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Stocks / Ishares Tr
Institutional Ownership

Ishares Tr

CUSIP 46438G711S&P 500 BUYWRITEIVVWQ1 2026

Institutional Holders
20
13F filers
Shares Held
4.26M
Aggregate institutional
Institutional Value
$185.87M
Q1 2026
Net New Holders
+4
7 new · 3 closed

Institutional Ownership Trend

Aggregate 13F value by quarter

Multi-quarter trend — upgrade to see history

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Position Activity

Q1 2026

New positions7
Increased6
Decreased5
Sold out3

Institutional Holders

20 funds hold this security · Q1 2026

#FundSharesValueΔ SharesActivity
1Sumitomo Life Insurance Co3.03M$132.29M0Held
2Blackrock, Inc.601.5K$26.26M+370.9KAdded
3Cetera Investment Advisers116.7K$5.09M+30.3KAdded
4Jpmorgan Chase & Co103.9K$4.43M+103.9KNew
5Osaic Holdings, Inc.99.5K$4.34M9.9KReduced
6Assetmark, Inc92.3K$4.03M+2.8KAdded
7Commonwealth Equity Services, LLC45.6K$1.99M+3.1KAdded
8Retirement Planning Group, LLC40.8K$1.78M615Reduced
9Envestnet Asset Management Inc39.9K$1.74M+9.5KAdded
10Raymond James Financial Inc28.7K$1.25M+15.8KAdded

10 more institutional holders on Premium

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