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

iShares S&P 500 BuyWrite ETF logo
$46.06 +0.05 (+0.11%)
As of 09/12/2025 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)
12
Total
Institutional Inflows
(last 12 months)
$146.35M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$302.93K
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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
9/4/2025 Osaic Holdings Inc.11,327$526K0.0%+596.2%0.285%
8/8/2025 Cetera Investment Advisers74,618$3.43M0.0%+11.3%1.875%
8/7/2025 Samalin Investment Counsel LLC4,377$201K0.1%N/A0.110%
8/5/2025 Sumitomo Life Insurance Co.3,030,000$139.28M9.4%N/A76.131%
8/4/2025 Assetmark Inc.89,868$4.13M0.0%+0.7%2.258%
8/1/2025 Envestnet Asset Management Inc.27,040$1.24M0.0%-1.6%0.679%
7/8/2025 Granite Bay Wealth Management LLC42,764$1.97M0.6%+55.2%1.091%
7/7/2025 Insight Wealth Strategies LLC10,312$474K0.1%+58.5%0.263%
5/15/2025OLD Mission Capital LLC4,873$227K0.0%N/A0.567%
5/6/2025Assetmark Inc.89,243$4.15M0.0%-1.0%10.377%
5/6/2025Cetera Investment Advisers67,031$3.12M0.0%+29.5%7.794%
4/29/2025Envestnet Asset Management Inc.27,472$1.28M0.0%-7.2%3.270%
4/29/2025OneDigital Investment Advisors LLC15,450$718K0.0%+242.0%1.839%
4/17/2025Janney Montgomery Scott LLC4,550$212K0.0%N/A0.542%
4/10/2025Granite Bay Wealth Management LLC27,548$1.28M0.4%+34.5%3.360%
4/3/2025Insight Wealth Strategies LLC6,508$303K0.0%N/A0.794%
2/17/2025Cetera Investment Advisers51,743$2.53M0.0%+108.0%15.219%
2/14/2025OneDigital Investment Advisors LLC4,517$221K0.0%N/A1.329%
2/6/2025Assetmark Inc.90,135$4.41M0.0%+0.3%26.510%
1/13/2025Granite Bay Wealth Management LLC20,488$1.00M0.4%N/A6.026%
11/4/2024Alaska Permanent Capital Management2,425$122K0.0%N/A0.713%
11/4/2024Alaska 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, 13 institutional investors and hedge funds held shares of iShares S&P 500 BuyWrite ETF. The most heavily invested institutionals were Sumitomo Life Insurance Co. ($139.28M), Assetmark Inc. ($4.13M), Cetera Investment Advisers ($3.43M), Granite Bay Wealth Management LLC ($1.97M), Envestnet Asset Management Inc. ($1.24M), OneDigital Investment Advisors LLC ($718K), and Osaic Holdings Inc. ($526K).Learn more on iShares S&P 500 BuyWrite ETF's institutional investors.

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

Of the 12 institutional investors that purchased iShares S&P 500 BuyWrite ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sumitomo Life Insurance Co. ($3.03M), Cetera Investment Advisers ($76.59K), Granite Bay Wealth Management LLC ($42.76K), OneDigital Investment Advisors LLC ($15.45K), Insight Wealth Strategies LLC ($10.31K), Osaic Holdings Inc. ($9.70K), and OLD Mission Capital LLC ($4.87K).

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

Institutional investors have bought a total of 3,178,957 shares in the last 24 months. This purchase volume represents approximately $146.35M in transactions.

Which of iShares S&P 500 BuyWrite ETF's 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. ($3.73K), and Envestnet Asset Management Inc. ($2.56K).

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

Institutional investors have sold a total of 6,292 shares in the last 24 months. This volume of shares sold represents approximately $302.93K in transactions.



This page (NYSEARCA:IVVW) was last updated on 9/13/2025 by MarketBeat.com Staff
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