iShares S&P 500 Buywrite ETFIVVWETF

13F holders, Q1 2025 (March 31)
16holders +4
5new positions
1sold out
1famous investor
$46.49avg. 13F price*

At the end of Q1 2025, 16 institutions reported holding iShares S&P 500 Buywrite ETF (IVVW) in their 13F filings, up 4 from Q4 2024. 5 opened new positions and 1 sold out. The largest holders were Assetmark, Inc. ($4.1M), BlackRock, Inc. ($3.7M) and Cetera Investment Advisers ($3.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares S&P 500 Buywrite ETF
CUSIP
46438G711
Latest filing quarter
Q2 2026

History

Number of 13F holders

0102030 Q1 2024: 3Q1 2024Q2 2024: 9Q2 2024Q3 2024: 13Q3 2024Q4 2024: 12Q4 2024Q1 2025: 16Q1 2025Q2 2025: 15Q2 2025Q3 2025: 14Q3 2025Q4 2025: 16Q4 2025Q1 2026: 20Q1 2026Q2 2026: 29Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions5$1.1M
Exits1$17K

All 13F filers, Q4 2024 → Q1 2025: 57,732 shares bought and 8,010 shares sold, net +49,722 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 16 holders

Assetmark, Inc. 0.01% Reduce -1.0% 89,243 $4.1M
BlackRock, Inc. 0.00% No change 80,000 $3.7M
Cetera Investment Advisers 0.01% Add +29.6% 67,031 $3.1M
JPMorgan Chase & Co. 0.00% No change 50,000 $2.3M
Granite Bay Wealth Management, LLC 0.45% Add +34.5% 27,548 $1.3M
Envestnet Asset Management Inc. 0.00% Reduce -7.2% 27,472 $1.3M
OneDigital Investment Advisors LLC 0.01% Add +242.0% 15,450 $718K
Citadel Advisors 0.00% New 8,481 $394K
Susquehanna International Group, LLP 0.00% Reduce -27.8% 8,099 $377K
Insight Wealth Strategies, LLC 0.04% New 6,508 $303K
Old Mission Capital LLC 0.00% New 4,873 $227K
Janney Montgomery Scott LLC 0.00% New 4,550 $212K
Alaska Permanent Capital Management, LLC 0.01% No change 2,425 $113K
Osaic Holdings, Inc. 0.00% Reduce -48.5% 1,627 $76K
Park Square Financial Group, LLC 0.00% No change 46 $2K
Continuum Advisory, LLC 0.00% New 39 $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.