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Ishares S&P 500 Buywrite ETF (IVVW)

CUSIP: 46438G711 | NYSE | 50 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

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5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABlackRock, Inc.1,821,47423.6%+413,439Sep 30, 20261,408,036 sh (Jun 30, 2026)
13G/ABlackRock, Inc.

Institutional Holders — Q3 2026

Assetmark, Inc123,406
0.0% of portfolio›$5.6M
Retirement Planning Group, LLC54,049
0.1% of portfolio›$2.5M
IFS Advisors, LLC47,006
0.6% of portfolio›$2.1M
Avantax Planning Partners, Inc.5,346
0.0% of portfolio›$242.7K
Insight Wealth Strategies, LLC5,285
0.0% of portfolio›$239.9K
Rossby Financial, LCC1,240
0.0% of portfolio›$56.3K
IFP Advisors, Inc65
0.0% of portfolio›$3.0K
StyleTurnoverLocationFiled
Assetmark, Inc
123,406$5.6M0.0%ETFLowConcord, CA2026-10-21
Retirement Planning Group, LLC
54,049$2.5M0.1%ETFVery LowLeawood, KS2026-10-19
IFS Advisors, LLC
47,006$2.1M0.6%ETFLowOverland Park, KS2026-10-14
Avantax Planning Partners, Inc.
5,346$242.7K0.0%ETFLowDubuque, IA2026-11-03
Insight Wealth Strategies, LLC
5,285$239.9K0.0%ETFHighSan Ramon, CA2026-10-09
Rossby Financial, LCC
1,240$56.3K0.0%ETFMediumMelbourne, FL2026-11-05
IFP Advisors, Inc
65$3.0K0.0%GrowthLowTampa, FL2026-10-16
1,821,474
23.6% of class · Sep 30, 2026+413,439
1,408,036 sh (Jun 30, 2026)