Ishares S&P 500 Buywrite ETF (IVVW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Sort by

Assetmark, Inc

DECREASED

Shares123,406 from 124,340

Change-934 (-1%)

Value$5.6M (+$57.1K)

Filed 2026-10-21

Retirement Planning Group, LLC

INCREASED

Shares54,049 from 51,987

Change+2,062 (+4%)

Value$2.5M (+$135.2K)

Filed 2026-10-19

IFS Advisors, LLC

NEW

Shares47,006

Change+47,006

Value$2.1M

Filed 2026-10-14

LPL Financial LLC

INCREASED

Shares20,057 from 4,513

Change+15,544 (+344%)

Value$910.6K (+$709.3K)

Filed 2026-11-06

Avantax Planning Partners, Inc.

NEW

Shares5,346

Change+5,346

Value$242.7K

Filed 2026-11-03

Insight Wealth Strategies, LLC

DECREASED

Shares5,285 from 12,595

Change-7,310 (-58%)

Value$239.9K (-$322.0K)

Filed 2026-10-09

Rossby Financial, LCC

INCREASED

Shares1,240 from 621

Change+619 (+100%)

Value$56.3K (+$28.6K)

Filed 2026-11-05

IFP Advisors, Inc

INCREASED

Shares65 from 35

Change+30 (+86%)

Value$3.0K (+$1.4K)

Filed 2026-10-16

Commonwealth Equity Services, LLC

CLOSED

Shares0 from 26,861

Change-26,861 (-100%)

Value$0 (-$1.2M)

Filed 2026-11-02

Garrison Bradford & Associates Inc

CLOSED

Shares0 from 10,408

Change-10,408 (-100%)

Value$0 (-$461.4K)

Filed 2026-10-27

Strategic Blueprint, LLC

CLOSED

Shares0 from 5,025

Change-5,025 (-100%)

Value$0 (-$224.1K)

Filed 2026-10-22

Bullseye Investment Management, LLC

CLOSED

Shares0 from 2,679

Change-2,679 (-100%)

Value$0 (-$119.5K)

Filed 2026-10-29

CoreCap Advisors, LLC

CLOSED

Shares0 from 6

Change-6 (-100%)

Value$0 (-$268)

Filed 2026-10-08

Sumitomo Life Insurance Co

N/A

Shares— from 3,030,000

Change-3,030,000 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 1,408,036

Change-1,408,036 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 135,877

Change-135,877 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 133,050

Change-133,050 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 115,289

Change-115,289 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 61,785

Change-61,785 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 57,644

Change-57,644 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 57,493

Change-57,493 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 17,199

Change-17,199 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 15,011

Change-15,011 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 9,536

Change-9,536 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 5,354

Change-5,354 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 4,579

Change-4,579 (-100%)

Value—

Front Row Advisors LLC

N/A

Shares— from 2,500

Change-2,500 (-100%)

Value—

Synergy Investment Management, LLC

N/A

Shares— from 989

Change-989 (-100%)

Value—

Meramec Financial Planners, LLC

N/A

Shares— from 42

Change-42 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 39

Change-39 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 4

Change-4 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 0

Change0

Value—

	Status
Assetmark, Inc	DECREASED	123,406	124,340	-934	-1%	$5.5M	$5.6M	+$57.1K	2026-10-21
Retirement Planning Group, LLC	INCREASED	54,049	51,987	+2,062	+4%	$2.3M	$2.5M	+$135.2K	2026-10-19
IFS Advisors, LLC	NEW	47,006	—	+47,006	—	—	$2.1M	—	2026-10-14
LPL Financial LLC	INCREASED	20,057	4,513	+15,544	+344%	$201.3K	$910.6K	+$709.3K	2026-11-06
Avantax Planning Partners, Inc.	NEW	5,346	—	+5,346	—	—	$242.7K	—	2026-11-03
Insight Wealth Strategies, LLC	DECREASED	5,285	12,595	-7,310	-58%	$561.9K	$239.9K	-$322.0K	2026-10-09
Rossby Financial, LCC	INCREASED	1,240	621	+619	+100%	$27.7K	$56.3K	+$28.6K	2026-11-05
IFP Advisors, Inc	INCREASED	65	35	+30	+86%	$1.6K	$3.0K	+$1.4K	2026-10-16
Commonwealth Equity Services, LLC	CLOSED	0	26,861	-26,861	-100%	$1.2M	$0	-$1.2M	2026-11-02
Garrison Bradford & Associates Inc	CLOSED	0	10,408	-10,408	-100%	$461.4K	$0	-$461.4K	2026-10-27
Strategic Blueprint, LLC	CLOSED	0	5,025	-5,025	-100%	$224.1K	$0	-$224.1K	2026-10-22
Bullseye Investment Management, LLC	CLOSED	0	2,679	-2,679	-100%	$119.5K	$0	-$119.5K	2026-10-29
CoreCap Advisors, LLC	CLOSED	0	6	-6	-100%	$268	$0	-$268	2026-10-08
Sumitomo Life Insurance Co	N/A	—	3,030,000	-3,030,000	-100%	$135.1M	—	—	—
BlackRock, Inc.	N/A	—	1,408,036	-1,408,036	-100%	$62.8M	—	—	—
Osaic Holdings, Inc.	N/A	—	135,877	-135,877	-100%	$6.1M	—	—	—
Cetera Investment Advisers	N/A	—	133,050	-133,050	-100%	$5.9M	—	—	—
JPMorgan Chase & Co	N/A	—	115,289	-115,289	-100%	$5.1M	—	—	—
Old Mission Capital LLC	N/A	—	61,785	-61,785	-100%	$2.8M	—	—	—
Raymond James Financial Inc	N/A	—	57,644	-57,644	-100%	$2.6M	—	—	—
Envestnet Asset Management Inc	N/A	—	57,493	-57,493	-100%	$2.6M	—	—	—
MML Investors Services, LLC	N/A	—	17,199	-17,199	-100%	$767.1K	—	—	—
Susquehanna International Group, LLP	N/A	—	15,011	-15,011	-100%	$669.5K	—	—	—
Bank of America Corp	N/A	—	9,536	-9,536	-100%	$425.3K	—	—	—
Summit Financial, LLC	N/A	—	5,354	-5,354	-100%	$238.8K	—	—	—
OneDigital Investment Advisors LLC	N/A	—	4,579	-4,579	-100%	$204.2K	—	—	—
Front Row Advisors LLC	N/A	—	2,500	-2,500	-100%	$113.0K	—	—	—
Synergy Investment Management, LLC	N/A	—	989	-989	-100%	$44.1K	—	—	—
Meramec Financial Planners, LLC	N/A	—	42	-42	-100%	$1.9K	—	—	—
Continuum Advisory, LLC	N/A	—	39	-39	-100%	$1.7K	—	—	—
Morgan Stanley	N/A	—	4	-4	-100%	$178	—	—	—
Wells Fargo & Company	N/A	—	0	0	—	$15	—	—	—

Showing 32 of 32 institutions