SHAG vs IBHK overlap
SHAG and IBHK overlap 0.0% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (SHAG: May 31, 2026, IBHK: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | SHAG | IBHK | Overlap |
|---|---|---|---|
| Viacomcbs Inc.PARA | 0.03% | 0.48% | 0.03% |
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: SHAG, SEC Form N-PORT, May 31, 2026; IBHK, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SHAG | IBHK |
|---|---|---|
| Bank of America Corp. | $6.4M | $1.1M |
| LPL Financial LLC | $3.6M | $1.9M |
| Integrated Wealth Concepts LLC | $13K | $2.1M |
| Osaic Holdings, Inc. | $1.2M | $95K |
| Morgan Stanley | $234K | $548K |
| Royal Bank of Canada | $621K | $136K |
| Wells Fargo & Company | $34 | $68K |
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: SHAG institutional holders, IBHK institutional holders.
Frequently asked questions
How much do SHAG and IBHK overlap?
0.0% by weight, with 1 holdings in common, using holdings for SHAG as of May 31, 2026 and IBHK as of July 31, 2026. The largest shared position is PARA.
Do institutions hold both SHAG and IBHK?
7 Form 13F filers report positions in both, out of 54 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%.