Vault-13

ISHARES TR IVVW

S&P 500 BUYWRITE · ETP · CUSIP 46438G711

29 institutional holders +8 vs Q1 2026
5,290,8185.3m shares reported held*
$235.9mreported value*
10 new 13 added 2 reduced 1 sold out net bought ≈ $46.0m (+1.0m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $44.59.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0102030Q1 24: 4Q2 24: 10Q3 24: 14Q4 24: 13Q1 25: 17Q2 25: 16Q3 25: 14Q4 25: 17Q1 26: 21Q2 26: 2929Q1 24Q3 24Q1 25Q3 25Q1 26Q2 26
Numbers
QuarterHolders
Q1 20244
Q2 202410
Q3 202414
Q4 202413
Q1 202517
Q2 202516
Q3 202514
Q4 202517
Q1 202621
Q2 202629

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 7 bought or addedQ3 24: 5 cut or sold outQ4 24: 6 bought or addedQ4 24: 8 cut or sold outQ4 24Q1 25: 8 bought or addedQ1 25: 5 cut or sold outQ2 25: 12 bought or addedQ2 25: 5 cut or sold outQ2 25Q3 25: 11 bought or addedQ3 25: 7 cut or sold outQ4 25: 13 bought or addedQ4 25: 3 cut or sold outQ4 25Q1 26: 13 bought or addedQ1 26: 8 cut or sold outQ2 26: 23 bought or addedQ2 26: 3 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202475
Q4 202468
Q1 202585
Q2 2025125
Q3 2025117
Q4 2025133
Q1 2026138
Q2 2026233

Biggest buyers

BlackRock, Inc. Added +806,506+806.5k
OLD MISSION CAPITAL LLC New +61,785+61.8k
OSAIC HOLDINGS, INC. Added +36,380+36.4k
ASSETMARK, INC Added +31,999+32.0k
RAYMOND JAMES FINANCIAL INC Added +28,990+29.0k
ENVESTNET ASSET MANAGEMENT INC Added +17,629+17.6k
Cetera Investment Advisers Added +16,371+16.4k
JPMORGAN CHASE & CO Added +11,385+11.4k
Retirement Planning Group, LLC Added +11,168+11.2k
BANK OF AMERICA CORP /DE/ New +9,536+9.5k

Biggest sellers

COMMONWEALTH EQUITY SERVICES, LLC Reduced -18,755-18.8k
JANE STREET GROUP, LLC Sold out -7,874-7.9k
Insight Wealth Strategies, LLC Reduced -99-99

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution +4.1 pts · filed 2026-10-27 23.6% +4.1 pts 1.8m≈ $81.2m 2026-10-27

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 SUMITOMO LIFE INSURANCE CO 2.21% of their portfolio TOKYO, M0 3,030,0003.0m $135.1m $135.1m 2.21% Unchanged
2 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,408,0361.4m $62.8m $62.8m 0.00% Added +806.5k +806,506
3 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 135,877135.9k $6.1m $6.1m 0.01% Added +36.4k +36,380
4 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 133,050133.1k $5.9m $5.9m 0.01% Added +16.4k +16,371
5 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 124,340124.3k $5.5m $5.5m 0.01% Added +32.0k +31,999
6 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 115,289115.3k $5.1m $5.1m 0.00% Added +11.4k +11,385
7 OLD MISSION CAPITAL LLC 0.07% of their portfolio CHICAGO, IL 61,78561.8k $2.8m $2.8m 0.07% New
8 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 57,64457.6k $2.6m $2.6m 0.00% Added +29.0k +28,990
9 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 57,49357.5k $2.6m $2.6m 0.00% Added +17.6k +17,629
10 Retirement Planning Group, LLC 0.06% of their portfolio LEAWOOD, KS 51,98752.0k $2.3m $2.3m 0.06% Added +11.2k +11,168
11 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 26,86126.9k $1.2m $1.2m 0.00% Reduced -18.8k -18,755
12 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 17,19917.2k $767.1k $767.1k 0.00% Added +4.1k +4,079
13 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 15,01115.0k $669.5k $669.5k 0.00% Added +3.9k +3,925
14 Insight Wealth Strategies, LLC 0.05% of their portfolio SAN RAMON, CA 12,59512.6k $561.9k $561.9k 0.05% Reduced -99 -99
15 GARRISON BRADFORD & ASSOCIATES INC 0.50% of their portfolio NEW YORK, NY 10,40810.4k $461.4k $461.4k 0.50% Added +863 +863
16 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 9,5369.5k $425.3k $425.3k 0.00% New
17 Summit Financial, LLC 0.00% of their portfolio PARSIPPANY, NJ 5,3545.4k $238.8k $238.8k 0.00% Unchanged
18 Strategic Blueprint, LLC 0.01% of their portfolio ATLANTA, GA 5,0255.0k $224.1k $224.1k 0.01% New
19 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 4,5794.6k $204.2k $204.2k 0.00% New
20 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 4,5134.5k $201.3k $201.3k 0.00% New
21 Front Row Advisors LLC 0.03% of their portfolio TIBURON, CA 2,5002.5k $113.0k $113.0k 0.03% New
22 Synergy Investment Management, LLC 0.01% of their portfolio ALTAMONTE SPRINGS, FL 989989 $44.1k $44.1k 0.01% Added +360 +360
23 Rossby Financial, LCC 0.01% of their portfolio MELBOURNE, FL 621621 $27.7k $27.7k 0.01% Added +165 +165
24 Meramec Financial Planners, LLC 0.00% of their portfolio SAINT LOUIS, MO 4242 $1.9k $1.9k 0.00% New
25 Continuum Advisory, LLC 0.00% of their portfolio EAGLE, ID 3939 $1.7k $1.7k 0.00% New
26 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 3535 $1.6k $1.6k 0.00% New
27 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 66 $268 $268 0.00% Unchanged
28 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 44 $178 $178 0.00% New
29 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 00 $15 $15 0.00% Unchanged