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

iShares S&P 500 BuyWrite ETF logo
$44.63 -0.48 (-1.06%)
As of 05/2/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$5.56M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$241.60K
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IVVW Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/29/2025 Envestnet Asset Management Inc.27,472$1.28M0.0%-7.2%3.270%
4/29/2025 OneDigital Investment Advisors LLC15,450$718K0.0%+242.0%1.839%
4/17/2025 Janney Montgomery Scott LLC4,550$212K0.0%N/A0.542%
4/10/2025 Granite Bay Wealth Management LLC27,548$1.28M0.4%+34.5%3.360%
4/3/2025 Insight Wealth Strategies LLC6,508$303K0.0%N/A0.794%
2/17/2025Cetera Investment Advisers51,743$2.53M0.0%+108.0%15.219%
2/14/2025 OneDigital Investment Advisors LLC4,517$221K0.0%N/A1.329%
2/6/2025Assetmark Inc.90,135$4.41M0.0%+0.3%26.510%
1/13/2025 Granite Bay Wealth Management LLC20,488$1.00M0.4%N/A6.026%
11/4/2024 Alaska Permanent Capital Management2,425$122K0.0%N/A0.713%
11/4/2024 Alaska 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%
(Data available from 1/1/2016 forward)

IVVW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IVVW shares?

During the previous two years, 9 institutional investors and hedge funds held shares of iShares S&P 500 BuyWrite ETF. The most heavily invested institutionals were Assetmark Inc. ($4.41M), Cetera Investment Advisers ($2.53M), Granite Bay Wealth Management LLC ($1.28M), Envestnet Asset Management Inc. ($1.28M), OneDigital Investment Advisors LLC ($718K), Insight Wealth Strategies LLC ($303K), and Janney Montgomery Scott LLC ($212K).Learn more on IVVW's institutional investors.

Which institutional investors have been buying iShares S&P 500 BuyWrite ETF stock?

The following institutional investors have purchased iShares S&P 500 BuyWrite ETF stock in the last 24 months: Cetera Investment Advisers ($53.72K), Granite Bay Wealth Management LLC ($27.55K), OneDigital Investment Advisors LLC ($15.45K), Insight Wealth Strategies LLC ($6.51K), Janney Montgomery Scott LLC ($4.55K), Alaska Wealth Advisors ($3.85K), and Alaska Permanent Capital Management ($2.43K).

How much institutional buying is happening at iShares S&P 500 BuyWrite ETF?

Institutional investors have bought a total of 114,336 shares in the last 24 months. This purchase volume represents approximately $5.56M in transactions.

Which iShares S&P 500 BuyWrite ETF major shareholders have been selling company stock?

The following institutional investors have sold iShares S&P 500 BuyWrite ETF stock in the last 24 months: Assetmark Inc. ($2.84K), and Envestnet Asset Management Inc. ($2.13K).

How much institutional selling is happening at iShares S&P 500 BuyWrite ETF?

Institutional investors have sold a total of 4,968 shares in the last 24 months. This volume of shares sold represents approximately $241.60K in transactions.



This page (NYSEARCA:IVVW) was last updated on 5/5/2025 by MarketBeat.com Staff
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