IWX vs ISTB overlap
IWX and ISTB 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: IWX, SEC Form N-PORT, June 30, 2026; ISTB, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IWX | ISTB |
|---|---|---|
| BlackRock, Inc. | $443K | $374.2M |
| Envestnet Asset Management Inc. | $191.0M | $29.4M |
| Raymond James Financial Inc. | $18.6M | $116.8M |
| Triad Wealth Partners, LLC | $470K | $124.7M |
| AE Wealth Management LLC | $123.7M | $94K |
| Jones Financial Companies LLLP | $2.6M | $99.4M |
| Lido Advisors, LLC | $95.9M | $721K |
| LPL Financial LLC | $50.8M | $41.1M |
| UBS Group AG | $39.6M | $47.5M |
| JPMorgan Chase & Co | $30.3M | $46.7M |
| Ameriprise Financial Inc. | $44.4M | $32.5M |
| Morgan Stanley | $21.0M | $54.0M |
| Mariner, LLC | $6.5M | $68.0M |
| Bank of America Corp. | $28.1M | $45.4M |
| Wells Fargo & Company | $14.3M | $34.3M |
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: IWX institutional holders, ISTB institutional holders.
Frequently asked questions
How much do IWX and ISTB overlap?
0.0% by weight, with 0 holdings in common, using holdings for IWX as of June 30, 2026 and ISTB as of July 31, 2026.
Do institutions hold both IWX and ISTB?
98 Form 13F filers report positions in both, out of 565 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%.