| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock Portfolio Management LLC | 2% | -75% | $3,677,176 | 80,000 | 0% | BlackRock Portfolio Management LLC | 30 Jun 2025 |
As of 30 Sep 2025, 14 institutional investors reported holding 3,459,308 shares of iShares S&P 500 BuyWrite ETF - Common Stock (IVVW). This represents 86% of the company’s total 4,000,000 outstanding shares.
The largest institutional shareholders of iShares S&P 500 BuyWrite ETF - Common Stock (IVVW) together control 86% 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 |
|---|---|---|---|---|---|
| SUMITOMO LIFE INSURANCE CO | 76% | 3,030,000 | 0% | 4.4% | $141,101,646 |
| OSAIC HOLDINGS, INC. | 2.6% | 104,304 | +821% | 0.01% | $4,818,825 |
| ASSETMARK, INC | 2.2% | 89,410 | -0.51% | 0.01% | $4,163,663 |
| Cetera Investment Advisers | 2% | 80,331 | +7.7% | 0% | $3,740,884 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1% | 40,975 | 0% | $1,908,000 | |
| Retirement Planning Group, LLC | 0.94% | 37,656 | +650% | 0.06% | $1,753,572 |
| ENVESTNET ASSET MANAGEMENT INC | 0.7% | 28,067 | +3.8% | 0% | $1,307,032 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.43% | 17,108 | +40% | 0% | $796,689 |
| Insight Wealth Strategies, LLC | 0.41% | 16,335 | +58% | 0.09% | $760,693 |
| OLD MISSION CAPITAL LLC | 0.24% | 9,412 | -17% | 0.02% | $438,299 |
| Janney Montgomery Scott LLC | 0.14% | 5,550 | +22% | 0% | $258,000 |
| Sunbelt Securities, Inc. | 0% | 142 | 0% | $6,624 | |
| Smartleaf Asset Management LLC | 0% | 17 | 0% | $790 | |
| FMR LLC | 0% | 1 | 0% | $47 | |
| CITADEL ADVISORS LLC | 0% | 0 | -100% | $0 | |
| Samalin Investment Counsel, LLC | 0% | 0 | -100% | $0 | |
| Park Square Financial Group, LLC | 0% | 0 | -100% | $0 | |
| Granite Bay Wealth Management, LLC | 0% | 0 | -100% | $0 | |
| BlackRock, Inc. | 0% | 0 | -100% | $0 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 20,087 | $914,548 | +$170,826 | $45.51 | 2 |
| 2025 Q3 | 3,459,308 | $161,054,764 | +$2,242,134 | $46.57 | 14 |
| 2025 Q2 | 3,412,170 | $156,849,012 | +$138,730,391 | $45.97 | 15 |
| 2025 Q1 | 393,392 | $18,289,795 | +$2,311,281 | $46.49 | 16 |
| 2024 Q4 | 343,670 | $16,825,871 | +$2,886,569 | $48.96 | 12 |
| 2024 Q3 | 284,561 | $14,296,080 | -$364,599 | $50.24 | 13 |
| 2024 Q2 | 291,903 | $14,547,044 | -$1,261,878 | $49.84 | 8 |
| 2024 Q1 | 317,224 | $16,069,616 | +$16,069,616 | $50.66 | 3 |