0.73% | 0.19% |
| ATI Inc.ATI | 0.19% | 0.74% | 0.19% |
| Technipfmc PLCFTI | 0.19% | 0.73% | 0.19% |
| Mastec Inc.MTZ | 0.19% | 0.71% | 0.19% |
| Macom TechnologyMTSI | 0.18% | 0.69% | 0.18% |
| Woodward Inc.WWD | 0.18% | 0.70% | 0.18% |
| Sterling InfrastSTRL | 0.18% | 0.71% | 0.18% |
| Everpure Inc.-aP | 0.18% | 0.68% | 0.18% |
| XPO Inc.XPO | 0.17% | 0.66% | 0.17% |
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: IWR, SEC Form N-PORT, June 30, 2026; IJH, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IWR | IJH |
|---|---|---|
| Bank of America Corp. | $7.6B | $5.2B |
| Jones Financial Companies LLLP | $10.9B | $707.7M |
| Northwestern Mutual Wealth Management Co | $134.0M | $10.2B |
| Wells Fargo & Company | $5.0B | $4.4B |
| Bank of New York Mellon Corp | $1.2B | $4.7B |
| FMR LLC | $427.2M | $4.2B |
| Morgan Stanley | $1.3B | $3.2B |
| Goldman Sachs Group Inc. | $218.1M | $3.3B |
| Envestnet Asset Management Inc. | $496.5M | $2.9B |
| Raymond James Financial Inc. | $308.3M | $3.0B |
| Northern Trust Corp. | $1.1B | $1.9B |
| UBS Group AG | $811.2M | $2.0B |
| PNC Financial Services Group, Inc. | $1.4B | $1.3B |
| Royal Bank of Canada | $895.3M | $1.7B |
| BlackRock, Inc. | $28.2M | $2.2B |
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: IWR institutional holders, IJH institutional holders.
Frequently asked questions
How much do IWR and IJH overlap?
22.9% by weight, with 317 holdings in common, using holdings for IWR as of June 30, 2026 and IJH as of June 30, 2026. The largest shared position is TWLO.
Do institutions hold both IWR and IJH?
1,292 Form 13F filers report positions in both, out of 3,032 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%.