| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock Portfolio Management LLC | 29% | -15% | $9,427,200 | 240,000 | 0% | BlackRock Portfolio Management LLC | 30 Nov 2025 |
As of 30 Sep 2025, 7 institutional investors reported holding 310,489 shares of iShares Russell 2000 BuyWrite ETF - Common Stock (IWMW). This represents 38% of the company’s total 819,113 outstanding shares.
The largest institutional shareholders of iShares Russell 2000 BuyWrite ETF - Common Stock (IWMW) together control 38% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 29% | 240,000 | 0% | 0% | $9,792,480 |
| JPMORGAN CHASE & CO | 4.6% | 37,643 | 0% | 0% | $1,535,910 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.3% | 18,776 | -50% | 0% | $766,099 |
| SFI Advisors, LLC | 1.4% | 11,074 | -6.3% | 0.29% | $451,841 |
| OSAIC HOLDINGS, INC. | 0.33% | 2,692 | +241% | 0% | $108,838 |
| STANCE CAPITAL LLC | 0.03% | 227 | 0% | $9,262 | |
| Sunbelt Securities, Inc. | 0.01% | 77 | 0% | $3,142 | |
| UBS Group AG | 0% | 0 | -100% | $0 | |
| OLD MISSION CAPITAL LLC | 0% | 0 | -100% | $0 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 310,489 | $12,667,572 | -$1,318,297 | $40.80 | 7 |
| 2025 Q2 | 343,238 | $13,599,833 | +$1,642,903 | $39.62 | 7 |
| 2025 Q1 | 301,715 | $12,248,717 | +$555,532 | $40.60 | 5 |
| 2024 Q4 | 287,416 | $12,657,280 | -$859,188 | $44.04 | 5 |
| 2024 Q3 | 305,716 | $14,100,801 | +$541,483 | $46.12 | 6 |
| 2024 Q2 | 293,975 | $13,743,596 | -$801,450 | $46.75 | 4 |
| 2024 Q1 | 311,118 | $15,776,265 | +$15,776,265 | $50.71 | 3 |