IWR vs IWM overlap
IWR and IWM overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
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; IWM, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IWR | IWM |
|---|---|---|
| Bank of America Corp. | $7.6B | $10.7B |
| Jones Financial Companies LLLP | $10.9B | $363.5M |
| Wells Fargo & Company | $5.0B | $3.5B |
| Morgan Stanley | $1.3B | $5.6B |
| Goldman Sachs Group Inc. | $218.1M | $5.4B |
| BlackRock, Inc. | $28.2M | $3.2B |
| Royal Bank of Canada | $895.3M | $1.6B |
| Empower Advisory Group, LLC | $811K | $2.4B |
| PNC Financial Services Group, Inc. | $1.4B | $1.0B |
| Northern Trust Corp. | $1.1B | $1.2B |
| UBS Group AG | $811.2M | $1.5B |
| BNP Paribas Financial Markets | $39.9M | $2.1B |
| US Bancorp | $1.4B | $639.7M |
| JPMorgan Chase & Co | $812.9M | $1.0B |
| Bank of New York Mellon Corp | $1.2B | $548.1M |
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, IWM institutional holders.
Frequently asked questions
How much do IWR and IWM overlap?
0.0% by weight, with 0 holdings in common, using holdings for IWR as of June 30, 2026 and IWM as of June 30, 2026.
Do institutions hold both IWR and IWM?
1,316 Form 13F filers report positions in both, out of 3,002 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%.