IVVW Institutional Ownership
iShares S&P 500 BuyWrite ETF
1W: -1.8%
1M: -1.1%
3M: +0.7%
YTD: -0.5%
1Y: +2.1%
$44.75
-0.80 (-1.76%)
Weekly Expected Move ±1.3%
$44
$44
$45
$45
$46
Overview
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Institutional Ownership — IVVW
31
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
236M
Total Invested
11
New Positions
13
Increased
3
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (34 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | SUMITOMO LIFE INSURANCE CO | 3,030,000 | 136M | — | +0.0% | 5Q | SEC ↗ |
| 2 | BlackRock, Inc. | 1,408,036 | 63M | +806,506 | +134.1% | 3Q | SEC ↗ |
| 3 | OSAIC HOLDINGS, INC. | 135,877 | 6M | +36,380 | +36.6% | 8Q | SEC ↗ |
| 4 | Cetera Investment Advisers | 133,050 | 6M | +16,371 | +14.0% | 9Q | SEC ↗ |
| 5 | ASSETMARK, INC | 124,340 | 6M | +31,999 | +34.7% | 9Q | SEC ↗ |
| 6 | JPMORGAN CHASE & CO | 115,289 | 5M | +11,385 | +11.0% | 2Q | SEC ↗ |
| 7 | OLD MISSION CAPITAL LLC NEW | 61,785 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 57,644 | 3M | +28,990 | +101.2% | 3Q | SEC ↗ |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 57,493 | 3M | +17,629 | +44.2% | 9Q | SEC ↗ |
| 10 | Retirement Planning Group, LLC | 51,987 | 2M | +11,168 | +27.4% | 5Q | SEC ↗ |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | 26,861 | 1M | -18,755 | -41.1% | 4Q | SEC ↗ |
| 12 | MML INVESTORS SERVICES, LLC | 17,199 | 770K | +4,079 | +31.1% | 2Q | SEC ↗ |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15,011 | 672K | +3,925 | +35.4% | 2Q | SEC ↗ |
| 14 | Insight Wealth Strategies, LLC | 12,595 | 564K | -99 | -0.8% | 6Q | SEC ↗ |
| 15 | GARRISON BRADFORD & ASSOCIATES INC | 10,408 | 466K | +863 | +9.0% | 2Q | SEC ↗ |
| 16 | BANK OF AMERICA CORP /DE NEW | 9,536 | 427K | — | +0.0% | 1Q | SEC ↗ |
| 17 | Summit Financial, LLC | 5,354 | 240K | — | +0.0% | 2Q | SEC ↗ |
| 18 | Strategic Blueprint, LLC NEW | 5,025 | 225K | — | +0.0% | 1Q | SEC ↗ |
| 19 | OneDigital Investment Advisors LLC NEW | 4,579 | 205K | — | +0.0% | 1Q | SEC ↗ |
| 20 | LPL Financial LLC NEW | 4,513 | 202K | — | +0.0% | 1Q | SEC ↗ |
| 21 | Bullseye Investment Management, LLC NEW | 2,679 | 120K | — | +0.0% | 1Q | SEC ↗ |
| 22 | Front Row Advisors LLC NEW | 2,500 | 112K | — | +0.0% | 1Q | SEC ↗ |
| 23 | Synergy Investment Management, LLC | 989 | 44K | +360 | +57.2% | 2Q | SEC ↗ |
| 24 | Rossby Financial, LCC | 621 | 28K | +165 | +36.2% | 2Q | SEC ↗ |
| 25 | Sunbelt Securities, Inc. | 127 | 6K | -15 | -10.6% | 3Q | SEC ↗ |
| 26 | Meramec Financial Planners, LLC NEW | 42 | 2K | — | +0.0% | 1Q | SEC ↗ |
| 27 | Continuum Advisory, LLC NEW | 39 | 2K | — | +0.0% | 1Q | SEC ↗ |
| 28 | IFP Advisors, Inc NEW | 35 | 2K | — | +0.0% | 1Q | SEC ↗ |
| 29 | CoreCap Advisors, LLC | 6 | 0K | — | +0.0% | 3Q | SEC ↗ |
| 30 | MORGAN STANLEY NEW | 4 | 0K | — | +0.0% | 1Q | SEC ↗ |
| 31 | Smartleaf Asset Management LLC | 0 | 0K | -17 | -100.0% | 2Q | SEC ↗ |
| 32 | WELLS FARGO & COMPANY/MN | 0 | 0K | — | — | 3Q | SEC ↗ |
| 33 | JANE STREET GROUP, LLC | 0 | 0K | -7,874 | -100.0% | 2Q | SEC ↗ |
| 34 | Janney Montgomery Scott LLC | 0 | 0K | -4,550 | -100.0% | 4Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| OLD MISSION CAPITAL LLC | 61,785 | 3M |
| BANK OF AMERICA CORP /DE | 9,536 | 427K |
| Strategic Blueprint, LLC | 5,025 | 225K |
| OneDigital Investment Advisors LLC | 4,579 | 205K |
| LPL Financial LLC | 4,513 | 202K |
| Bullseye Investment Management, LLC | 2,679 | 120K |
| Front Row Advisors LLC | 2,500 | 112K |
| Meramec Financial Planners, LLC | 42 | 2K |
| Continuum Advisory, LLC | 39 | 2K |
| IFP Advisors, Inc | 35 | 2K |
| MORGAN STANLEY | 4 | 0K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 7,874 | 352K |
| Janney Montgomery Scott LLC | 4,550 | 204K |
| Smartleaf Asset Management LLC | 17 | 1K |
Biggest Increases (13)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | +806,506 | +134.1% | 1,408,036 |
| OSAIC HOLDINGS, INC. | +36,380 | +36.6% | 135,877 |
| ASSETMARK, INC | +31,999 | +34.7% | 124,340 |
| RAYMOND JAMES FINANCIAL INC | +28,990 | +101.2% | 57,644 |
| ENVESTNET ASSET MANAGEMENT INC | +17,629 | +44.2% | 57,493 |
| Cetera Investment Advisers | +16,371 | +14.0% | 133,050 |
| JPMORGAN CHASE & CO | +11,385 | +11.0% | 115,289 |
| Retirement Planning Group, LLC | +11,168 | +27.4% | 51,987 |
| MML INVESTORS SERVICES, LLC | +4,079 | +31.1% | 17,199 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +3,925 | +35.4% | 15,011 |
| GARRISON BRADFORD & ASSOCIATES INC | +863 | +9.0% | 10,408 |
| Synergy Investment Management, LLC | +360 | +57.2% | 989 |
| Rossby Financial, LCC | +165 | +36.2% | 621 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | -18,755 | -41.1% | 26,861 |
| Insight Wealth Strategies, LLC | -99 | -0.8% | 12,595 |
| Sunbelt Securities, Inc. | -15 | -10.6% | 127 |