IWR vs IJR overlap

IWR and IJR overlap 2.2% by weight, across 56 shared holdings.

IWRIJR

Pick 2 to 4 ETFs.

2.2%

overlap by weight, across 56 shared holdings

IWR2.2% of the fund is in shared holdings, of 824

IJR16.5% of the fund is in shared holdings, of 603

Top shared holdings

Holding	IWR	IJR	Overlap
Formfactor Inc.FORM	0.09%	0.67%	0.09%
Molina HealthcarMOH	0.08%	0.64%	0.08%
Element SolutionESI	0.08%	0.59%	0.08%
Match Group Inc.MTCH	0.06%	0.48%	0.06%
Everus ConstructECG	0.06%	0.46%	0.06%
Ralliant Corp.RAL	0.06%	0.45%	0.06%
Corcept TheraCORT	0.06%	0.45%	0.06%
Powell INDS Inc.POWL	0.06%	0.44%	0.06%
Qorvo Inc.QRVO	0.06%	0.40%	0.06%
Eastman ChemicalEMN	0.05%	0.41%	0.05%
Carmax Inc.KMX	0.05%	0.41%	0.05%
ETSY Inc.ETSY	0.05%	0.39%	0.05%
Gates IndustrialGTES	0.05%	0.38%	0.05%
Pool Corp.POOL	0.05%	0.37%	0.05%
Armstrong WorldAWI	0.05%	0.37%	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: IWR, SEC Form N-PORT, June 30, 2026; IJR, SEC Form N-PORT, June 30, 2026.

1,322

institutions report holding both, of 3,105 holding any

IWR98.4% of its 13F dollars, 83.2% of its 1,589 holders

IJR87.5% of its 13F dollars, 46.6% of its 2,838 holders

Largest institutions holding both

Firm	IWR	IJR
Jones Financial Companies LLLP	$10.9B	$3.3B
Bank of America Corp.	$7.6B	$4.9B
Wells Fargo & Company	$5.0B	$2.1B
Northwestern Mutual Wealth Management Co	$134.0M	$6.6B
Morgan Stanley	$1.3B	$2.8B
FMR LLC	$427.2M	$3.7B
Bank of New York Mellon Corp	$1.2B	$1.7B
Envestnet Asset Management Inc.	$496.5M	$2.4B
LPL Financial LLC	$411.5M	$2.4B
Northern Trust Corp.	$1.1B	$1.4B
PNC Financial Services Group, Inc.	$1.4B	$1.1B
Raymond James Financial Inc.	$308.3M	$2.1B
UBS Group AG	$811.2M	$1.5B
Baird Financial Group, Inc.	$1.2B	$979.4M
US Bancorp	$1.4B	$702.6M

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, IJR institutional holders.

Frequently asked questions

How much do IWR and IJR overlap?

2.2% by weight, with 56 holdings in common, using holdings for IWR as of June 30, 2026 and IJR as of June 30, 2026. The largest shared position is FORM.

Do institutions hold both IWR and IJR?

1,322 Form 13F filers report positions in both, out of 3,105 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%.