Who owns iShares S&P 500 BuyWrite ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IVVW from SEC Form 13F filings across 30 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 30 institutions disclosed 5.3M shares of iShares S&P 500 BuyWrite ETF worth $236.1M — about 74.4% of shares outstanding; the largest disclosed holder is SUMITOMO LIFE INSURANCE CO. Source: SEC Form 13F filings, parsed by EvidInvest.
30
13F holders
$236.1M
value, 2026 filers
74.4%
of shares outstanding (5.3M sh)
11
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IVVW's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | SUMITOMO LIFE INSURANCE CO | 3.0M | $135.1M | 2.2% | 42.6% | 0.0% |
| 2 | BlackRock, Inc. | 1.4M | $62.8M | 0.0% | 19.8% | +134.1% |
| 3 | OSAIC HOLDINGS, INC. | 135,877 | $6.1M | 0.0% | 1.9% | +36.6% |
| 4 | Cetera Investment Advisers | 133,050 | $5.9M | 0.0% | 1.9% | +14.0% |
| 5 | ASSETMARK, INC | 124,340 | $5.5M | 0.0% | 1.7% | +34.7% |
| 6 | JPMORGAN CHASE & CO | 115,289 | $5.1M | 0.0% | 1.6% | +11.0% |
| 7 | OLD MISSION CAPITAL LLCNEW | 61,785 | $2.8M | 0.0% | 0.9% | new |
| 8 | RAYMOND JAMES FINANCIAL INC | 57,644 | $2.6M | 0.0% | 0.8% | +101.2% |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 57,493 | $2.6M | 0.0% | 0.8% | +44.2% |
| 10 | Retirement Planning Group, LLC | 51,987 | $2.3M | 0.1% | 0.7% | +27.4% |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | 26,861 | $1.2M | 0.0% | 0.4% | -41.1% |
| 12 | MML INVESTORS SERVICES, LLC | 17,199 | $767,091 | 0.0% | 0.2% | +31.1% |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15,011 | $669,491 | 0.0% | 0.2% | +35.4% |
| 14 | Insight Wealth Strategies, LLC | 12,595 | $561,879 | 0.1% | 0.2% | -0.8% |
| 15 | GARRISON BRADFORD & ASSOCIATES INC | 10,408 | $461,393 | 0.5% | 0.1% | +9.0% |
| 16 | BANK OF AMERICA CORP /DE/NEW | 9,536 | $425,306 | 0.0% | 0.1% | new |
| 17 | Summit Financial, LLC | 5,354 | $238,788 | 0.0% | 0.1% | 0.0% |
| 18 | Strategic Blueprint, LLCNEW | 5,025 | $224,115 | 0.0% | 0.1% | new |
| 19 | OneDigital Investment Advisors LLCNEW | 4,579 | $204,223 | 0.0% | 0.1% | new |
| 20 | LPL Financial LLCNEW | 4,513 | $201,262 | 0.0% | 0.1% | new |
| 21 | Bullseye Investment Management, LLCNEW | 2,679 | $119,483 | 0.1% | 0% | new |
| 22 | Front Row Advisors LLCNEW | 2,500 | $113,000 | 0.0% | 0% | new |
| 23 | Synergy Investment Management, LLC | 989 | $44,095 | 0.0% | 0% | +57.2% |
| 24 | Rossby Financial, LCC | 621 | $27,697 | 0.0% | 0% | +36.2% |
| 25 | Meramec Financial Planners, LLCNEW | 42 | $1,856 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.