Latest Period
Q1 2026
Security Snapshot
iShares S&P 500 BuyWrite ETF - Common Stock (IVVW) Institutional Ownership
CUSIP: 46438G711
13F Institutional Holders and Ownership History from Q1 2024 to Q1 2026
Institutions Reporting
20
Shares (Excl. Options)
4,259,795
Price
$43.66
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- Security type / class
- Equity / Common Stock
- Symbol
- IVVW
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 4,259,795
- Total 13F value
- $185,873,114
- Portfolio coverage rank
- 0%
- Share change
- +532,033
- Value change
- +$23,072,572
- Number of holders
- 20
- Shares outstanding
- 6,504,640
- SEC-reported price per share
- $44.51
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- IVVW - iShares S&P 500 BuyWrite ETF - Common Stock is tracked under CUSIP 46438G711.
- 20 institutions reported positions in Q1 2026.
- 2 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 16 to 20 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $169,725,712 to $185,873,114.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 20 institutions filings for Q1 2026.
Security key
46438G711
Latest holder period
Q1 2026
13F holders
20
13D/G owners
2
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 46438G711:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
2
Security
IVVW
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 16% | $46,612,964 | +$46,612,964 | 1,047,247 | BlackRock, Inc. | 31 May 2026 | ||
| BlackRock Portfolio Management LLC | 2% | -75% | $3,677,176 | 80,000 | 0% | BlackRock Portfolio Management LLC | 30 Jun 2025 |
As of 31 Mar 2026, 20 institutional investors reported holding 4,259,795 shares of iShares S&P 500 BuyWrite ETF - Common Stock (IVVW). This represents 65% of the company’s total 6,504,640 outstanding shares.
13F concentration
Top 23 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
65%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| SUMITOMO LIFE INSURANCE CO | 47% | 3,030,000 | 0% | 3.1% | $132,289,800 |
| BlackRock, Inc. | 9.2% | 601,530 | +161% | 0% | $26,262,800 |
| Cetera Investment Advisers | 1.8% | 116,679 | +35% | 0.01% | $5,094,195 |
| JPMORGAN CHASE & CO | 1.6% | 103,904 | 0% | $4,426,310 | |
| OSAIC HOLDINGS, INC. | 1.5% | 99,497 | -9.1% | 0.01% | $4,344,523 |
| ASSETMARK, INC | 1.4% | 92,341 | +3.1% | 0.01% | $4,031,608 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.7% | 45,616 | +7.2% | 0% | $1,991,610 |
| Retirement Planning Group, LLC | 0.63% | 40,819 | -1.5% | 0.06% | $1,782,158 |
| ENVESTNET ASSET MANAGEMENT INC | 0.61% | 39,864 | +31% | 0% | $1,740,467 |
| RAYMOND JAMES FINANCIAL INC | 0.44% | 28,654 | +123% | 0% | $1,251,034 |
| MML INVESTORS SERVICES, LLC | 0.2% | 13,120 | 0% | $572,799 | |
| Insight Wealth Strategies, LLC | 0.2% | 12,694 | -37% | 0.06% | $554,218 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.17% | 11,086 | 0% | $484,015 | |
| GARRISON BRADFORD & ASSOCIATES INC | 0.15% | 9,545 | 0.47% | $416,735 | |
| JANE STREET GROUP, LLC | 0.12% | 7,874 | -19% | 0% | $343,779 |
| Summit Financial, LLC | 0.08% | 5,354 | 0% | $233,756 | |
| Synergy Investment Management, LLC | 0.01% | 629 | 0.01% | $27,462 | |
| Rossby Financial, LCC | 0.01% | 456 | 0% | $20,028 | |
| Sunbelt Securities, Inc. | 0% | 127 | -11% | 0% | $5,555 |
| CoreCap Advisors, LLC | 0% | 6 | 0% | 0% | $262 |
| Smartleaf Asset Management LLC | 0% | 0 | -100% | $0 | |
| OLD MISSION CAPITAL LLC | 0% | 0 | -100% | $0 | |
| Janney Montgomery Scott LLC | 0% | 0 | -100% | $0 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
9
Latest
Q1 2026
Rows shown
1-9 of 9
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 4,259,795 | $185,873,114 | +$23,072,572 | $43.66 | 20 |
| 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 |