ISHARES S&P 500 BUYWRITE ETF IVVW
$44.16
-1.0% 52w: $37.21 – $44.61
Latest 13F among current holders filed 1 month ago (May 18, 2026)
Price — last 12 months
research preview data37.2140.9144.61
Jun 20, 2025 Jul 2, 2026
Institutional holders
21
+4 QoQ
13F value
$185.9M
+9.5% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns IVVW?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| SUMITOMO LIFE INSURANCE CO | Wealth advisor | 3.0M | $132.3M | 3.1% | Held |
| BlackRock, Inc. | Index provider | 601.5K | $26.3M | 0.0% | +160.8% |
| Cetera Investment Advisers | Wealth advisor | 116.7K | $5.1M | 0.0% | +35.1% |
| JPMORGAN CHASE & CO | Bank broker | 103.9K | $4.4M | 0.0% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 99.5K | $4.3M | 0.0% | -9.1% |
| ASSETMARK, INC | Wealth advisor | 92.3K | $4.0M | 0.0% | +3.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 45.6K | $2.0M | 0.0% | +7.2% |
| Retirement Planning Group, LLC | Wealth advisor | 40.8K | $1.8M | 0.1% | -1.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 39.9K | $1.7M | 0.0% | +31.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 28.7K | $1.3M | 0.0% | +122.7% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 13.1K | $573K | 0.0% | New |
| Insight Wealth Strategies, LLC | Wealth advisor | 12.7K | $554K | 0.1% | -36.8% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 11.1K | $484K | 0.0% | New |
| GARRISON BRADFORD & ASSOCIATES INC ★3 | Fundamental concentrated | 9.5K | $417K | 0.5% | New |
| JANE STREET GROUP, LLC | Market maker | 7.9K | $344K | 0.0% | -18.8% |
| Summit Financial, LLC | Wealth advisor | 5.4K | $234K | 0.0% | New |
| Synergy Investment Management, LLC | Wealth advisor | 629 | $27K | 0.0% | New |
| Rossby Financial, LCC | Wealth advisor | 456 | $20K | 0.0% | New |
| Sunbelt Securities, Inc. | Diversified mechanical | 127 | $6K | 0.0% | -10.6% |
| CoreCap Advisors, LLC | Wealth advisor | 6 | $262 | 0.0% | Held |
| WELLS FARGO & COMPANY/MN | Bank broker | 0 | $5 | 0.0% | — |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.