CUSIP 46438G711S&P 500 BUYWRITEIVVWQ4 2025
Aggregate 13F value by quarter
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16 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Sumitomo Life Insurance Co | 3.03M | $137.96M | 0 | Held |
| 2 | Blackrock, Inc. | 230.6K | $10.50M | +230.6K | New |
| 3 | Osaic Holdings, Inc. | 109.4K | $4.98M | +5.1K | Added |
| 4 | Assetmark, Inc | 89.6K | $4.08M |
| Added |
| 5 | Cetera Investment Advisers | 86.3K | $3.93M | +6.0K | Added |
| 6 | Commonwealth Equity Services, LLC | 42.6K | $1.94M | +1.6K | Added |
| 7 | Retirement Planning Group, LLC | 41.4K | $1.89M | +3.8K | Added |
| 8 | Envestnet Asset Management Inc | 30.4K | $1.38M | +2.3K | Added |
| 9 | Insight Wealth Strategies, LLC | 20.1K | $914.3K | +3.7K | Added |
| 10 | Old Mission Capital LLC | 20.1K | $913.6K | +10.7K | Added |
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