| 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 31 Dec 2025, 16 institutional investors reported holding 3,727,762 shares of iShares S&P 500 BuyWrite ETF - Common Stock (IVVW). This represents 93% 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 93% 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% | 3.8% | $137,955,900 |
| BlackRock, Inc. | 5.8% | 230,610 | 0% | $10,499,673 | |
| OSAIC HOLDINGS, INC. | 2.7% | 109,436 | +4.9% | 0.01% | $4,983,504 |
| ASSETMARK, INC | 2.2% | 89,580 | +0.19% | 0.01% | $4,078,577 |
| Cetera Investment Advisers | 2.2% | 86,349 | +7.5% | 0% | $3,931,449 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.1% | 42,557 | +3.9% | 0% | $1,937,620 |
| Retirement Planning Group, LLC | 1% | 41,434 | +10% | 0.06% | $1,886,490 |
| ENVESTNET ASSET MANAGEMENT INC | 0.76% | 30,369 | +8.2% | 0% | $1,382,711 |
| Insight Wealth Strategies, LLC | 0.5% | 20,081 | +23% | 0.1% | $914,275 |
| OLD MISSION CAPITAL LLC | 0.5% | 20,065 | +113% | 0.04% | $913,559 |
| RAYMOND JAMES FINANCIAL INC | 0.32% | 12,869 | 0% | $585,926 | |
| JANE STREET GROUP, LLC | 0.24% | 9,697 | 0% | $441,504 | |
| Janney Montgomery Scott LLC | 0.11% | 4,550 | -18% | 0% | $207,000 |
| Sunbelt Securities, Inc. | 0% | 142 | 0% | 0% | $6,476 |
| Smartleaf Asset Management LLC | 0% | 17 | 0% | 0% | $775 |
| CoreCap Advisors, LLC | 0% | 6 | 0% | $273 | |
| FMR LLC | 0% | 0 | -100% | $0 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0% | 0 | -100% | $0 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 3,727,762 | $169,725,712 | +$12,205,019 | $45.53 | 16 |
| 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 |