Who owns IVVW?
iShares S&P 500 BuyWrite ETF · iShares
29 institutions reported holding IVVW, worth $235.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IVVW
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Sumitomo Life Insurance Co | Tokyo, Japan | $135.1M | 3,030,000 | No change |
| BlackRock, Inc. | New York, NY | $62.8M | 1,408,036 | +806,506 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $6.1M | 135,877 | +36,380 shares |
| Cetera Investment Advisers | Schaumburg, IL | $5.9M | 133,050 | +16,371 shares |
| Assetmark, Inc. | Concord, CA | $5.5M | 124,340 | +31,999 shares |
| JPMorgan Chase & Co | New York, NY | $5.1M | 115,289 | +11,385 shares |
| Old Mission Capital LLC | Chicago, IL | $2.8M | 61,785 | New position |
| Raymond James Financial Inc. | St. Petersburg, FL | $2.6M | 57,644 | +28,990 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $2.6M | 57,493 | +17,629 shares |
| Retirement Planning Group, LLC | Leawood, KS | $2.3M | 51,987 | +11,168 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
Similar ETFs
Compare what they hold: IVVW vs UPRO, IVVW vs PBP, IVVW vs BUCK, IVVW vs TSLL.
Frequently asked questions
Who owns IVVW?
29 institutional managers reported holding IVVW in Form 13F filings for June 30, 2026, worth $235.9M in total. The largest reported position was held by Sumitomo Life Insurance Co, at $135.1M.
Did institutions buy or sell IVVW last quarter?
Reported 13F value rose 26.9% from March 31, 2026, which includes price moves as well as buying and selling. 10 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IVVW ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.