Institutional Ownership
Ishares Tr
CUSIP 46438G711S&P 500 BUYWRITEIVVWQ1 2026
13D / 13G Filings
8
Schedule 13D/13G on record
Beneficial Filers
3
Distinct reporting persons
Largest Stake
70.6%
Max % of class reported
Institutional Holders
20
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
8 filings · latest Jul 15, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jul 15, 2025 | Blackrock Portfolio Management LLC | 13G/A | 2.0% | 80.0K | SEC |
| 2 | Apr 15, 2025 | Blackrock Portfolio Management LLC | 13G/A | 9.5% | 80.0K | SEC |
| 3 | Feb 7, 2025 | Blackrock, Inc. | 13G/A | — | — | SEC |
| 4 | Feb 7, 2025 | Blackrock Portfolio Management LLC | 13G | 11.4% | 80.0K | SEC |
| 5 | Jan 8, 2025 | Blackrock, Inc. | 13G | 12.9% | 80.0K | SEC |
| 6 | Oct 25, 2024 | Blackrock, Inc. | 13G/A | 18.2% | 80.0K | SEC |
| 7 | Jun 7, 2024 | Blackrock Inc. | 13G/A | 22.2% | 80.0K | SEC |
| 8 | Apr 5, 2024 | Blackrock Inc. | 13G | 70.6% | 240.0K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Sumitomo Life Insurance Co | 3.03M | $132.29M |
| 2 | Blackrock, Inc. | 601.5K | $26.26M |
| 3 | Cetera Investment Advisers | 116.7K | $5.09M |
| 4 | Jpmorgan Chase & Co | 103.9K | $4.43M |
| 5 | Osaic Holdings, Inc. | 99.5K | $4.34M |
| 6 | Assetmark, Inc | 92.3K | $4.03M |
| 7 | Commonwealth Equity Services, LLC | 45.6K | $1.99M |
| 8 | Retirement Planning Group, LLC | 40.8K | $1.78M |
| 9 | Envestnet Asset Management Inc | 39.9K | $1.74M |
| 10 | Raymond James Financial Inc | 28.7K | $1.25M |