iShares IVV Premium Income+ ETF (IVVW)
ETF ยท Cboe BZX
iShares IVV Premium Income+ ETF (IVVW) is an exchange-traded fund listed on Cboe BZX, where it has traded since March 14, 2024.
- Type
- Exchange-traded fund
- Listed On
- Cboe BZX
- Listed Since
- March 14, 2024
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 29 institutions reported holding IVVW, with 5.3 million shares worth $235.9 million in aggregate. The largest reported holder was Sumitomo Life Insurance, with 3.0 million shares worth $135.1 million. Of the 5 largest holders listed below, 4 added shares and 1 held its position unchanged during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Sumitomo Life Insurance | 3,030,000 | $135M | Unchanged |
| BlackRock | 1,408,036 | $63M | Added 134.08% |
| Osaic Holdings | 135,877 | $6M | Added 36.56% |
| Cetera Investment Advisers | 133,050 | $6M | Added 14.03% |
| Assetmark | 124,340 | $6M | Added 34.65% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is IVVW?
iShares IVV Premium Income+ ETF (IVVW) is an exchange-traded fund listed on Cboe BZX, where it has traded since March 14, 2024.
Who are the largest institutional holders of IVVW?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of IVVW were Sumitomo Life Insurance, BlackRock and Osaic Holdings.
How many institutions own IVVW?
29 institutions reported a position in IVVW for the quarter ended June 30, 2026, worth $235.9 million in total.
Did institutions buy or sell IVVW last quarter?
Of the 5 largest reported holders, 4 added shares and 1 held its position unchanged during the quarter. Every reported holder and its change is on the SentiSense ownership page for IVVW.
Every reported institutional holder, plus insider and congressional trades in IVVW, on SentiSense.