L3VLUP
ProSign in

IWD in the 13F filings

iShares Russell 1000 Value ETF · CUSIP 464287598

Sector · Funds and ETFs
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Dec 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 12 Feb 2025
Managers listing it
6
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q3 2024 and Q4 2024; 3 listed it in both
Shares listed
11,075,375
combined, among listed positions
Reported value
$2.1bn
combined, at the quarter end

Among the 94 comparable managers: 4 buyers (opened or added shares) and 3 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing IWD in Q4 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

6 of 6 holders

ActionFiling
Fidelity (FMR LLC)9,268,989$1.7bn0.10%Added+354,6945 Nov 2026 (the filing on sec.gov)
AllianceBernstein LP1,231,290$228m0.08%Trimmed-512,71312 Feb 2025 (the filing on sec.gov)
MFS Investment Management484,386$90munder 0.1%Addedn.a.12 Feb 2025 (the filing on sec.gov)
Harris Associates LP59,610$11munder 0.1%Newnew14 Feb 2025 (the filing on sec.gov)
Dodge & Cox17,100$3.2munder 0.1%Newnew13 Feb 2025 (the filing on sec.gov)
GAMCO Investors Inc14,000$2.6munder 0.1%Trimmed-1,50013 Feb 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2024 to Q4 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

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

New (2)

Exited (1)

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 3 in Q2 2026

Tracked managers listing it, at least.

02462014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
IWD by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20131$1.0bnn.a.n.a.
Q3 20131$1.1bnn.a.n.a.
Q4 20131$1.3bnn.a.n.a.
Q1 20143$1.3bnn.a.n.a.
Q2 20143$1.4bnn.a.n.a.
Q3 20143$1.4bnn.a.n.a.
Q4 20142$1.5bnn.a.n.a.
Q1 20152$1.7bnn.a.n.a.
Q2 20152$1.8bnn.a.n.a.
Q3 20151$1.4bnn.a.n.a.
Q4 20153$1.6bnn.a.n.a.
Q1 20161$1.4bnn.a.n.a.
Q2 20162$1.6bnn.a.n.a.
Q3 20162$1.9bnn.a.n.a.
Q4 20161$2.3bnn.a.n.a.
Q1 20172$2.7bnn.a.n.a.
Q2 20174$3.1bnn.a.n.a.
Q3 20171$3.0bnn.a.n.a.
Q4 20176$3.6bnn.a.n.a.
Q1 20184$1.8bnn.a.n.a.
Q2 20183$1.7bnn.a.n.a.
Q3 20185$1.7bnn.a.n.a.
Q4 20183$1.8bnn.a.n.a.
Q1 20192$1.7bnn.a.n.a.
Q2 20192$1.8bnn.a.n.a.
Q3 20192$1.8bnn.a.n.a.
Q4 20192$1.9bnn.a.n.a.
Q1 20202$1.5bnn.a.n.a.
Q2 20203$1.8bnn.a.n.a.
Q3 20203$1.9bnn.a.n.a.
Q4 20203$2.1bnn.a.n.a.
Q1 20214$2.3bnn.a.n.a.
Q2 20215$2.6bnn.a.n.a.
Q3 20214$2.4bnn.a.n.a.
Q4 20214$2.5bnn.a.n.a.
Q1 20224$2.5bnn.a.n.a.
Q2 20223$2.2bnn.a.n.a.
Q3 20222$2.0bnn.a.n.a.
Q4 20223$2.1bnn.a.n.a.
Q1 20235$2.1bnn.a.n.a.
Q2 20233$2.1bnn.a.n.a.
Q3 20232$2.0bnn.a.n.a.
Q4 20233$2.1bn12
Q1 20242$2.2bn02
Q2 20243$2.0bn12
Q3 20244$2.0bn13
Q4 20246$2.1bn43
Q1 20255$2.0bn05
Q2 20252$1.8bn03
Q3 20252$2.1bn20
Q4 20252$1.9bn116
Q1 20264$2.1bn69
Q2 20263$2.2bn136

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 IWD →

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 IWD, latest filings →Back to the 13F Explorer →