iShares S&P 500 Buywrite ETFIVVWETF
13F holders, Q4 2024 (December 31)12holders −1
3new positions
5sold out
$48.96avg. 13F price*
At the end of Q4 2024, 12 institutions reported holding iShares S&P 500 Buywrite ETF (IVVW) in their 13F filings, down 1 from Q3 2024. 3 opened new positions and 5 sold out. The largest holders were Assetmark, Inc. ($4.4M), BlackRock, Inc. ($3.9M) and Cetera Investment Advisers ($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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.8M |
| Exits | 5 | $198K |
All 13F filers, Q3 2024 → Q4 2024: 63,444 shares bought and 4,381 shares sold, net +59,063 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| Assetmark, Inc. | 0.01% | Add +0.3% | 90,135 | $4.4M |
| BlackRock, Inc. | 0.00% | No change | 80,000 | $3.9M |
| Cetera Investment Advisers | 0.01% | Add +108.0% | 51,743 | $2.5M |
| JPMorgan Chase & Co. | 0.00% | No change | 50,000 | $2.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.6% | 29,604 | $1.4M |
| Granite Bay Wealth Management, LLC | 0.37% | New | 20,488 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | New | 11,212 | $549K |
| OneDigital Investment Advisors LLC | 0.00% | New | 4,517 | $221K |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.9% | 3,160 | $155K |
| Alaska Permanent Capital Management, LLC | 0.01% | No change | 2,425 | $119K |
| NewEdge Advisors, LLC | 0.00% | Add +27.8% | 340 | $17K |
| Park Square Financial Group, LLC | 0.00% | — | 46 | $2K |
"% 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.