iShares S&P 500 Buywrite ETFIVVWETF
13F holders, Q3 2025 (September 30)14holders −1
4new positions
5sold out
$46.56avg. 13F price*
At the end of Q3 2025, 14 institutions reported holding iShares S&P 500 Buywrite ETF (IVVW) in their 13F filings, down 1 from Q2 2025. 4 opened new positions and 5 sold out. The largest holders were Sumitomo Life Insurance Co. ($141.1M), Osaic Holdings, Inc. ($4.8M) and Assetmark, Inc. ($4.2M).
- Company
- iShares S&P 500 Buywrite ETF
- CUSIP
- 46438G711
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.9M |
| Exits | 5 | $6.2M |
All 13F filers, Q2 2025 → Q3 2025: 185,439 shares bought and 138,301 shares sold, net +47,138 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| Sumitomo Life Insurance Co. | 4.38% | No change | 3,030,000 | $141.1M |
| Osaic Holdings, Inc. | 0.01% | Add +820.8% | 104,304 | $4.8M |
| Assetmark, Inc. | 0.01% | Reduce -0.5% | 89,410 | $4.2M |
| Cetera Investment Advisers | 0.00% | Add +7.7% | 80,331 | $3.7M |
| Commonwealth Equity Services, LLC | 0.00% | New | 40,975 | $1.9M |
| Retirement Planning Group, LLC | 0.06% | Add +650.4% | 37,656 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.8% | 28,067 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Add +40.4% | 17,108 | $797K |
| Insight Wealth Strategies, LLC | 0.09% | Add +58.4% | 16,335 | $761K |
| Old Mission Capital LLC | 0.02% | Reduce -17.5% | 9,412 | $438K |
| Janney Montgomery Scott LLC | 0.00% | Add +22.0% | 5,550 | $258K |
| Sunbelt Securities, Inc. | 0.00% | New | 142 | $7K |
| Smartleaf Asset Management LLC | 0.00% | New | 17 | $790 |
| FMR LLC | 0.00% | New | 1 | $47 |
"% 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.