L3VLUP
Quarter end
30 Sep 2023
the date the book describes
Filed
5 Nov 2026
up to 45 days after the quarter end
Managers listing it
1
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q2 2023 and Q3 2023; 1 listed it in both
Shares listed
10,418,745
combined, among listed positions
Reported value
$2.4bn
combined, at the quarter end

Managers listing IWB in Q3 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

1 of 1 holder

ActionFiling
Fidelity (FMR LLC)10,418,745$2.4bn0.21%Trimmed-1,399,2875 Nov 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2023 to Q3 2023, among managers that listed it in both quarters or opened it.

Increases

No increase among listed positions.

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (0)

No new position among listed positions.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
4 in Q3 2024 to 2 in Q2 2026

Tracked managers listing it, at least.

0246201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
IWB by quarter
QuarterHoldersReported valueBuyersSellers
Q4 20131$332kn.a.n.a.
Q3 20141$286mn.a.n.a.
Q4 20141$349mn.a.n.a.
Q1 20153$544mn.a.n.a.
Q2 20151$581mn.a.n.a.
Q3 20152$663mn.a.n.a.
Q4 20151$789mn.a.n.a.
Q1 20162$637mn.a.n.a.
Q2 20161$664mn.a.n.a.
Q3 20161$702mn.a.n.a.
Q4 20161$710mn.a.n.a.
Q1 20172$741mn.a.n.a.
Q2 20172$756mn.a.n.a.
Q3 20171$768mn.a.n.a.
Q4 20174$892mn.a.n.a.
Q1 20181$798mn.a.n.a.
Q2 20182$835mn.a.n.a.
Q3 20181$838mn.a.n.a.
Q4 20183$910mn.a.n.a.
Q1 20192$1.0bnn.a.n.a.
Q2 20192$1.0bnn.a.n.a.
Q3 20192$1.0bnn.a.n.a.
Q4 20192$1.1bnn.a.n.a.
Q1 20201$1.1bnn.a.n.a.
Q2 20201$1.6bnn.a.n.a.
Q3 20202$1.9bnn.a.n.a.
Q4 20201$2.1bnn.a.n.a.
Q1 20211$2.2bnn.a.n.a.
Q2 20211$2.3bnn.a.n.a.
Q3 20211$2.3bnn.a.n.a.
Q4 20212$2.5bnn.a.n.a.
Q1 20222$2.5bnn.a.n.a.
Q2 20222$2.5bnn.a.n.a.
Q3 20221$2.4bnn.a.n.a.
Q4 20221$2.6bnn.a.n.a.
Q1 20231$2.7bnn.a.n.a.
Q2 20232$3.0bnn.a.n.a.
Q3 20231$2.4bnn.a.n.a.
Q4 20233$2.8bn30
Q1 20244$3.0bn22
Q2 20245$3.3bn41
Q3 20244$3.2bn14
Q4 20244$4.1bn31
Q1 20253$3.1bn12
Q2 20253$3.5bn12
Q3 20252$3.7bn12
Q4 20253$3.8bn78
Q1 20264$3.8bn97
Q2 20262$4.1bn811

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

Choose a stock to compare with IWB →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own IWB, latest filings →Back to the 13F Explorer →