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 Q2 2026

Latest Period

Q2 2026

Institutions Reporting

28

Shares (Excl. Options)

5,290,818

Price

$44.60

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+1,031,150
Value change
+$45,995,435
Number of holders
28
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
7,220,692
SEC-reported price per share
$45.22
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.
  • 28 institutions reported positions in Q2 2026.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 20 to 28 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $185,873,114 to $235,942,572.

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

Latest holder context comes from 28 institutions filings for Q2 2026.

Open SEC evidence

Security key

46438G711

Latest holder period

Q2 2026

13F holders

28

13D/G owners

2

CIK / CUSIP context first

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. 20% +21% $62,806,246 +$16,093,165 1,408,035 +34% BlackRock, Inc. 30 Jun 2026
BlackRock Portfolio Management LLC 2% -75% $3,677,176 80,000 0% BlackRock Portfolio Management LLC 30 Jun 2025

As of 30 Jun 2026, 28 institutional investors reported holding 5,290,818 shares of iShares S&P 500 BuyWrite ETF - Common Stock (IVVW). This represents 73% of the company’s total 7,220,692 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
73%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
SUMITOMO LIFE INSURANCE CO 42% 3,030,000 0% 2.2% $135,138,000
BlackRock, Inc. 20% 1,408,036 +134% 0% $62,798,389
OSAIC HOLDINGS, INC. 1.9% 135,877 +37% 0.01% $6,061,064
Cetera Investment Advisers 1.8% 133,050 +14% 0.01% $5,934,047
ASSETMARK, INC 1.7% 124,340 +35% 0.01% $5,545,564
JPMORGAN CHASE & CO 1.6% 115,289 +11% 0% $5,114,220
OLD MISSION CAPITAL LLC 0.86% 61,785 0.07% $2,755,611
RAYMOND JAMES FINANCIAL INC 0.8% 57,644 +101% 0% $2,570,923
ENVESTNET ASSET MANAGEMENT INC 0.8% 57,493 +44% 0% $2,564,186
Retirement Planning Group, LLC 0.72% 51,987 +27% 0.06% $2,318,626
COMMONWEALTH EQUITY SERVICES, LLC 0.37% 26,861 -41% 0% $1,198,000
MML INVESTORS SERVICES, LLC 0.24% 17,199 +31% 0% $767,091
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.21% 15,011 +35% 0% $669,491
Insight Wealth Strategies, LLC 0.17% 12,595 -0.78% 0.05% $561,879
GARRISON BRADFORD & ASSOCIATES INC 0.14% 10,408 +9% 0.5% $461,393
BANK OF AMERICA CORP /DE/ 0.13% 9,536 0% $425,306
Summit Financial, LLC 0.07% 5,354 0% 0% $238,788
Strategic Blueprint, LLC 0.07% 5,025 0.01% $224,115
OneDigital Investment Advisors LLC 0.06% 4,579 0% $204,223
LPL Financial LLC 0.06% 4,513 0% $201,262
Front Row Advisors LLC 0.03% 2,500 0.03% $113,000
Synergy Investment Management, LLC 0.01% 989 +57% 0.01% $44,095
Rossby Financial, LCC 0.01% 621 +36% 0.01% $27,697
Meramec Financial Planners, LLC 0% 42 0% $1,856
Continuum Advisory, LLC 0% 39 0% $1,739

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
10
Latest
Q2 2026
Rows shown
1-10 of 10
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 5,290,818 $235,942,572 +$45,995,435 $44.60 28
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
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