iShares S&P 500 Buywrite ETFIVVWETF
13F holders, Q3 2024 (September 30)13holders +4
6new positions
2sold out
$50.24avg. 13F price*
At the end of Q3 2024, 13 institutions reported holding iShares S&P 500 Buywrite ETF (IVVW) in their 13F filings, up 4 from Q2 2024. 6 opened new positions and 2 sold out. The largest holders were Assetmark, Inc. ($4.5M), BlackRock, Inc. ($4.0M) and JPMorgan Chase & Co. ($2.5M).
- Company
- iShares S&P 500 Buywrite ETF
- CUSIP
- 46438G711
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $502K |
| Exits | 2 | $510K |
All 13F filers, Q2 2024 → Q3 2024: 10,040 shares bought and 17,391 shares sold, net −7,351 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 13 holders
| Assetmark, Inc. | 0.01% | Reduce -3.1% | 89,850 | $4.5M |
| BlackRock, Inc. | 0.00% | — | 80,000 | $4.0M |
| JPMorgan Chase & Co. | 0.00% | No change | 50,000 | $2.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.3% | 29,772 | $1.5M |
| Cetera Investment Advisers | 0.00% | Reduce -7.3% | 24,875 | $1.2M |
| Alaska Wealth Advisors, LLC | 0.03% | New | 3,853 | $194K |
| Osaic Holdings, Inc. | 0.00% | New | 3,432 | $172K |
| Alaska Permanent Capital Management, LLC | 0.01% | New | 2,425 | $122K |
| NewEdge Advisors, LLC | 0.00% | New | 266 | $13K |
| Royal Bank of Canada | 0.00% | Add +555.6% | 59 | $3K |
| Global Retirement Partners, LLC | 0.00% | No change | 15 | $754 |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 13 | $653 |
| FMR LLC | 0.00% | New | 1 | $50 |
"% 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.