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IVVW · iShares S&P 500 BuyWrite ETF ETF

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$45.55 -0.18 (-0.39%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 21
Total Value: $185,982,645
Total Shares: 4,259,795

Institutional Ownership Trend

9 quarters

Holder Concentration

Across 21 13F filers · Δ vs Dec 31, 2025
Top Holder
71.1%
Mar 2024 → Mar 2026 · range 22.7% – 88.8%
−10.2 pts
Top 5
92.8%
Mar 2024 → Mar 2026 · range 79.8% – 100.0%
−2.4 pts
Top 10
98.6%
Mar 2024 → Mar 2026 · range 96.6% – 100.0%
−0.7 pts
HHI
5,286
Mar 2024 → Mar 2026 · range 1,508 – 7,905
Highly concentrated−1,383

Quarterly Activity

vs Dec 31, 2025
New
7
Increased
6
Decreased
5
Sold Out
3
Unchanged
3
Holder count: +4
Institutional value: +9.6%
Shares held: +14.3%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
BlackRock, Inc. +370,920 601,530
Cetera Investment Advisers +30,330 116,679
RAYMOND JAMES FINANCIAL INC +15,785 28,654
ENVESTNET ASSET MANAGEMENT INC +9,495 39,864
COMMONWEALTH EQUITY SERVICES, LLC +3,059 45,616

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
OSAIC HOLDINGS, INC. −9,939 99,497
Insight Wealth Strategies, LLC −7,387 12,694
JANE STREET GROUP, LLC −1,823 7,874
Retirement Planning Group, LLC −615 40,819
Sunbelt Securities, Inc. −15 127

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
JPMORGAN CHASE & CO 103,904 $4,536,448
MML INVESTORS SERVICES, LLC 13,120 $572,819
SUSQUEHANNA INTERNATIONAL GROUP, LLP 11,086 $484,014
GARRISON BRADFORD & ASSOCIATES INC 9,545 $416,734
Summit Financial, LLC 5,354 $233,755

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
OLD MISSION CAPITAL LLC 20,065 $913,559
Janney Montgomery Scott LLC 4,550 $207,161
Smartleaf Asset Management LLC 17 $774
Filter: New 7 Increased 6 Reduced 5 Sold out 3 Unchanged 3
Showing 21 of 21
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
SUMITOMO LIFE INSURANCE CO IVVW $132,289,800 71.13% 3,030,000
BlackRock, Inc. IVVW $26,262,799 14.12% 601,530
Cetera Investment Advisers IVVW $5,094,205 2.74% 116,679
JPMORGAN CHASE & CO IVVW $4,536,448 2.44% 103,904
OSAIC HOLDINGS, INC. IVVW $4,344,039 2.34% 99,497
ASSETMARK, INC IVVW $4,031,608 2.17% 92,341
COMMONWEALTH EQUITY SERVICES, LLC IVVW $1,991,594 1.07% 45,616
Retirement Planning Group, LLC IVVW $1,782,157 0.96% 40,819
ENVESTNET ASSET MANAGEMENT INC IVVW $1,740,462 0.94% 39,864
RAYMOND JAMES FINANCIAL INC IVVW $1,251,033 0.67% 28,654
MML INVESTORS SERVICES, LLC IVVW $572,819 0.31% 13,120
Insight Wealth Strategies, LLC IVVW $554,220 0.30% 12,694
SUSQUEHANNA INTERNATIONAL GROUP, LLP IVVW $484,014 0.26% 11,086
GARRISON BRADFORD & ASSOCIATES INC IVVW $416,734 0.22% 9,545
JANE STREET GROUP, LLC IVVW $343,778 0.18% 7,874
Summit Financial, LLC IVVW $233,755 0.13% 5,354
Synergy Investment Management, LLC IVVW $27,462 0.01% 629
Rossby Financial, LCC IVVW $19,908 0.01% 456
Sunbelt Securities, Inc. IVVW $5,544 0.00% 127
CoreCap Advisors, LLC IVVW $261 0.00% 6
WELLS FARGO & COMPANY/MN IVVW $5 0.00% 0