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iShares S&P 500 BuyWrite ETF (IVVW) Institutional Ownership

iShares S&P 500 BuyWrite ETF logo
$44.21 -0.30 (-0.67%)
As of 05/15/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares S&P 500 BuyWrite ETF (BATS:IVVW)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$146.19M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$113.53K
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IVVW Institutional Buying and Selling by Quarter

iShares S&P 500 BuyWrite ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/13/2026 Cetera Investment Advisers116,679$5.09M0.0%+35.1%2.977%
5/6/2026 Assetmark Inc.92,341$4.03M0.0%+3.1%2.356%
5/4/2026 Retirement Planning Group LLC40,819$1.78M0.1%-1.5%1.041%
2/18/2026OLD Mission Capital LLC20,065$914K0.0%+113.2%0.397%
2/17/2026 Cetera Investment Advisers86,349$3.93M0.0%+7.5%1.707%
2/17/2026Osaic Holdings Inc.109,436$4.98M0.0%+4.9%2.163%
2/12/2026 Jane Street Group LLC9,697$442K0.0%N/A0.192%
2/12/2026 Commonwealth Equity Services LLC42,557$1.94M0.0%+3.9%0.841%
2/11/2026 Janney Montgomery Scott LLC4,550$207K0.0%-18.0%0.090%
2/3/2026 Retirement Planning Group LLC41,434$1.89M0.1%+10.0%0.825%
1/2/2026 Insight Wealth Strategies LLC20,081$914K0.1%+22.9%0.471%
11/17/2025Susquehanna International Group LLP17,108$797K0.0%+40.4%0.402%
11/6/2025 Assetmark Inc.89,410$4.16M0.0%-0.5%2.099%
11/5/2025 Envestnet Asset Management Inc.28,067$1.31M0.0%+3.8%0.665%
10/27/2025 Retirement Planning Group LLC37,656$1.75M0.1%+650.4%0.901%
10/6/2025 Insight Wealth Strategies LLC16,335$761K0.1%+58.4%0.395%
9/4/2025Osaic Holdings Inc.11,327$526K0.0%+596.2%0.285%
8/8/2025 Cetera Investment Advisers74,618$3.43M0.0%+11.3%1.875%
8/7/2025 Samalin Investment Counsel LLC4,377$201K0.1%N/A0.110%
8/5/2025 Sumitomo Life Insurance Co.3,030,000$139.28M9.4%N/A76.131%
8/4/2025 Assetmark Inc.89,868$4.13M0.0%+0.7%2.258%
8/1/2025 Envestnet Asset Management Inc.27,040$1.24M0.0%-1.6%0.679%
7/8/2025 Granite Bay Wealth Management LLC42,764$1.97M0.6%+55.2%1.091%
7/7/2025 Insight Wealth Strategies LLC10,312$474K0.1%+58.5%0.263%
5/15/2025OLD Mission Capital LLC4,873$227K0.0%N/A0.567%
5/6/2025Assetmark Inc.89,243$4.15M0.0%-1.0%10.377%
5/6/2025Cetera Investment Advisers67,031$3.12M0.0%+29.5%7.794%
4/29/2025Envestnet Asset Management Inc.27,472$1.28M0.0%-7.2%3.270%
4/29/2025OneDigital Investment Advisors LLC15,450$718K0.0%+242.0%1.839%
4/17/2025Janney Montgomery Scott LLC4,550$212K0.0%N/A0.542%
4/10/2025Granite Bay Wealth Management LLC27,548$1.28M0.4%+34.5%3.360%
4/3/2025Insight Wealth Strategies LLC6,508$303K0.0%N/A0.794%
2/17/2025Cetera Investment Advisers51,743$2.53M0.0%+108.0%15.219%
2/14/2025OneDigital Investment Advisors LLC4,517$221K0.0%N/A1.329%
2/6/2025Assetmark Inc.90,135$4.41M0.0%+0.3%26.510%
1/13/2025Granite Bay Wealth Management LLC20,488$1.00M0.4%N/A6.026%
11/4/2024Alaska Permanent Capital Management2,425$122K0.0%N/A0.713%
11/4/2024Alaska Wealth Advisors3,853$194K0.0%N/A1.133%
11/1/2024Assetmark Inc.89,850$4.51M0.0%-3.1%26.426%
8/22/2024Cetera Investment Advisers26,849$1.34M0.0%N/A7.897%
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IVVW Institutional Ownership - Frequently Asked Questions

During the previous two years, 17 institutional investors and hedge funds held shares of iShares S&P 500 BuyWrite ETF. The most heavily invested institutionals were Sumitomo Life Insurance Co. ($139.28M), Cetera Investment Advisers ($5.09M), Osaic Holdings Inc. ($4.98M), Assetmark Inc. ($4.03M), Granite Bay Wealth Management LLC ($1.97M), Commonwealth Equity Services LLC ($1.94M), and Retirement Planning Group LLC ($1.78M).Learn more on iShares S&P 500 BuyWrite ETF's institutional investors.

Of the 17 institutional investors that purchased iShares S&P 500 BuyWrite ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sumitomo Life Insurance Co. ($3.03M), Cetera Investment Advisers ($112.94K), Granite Bay Wealth Management LLC ($42.76K), Retirement Planning Group LLC ($36.42K), Insight Wealth Strategies LLC ($20.08K), OLD Mission Capital LLC ($15.53K), and OneDigital Investment Advisors LLC ($15.45K).

Institutional investors have bought a total of 3,189,620 shares in the last 24 months. This purchase volume represents approximately $146.19M in transactions.

The following institutional investors have sold iShares S&P 500 BuyWrite ETF stock in the last 24 months: Janney Montgomery Scott LLC ($1K), Retirement Planning Group LLC ($615.00), Assetmark Inc. ($458.00), and Envestnet Asset Management Inc. ($432.00).

Institutional investors have sold a total of 2,505 shares in the last 24 months. This volume of shares sold represents approximately $113.53K in transactions.


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This page (BATS:IVVW) was last updated on 5/16/2026 by MarketBeat.com Staff.
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