IVVW Institutional Ownership & Shareholders
ISHARES S&P 500 BUYWRITE ETF (IVVW) is currently held by 28 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $237.27M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Sumitomo Life Insurance Co is currently the largest disclosed institutional shareholder of IVVW tracked by InsiderSet, reporting ownership valued at approximately $135.14M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $136.71M, representing an estimated gain of +1.17% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 97% of the total disclosed IVVW value among the investors covered in this analysis. Major shareholders include Sumitomo Life Insurance Co, Blackrock, Inc., Osaic Holdings, Inc., and several other long-term asset managers with concentrated positions in ISHARES S&P 500 BUYWRITE ETF (IVVW).
This page ranks the largest institutional IVVW shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
28
Total Reported Value
$237.27M
Largest Holder
Sumitomo Life Insurance Co
Largest Position
$135.14M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
34
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sumitomo Life Insurance Co | 2.21% | 3,030,000 | $135,138,000 | $136,713,600 | +$1,575,600 | +1.17% | |
| Blackrock, Inc. | 0.00% | 1,408,036 | $62,798,389 | $63,530,584 | +$732,195 | +1.17% | |
| Osaic Holdings, Inc. | 0.01% | 135,877 | $6,061,064 | $6,130,770 | +$69,706 | +1.15% | |
| Cetera Investment Advisers | 0.01% | 133,050 | $5,934,047 | $6,003,216 | +$69,169 | +1.17% | |
| Assetmark, Inc | 0.01% | 123,406 | $5,602,632 | $5,568,079 | -$34,553 | -0.62% | |
| Jpmorgan Chase & Co | 0.00% | 115,289 | $5,114,220 | $5,201,840 | +$87,620 | +1.71% | |
| Old Mission Capital Llc | 0.07% | 61,785 | $2,755,611 | $2,787,739 | +$32,128 | +1.17% | |
| Raymond James Financial Inc | 0.00% | 57,644 | $2,570,923 | $2,600,897 | +$29,974 | +1.17% | |
| Envestnet Asset Management Inc | 0.00% | 57,493 | $2,564,186 | $2,594,084 | +$29,898 | +1.17% | |
| Retirement Planning Group, Llc | 0.06% | 54,049 | $2,453,840 | $2,438,691 | -$15,149 | -0.62% | |
| Ifs Advisors, Llc | 0.64% | 47,006 | $2,134,087 | $2,120,911 | -$13,176 | -0.62% | |
| Mml Investors Services, Llc | 0.00% | 17,199 | $767,091 | $776,019 | +$8,928 | +1.16% | |
| Susquehanna International Group, Llp | 0.00% | 15,011 | $669,491 | $677,296 | +$7,805 | +1.17% | |
| Bank Of America Corp | 0.00% | 9,536 | $425,306 | $430,264 | +$4,958 | +1.17% | |
| Avantax Planning Partners, Inc. | 0.01% | 5,346 | $242,708 | $241,212 | -$1,496 | -0.62% | |
| Insight Wealth Strategies, Llc | 0.02% | 5,285 | $239,916 | $238,459 | -$1,457 | -0.61% | |
| Summit Financial, Llc | 0.00% | 5,354 | $238,788 | $241,572 | +$2,784 | +1.17% | |
| Onedigital Investment Advisors Llc | 0.00% | 4,579 | $204,223 | $206,604 | +$2,381 | +1.17% | |
| Lpl Financial Llc | 0.00% | 4,513 | $201,262 | $203,627 | +$2,365 | +1.17% | |
| Front Row Advisors Llc | 0.03% | 2,500 | $113,000 | $112,800 | -$200 | -0.18% | |
| Synergy Investment Management, Llc | 0.01% | 989 | $44,095 | $44,624 | +$529 | +1.20% | |
| Rossby Financial, Lcc | 0.01% | 621 | $27,697 | $28,020 | +$323 | +1.16% | |
| Sunbelt Securities, Inc. | 0.00% | 127 | $5,555 | $5,730 | +$175 | +3.15% | |
| Ifp Advisors, Inc | 0.00% | 65 | $2,951 | $2,933 | -$18 | -0.62% | |
| Meramec Financial Planners, Llc | 0.00% | 42 | $1,856 | $1,895 | +$39 | +2.10% | |
| Continuum Advisory, Llc | 0.00% | 39 | $1,739 | $1,760 | +$21 | +1.19% | |
| Morgan Stanley | 0.00% | 4 | $178 | $180 | +$2 | +1.39% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $15 | — | — | — |
Frequently asked questions about IVVW
Who are the largest institutional holders of IVVW?
The largest institutional holders of IVVW reported in the latest SEC Form 13F filings include Sumitomo Life Insurance Co, Blackrock, Inc., Osaic Holdings, Inc., Cetera Investment Advisers, and Assetmark, Inc. InsiderSet ranks institutional holders by their latest reported IVVW position.
What is IVVW institutional ownership?
This page tracks IVVW positions reported by institutional investment managers through SEC Form 13F. ISHARES S&P 500 BUYWRITE ETF (IVVW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IVVW?
InsiderSet currently tracks 28 institutional managers reporting IVVW holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IVVW shareholders.
How much IVVW stock do institutions own?
Institutional investment managers disclosed approximately $237.27M in IVVW holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IVVW institutional ownership last updated?
The latest IVVW institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IVVW holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IVVW position after the reporting date.
Are institutions buying or selling IVVW?
Institutional buying and selling can be analyzed by comparing IVVW positions across consecutive 13F reporting periods. InsiderSet's IVVW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IVVW ownership changes.
How has IVVW institutional ownership changed over time?
InsiderSet tracks IVVW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.