iShares S&P 500 Buywrite ETFIVVWETF
13F holders, Q2 2026 (June 30)29holders +9
11new positions
1sold out
$44.59avg. 13F price*
At the end of Q2 2026, 29 institutions reported holding iShares S&P 500 Buywrite ETF (IVVW) in their 13F filings, up 9 from Q1 2026. 11 opened new positions and 1 sold out. The largest holders were Sumitomo Life Insurance Co. ($135.1M), BlackRock, Inc. ($62.8M) and Osaic Holdings, Inc. ($6.1M).
- Company
- iShares S&P 500 Buywrite ETF
- CUSIP
- 46438G711
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $4.0M |
| Exits | 1 | $344K |
All 13F filers, Q1 2026 → Q2 2026: 1,060,557 shares bought and 26,728 shares sold, net +1,033,829 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 29 holders
| Sumitomo Life Insurance Co. | 2.21% | No change | 3,030,000 | $135.1M |
| BlackRock, Inc. | 0.00% | Add +134.1% | 1,408,036 | $62.8M |
| Osaic Holdings, Inc. | 0.01% | Add +36.6% | 135,877 | $6.1M |
| Cetera Investment Advisers | 0.01% | Add +14.0% | 133,050 | $5.9M |
| Assetmark, Inc. | 0.01% | Add +34.6% | 124,340 | $5.5M |
| JPMorgan Chase & Co. | 0.00% | Add +11.0% | 115,289 | $5.1M |
| Old Mission Capital LLC | 0.07% | New | 61,785 | $2.8M |
| Raymond James Financial Inc. | 0.00% | Add +101.2% | 57,644 | $2.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +44.2% | 57,493 | $2.6M |
| Retirement Planning Group, LLC | 0.06% | Add +27.4% | 51,987 | $2.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -41.1% | 26,861 | $1.2M |
| MML Investors Services, LLC | 0.00% | Add +31.1% | 17,199 | $767K |
| Susquehanna International Group, LLP | 0.00% | Add +35.4% | 15,011 | $669K |
| Insight Wealth Strategies, LLC | 0.05% | Reduce -0.8% | 12,595 | $562K |
| Garrison Bradford & Associates Inc. | 0.50% | Add +9.0% | 10,408 | $461K |
| Bank of America Corp. | 0.00% | New | 9,536 | $425K |
| Summit Financial, LLC | 0.00% | No change | 5,354 | $239K |
| Strategic Blueprint, LLC | 0.01% | New | 5,025 | $224K |
| OneDigital Investment Advisors LLC | 0.00% | New | 4,579 | $204K |
| LPL Financial LLC | 0.00% | New | 4,513 | $201K |
| Bullseye Investment Management, LLC | 0.06% | New | 2,679 | $119K |
| Front Row Advisors LLC | 0.03% | New | 2,500 | $113K |
| Synergy Investment Management, LLC | 0.01% | Add +57.2% | 989 | $44K |
| Rossby Financial, LCC | 0.01% | Add +36.2% | 621 | $28K |
| Meramec Financial Planners, LLC | 0.00% | New | 42 | $2K |
| Continuum Advisory, LLC | 0.00% | New | 39 | $2K |
| IFP Advisors, Inc | 0.00% | New | 35 | $2K |
| CoreCap Advisors, LLC | 0.00% | No change | 6 | $268 |
| Morgan Stanley | 0.00% | New | 4 | $178 |
"% of holder's portfolio" is IVVW's weight in each manager's 13F, not the share of iShares S&P 500 Buywrite ETF the manager owns.